Watershed Private Wealth LLC Purchases in Q4 2025

Watershed Private Wealth LLC

  • $333 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
21.1K
+ 32.61%
$182.87 - $189.72 $3.86M - $4.01M
85.9K $16.4B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
19.9K
+ 68.09%
$117.68 - $124.18 $2.34M - $2.47M
49.1K $5.85B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
37.4K
+ 20.6%
$52.54 - $55.77 $1.97M - $2.09M
219K $11.8B
GOOG
Alphabet Inc.

Communication Services
2.81K
+ 24.48%
$237.49 - $291.74 $668K - $820K
14.3K $4.49B
AAPL
Apple Inc.

Technology
5.04K
+ 40.61%
$245.27 - $275.25 $1.24M - $1.39M
17.4K $4.74B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.1K
+ 9.81%
$99.87 - $101.27 $1.61M - $1.63M
180K $18B
NVDA
Nvidia Corp

Technology
7.9K
+ 8.5%
$179.83 - $207.04 $1.42M - $1.63M
101K $18.8B
TSLA
Tesla, Inc.

Consumer Cyclical
2.35K
+ 49.69%
$401.99 - $468.37 $943K - $1.1M
7.07K $3.18B
AMZN
Amazon Com Inc

Consumer Cyclical
3.61K
+ 28.11%
$213.04 - $254.0 $769K - $917K
16.4K $3.8B
MSFT
Microsoft Corp

Technology
2.35K
+ 45.14%
$496.82 - $542.07 $1.17M - $1.27M
7.56K $3.66B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.94K
New
$160.66 - $181.39 $473K - $534K
2.94K $611M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.42K
New
$280.66 - $305.09 $398K - $433K
1.42K $431M
META
Meta Platforms, Inc.

Communication Services
1.21K
+ 19.71%
$609.01 - $751.67 $734K - $907K
7.33K $4.83B
DFAT
Dimensional ETF Tr U S Target

ETFs
2.68K
+ 2.18%
$55.75 - $58.83 $149K - $158K
125K $7.47B
PLTR
Palantir Technologies Inc.

Technology
1.94K
+ 24.85%
$172.14 - $207.18 $334K - $402K
9.74K $1.73B
WFC
Wells Fargo & Company

Financial Services
3.16K
New
$77.62 - $87.3 $245K - $276K
3.16K $294M
ETN
Eaton Corp PLC

Industrials
801
New
$352.39 - $387.75 $282K - $311K
801 $255M
BAC
Bank Of America Corp

Financial Services
4.64K
New
$48.65 - $54.11 $226K - $251K
4.64K $255M
Ishares Ethereum Tr
16.3K
+ 134.15%
N/A
28.4K $637M
SHOP
Shopify Inc.

Technology
528
+ 4.0%
$146.04 - $179.01 $77.1K - $94.5K
13.7K $2.21B
Lam Research Corp
142
+ 2.45%
N/A
5.94K $1.02B
MS
Morgan Stanley

Financial Services
1.21K
New
$151.86 - $169.92 $184K - $206K
1.21K $215M
ASML
Asml Holding Nv

Technology
200
New
$936.19 - $1075.45 $187K - $215K
200 $214M
MA
Mastercard Inc

Financial Services
364
+ 65.59%
$536.85 - $580.45 $195K - $211K
919 $525M
ABBV
Abb Vie Inc.

Healthcare
800
+ 76.05%
$211.96 - $244.38 $170K - $196K
1.85K $423M
AVGO
Broadcom Inc.

Technology
350
+ 12.14%
$324.63 - $385.98 $114K - $135K
3.23K $1.12B
Blackrock ETF Trust Ii
3.52K
+ 9.09%
N/A
42.2K $2.23B
LMND
Lemonade, Inc.

Financial Services
140
+ 1.71%
$47.55 - $79.14 $6.66K - $11.1K
8.31K $592M
MCD
Mcdonalds Corp

Consumer Cyclical
425
+ 52.21%
$293.81 - $310.11 $125K - $132K
1.24K $379M
JNJ
Johnson & Johnson

Healthcare
439
+ 32.47%
$185.98 - $199.58 $81.6K - $87.6K
1.79K $371M
BNDX
Vanguard Total International B

ETFs
3.96K
+ 5.8%
$49.3 - $49.91 $195K - $197K
72.2K $3.49B
EFG
Msci Eafe Growth ETF

ETFs
974
+ 4.4%
$112.91 - $117.61 $110K - $115K
23.1K $2.63B
MUB
Ishares National Muni Bond ETF

ETFs
734
+ 1.51%
$106.36 - $107.61 $78.1K - $79K
49.2K $5.27B
NEE
Nextera Energy Inc

Utilities
1.09K
+ 32.25%
$78.18 - $86.03 $85.4K - $93.9K
4.48K $359M
Ishares Bitcoin Trust ETF
7.6K
+ 40.09%
N/A
26.6K $1.32B
ROK
Rockwell Automation, Inc

Industrials
43
+ 2.66%
$333.75 - $394.54 $14.4K - $17K
1.66K $647M
SPOT
Spotify Technology S.A.

Communication Services
208
+ 54.03%
$616.91 - $707.3 $128K - $147K
593 $344M
WMT
Walmart Inc.

Consumer Defensive
236
+ 4.07%
$101.18 - $109.03 $23.9K - $25.7K
6.04K $673M
Blackrock ETF Trust Ii
1.83K
+ 5.51%
N/A
35.1K $1.71B
SNOW
Snowflake Inc.

Technology
322
+ 25.35%
$230.55 - $277.14 $74.2K - $89.2K
1.59K $349M
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 0.17%
$321.8 - $337.95 $4.18K - $4.39K
7.67K $2.57B
JPM
Jpmorgan Chase & CO

Financial Services
75
+ 2.0%
$294.11 - $320.41 $22.1K - $24K
3.82K $1.23B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
379
+ 0.44%
$49.98 - $50.59 $18.9K - $19.2K
87.2K $4.39B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
68
+ 2.06%
$475.68 - $513.11 $32.3K - $34.9K
3.36K $1.69B
XLE
Energy Sector Spdr

ETFs
4.56K
+ 100.0%
$85.22 - $92.02 $389K - $420K
9.12K $408M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1
+ 0.03%
$88.67 - $92.06 $88.7 - $92.1
3.63K $317M
Arista Networks Inc
96
+ 2.94%
N/A
3.37K $441M
NOW
Service Now, Inc.

Technology
1.44K
+ 386.6%
$835.79 - $946.29 $1.21M - $1.36M
1.82K $278M
Global X Fds
4.19K
+ 5.89%
N/A
75.3K $4.88B
Activity Summary
Buys All Purchases 51 New Holdings 7 Increased Positions 44 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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