Watershed Private Wealth LLC Incresed Positions in Q4 2024

Watershed Private Wealth LLC

  • $256 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.12K
+ 4.19%
$570.51 - $610.59 $1.78M - $1.91M
77.7K $45.7B
EFG
Msci Eafe Growth ETF

ETFs
17.4K
+ 19.8%
$96.83 - $106.88 $1.68M - $1.86M
105K $10.2B
AMZN
Amazon Com Inc

Consumer Cyclical
463
+ 2.9%
$180.88 - $232.93 $83.7K - $108K
16.4K $3.61B
HYDB
Ishares Tr Edge High Yield Def

ETFs
12.3K
+ 125.83%
$46.68 - $47.95 $576K - $592K
22.2K $1.04B
IEV
Ishares Tr Europe ETF

ETFs
9.16K
+ 219.13%
$52.03 - $57.63 $477K - $528K
13.3K $695M
XCEM
Columbia ETF Tr Ii

ETFs
31.6K
+ 18.22%
$29.6 - $32.67 $937K - $1.03M
205K $6.08B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.23K
+ 3.5%
$176.42 - $186.91 $394K - $417K
66K $11.8B
OEF
Ishares S&P 100 ETF

ETFs
522
+ 9.51%
N/A
6.01K $1.74B
WMT
Walmart Inc.

Consumer Defensive
1.05K
+ 22.04%
$79.1 - $95.7 $83.1K - $100K
5.81K $525M
EFV
Msci Eafe Value ETF

ETFs
20.1K
+ 10.92%
$51.78 - $57.15 $1.04M - $1.15M
204K $10.7B
MBB
Ishares Tr

ETFs
2.13K
+ 8.84%
$91.26 - $95.82 $194K - $204K
26.2K $2.4B
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.44K
+ 16.87%
$87.1 - $98.49 $300K - $339K
23.8K $2.08B
HEFA
Ishares Currency Hedged Msci E

ETFs
2.18K
+ 28.28%
$34.42 - $35.88 $75K - $78.2K
9.88K $343M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.01%
$280.04 - $302.45 $280 - $302
7.62K $2.21B
SCHG
Schwab Strategic Tr Us Large C

ETFs
21.5K
+ 297.37%
$25.93 - $105.3 $557K - $2.26M
28.7K $800M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
314
+ 9.18%
$105.45 - $117.99 $33.1K - $37K
3.73K $396M
SCHX
Schwab Strategic Tr Us Large C

ETFs
21.7K
+ 202.75%
$22.4 - $68.28 $485K - $1.48M
32.3K $750M
PANW
Palo Alto Networks Inc

Technology
862
+ 100.0%
$181.96 - $405.9 $157K - $350K
1.72K $314M
Blackrock ETF Trust Ii
894
+ 4.08%
N/A
22.8K $1.19B
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.38%
$873.59 - $994.69 $874 - $995
264 $242M
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 0.59%
$197.36 - $217.3 $1.38K - $1.52K
1.19K $235M
CVX
Chevron Corp

Energy
1
+ 0.05%
$141.15 - $162.53 $141 - $163
2.02K $292M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.2K
+ 189.98%
$27.54 - $83.04 $473K - $1.43M
26.2K $726M
IEFA
Ishares Tr

ETFs
200
+ 1.58%
$70.06 - $77.43 $14K - $15.5K
12.9K $903M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
28K
+ 101.17%
$18.41 - $40.87 $516K - $1.15M
55.7K $1.03B
Activity Summary
Buys All Purchases 34 New Holdings 8 Increased Positions 26 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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