Watershed-Private-Wealth

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-10
Total Holdings
111
Total Value
250111300
Accession Number
0001085146-25-001996
Form Type
13F-HR
Manager Name
Watershed-Private-Wealth
Data Enrichment
72% identified
80 identified31 unidentified

Holdings

111 positions • $250.1M total value
Manager:
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74348A467
Shares:2.5K
Value:$250.3K
% of Portfolio:0.1% ($250.3K/$250.1M)
COSTCO WHOLESALE CORP /NEW
Shares:264
Value:$249.3K
% of Portfolio:0.1% ($249.3K/$250.1M)
Lemonade, Inc.
Shares:7.8K
Value:$244.8K
% of Portfolio:0.1% ($244.8K/$250.1M)
NEXTERA ENERGY INC
Shares:3.4K
Value:$241.7K
% of Portfolio:0.1% ($241.7K/$250.1M)
922908611
Shares:1.3K
Value:$239.4K
% of Portfolio:0.1% ($239.4K/$250.1M)
JOHNSON & JOHNSON
Shares:1.4K
Value:$236.0K
% of Portfolio:0.1% ($236.0K/$250.1M)
AbbVie Inc.
Shares:1.1K
Value:$232.4K
% of Portfolio:0.1% ($232.4K/$250.1M)
MARSH & MCLENNAN COMPANIES, INC.
Shares:892
Value:$217.7K
% of Portfolio:0.1% ($217.7K/$250.1M)
Accenture plc
Shares:691
Value:$215.6K
% of Portfolio:0.1% ($215.6K/$250.1M)
464287622
Shares:682
Value:$209.2K
% of Portfolio:0.1% ($209.2K/$250.1M)
CISCO SYSTEMS, INC.
Shares:3.3K
Value:$204.8K
% of Portfolio:0.1% ($204.8K/$250.1M)