Fund Holdings — Waterway Wealth Management, LLC

Total Portfolio Value
$227.47M
Total Bought
$11.25M
Total Sold
$27.59M
Net Transaction
-$16.34M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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ISHARES CORE S&P 500 ETF47,91046,666-1,24422,88324,53410.79%+1,651
NVIDIA CORPORATION COM(NVDA)3,2123,269+571,5912,9541.30%+1,363
JOHNSON & JOHNSON COM(JNJ)05,196+5,19608220.36%+822
PROCTER AND GAMBLE CO COM(PG)04,086+4,08606630.29%+663
EXXON MOBIL CORP COM10,18714,393+4,2061,0181,6730.74%+655
TEXAS INSTRS INC COM(TXN)03,396+3,39605920.26%+592
INVESCO QQQ TRUST SERIES I01,140+1,14005060.22%+506
ISHARES S&P 500 VALUE ETF02,622+2,62204900.22%+490
DFA Dimensional US Small Cap Value ETF
US SMALL CAP ETF
470,486471,349+86313,70114,1886.24%+487
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
02,912+2,91204790.21%+479
STRYKER CORPORATION COM(SYK)0838+83803000.13%+300
ALPHABET INC CAP STK CL C(GOOG)01,800+1,80002740.12%+274
MICROSOFT(MSFT)3,8274,032+2051,4391,6960.75%+257
ABBOTT LABS COM02,190+2,19002490.11%+249
ELI LILLY & CO COM(LLY)0315+31502450.11%+245
CHEVRON CORP NEW COM(CVX)4,3265,555+1,2296458760.39%+231
MEDTRONIC PLC SHS(MDT)02,633+2,63302290.10%+229
COSTCO WHOLESALE CORP(COST)0306+30602240.10%+224
DISNEY WALT CO COM(DIS)01,825+1,82502230.10%+223
MATERIALS SELECT SECTOR SPDR
ST STR MATER ETF
02,400+2,40002230.10%+223
QUALCOMM INC COM(QCOM)3,0323,897+8654396600.29%+221
CATERPILLAR INC COM(CAT)1,1901,534+3443525620.25%+210
THE TRADE DESK INC COM CL A(TTD)02,331+2,33102040.09%+204
HILTON GRAND VACATIONS INC COM(HGV)04,266+4,26602010.09%+201
FIDELITY MSCI HEALTH CARE INDEX ETF192,600181,362-11,23812,45912,6545.56%+194
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
ST STR SVC ETF
7,9989,193+1,1955817510.33%+170
INDUSTRIAL SELECT SECTOR SPDR
ST STR INDL ETF
5,7776,469+6926598150.36%+156
BLACKROCK INC COM(BLK)669827+1585436890.30%+147
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
51,55149,313-2,2381,9382,0770.91%+139
NUCOR CORP COM(NUE)2,7593,102+3434806140.27%+134
COMCAST CORP NEW CL A(CCZ)6,5939,751+3,1582894230.19%+134
JPMORGAN CHASE & CO COM(JPM)3,0003,144+1445106300.28%+119
INTERNATIONAL BUSINESS MACHS COM(IBM)2,6382,860+2224315460.24%+115
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD
ST STR DISCR ETF
8,7369,019+2831,5621,6590.73%+96
HILTON WORLDWIDE HLDGS INC COM(HLT)3,0293,036+75526480.28%+96
TESLA INC COM(TSLA)8361,701+8652082990.13%+91
LOCKHEED MARTIN CORP COM(LMT)499685+1862263120.14%+85
CVS HEALTH CORP COM(CVS)3,3154,314+9992623440.15%+82
PHILLIPS 66(PSX)2,4712,47103294040.18%+75
VERIZON COMMUNICATIONS(VZ)9,45410,130+6763564250.19%+69
WALMART INC COM(WMT)3,2609,634+6,3745145800.25%+66
AMAZON.COM INC(AMZN)3,4273,220-2075215810.26%+60
CONOCOPHILLIPS COM(COP)3,5493,626+774124620.20%+50
ISHARES RUSSELL 1000 GROWTH ETF15,60614,174-1,4324,7314,7782.10%+46
QUEST DIAGNOSTICS INC COM(DGX)3,0433,481+4384204630.20%+44
CISCO SYS INC(CSCO)9,1569,968+8124634970.22%+35
ISHARES U.S. HEALTHCARE ETF1,3987,011+5,6134004340.19%+34
META PLATFORMS INC CL A(META)1,3231,029-2944685000.22%+31
BOEING CO COM(BA)1,1591,726+5673023330.15%+31
DIMENSIONAL U.S. CORE EQUITY 2 ETF
US COR EQU 2 ETF
9,5799,57902803060.13%+26
GOOGLE INC(GOOG)2,1902,170-203063280.14%+22
AUTOMATIC DATA PROCESSING INC COM1,0021,00202332500.11%+17
REAL ESTATE SELECT SECTOR SPDR FUND
ST STR REAL ETF
10,15710,573+4164074180.18%+11
TELLURIAN INC NEW COM010,632+10,632070.00%+7
CENTERPOINT ENERGY INC COM(CNP)12,70212,765+633633640.16%+1
UTILITIES SELECT SECTOR SPDR FUND
ST STR UTIL ETF
6,8956,656-2394374370.19%0
ISHARES CORE U.S. AGGREGATE BOND ETF7,6197,476-1437567320.32%-24
ISHARES CORE S&P MID-CAP ETF1,2213,475+2,2543392110.09%-127
ISHARES MSCI EMERGING MARKETS ETF32,69710,057-22,6405474130.18%-134
ISHARES MSCI EAFE ETF662,942554,639-108,30344,42944,29319.47%-135
PIONEER NAT RES CO9470-9472130—-213
KROGER CO(KR)6,3130-6,3132890—-289
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,6200-3,6203040—-304
3M CO(MMM)2,9630-2,9633240—-324
ISHARES S&P SMALLCAP 600 ETF160,718154,445-6,27317,39817,0697.50%-328
HONEYWELL INTL INC(HON)1,6210-1,6213400—-340
VANGUARD TOTAL STOCK MARKET ETF227,8039,631-218,1723,0462,5031.10%-543
VANGUARD WHITEHALL FDS4,8930-4,8935460—-546
ISHARES TR
CORE MSCI EAFE
7,8670-7,8675530—-553
HEALTH CARE SELECT SECTOR SPDR
ST STR CARE ETF
8,0893,610-4,4791,1035330.23%-570
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,2690-3,2696290—-629
VANGUARD TAX-MANAGED FDS13,5890-13,5896510—-651
WISDOMTREE LARGE CAP DIVIDEND(WT)728,870660,505-68,36548,38247,68220.96%-701
APPLE INC(AAPL)10,9677,763-3,2042,1111,3310.59%-780
INTEL CORP(INTC)17,5970-17,5978840—-884
SPDR S&P 500 ETF TRUST(SPY)8,8315,344-3,4874,1972,7951.23%-1,402
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF213,5233,700-209,8231,9563870.17%-1,568
VANGUARD TAX-EXEMPT BOND ETF91,05643,000-48,0564,6482,1760.96%-2,473
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
382,781341,925-40,85622,70720,0208.80%-2,687
ISHARES NATIONAL MUNI BOND ETF88,5672,177-86,3909,6022340.10%-9,367
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Waterway Wealth Management, LLC — 13F Holdings — Q1 2024 | TickerTrail