Waterford Advisors, LLC holdings history

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59 is the total number of securities Waterford Advisors, LLC has owned. The longest Waterford Advisors, LLC has owned a single stock is 4 quarters.

Waterford Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR4416.92%17.59%19.30%Q4 2022Q3 20234
SCHZ SCHWAB STRATEGIC TR447.41%8.12%8.61%Q4 2022Q3 20234
VTV VANGUARD INDEX FDS447.41%7.91%8.50%Q4 2022Q3 20234
VUG VANGUARD INDEX FDS446.70%7.72%8.81%Q4 2022Q3 20234
VEA VANGUARD TAX-MANAGED FDS446.96%7.29%7.75%Q4 2022Q3 20234
SCHA SCHWAB STRATEGIC TR446.33%6.65%7.00%Q4 2022Q3 20234
BNDX VANGUARD CHARLOTTE FDS445.32%5.76%6.20%Q4 2022Q3 20234
FNDF SCHWAB STRATEGIC TR444.29%4.55%4.98%Q4 2022Q3 20234
SCHF SCHWAB STRATEGIC TR442.80%3.01%3.10%Q4 2022Q3 20234
REET ISHARES TR442.45%2.64%2.75%Q4 2022Q3 20234
SCHV SCHWAB STRATEGIC TR441.63%1.80%1.94%Q4 2022Q3 20234
RSP INVESCO EXCHANGE TRADE...441.36%1.51%1.66%Q4 2022Q3 20234
IBDO ISHARES TR441.20%1.34%1.44%Q4 2022Q3 20234
IBDP ISHARES TR441.22%1.31%1.42%Q4 2022Q3 20234
VNQ VANGUARD INDEX FDS440.90%0.98%1.12%Q4 2022Q3 20234
AAPL APPLE INC440.66%0.75%0.81%Q4 2022Q3 20234
RTX RTX CORPORATION440.60%0.74%0.87%Q4 2022Q3 20234
APH AMPHENOL CORP NEW440.56%0.70%0.80%Q4 2022Q3 20234
MSFT MICROSOFT CORP440.38%0.44%0.49%Q4 2022Q3 20234
VB VANGUARD INDEX FDS440.37%0.39%0.40%Q4 2022Q3 20234
CARR CARRIER GLOBAL CORPORA...440.32%0.35%0.41%Q4 2022Q3 20234
VOO VANGUARD INDEX FDS440.28%0.33%0.49%Q4 2022Q3 20234
EFA ISHARES TR440.31%0.33%0.34%Q4 2022Q3 20234
OTIS OTIS WORLDWIDE CORP440.29%0.30%0.31%Q4 2022Q3 20234
TOTL SSGA ACTIVE ETF TR440.26%0.28%0.30%Q4 2022Q3 20234
SPY SPDR S&P 500 ETF TR440.20%0.23%0.26%Q4 2022Q3 20234
HD HOME DEPOT INC440.20%0.22%0.24%Q4 2022Q3 20234
SCHB SCHWAB STRATEGIC TR440.20%0.21%0.22%Q4 2022Q3 20234
MRK MERCK & CO INC440.18%0.19%0.21%Q4 2022Q3 20234
IXUS ISHARES TR440.15%0.19%0.26%Q4 2022Q3 20234
XOM EXXON MOBIL CORP440.16%0.19%0.22%Q4 2022Q3 20234
IBDQ ISHARES TR440.14%0.16%0.18%Q4 2022Q3 20234
V VISA INC440.14%0.15%0.16%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO440.13%0.14%0.17%Q4 2022Q3 20234
SCHD SCHWAB STRATEGIC TR440.12%0.13%0.15%Q4 2022Q3 20234
SO SOUTHERN CO440.12%0.13%0.15%Q4 2022Q3 20234
SHW SHERWIN WILLIAMS CO440.11%0.12%0.13%Q4 2022Q3 20234
VWO VANGUARD INTL EQUITY I...335.13%5.51%5.89%Q4 2022Q2 20233
FNDE SCHWAB STRATEGIC TR332.96%3.07%3.14%Q4 2022Q2 20233
MGC VANGUARD WORLD FD332.52%2.59%2.63%Q1 2023Q3 20233
SCHE SCHWAB STRATEGIC TR331.55%1.79%2.09%Q4 2022Q2 20233
IBML ISHARES TR331.23%1.37%1.50%Q4 2022Q2 20233
CBU COMMUNITY BK SYS INC211.01%1.24%1.64%Q4 2022Q3 20233
URTH ISHARES INC330.31%0.33%0.35%Q1 2023Q3 20233
IBMM ISHARES TR330.22%0.25%0.27%Q4 2022Q2 20233
INVESTMENT MANAGERS SE...330.12%0.17%0.23%Q4 2022Q2 20233
AMGN AMGEN INC210.16%0.17%0.18%Q4 2022Q3 20233
PDCO PATTERSON COS INC330.14%0.16%0.18%Q4 2022Q2 20233
NEE NEXTERA ENERGY INC330.12%0.15%0.17%Q4 2022Q2 20233
SCHG SCHWAB STRATEGIC TR330.11%0.12%0.13%Q1 2023Q3 20233
MUB ISHARES TR224.15%4.41%4.68%Q2 2023Q3 20232
NVDA NVIDIA CORPORATION220.10%0.12%0.14%Q2 2023Q3 20232
JNJ JOHNSON & JOHNSON110.12%0.12%0.12%Q4 2022Q3 20232
TMDI TITAN MED INC220.01%0.02%0.04%Q4 2022Q1 20232
FB META PLATFORMS INC110.14%0.14%0.14%Q3 2023Q3 20231
PFE PFIZER INC110.12%0.12%0.12%Q4 2022Q4 20221
TSLA TESLA INC110.12%0.12%0.12%Q1 2023Q1 20231
PG PROCTER AND GAMBLE CO110.12%0.12%0.12%Q3 2023Q3 20231
POLESTAR AUTOMOTIVE HL...110.02%0.02%0.02%Q2 2023Q2 20231
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The securities at the top of the list , including ISHARES TR, SCHWAB STRATEGIC TR, and VANGUARD INDEX FDS, are the highest-conviction holdings of Waterford Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Waterford Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Waterford Advisors, LLC owns currently or has owned in the past.