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Great Waters Wealth Management

All holdings · as of Dec 31, 2025

117 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.$744.2K2,3780.1%
MCDONALD'S CORP$718.6K2,3510.1%
VANGUARD INTL EQUITY INDEX F$657.9K7,8680.1%
ADVANCED MICRO DEVICES INC$656.8K3,0670.1%
SPDR S&P 500 ETF TR$638.6K9360.1%
PFIZER INC$635.6K25,5250.1%
COLGATE PALMOLIVE CO$577.2K7,3050.1%
VANGUARD INDEX FDS$560.7K1,6730.1%
WISDOMTREE TR$556.2K17,7650.1%
INVESCO QQQ TR$554.7K9030.1%
BOSTON SCIENTIFIC CORP$549.8K5,7660.1%
ECOLAB INC.$540.4K2,0590.1%
Invesco Bloomberg Enhanced Fallen Angels ETF$527.9K24,3720.1%
ABBOTT LABORATORIES$500.8K3,9970.1%
GENERAL MILLS INC$483.9K10,4060.1%
OMEGA HEALTHCARE INVESTORS INC$443.4K10,0000.0%
Solventum Corp$442.6K5,5850.0%
JOHNSON & JOHNSON$435.9K2,1060.0%
DELTA AIR LINES, INC.$435.9K6,2810.0%
Cencora Inc$424.9K1,2580.0%
iShares MSCI UAE ETF$424.4K2,8540.0%
TRAVELERS COMPANIES, INC.$408.7K1,4090.0%
PEPSICO INC$407.2K2,8370.0%
Meta Platforms Inc$402.4K6100.0%
AMERIPRISE FINANCIAL INC$401.4K8190.0%
Walmart Inc.$391.8K3,5170.0%
TORO CO$389.4K4,9470.0%
HOME DEPOT, INC.$379.1K1,1020.0%
WELLS FARGO & COMPANY/MN$367.4K3,9420.0%
SPDR INDEX SHS FDS$366.8K2,6430.0%
COMERICA INCCMACommon Stock$352.2K4,0510.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$338.5K1,1140.0%
ETF OPPORTUNITIES TRUST$328.9K6,6590.0%
Broadcom Inc.$323.3K9340.0%
LAM RESEARCH CORP$322.0K1,8810.0%
US BANCORP \DE$318.5K5,9690.0%
ALTRIA GROUP, INC.$313.5K5,4370.0%
SCHWAB STRATEGIC TR$312.7K9,5480.0%
VANGUARD TAX-MANAGED FDS$308.0K4,9310.0%
ORACLE CORP$303.8K1,5590.0%
AMGEN INC$296.5K9060.0%
CISCO SYSTEMS, INC.$296.2K3,8450.0%
CATERPILLAR INC$292.2K5100.0%
MP Materials Corp. / DE$290.0K5,7410.0%
VANGUARD INDEX FDS$288.7K4600.0%
ROSS STORES, INC.$279.8K1,5530.0%
VANGUARD SCOTTSDALE FDS$275.2K3,4520.0%
AbbVie Inc.$269.7K1,1810.0%
VANGUARD INDEX FDS$268.1K1,4040.0%
ISHARES TR$261.9K2,0280.0%
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