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Home > Institutional Investor > Highwater Wealth Management, Llc > Profile

Instuitional Investor - Highwater Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Highwater Wealth Management, Llc
Portfolio Value $22,640,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nordson Corp
 NDSN 40,920 $5,985,000 26.43%
2.
Proshares S&P 500 Dividend Aristocrats Etf
 20,716 $1,483,000 6.55%
3.
Exxon Mobil Corp
 XOM 20,120 $1,421,000 6.27%
4.
Vanguard Intl Equity Index Funds
 VWO 22,119 $1,104,000 4.87%
5.
Ishares Trust
 IEF 8,313 $1,066,000 4.7%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)