Holdings Channel
Size ($ in 1000's)
At 03/31/2019: $24,091
At 12/31/2018: $31,618

Highwater Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Highwater Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Highwater Wealth Management LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
NORDSON CORP COM 57,196 +12,700 $7,580
     NDSN57,196+12,700$7,580
EXXON MOBIL CORP COM 20,120 -1,224 $1,626
     XOM20,120-1,224$1,626
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL) 22,675 +22,675 $1,537
     NOBL22,675+22,675$1,537
ISHARES RUSSELL 1000 VALUE ETF (IWD) 9,568 -2,843 $1,182
     IWD9,568-2,843$1,182
ISHARES CORE S&P 500 ETF (IVV) 3,367 -260 $958
     IVV3,367-260$958
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 6,142 -607 $930
     IWF6,142-607$930
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU) 18,326 -2,616 $919
     VEU18,326-2,616$919
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) 29,450 +108 $909
     IDV29,450+108$909
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 19,937 +2,163 $847
     VWO19,937+2,163$847
VANGUARD MID CAP INDEX FUND (VO) 4,121 -1,353 $662
     VO4,121-1,353$662
WORKIVA INC COM CL A 11,415 UNCH $579
     WK11,415UNCH$579
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP) 11,066 -1,075 $539
     VTIP11,066-1,075$539
SCHWAB US AGGREGATE BOND ETF (SCHZ) 9,982 +1,190 $518
     SCHZ9,982+1,190$518
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 6,348 -1,521 $505
     BSV6,348-1,521$505
APPLE INC COM 2,607 -60 $495
     AAPL2,607-60$495
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 9,137 +362 $478
     SCHD9,137+362$478
ISHARES MSCI KLD 400 SOCIAL ETF (DSI) 4,417 +59 $466
     DSI4,417+59$466
FIRST TRUST DOW JONES INTERNET INDEX FUND (FDN) 3,090 UNCH $429
     FDN3,090UNCH$429
VANGUARD HIGH DIVIDEND YIELD ETF (VYM) 4,983 -393 $427
     VYM4,983-393$427
ISHARES MBS ETF (MBB) 3,635 -641 $387
     MBB3,635-641$387
PROCTER AND GAMBLE CO COM 2,923 -11,408 $304
     PG2,923-11,408$304
MASTERCARD INC CL A 1,140 -335 $268
     MA1,140-335$268
JPMORGAN CHASE & CO COM 2,544 -310 $258
     JPM2,544-310$258
EMERSON ELEC CO COM 3,681 UNCH $252
     EMR3,681UNCH$252
SPDR S&P DIVIDEND ETF (SDY) 2,520 -155 $251
     SDY2,520-155$251
WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND (DOL) 5,375 -1,745 $249
     DOL5,375-1,745$249
AMAZON COM INC COM 134 -11 $239
     AMZN134-11$239
INVESCO DYNAMIC LARGE CAP GROWTH ETF (PWB) 4,626 UNCH $220
     PWB4,626UNCH$220

See Full List: All Stocks Held By Highwater Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Highwater Wealth Management LLC

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