Holdings
Waterford Advisors, LLC
As of Jun 30, 2026, Waterford Advisors, LLC reported 34 positions worth US$24.6M. Largest: Commerce Bancshares, Inc., Rtx Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Commerce Bancshares, Inc. | 44,863 | US$3.01M | no change | Jun 30, 2026 |
| Rtx Corporation | 15,255 | US$2.89M | +150 | Jun 30, 2026 |
| Apple Inc | 8,679 | US$2.51M | +294 | Jun 30, 2026 |
| Keycorp | 69,833 | US$1.61M | no change | Jun 30, 2026 |
| Progressive Corporation (the) | 6,780 | US$1.48M | −276 | Jun 30, 2026 |
| Nvidia Corporation | 6,155 | US$1.23M | −47 | Jun 30, 2026 |
| Amphenol Corporation | 5,959 | US$1.05M | no change | Jun 30, 2026 |
| Microsoft Corp. | 2,752 | US$1.03M | +10 | Jun 30, 2026 |
| Carrier Global Corporation | 13,381 | US$981K | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 885 | US$942K | no change | Jun 30, 2026 |