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  Name: Waterford Advisors LLC
  City: ORCHARD PARK
  State: NY
  Zip: 14127
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $235,668,000
  Total Value Change : $22,237,000
  Securities Held Change : 4
   
All Securities Held : 55
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 16
  Unchanged Positions : 24
  Decreased Positions : 12

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 27 New $71.67 $738,000 10,209 0.31% 738,000 10,209 0.001    Closed - End Fund - E...
   (BAC)1 Year Chart         BAC Bank of America Corp 53 New $39.70 $212,000 5,593 0.09% 212,000 5,593 0    Domestic Money Center...
   (PEP)1 Year Chart         PEP Pepsico Inc 54 New $177.99 $207,000 1,183 0.09% 207,000 1,183 0    Beverage Soft Drinks...

      3 Records Found
  1    
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