Blue Water Asset Management - Portfolio overview

Blue Water Asset Management has 103 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. PULS - PGIM ETF TR, 11.71%
2. JCPB - J P MORGAN EXCHANGE TRADED F, 7.37%
3. UITB - VICTORY PORTFOLIOS II, 7.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.