Waypoint Wealth Counsel Purchases in Q2 2025

Waypoint Wealth Counsel

  • $202 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
121K
+ 1893.53%
$68.37 - $73.9 $8.24M - $8.91M
127K $8.98B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.8K
+ 4.89%
$456.74 - $568.03 $821K - $1.02M
38.6K $21.9B
MSFT
Microsoft Corp

Technology
1.4K
+ 8.32%
$354.56 - $497.45 $495K - $694K
18.2K $9.03B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.28K
+ 8.29%
$496.48 - $617.85 $635K - $790K
16.7K $10.3B
NVDA
Nvidia Corp

Technology
2.48K
+ 9.98%
$94.31 - $157.99 $234K - $392K
27.4K $4.32B
IVV
Ishares Core S&P 500 ETF

ETFs
216
+ 1.59%
$498.8 - $620.9 $108K - $134K
13.8K $8.55B
AVGO
Broadcom Inc.

Technology
1.24K
+ 27.0%
$146.29 - $275.65 $182K - $342K
5.84K $1.61B
AMZN
Amazon Com Inc

Consumer Cyclical
1.53K
+ 11.45%
$167.32 - $223.3 $257K - $342K
14.9K $3.27B
RBLX
Roblox Corp

Communication Services
3.81K
+ 94.43%
$51.22 - $105.59 $195K - $403K
7.85K $826M
DASH
Door Dash, Inc.

Communication Services
2.1K
New
$163.16 - $246.51 $342K - $517K
2.1K $517M
IVW
Ishares S&P 500 Growth ETF

ETFs
103
+ 0.38%
$82.96 - $110.1 $8.54K - $11.3K
27.4K $3.02B
SNOW
Snowflake Inc.

Technology
1.53K
+ 97.14%
$130.53 - $223.77 $199K - $342K
3.1K $694M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.44K
New
$149.76 - $186.42 $365K - $454K
2.44K $454M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
956
+ 1.32%
$114.78 - $133.31 $110K - $127K
73.5K $9.8B
PLTR
Palantir Technologies Inc.

Technology
3.22K
New
$74.01 - $144.25 $238K - $464K
3.22K $439M
Ge Vernova Inc
827
New
N/A
827 $438M
DAL
Delta Air Lines, Inc.

Industrials
8.69K
New
$35.88 - $52.99 $312K - $460K
8.69K $427M
ASTS
Ast Space Mobile, Inc.

Communication Services
565
+ 3.49%
$20.07 - $51.83 $11.3K - $29.3K
16.7K $783M
JPM
Jpmorgan Chase & CO

Financial Services
541
+ 9.61%
$210.28 - $289.91 $114K - $157K
6.17K $1.79B
MRK
Merck & Co., Inc.

Healthcare
5.48K
+ 164.69%
$73.47 - $87.12 $403K - $478K
8.81K $697M
TPR
Tapestry, Inc.

Consumer Cyclical
4.53K
New
$60.6 - $87.81 $275K - $398K
4.53K $398M
CB
Chubb LTD

Financial Services
1.36K
New
$274.32 - $302.46 $372K - $410K
1.36K $393M
META
Meta Platforms, Inc.

Communication Services
199
+ 13.34%
$484.66 - $738.09 $96.4K - $147K
1.69K $1.25B
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.27K
New
$136.63 - $176.62 $310K - $401K
2.27K $383M
PEP
Pepsico Inc

Consumer Defensive
2.88K
New
$128.02 - $151.37 $369K - $437K
2.88K $381M
IAU
Ishares Gold Trust

ETFs
1.73K
+ 2.21%
$56.1 - $64.74 $97.3K - $112K
80.3K $5.01B
INCY
Incyte Corp

Healthcare
5.45K
New
$55.17 - $71.22 $301K - $388K
5.45K $371M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7K
New
$51.68 - $52.76 $362K - $369K
7K $369M
LYFT
Lyft, Inc.

Technology
23.1K
New
$9.97 - $17.21 $230K - $398K
23.1K $364M
EIX
Edison International

Utilities
6.97K
New
$48.32 - $59.92 $337K - $418K
6.97K $360M
EXR
Extra Space Storage Inc.

Real Estate
2.44K
New
$126.61 - $152.99 $308K - $373K
2.44K $359M
MSCI
Msci Inc.

Financial Services
615
New
$506.56 - $576.74 $312K - $355K
615 $355M
FIX
Comfort Systems Usa Inc

Industrials
660
New
$296.51 - $536.21 $196K - $354K
660 $354M
VRSN
Verisign Inc

Technology
1.1K
+ 107.84%
$234.49 - $288.8 $258K - $318K
2.12K $612M
DKNG
Draft Kings Inc.

Consumer Cyclical
7.77K
New
$31.67 - $42.89 $246K - $333K
7.77K $333M
APH
Amphenol Corp

Technology
3.34K
New
$59.09 - $98.75 $197K - $330K
3.34K $330M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.75K
New
$153.22 - $199.8 $269K - $350K
1.75K $329M
FTI
Technip Fmc PLC

Energy
9.44K
New
$23.18 - $35.33 $219K - $334K
9.44K $325M
NFLX
Netflix Inc

Communication Services
73
+ 13.18%
$855.86 - $1339.13 $62.5K - $97.8K
627 $840M
TSLA
Tesla, Inc.

Consumer Cyclical
629
+ 30.24%
$221.86 - $362.89 $140K - $228K
2.71K $861M
ILMN
Illumina, Inc.

Healthcare
3.36K
New
$70.3 - $95.41 $236K - $321K
3.36K $321M
MNST
Monster Beverage Corp

Consumer Defensive
5.01K
New
$55.01 - $64.24 $275K - $322K
5.01K $314M
MANH
Manhattan Associates Inc

Technology
1.58K
New
$143.9 - $197.47 $227K - $312K
1.58K $312M
INTC
Intel Corp

Technology
13.8K
New
$18.13 - $22.69 $251K - $314K
13.8K $310M
COST
Costco Wholesale Corp

Consumer Defensive
237
+ 14.73%
$908.13 - $1056.85 $215K - $250K
1.85K $1.83B
GOOGL
Alphabet Inc.

Communication Services
905
+ 13.38%
$144.7 - $178.6 $131K - $162K
7.67K $1.35B
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 0.56%
$416.06 - $551.64 $8.32K - $11K
3.56K $1.96B
NTNX
Nutanix, Inc.

Technology
3.92K
New
$58.17 - $83.07 $228K - $325K
3.92K $299M
Atlassian Corporation
1.46K
New
N/A
1.46K $297M
Activity Summary
Buys All Purchases 154 New Holdings 79 Increased Positions 75 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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