Waypoint Wealth Counsel Incresed Positions in Q3 2025

Waypoint Wealth Counsel

  • $253 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.6K
+ 4.86%
$202.38 - $256.87 $324K - $411K
34.5K $8.79B
NVDA
Nvidia Corp

Technology
1.76K
+ 6.42%
$153.3 - $186.58 $269K - $328K
29.1K $5.43B
IAU
Ishares Gold Trust

ETFs
553
+ 0.69%
$61.62 - $72.77 $34.1K - $40.2K
80.9K $5.89B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.2K
+ 2.99%
$132.9 - $142.03 $292K - $312K
75.7K $10.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
95
+ 0.57%
$617.65 - $666.84 $58.7K - $63.3K
16.8K $11.2B
WMT
Walmart Inc.

Consumer Defensive
6.9K
+ 106.33%
$94.4 - $104.27 $651K - $719K
13.4K $1.38B
IVV
Ishares Core S&P 500 ETF

ETFs
99
+ 0.72%
$620.67 - $670.08 $61.4K - $66.3K
13.9K $9.28B
IWM
Ishares Russell 2000 ETF

ETFs
841
+ 4.3%
$214.92 - $244.84 $181K - $206K
20.4K $4.93B
INTC
Intel Corp

Technology
14K
+ 100.83%
$19.31 - $35.5 $270K - $496K
27.8K $933M
PEP
Pepsico Inc

Consumer Defensive
4.19K
+ 145.28%
$133.81 - $152.16 $561K - $638K
7.07K $993M
GOOGL
Alphabet Inc.

Communication Services
106
+ 1.38%
$174.36 - $254.72 $18.5K - $27K
7.77K $1.89B
PLTR
Palantir Technologies Inc.

Technology
1.88K
+ 58.47%
$130.68 - $186.97 $246K - $352K
5.1K $930M
MSFT
Microsoft Corp

Technology
210
+ 1.16%
$491.09 - $535.64 $103K - $112K
18.4K $9.51B
TSLA
Tesla, Inc.

Consumer Cyclical
226
+ 8.34%
$293.94 - $444.72 $66.4K - $101K
2.94K $1.31B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.24K
+ 4.53%
$108.97 - $121.65 $135K - $151K
28.7K $3.46B
ZS
Zscaler, Inc.

Technology
1.39K
+ 176.59%
$267.68 - $316.5 $372K - $439K
2.17K $651M
FDX
Fedex Corp

Industrials
1.61K
+ 170.67%
$217.1 - $243.2 $349K - $391K
2.55K $601M
AVGO
Broadcom Inc.

Technology
200
+ 3.43%
$264.74 - $369.57 $52.9K - $73.9K
6.04K $1.99B
ADT
Adt Inc.

Industrials
43.4K
+ 304.05%
$8.27 - $8.85 $359K - $384K
57.7K $503M
JNJ
Johnson & Johnson

Healthcare
813
+ 12.67%
$155.17 - $185.42 $126K - $151K
7.23K $1.34B
RBLX
Roblox Corp

Communication Services
651
+ 8.29%
$100.65 - $141.56 $65.5K - $92.2K
8.5K $1.18B
ABNB
Airbnb, Inc.

Consumer Cyclical
2.97K
+ 145.9%
$118.3 - $142.16 $351K - $422K
5K $608M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.08K
+ 47.69%
$171.01 - $228.24 $185K - $247K
3.35K $717M
FTI
Technip Fmc PLC

Energy
6.97K
+ 73.85%
$32.19 - $40.89 $224K - $285K
16.4K $647M
FIX
Comfort Systems Usa Inc

Industrials
143
+ 21.67%
$521.66 - $825.18 $74.6K - $118K
803 $663M
ORCL
Oracle Corp

Technology
838
+ 73.77%
$218.96 - $328.33 $183K - $275K
1.97K $555M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.93K
+ 8.04%
$50.53 - $50.82 $300K - $301K
79.7K $4.05B
VEEV
Veeva Systems Inc

Healthcare
953
+ 104.84%
$269.2 - $297.91 $257K - $284K
1.86K $555M
ADBE
Adobe Inc.

Technology
910
+ 90.1%
$333.65 - $392.1 $304K - $357K
1.92K $677M
VB
Vanguard Small Cap ETF

ETFs
47
+ 0.3%
$237.58 - $259.17 $11.2K - $12.2K
15.9K $4.04B
VRSN
Verisign Inc

Technology
1.06K
+ 50.05%
$263.02 - $305.98 $279K - $325K
3.18K $889M
NEM
Newmont Corp

Basic Materials
1.88K
+ 44.76%
$57.35 - $85.25 $108K - $161K
6.09K $513M
UNH
Unitedhealth Group Inc

Healthcare
669
+ 62.0%
$237.77 - $353.61 $159K - $237K
1.75K $604M
CB
Chubb LTD

Financial Services
978
+ 72.12%
$265.99 - $289.59 $260K - $283K
2.33K $659M
Arista Networks Inc
185
+ 3.48%
N/A
5.5K $801M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.46K
+ 2.46%
$23.82 - $25.84 $58.5K - $63.5K
102K $2.63B
EIX
Edison International

Utilities
4K
+ 57.38%
$50.42 - $56.35 $202K - $225K
11K $606M
NEU
Newmarket Corp

Basic Materials
226
+ 57.51%
$680.5 - $848.94 $154K - $192K
619 $513M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
4.42K
+ 101.42%
$52.62 - $61.93 $232K - $274K
8.77K $475M
ZM
Zoom Video Communications, Inc.

Technology
2.61K
+ 88.26%
$69.77 - $86.83 $182K - $227K
5.57K $459M
PNC
Pnc Financial Services Group, Inc.

Financial Services
899
+ 36.87%
$185.88 - $207.44 $167K - $186K
3.34K $671M
TPR
Tapestry, Inc.

Consumer Cyclical
785
+ 17.33%
$86.48 - $116.14 $67.9K - $91.2K
5.32K $602M
TRV
Travelers Companies, Inc.

Financial Services
637
+ 84.37%
$250.62 - $279.43 $160K - $178K
1.39K $389M
GM
General Motors CO

Consumer Cyclical
1.47K
+ 18.02%
$48.89 - $61.24 $71.7K - $89.8K
9.61K $586M
INCY
Incyte Corp

Healthcare
1.09K
+ 19.97%
$67.27 - $86.96 $73.2K - $94.6K
6.54K $554M
ABBV
Abb Vie Inc.

Healthcare
159
+ 5.42%
$184.85 - $231.54 $29.4K - $36.8K
3.09K $716M
DVN
Devon Energy Corp

Energy
3.93K
+ 50.38%
$31.75 - $36.99 $125K - $145K
11.7K $411M
Ge Vernova Inc
146
+ 17.65%
N/A
973 $598M
GE
General Electric CO

Industrials
274
+ 15.64%
$244.75 - $305.63 $67.1K - $83.7K
2.03K $609M
Activity Summary
Buys All Purchases 223 New Holdings 104 Increased Positions 119 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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