Waypoint Wealth Counsel Incresed Positions 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
GLD
Spdr Gold Trust

ETFs
101
+ 0.35%
$273.71 - $316.29 $27.6K - $31.9K
28.9K $8.8B
SNOW
Snowflake Inc.

Technology
1.53K
+ 97.14%
$130.53 - $223.77 $199K - $342K
3.1K $694M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
956
+ 1.32%
$114.78 - $133.31 $110K - $127K
73.5K $9.8B
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
META
Meta Platforms, Inc.

Communication Services
199
+ 13.34%
$484.66 - $738.09 $96.4K - $147K
1.69K $1.25B
IAU
Ishares Gold Trust

ETFs
1.73K
+ 2.21%
$56.1 - $64.74 $97.3K - $112K
80.3K $5.01B
VRSN
Verisign Inc

Technology
1.1K
+ 107.84%
$234.49 - $288.8 $258K - $318K
2.12K $612M
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
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
Arista Networks Inc
1.91K
+ 55.97%
N/A
5.31K $544M
KMX
Carmax Inc

Consumer Cyclical
4.52K
+ 169.05%
$62.27 - $82.77 $281K - $374K
7.19K $483M
IWV
Ishares Russell 3000 ETF

ETFs
308
+ 6.81%
$281.67 - $351.0 $86.8K - $108K
4.83K $1.7B
GOOG
Alphabet Inc.

Communication Services
482
+ 6.81%
$146.58 - $180.01 $70.7K - $86.8K
7.56K $1.34B
AMAT
Applied Materials Inc

Technology
774
+ 40.69%
$126.95 - $183.52 $98.3K - $142K
2.68K $490M
FTNT
Fortinet, Inc.

Technology
1.58K
+ 62.56%
$84.71 - $108.69 $134K - $172K
4.1K $434M
ADBE
Adobe Inc.

Technology
447
+ 79.4%
$340.0 - $420.68 $152K - $188K
1.01K $391M
GE
General Electric CO

Industrials
338
+ 23.9%
$166.81 - $257.39 $56.4K - $87K
1.75K $451M
GM
General Motors CO

Consumer Cyclical
3.15K
+ 63.03%
$42.48 - $50.46 $134K - $159K
8.14K $401M
HD
Home Depot, Inc.

Consumer Cyclical
451
+ 14.57%
$335.24 - $380.78 $151K - $172K
3.55K $1.3B
WMT
Walmart Inc.

Consumer Defensive
930
+ 16.73%
$81.79 - $99.98 $76.1K - $93K
6.49K $634M
CSCO
Cisco Systems, Inc.

Technology
607
+ 4.51%
$53.19 - $69.38 $32.3K - $42.1K
14.1K $976M
VUG
Vanguard Growth ETF

ETFs
139
+ 11.6%
$329.49 - $438.4 $45.8K - $60.9K
1.34K $586M
PM
Philip Morris International Inc.

Consumer Defensive
592
+ 45.82%
$149.23 - $184.95 $88.3K - $109K
1.88K $343M
DFAX
Dimensional ETF Tr
893
+ 2.57%
$23.37 - $29.39 $20.9K - $26.2K
35.6K $1.05B
VIG
Vanguard Dividend Appreciation

ETFs
34
+ 0.33%
N/A
10.4K $2.12B
V
Visa Inc.

Financial Services
309
+ 26.96%
$308.27 - $373.31 $95.3K - $115K
1.46K $517M
IBM
International Business Machines Corp

Technology
128
+ 9.57%
$221.03 - $294.78 $28.3K - $37.7K
1.47K $432M
CNC
Centene Corp

Healthcare
2.18K
+ 57.55%
$53.4 - $64.29 $116K - $140K
5.96K $324M
RSP
Invesco S&P 500 Equal Weight E

ETFs
350
+ 11.39%
$152.93 - $181.74 $53.5K - $63.6K
3.42K $622M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 13.04%
$4164.15 - $5789.24 $25K - $34.7K
52 $301M
AMD
Advanced Micro Devices Inc

Technology
57
+ 2.89%
$78.21 - $143.81 $4.46K - $8.2K
2.03K $288M
ABT
Abbott Laboratories

Healthcare
586
+ 35.64%
$123.95 - $138.08 $72.6K - $80.9K
2.23K $303M
MA
Mastercard Inc

Financial Services
136
+ 25.23%
$479.92 - $590.74 $65.3K - $80.3K
675 $379M
C
Citigroup Inc

Financial Services
368
+ 11.03%
$58.13 - $85.12 $21.4K - $31.3K
3.7K $315M
ABNB
Airbnb, Inc.

Consumer Cyclical
278
+ 15.82%
$105.69 - $140.64 $29.4K - $39.1K
2.04K $269M
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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