Waypoint Wealth Counsel Sells in Q2 2025

Waypoint Wealth Counsel

  • $202 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-113K
- 60.39%
$49.79 - $50.75 $5.6M - $5.71M
73.8K $3.74B
JBBB
Janus Detroit Str Tr Henderson

ETFs
-34.8K
- 52.32%
$46.79 - $48.56 $1.63M - $1.69M
31.7K $1.53B
UNH
Unitedhealth Group Inc

Healthcare
-3
- 0.28%
$274.35 - $599.47 $823 - $1.8K
1.08K $337M
EGP
Eastgroup Properties Inc

Real Estate
-895
- 17.9%
$145.28 - $176.09 $130K - $158K
4.11K $686M
LLY
Eli Lilly & CO

Healthcare
-163
- 20.58%
$713.71 - $898.95 $116K - $147K
629 $490M
IGM
Ishares Expanded Tech Sector E

ETFs
-2.28K
- 43.19%
$79.8 - $112.34 $182K - $256K
2.99K $336M
CVX
Chevron Corp

Energy
-319
- 13.72%
$133.73 - $168.51 $42.7K - $53.8K
2.01K $287M
ABBV
Abb Vie Inc.

Healthcare
-18
- 0.61%
$170.16 - $206.27 $3.06K - $3.71K
2.93K $545M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6K
- 20.21%
$17.76 - $22.1 $107K - $133K
23.7K $523M
RC
Ready Capital Corp

Real Estate
-9.93K
- 45.24%
$4.13 - $5.15 $41K - $51.1K
12K $52.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-714
- 15.45%
$90.56 - $109.49 $64.7K - $78.2K
3.91K $427M
PG
Procter & Gamble CO

Consumer Defensive
-239
- 14.58%
$157.66 - $172.39 $37.7K - $41.2K
1.4K $223M
PLD
Prologis, Inc.

Real Estate
-306
- 9.87%
$89.76 - $112.34 $27.5K - $34.4K
2.8K $294M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.59K
- 8.28%
$51.16 - $62.02 $133K - $161K
28.7K $1.78B
UPS
United Parcel Service Inc

Industrials
-144
- 4.88%
$91.92 - $110.2 $13.2K - $15.9K
2.81K $283M
ICAD
Icad Inc

Healthcare
-3.4K
- 23.61%
$1.66 - $3.99 $5.64K - $13.6K
11K $41.9M
DIS
Walt Disney CO

Communication Services
-332
- 12.44%
$81.72 - $124.01 $27.1K - $41.2K
2.34K $290M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-263
- 2.25%
$83.8 - $101.39 $22K - $26.7K
11.4K $1.15B
BAC
Bank Of America Corp

Financial Services
-143
- 1.84%
$34.39 - $47.46 $4.92K - $6.79K
7.63K $361M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-124
- 1.38%
$50.27 - $62.05 $6.23K - $7.69K
8.85K $547M
CBOE
Cboe Global Markets, Inc.

Financial Services
-2
- 0.02%
$205.81 - $234.23 $412 - $468
8.19K $1.91B
VO
Vanguard Mid Cap ETF

ETFs
-194
- 3.0%
$228.54 - $279.83 $44.3K - $54.3K
6.28K $1.76B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-18
- 1.03%
$320.42 - $424.58 $5.77K - $7.64K
1.73K $736M
VB
Vanguard Small Cap ETF

ETFs
-384
- 2.37%
$193.73 - $237.37 $74.4K - $91.2K
15.8K $3.75B
IWM
Ishares Russell 2000 ETF

ETFs
-674
- 3.33%
$174.82 - $215.79 $118K - $145K
19.5K $4.22B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-611
- 0.61%
$19.1 - $23.83 $11.7K - $14.6K
100K $2.38B
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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