Waypoint Wealth Counsel has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 157 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $17.7B, Vanguard Whitehall Fds (Vangua with a value of $9.34B, Spdr S&P 500 ETF Trust with a value of $8.88B, Ishares Core S&P 500 ETF with a value of $7.98B, and Janus Detroit Str Tr Janus Hen with a value of $7.61B.
Examining the 13F form we can see an increase of $17.9B in the current position value, from $131B to 149B.
Waypoint Wealth Counsel is based out at Atlanta, GA
Below you can find more details about Waypoint Wealth Counsel portfolio as well as his latest detailed transactions.
Portfolio value
$149 Billion
ETFs: $102 Billion
Technology: $19 Billion
Financial Services: $6.31 Billion
Consumer Cyclical: $4.73 Billion
Communication Services: $4.45 Billion
Healthcare: $2.91 Billion
Consumer Defensive: $2.42 Billion
Real Estate: $1.79 Billion
Other: $3.7 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
