Wayfinding Financial, LLC Purchases in Q2 2025

Wayfinding Financial, LLC

  • $224 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Jpmorgan International Value ETF
65.7K
New
N/A
65.7K $4.63M
FDEM
Fidelity Emerging Markets Mult
107K
New
N/A
107K $3.04M
LQD
Ishares Iboxx $ Investment Gra

ETFs
17.3K
+ 24.44%
$105.23 - $109.61 $1.82M - $1.9M
88.1K $9.68M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.7K
+ 29.25%
$96.84 - $99.46 $1.81M - $1.86M
82.6K $8.19M
ZECP
Zacks Tr Earnings Constant Por

ETFs
22K
+ 15.94%
$27.11 - $31.91 $597K - $703K
160K $5.22M
Zacks Small/Mid Cap ETF
6.92K
+ 4.88%
N/A
149K $5.16M
FLMI
Franklin Dynamic Municipal Bon

ETFs
33.6K
+ 71.74%
$23.57 - $24.6 $791K - $826K
80.3K $1.94M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.65K
New
$58.41 - $72.69 $388K - $483K
6.65K $493K
AMZN
Amazon Com Inc

Consumer Cyclical
1.28K
+ 15.18%
$167.32 - $223.3 $215K - $286K
9.73K $2.06M
JGRO
J P Morgan Exchange Traded Fd
2.69K
+ 21.59%
N/A
15.1K $1.34M
BA
Boeing CO

Industrials
129
+ 2.02%
$136.59 - $217.51 $17.6K - $28.1K
6.52K $1.45M
Zacks Focus Growth ETF
5.17K
+ 26.26%
N/A
24.8K $675K
GOOGL
Alphabet Inc.

Communication Services
75
+ 1.71%
$144.7 - $178.6 $10.9K - $13.4K
4.47K $870K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.7K
+ 16.4%
$56.88 - $70.77 $96.9K - $121K
12.1K $844K
Jpmorgan Global Select Equity ETF Global Select Equity ETF
591
+ 2.71%
N/A
22.4K $1.46M
TSLA
Tesla, Inc.

Consumer Cyclical
310
+ 28.49%
$221.86 - $362.89 $68.8K - $112K
1.4K $432K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
4.59K
+ 171.02%
$31.07 - $32.25 $142K - $148K
7.27K $235K
APH
Amphenol Corp

Technology
346
+ 20.13%
$59.09 - $98.75 $20.4K - $34.2K
2.07K $224K
C
Citigroup Inc

Financial Services
319
+ 8.63%
$58.13 - $85.12 $18.5K - $27.2K
4.02K $369K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
229
+ 1.42%
$54.98 - $67.95 $12.6K - $15.6K
16.4K $1.09M
BAC
Bank Of America Corp

Financial Services
12
+ 0.05%
$34.39 - $47.46 $413 - $570
23.3K $1.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
78
+ 7.55%
$141.37 - $228.57 $11K - $17.8K
1.11K $265K
EOG
Eog Resources Inc

Energy
856
+ 77.47%
$104.61 - $129.97 $89.5K - $111K
1.96K $229K
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.82K
+ 6.97%
$45.9 - $47.2 $83.6K - $86K
28K $1.32M
DELL
Dell Technologies Inc.

Technology
29
+ 1.48%
$71.63 - $125.98 $2.08K - $3.65K
1.99K $258K
SCHW
Schwab Charles Corp

Financial Services
61
+ 1.81%
$69.06 - $91.24 $4.21K - $5.57K
3.43K $333K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
65
+ 0.63%
$33.7 - $43.1 $2.19K - $2.8K
10.4K $453K
AMGN
Amgen Inc

Healthcare
167
+ 23.69%
$262.28 - $309.85 $43.8K - $51.7K
872 $263K
ICE
Intercontinental Exchange, Inc.

Financial Services
126
+ 13.38%
$151.62 - $183.47 $19.1K - $23.1K
1.07K $201K
DE
Deere & CO

Industrials
13
+ 2.48%
$412.99 - $531.48 $5.37K - $6.91K
537 $274K
MTB
M&T Bank Corp

Financial Services
83
+ 7.29%
$156.58 - $193.99 $13K - $16.1K
1.22K $230K
VIG
Vanguard Dividend Appreciation

ETFs
22
+ 1.6%
N/A
1.39K $288K
KMI
Kinder Morgan, Inc.

Energy
839
+ 8.26%
$25.21 - $29.4 $21.2K - $24.7K
11K $311K
USB
Us Bancorp \De\

Financial Services
324
+ 7.25%
$36.4 - $45.76 $11.8K - $14.8K
4.79K $212K
MA
Mastercard Inc

Financial Services
6
+ 1.11%
$479.92 - $590.74 $2.88K - $3.54K
546 $311K
PM
Philip Morris International Inc.

Consumer Defensive
25
+ 1.27%
$149.23 - $184.95 $3.73K - $4.62K
1.99K $324K
WM
Waste Management Inc

Industrials
5
+ 0.42%
$216.47 - $242.1 $1.08K - $1.21K
1.2K $276K
CVX
Chevron Corp

Energy
38
+ 0.97%
$133.73 - $168.51 $5.08K - $6.4K
3.94K $595K
SBUX
Starbucks Corp

Consumer Cyclical
960
+ 4.38%
$79.69 - $99.41 $76.5K - $95.4K
22.9K $2.05M
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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