Wayfinding Financial, LLC Purchases in Q1 2025

Wayfinding Financial, LLC

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
123K
New
$48.86 - $52.28 $6.03M - $6.45M
123K $6.12M
CLOI
Vaneck ETF Tr

ETFs
87.6K
New
$52.68 - $53.16 $4.62M - $4.66M
87.6K $4.63M
Vanguard Mun Bd Fds Core Tax Exemp
48K
New
N/A
48K $3.56M
Parametric Hedged Equity
83.1K
+ 162.07%
N/A
134K $3.84M
Vanguard Mun Bd Fds Short Tax Exem
23.9K
New
N/A
23.9K $1.8M
FLMI
Franklin Dynamic Municipal Bon

ETFs
46.8K
New
$24.22 - $24.86 $1.13M - $1.16M
46.8K $1.14M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.65K
+ 15.66%
$95.85 - $99.25 $829K - $858K
63.9K $6.32M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
51.2K
+ 33.21%
$18.54 - $18.88 $949K - $966K
205K $3.84M
CGGR
Capital Group Growth ETF Shs C

ETFs
31.2K
+ 53.75%
$33.98 - $39.84 $1.06M - $1.24M
89.2K $3.05M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11K
New
$49.25 - $50.66 $542K - $558K
11K $546K
Capital Group Municipal High Incom
16K
New
N/A
16K $401K
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.43K
+ 32.61%
$45.56 - $47.23 $293K - $304K
26.1K $1.23M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.36K
+ 1.95%
$105.1 - $109.61 $143K - $149K
70.8K $7.7M
MDT
Medtronic PLC

Healthcare
3.02K
New
$79.84 - $94.5 $241K - $286K
3.02K $273K
DE
Deere & CO

Industrials
524
New
$408.57 - $509.27 $214K - $267K
524 $245K
T
At&T Inc.

Communication Services
8.64K
New
$21.56 - $28.28 $186K - $244K
8.64K $244K
NUE
Nucor Corp

Basic Materials
1.84K
New
$114.48 - $142.52 $210K - $262K
1.84K $220K
AMGN
Amgen Inc

Healthcare
705
New
$258.59 - $327.36 $182K - $231K
705 $219K
TRV
Travelers Companies, Inc.

Financial Services
814
New
$232.43 - $265.13 $189K - $216K
814 $215K
NVS
Novartis Ag

Healthcare
1.89K
New
$97.14 - $115.57 $183K - $218K
1.89K $210K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 0.67%
$442.66 - $534.52 $7.53K - $9.09K
2.54K $1.35M
BMY
Bristol Myers Squibb CO

Healthcare
3.38K
New
$53.9 - $63.11 $182K - $214K
3.38K $206K
MTB
M&T Bank Corp

Financial Services
1.14K
New
$170.47 - $201.98 $194K - $230K
1.14K $203K
AIG
American International Group, Inc.

Financial Services
2.27K
New
$70.5 - $86.94 $160K - $197K
2.27K $197K
SPY
Spdr S&P 500 ETF Trust

ETFs
341
New
$551.42 - $612.93 $188K - $209K
341 $190K
AXP
American Express CO

Financial Services
703
New
$255.39 - $325.87 $180K - $229K
703 $189K
MFC
Manulife Financial Corp

Financial Services
6.01K
New
$28.41 - $31.82 $171K - $191K
6.01K $187K
HSY
Hershey CO

Consumer Defensive
1.09K
New
$144.74 - $186.36 $158K - $203K
1.09K $186K
IWV
Ishares Russell 3000 ETF

ETFs
584
New
$313.1 - $349.83 $183K - $204K
584 $185K
JPIE
J P Morgan Exchange Traded Fd
3.88K
+ 27.77%
$45.46 - $46.18 $176K - $179K
17.9K $822K
PRU
Prudential Financial Inc

Financial Services
1.63K
New
$105.04 - $122.33 $171K - $199K
1.63K $181K
DELL
Dell Technologies Inc.

Technology
1.96K
New
$90.34 - $124.66 $177K - $244K
1.96K $178K
TMUS
T Mobile Us, Inc.

Communication Services
643
New
$211.3 - $272.83 $136K - $175K
643 $171K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.48K
New
$56.12 - $68.15 $139K - $169K
2.48K $169K
GD
General Dynamics Corp

Industrials
616
New
$241.94 - $272.58 $149K - $168K
616 $167K
SYK
Stryker Corp

Healthcare
448
New
$355.18 - $399.9 $159K - $179K
448 $166K
UBER
Uber Technologies, Inc

Technology
2.27K
New
$63.17 - $81.49 $143K - $185K
2.27K $165K
SNPS
Synopsys Inc

Technology
383
New
$428.58 - $551.54 $164K - $211K
383 $164K
MUB
Ishares National Muni Bond ETF

ETFs
1.8K
+ 7.76%
$104.71 - $107.69 $189K - $194K
25K $2.64M
SPTL
Spdr Portfolio Long Term Treas

ETFs
6.02K
New
$25.54 - $27.64 $154K - $166K
6.02K $163K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.16K
New
$25.77 - $27.6 $159K - $170K
6.16K $163K
ICE
Intercontinental Exchange, Inc.

Financial Services
942
New
$142.8 - $176.36 $135K - $166K
942 $162K
BK
Bank Of New York Mellon Corp

Financial Services
1.89K
New
$75.42 - $88.95 $143K - $168K
1.89K $158K
CDNS
Cadence Design Systems Inc

Technology
625
New
$233.96 - $324.52 $146K - $203K
625 $158K
INTU
Intuit Inc

Technology
257
New
$555.63 - $630.23 $143K - $162K
257 $157K
TMO
Thermo Fisher Scientific Inc.

Healthcare
304
New
$497.6 - $606.74 $151K - $184K
304 $151K
NKE
Nike, Inc.

Consumer Cyclical
2.37K
New
$63.29 - $81.72 $150K - $193K
2.37K $151K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.21K
New
$120.29 - $134.6 $145K - $163K
1.21K $147K
AMT
American Tower Corp

Real Estate
663
New
$173.46 - $217.6 $115K - $144K
663 $144K
Activity Summary
Buys All Purchases 669 New Holdings 605 Increased Positions 64 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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