Wayfinding Financial, LLC Purchases in Q1 2025

Wayfinding Financial, LLC

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
507
New
$201.62 - $250.59 $102K - $127K
507 $104K
WEC
Wec Energy Group, Inc.

Utilities
953
New
$92.12 - $108.98 $87.8K - $104K
953 $103K
MAR
Marriott International Inc

Consumer Cyclical
435
New
$237.01 - $304.45 $103K - $132K
435 $103K
ILCV
Ishares Morningstar Value ETF

ETFs
1.25K
New
$79.37 - $85.24 $99.5K - $107K
1.25K $102K
EQR
Equity Residential

Real Estate
1.42K
New
$66.98 - $75.02 $94.8K - $106K
1.42K $102K
CCI
Crown Castle International Corp

Real Estate
972
New
$84.33 - $106.39 $82K - $103K
972 $101K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
857
New
$114.57 - $118.14 $98.2K - $101K
857 $101K
UBS
Ubs Group Ag

Financial Services
3.29K
New
$30.28 - $35.78 $99.7K - $118K
3.29K $100K
KR
Kroger CO

Consumer Defensive
1.48K
New
$58.36 - $67.72 $86.1K - $100K
1.48K $99K
HUBB
Hubbell Inc

Industrials
292
New
$330.91 - $456.86 $96.6K - $133K
292 $96K
IWD
Ishares Russell 1000 Val ETF

ETFs
505
New
$182.82 - $196.21 $92.3K - $99.1K
505 $95K
FITB
Fifth Third Bancorp

Financial Services
2.42K
New
$37.48 - $44.96 $90.7K - $109K
2.42K $95K
BLDR
Builders First Source, Inc.

Industrials
764
New
$122.8 - $173.51 $93.8K - $133K
764 $95K
SRLN
Ssga Active Trust

ETFs
2.32K
New
$41.02 - $41.99 $95.2K - $97.4K
2.32K $95K
TGT
Target Corp

Consumer Defensive
912
New
$103.65 - $142.5 $94.5K - $130K
912 $95K
GS
Goldman Sachs Group Inc

Financial Services
174
New
$524.81 - $672.19 $91.3K - $117K
174 $95K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
416
+ 2.65%
$56.44 - $64.13 $23.5K - $26.7K
16.1K $991K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.87K
New
N/A
1.87K $93K
SONY
Sony Group Corp

Technology
3.62K
New
$19.88 - $25.64 $71.9K - $92.7K
3.62K $91K
Ge Vernova Inc
297
New
N/A
297 $90K
MPC
Marathon Petroleum Corp

Energy
613
New
$134.72 - $159.03 $82.6K - $97.5K
613 $89K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
2.05K
New
$42.64 - $44.05 $87.5K - $90.3K
2.05K $89K
ETN
Eaton Corp PLC

Industrials
331
New
$271.83 - $371.23 $90K - $123K
331 $89K
ZTS
Zoetis Inc.

Healthcare
538
New
$156.48 - $175.67 $84.2K - $94.5K
538 $88K
BRO
Brown & Brown, Inc.

Financial Services
715
New
$100.54 - $124.4 $71.9K - $88.9K
715 $88K
ADBE
Adobe Inc.

Technology
231
New
$377.84 - $464.11 $87.3K - $107K
231 $88K
BP
Bp PLC

Energy
2.58K
New
$29.93 - $35.31 $77.1K - $91K
2.58K $87K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
2.68K
New
$32.39 - $34.01 $86.8K - $91.2K
2.68K $86K
AZN
Astrazeneca PLC

Healthcare
1.18K
New
$65.37 - $77.96 $77.1K - $92K
1.18K $86K
EBND
Spdr Bloomberg Emerging Market

ETFs
4.28K
New
$19.47 - $20.36 $83.4K - $87.2K
4.28K $85K
FNF
Fidelity National Financial, Inc.

Financial Services
1.3K
New
$54.25 - $65.27 $70.3K - $84.6K
1.3K $84K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.62K
New
$51.52 - $52.37 $83.3K - $84.7K
1.62K $84K
Invesco Bullet Sh 2033 Corp
4.04K
New
N/A
4.04K $84K
Celestica Inc
1.07K
New
N/A
1.07K $84K
IBM
International Business Machines Corp

Technology
30
+ 1.13%
$217.4 - $264.74 $6.52K - $7.94K
2.68K $666K
MSI
Motorola Solutions, Inc.

Technology
191
New
$411.73 - $482.1 $78.6K - $92.1K
191 $83K
CTVA
Corteva, Inc.

Basic Materials
1.33K
New
$55.94 - $66.15 $74.6K - $88.2K
1.33K $83K
GILD
Gilead Sciences, Inc.

Healthcare
283
+ 10.96%
$89.14 - $117.41 $25.2K - $33.2K
2.87K $321K
BDX
Becton Dickinson & CO

Healthcare
359
New
$222.79 - $249.08 $80K - $89.4K
359 $82K
XOM
Exxon Mobil Corp

Energy
165
+ 2.99%
$105.44 - $118.93 $17.4K - $19.6K
5.69K $676K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
469
+ 4.73%
$58.04 - $65.84 $27.2K - $30.9K
10.4K $661K
JCI
Johnson Controls International PLC

Industrials
1.01K
New
$76.12 - $90.6 $76.9K - $91.5K
1.01K $81K
ELV
Elevance Health, Inc.

Healthcare
187
New
$365.9 - $436.25 $68.4K - $81.6K
187 $81K
VXF
Vanguard Extended Market ETF

ETFs
464
New
$170.36 - $201.04 $79K - $93.3K
464 $80K
EQH
Equitable Holdings, Inc.

Financial Services
1.55K
New
$47.64 - $55.68 $73.6K - $86K
1.55K $80K
ECL
Ecolab Inc.

Basic Materials
316
New
$229.72 - $269.82 $72.6K - $85.3K
316 $80K
SHW
Sherwin Williams CO

Basic Materials
230
New
$330.16 - $365.55 $75.9K - $84.1K
230 $80K
RWR
Spdr Dow Jones Reit ETF

ETFs
798
New
$95.15 - $104.06 $75.9K - $83K
798 $79K
MS
Morgan Stanley

Financial Services
684
New
$111.68 - $141.08 $76.4K - $96.5K
684 $79K
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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