Wayfinding Financial, LLC Purchases in Q1 2025

Wayfinding Financial, LLC

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FIX
Comfort Systems Usa Inc

Industrials
157
New
$313.26 - $550.27 $49.2K - $86.4K
157 $50K
EMN
Eastman Chemical CO

Basic Materials
572
New
$87.05 - $103.47 $49.8K - $59.2K
572 $50K
HIG
Hartford Financial Services Group, Inc.

Financial Services
84
+ 3.02%
$106.31 - $123.73 $8.93K - $10.4K
2.86K $355K
UNM
Unum Group

Financial Services
604
New
$71.8 - $83.34 $43.4K - $50.3K
604 $49K
STT
State Street Corp

Financial Services
554
New
$84.47 - $102.23 $46.8K - $56.6K
554 $49K
NEM
Newmont Corp

Basic Materials
1.03K
New
$37.79 - $48.39 $39K - $49.9K
1.03K $49K
VEA
Vanguard Ftse Developed Market

ETFs
948
New
$47.4 - $52.99 $44.9K - $50.2K
948 $48K
SLB
Schlumberger Limited

Energy
1.16K
New
$38.4 - $43.74 $44.4K - $50.5K
1.16K $48K
VRSK
Verisk Analytics, Inc.

Industrials
163
New
$268.63 - $301.33 $43.8K - $49.1K
163 $48K
AWK
American Water Works Company, Inc.

Utilities
326
New
$121.01 - $149.31 $39.4K - $48.7K
326 $48K
CBRE
Cbre Group, Inc.

Real Estate
363
New
$121.79 - $147.13 $44.2K - $53.4K
363 $47K
CMC
Commercial Metals CO

Basic Materials
1.02K
New
$43.22 - $53.05 $44.2K - $54.2K
1.02K $47K
Ft Energy Income Partners Enhanced
2.36K
New
N/A
2.36K $47K
NOC
Northrop Grumman Corp

Industrials
92
New
$433.45 - $513.82 $39.9K - $47.3K
92 $47K
IHE
Ishares Tr

ETFs
675
New
$65.36 - $72.85 $44.1K - $49.2K
675 $47K
Jpmorgan Global Select Equity Glob
1.18K
+ 5.73%
N/A
21.8K $1.29M
BCS
Barclays PLC

Financial Services
2.98K
New
$12.69 - $16.25 $37.9K - $48.5K
2.98K $46K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
34
New
$1227.6 - $1458.46 $41.7K - $49.6K
34 $46K
NVO
Novo Nordisk A S

Healthcare
657
New
$69.3 - $90.95 $45.5K - $59.8K
657 $46K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.11K
New
$39.18 - $43.52 $43.6K - $48.4K
1.11K $46K
STE
Steris PLC

Healthcare
207
New
$202.46 - $232.74 $41.9K - $48.2K
207 $46K
CFG
Citizens Financial Group Inc

Financial Services
1.13K
New
$39.73 - $48.36 $45K - $54.7K
1.13K $46K
AIZ
Assurant, Inc.

Financial Services
224
New
$198.92 - $218.67 $44.6K - $49K
224 $46K
VRT
Vertiv Holdings CO

Industrials
624
New
N/A
624 $45K
RY
Royal Bank Of Canada

Financial Services
407
New
$108.81 - $123.4 $44.3K - $50.2K
407 $45K
JWN
Nordstrom Inc

Consumer Cyclical
1.86K
New
$24.01 - $24.46 $44.6K - $45.5K
1.86K $45K
VMC
Vulcan Materials CO

Basic Materials
195
New
$220.9 - $277.54 $43.1K - $54.1K
195 $45K
ITRI
Itron, Inc.

Technology
431
New
$92.6 - $110.29 $39.9K - $47.5K
431 $45K
WMB
Williams Companies, Inc.

Energy
753
New
$54.02 - $61.09 $40.7K - $46K
753 $45K
DFS
Discover Financial Services

Financial Services
264
New
$152.99 - $203.25 $40.4K - $53.7K
264 $45K
HEIA
Heico Crp Cl A
216
New
N/A
216 $45K
LEN
Lennar Corp

Consumer Cyclical
383
New
$113.93 - $141.54 $43.6K - $54.2K
383 $44K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
1.66K
New
$25.34 - $26.96 $42.2K - $44.9K
1.66K $44K
CR
Crane Holdings, Co.

Industrials
870
New
$150.33 - $175.81 $131K - $153K
870 $44K
BMO
Bank Of Montreal

Financial Services
469
New
$94.92 - $104.14 $44.5K - $48.8K
469 $44K
ADP
Automatic Data Processing Inc

Industrials
22
+ 0.77%
$286.85 - $318.64 $6.31K - $7.01K
2.88K $883K
NFLX
Netflix Inc

Communication Services
14
+ 1.84%
$828.4 - $1058.6 $11.6K - $14.8K
776 $723K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
466
New
$87.68 - $94.52 $40.9K - $44K
466 $43K
FIS
Fidelity National Information Services, Inc.

Technology
581
New
$68.12 - $83.42 $39.6K - $48.5K
581 $43K
TROW
Price T Rowe Group Inc

Financial Services
472
New
$91.57 - $116.93 $43.2K - $55.2K
472 $43K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
337
New
$126.11 - $135.06 $42.5K - $45.5K
337 $43K
RTX
Raytheon Technologies Corp

Industrials
72
+ 3.56%
$114.1 - $135.66 $8.22K - $9.77K
2.1K $277K
SU
Suncor Energy Inc

Energy
1.1K
New
$34.27 - $40.63 $37.8K - $44.9K
1.1K $42K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.65K
New
$25.27 - $28.3 $41.6K - $46.6K
1.65K $42K
TM
Toyota Motor Corp

Consumer Cyclical
233
New
$176.53 - $195.35 $41.1K - $45.5K
233 $41K
PSA
Public Storage

Real Estate
139
New
$288.99 - $313.98 $40.2K - $43.6K
139 $41K
HPE
Hewlett Packard Enterprise CO

Technology
2.69K
New
$14.77 - $24.42 $39.7K - $65.7K
2.69K $41K
SO
Southern CO

Utilities
42
+ 1.08%
$80.96 - $92.96 $3.4K - $3.9K
3.95K $362K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
456
New
$74.5 - $92.3 $34K - $42.1K
456 $41K
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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