Wayfinding Financial, LLC Purchases in Q1 2025

Wayfinding Financial, LLC

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CHD
Church & Dwight CO Inc

Consumer Defensive
369
New
$101.42 - $113.2 $37.4K - $41.8K
369 $40K
CI
Cigna Corp

Healthcare
122
New
$274.49 - $329.0 $33.5K - $40.1K
122 $40K
CAH
Cardinal Health Inc

Healthcare
12
+ 0.6%
$118.02 - $137.77 $1.42K - $1.65K
2.01K $276K
EA
Electronic Arts Inc.

Communication Services
272
New
$116.53 - $146.29 $31.7K - $39.8K
272 $39K
HBAN
Huntington Bancshares Inc

Financial Services
2.61K
New
$14.28 - $17.39 $37.2K - $45.3K
2.61K $39K
EWJ
Ishares Msci Japan ETF

ETFs
580
New
$65.24 - $71.7 $37.8K - $41.6K
580 $39K
IYR
Ishares Tr

ETFs
414
New
$89.49 - $98.98 $37K - $41K
414 $39K
Natwest Group PLC Spons Adr
3.32K
New
N/A
3.32K $39K
ODFL
Old Dominion Freight Line, Inc.

Industrials
239
New
$161.13 - $209.29 $38.5K - $50K
239 $39K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
435
New
$91.45 - $91.75 $39.8K - $39.9K
435 $39K
ACIW
Aci Worldwide, Inc.

Technology
719
New
$50.38 - $57.35 $36.2K - $41.2K
719 $39K
AIT
Applied Industrial Technologies Inc

Industrials
169
New
$218.93 - $269.18 $37K - $45.5K
169 $38K
HWM
Howmet Aerospace Inc.

Industrials
292
New
$110.79 - $139.39 $32.4K - $40.7K
292 $37K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.6K
New
$23.16 - $27.04 $37K - $43.2K
1.6K $37K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
650
New
$57.21 - $65.8 $37.2K - $42.8K
650 $37K
IRM
Iron Mountain Inc

Real Estate
432
New
$82.79 - $111.31 $35.8K - $48.1K
432 $37K
Franklin Bitcoin
766
New
N/A
766 $36K
BX
Blackstone Inc.

Financial Services
263
New
$136.53 - $186.74 $35.9K - $49.1K
263 $36K
FTNT
Fortinet, Inc.

Technology
378
New
$92.49 - $114.57 $35K - $43.3K
378 $36K
WM
Waste Management Inc

Industrials
1
+ 0.08%
$200.54 - $233.78 $201 - $234
1.19K $276K
WTFC
Wintrust Financial Corp

Financial Services
329
New
$107.76 - $136.92 $35.5K - $45K
329 $36K
STLD
Steel Dynamics Inc

Basic Materials
289
New
N/A
289 $36K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
933
New
$37.07 - $40.63 $34.6K - $37.9K
933 $36K
Ishares Large Cap Value Active
1.14K
New
N/A
1.14K $36K
INTC
Intel Corp

Technology
1.6K
New
$19.1 - $27.39 $30.6K - $43.9K
1.6K $36K
ASML
Asml Holding Nv

Technology
53
New
$662.63 - $776.99 $35.1K - $41.2K
53 $35K
IEF
Ishares Barclays

ETFs
377
New
$91.17 - $95.39 $34.4K - $36K
377 $35K
NTRS
Northern Trust Corp

Financial Services
352
New
$96.09 - $113.81 $33.8K - $40.1K
352 $35K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
2.25K
New
$12.68 - $17.71 $28.5K - $39.8K
2.25K $35K
WSM
Williams Sonoma Inc

Consumer Cyclical
224
New
$158.1 - $217.71 $35.4K - $48.8K
224 $35K
VBR
Vanguard Small Cap Value ETF

ETFs
191
New
$183.02 - $207.75 $35K - $39.7K
191 $35K
UNH
Unitedhealth Group Inc

Healthcare
39
+ 5.31%
$461.52 - $548.18 $18K - $21.4K
773 $405K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
+ 0.49%
$208.48 - $244.03 $1.04K - $1.22K
1.03K $251K
CAG
Conagra Brands Inc.

Consumer Defensive
1.3K
New
$23.9 - $27.67 $31K - $35.9K
1.3K $34K
CTRA
Coterra Energy Inc.

Energy
1.19K
New
$25.51 - $29.83 $30.4K - $35.6K
1.19K $34K
GRMN
Garmin LTD

Technology
158
New
$204.55 - $241.93 $32.3K - $38.2K
158 $34K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
1.4K
New
$24.41 - $24.65 $34.2K - $34.5K
1.4K $34K
HYG
Ishares Tr

ETFs
431
New
$78.51 - $80.11 $33.8K - $34.5K
431 $34K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
911
New
$33.37 - $38.01 $30.4K - $34.6K
911 $34K
MLI
Mueller Industries Inc

Industrials
447
New
$76.14 - $82.67 $34K - $37K
447 $34K
ORI
Old Republic International Corp

Financial Services
891
New
$33.46 - $39.22 $29.8K - $34.9K
891 $34K
IX
Orix Corp

Financial Services
1.64K
New
$20.44 - $107.42 $33.6K - $176K
1.64K $34K
TOST
Toast, Inc.

Technology
1.03K
New
$32.61 - $41.98 $33.7K - $43.4K
1.03K $34K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
659
New
$45.62 - $51.12 $30.1K - $33.7K
659 $33K
HES
Hess Corp

Energy
209
New
$135.42 - $160.52 $28.3K - $33.5K
209 $33K
VLUE
Ishares Msci Usa Value Factor

ETFs
316
New
$104.89 - $113.56 $33.1K - $35.9K
316 $33K
KHC
Kraft Heinz CO

Consumer Defensive
1.1K
New
$28.51 - $32.22 $31.3K - $35.4K
1.1K $33K
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
682
New
N/A
682 $33K
ETR
Entergy Corp

Utilities
384
New
$75.26 - $87.89 $28.9K - $33.7K
384 $32K
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
Track This Portfolio

Track Wayfinding Financial, LLC Portfolio

Follow Wayfinding Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wayfinding Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wayfinding Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email