Wayfinding Financial, LLC Purchases in Q1 2025

Wayfinding Financial, LLC

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INFY
Infosys LTD

Technology
1.76K
New
$18.06 - $22.89 $31.8K - $40.3K
1.76K $32K
IDCC
Inter Digital, Inc.

Communication Services
158
New
$171.68 - $225.72 $27.1K - $35.7K
158 $32K
MORN
Morningstar, Inc.

Financial Services
110
New
$282.49 - $334.73 $31.1K - $36.8K
110 $32K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2.27K
New
$12.61 - $14.92 $28.6K - $33.9K
2.27K $32K
VOE
Vanguard Mid Cap Value Index F

ETFs
203
New
$156.61 - $168.02 $31.8K - $34.1K
203 $32K
VEEV
Veeva Systems Inc

Healthcare
140
New
$210.58 - $246.8 $29.5K - $34.6K
140 $32K
YUM
Yum Brands Inc

Consumer Cyclical
208
New
$123.25 - $162.53 $25.6K - $33.8K
208 $32K
ACGL
Arch Capital Group Ltd.

Financial Services
329
New
$88.13 - $96.94 $29K - $31.9K
329 $31K
OTIS
Otis Worldwide Corp

Industrials
306
New
$90.77 - $104.01 $27.8K - $31.8K
306 $31K
ROP
Roper Technologies Inc

Industrials
53
New
$502.71 - $593.81 $26.6K - $31.5K
53 $31K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
84
New
$314.47 - $431.35 $26.4K - $36.2K
84 $31K
STX
Seagate Technology Holdings PLC

Technology
372
New
$84.92 - $108.42 $31.6K - $40.3K
372 $31K
ALLE
Allegion PLC

Industrials
235
New
$123.79 - $135.5 $29.1K - $31.8K
235 $30K
BXP
Boston Properties Inc

Real Estate
454
New
$63.97 - $74.91 $29K - $34K
454 $30K
FN
Fabrinet

Technology
152
New
$183.66 - $267.24 $27.9K - $40.6K
152 $30K
HSBC
Hsbc Holdings PLC

Financial Services
522
New
$48.68 - $61.58 $25.4K - $32.1K
522 $30K
LYV
Live Nation Entertainment, Inc.

Communication Services
236
New
$115.79 - $154.66 $27.3K - $36.5K
236 $30K
MKC
Mccormick & CO Inc

Consumer Defensive
373
New
$71.24 - $84.73 $26.6K - $31.6K
373 $30K
RS
Reliance Steel & Aluminum CO

Basic Materials
104
New
$266.61 - $302.66 $27.7K - $31.5K
104 $30K
RIO
Rio Tinto PLC

Basic Materials
488
New
$58.19 - $64.29 $28.4K - $31.4K
488 $30K
HOOD
Robinhood Markets, Inc.

Technology
736
New
$35.63 - $65.28 $26.2K - $48K
736 $30K
WFC
Wells Fargo & Company

Financial Services
265
+ 3.92%
$66.78 - $81.42 $17.7K - $21.6K
7.02K $503K
META
Meta Platforms, Inc.

Communication Services
91
+ 3.45%
$576.36 - $736.67 $52.4K - $67K
2.73K $1.57M
CX
Cemex Sab De Cv

Basic Materials
5.22K
New
$5.36 - $6.78 $28K - $35.4K
5.22K $29K
CSGP
Costar Group, Inc.

Real Estate
371
New
$69.29 - $80.37 $25.7K - $29.8K
371 $29K
MLM
Martin Marietta Materials Inc

Basic Materials
61
New
$460.39 - $552.64 $28.1K - $33.7K
61 $29K
MNST
Monster Beverage Corp

Consumer Defensive
499
New
$46.16 - $58.58 $23K - $29.2K
499 $29K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
1.36K
New
N/A
1.36K $29K
VFH
Vanguard Financial ETF

ETFs
250
New
$114.07 - $127.34 $28.5K - $31.8K
250 $29K
VHT
Vanguard Health Care ETF

ETFs
110
New
$254.06 - $273.83 $27.9K - $30.1K
110 $29K
VICI
Vici Properties Inc.

Real Estate
895
New
$28.21 - $32.68 $25.2K - $29.2K
895 $29K
PAYX
Paychex Inc

Industrials
44
+ 2.89%
$136.06 - $154.52 $5.99K - $6.8K
1.57K $241K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
3.46K
New
$8.21 - $8.96 $28.4K - $31K
3.46K $28K
SAN
Banco Santander, S.A.

Financial Services
4.23K
New
$4.46 - $7.14 $18.8K - $30.2K
4.23K $28K
BKR
Baker Hughes CO

Energy
638
New
$41.16 - $48.85 $26.3K - $31.2K
638 $28K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
281
New
$97.76 - $107.35 $27.5K - $30.2K
281 $28K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
529
New
$48.65 - $66.04 $25.7K - $34.9K
529 $28K
THC
Tenet Healthcare Corp

Healthcare
215
New
$119.51 - $144.98 $25.7K - $31.2K
215 $28K
CACI
Caci International Inc

Technology
76
New
N/A
76 $27K
DUK
Duke Energy Corp

Utilities
227
New
$105.87 - $121.97 $24K - $27.7K
227 $27K
EWC
Ishares Msci Canada ETF

ETFs
666
New
$39.3 - $42.52 $26.2K - $28.3K
666 $27K
IXG
Ishares Global Fin'L ETF

ETFs
263
New
$94.45 - $105.01 $24.8K - $27.6K
263 $27K
JPSE
J P Morgan Diversified Return

ETFs
620
New
$42.78 - $48.51 $26.5K - $30.1K
620 $27K
OKTA
Okta, Inc.

Technology
260
New
$78.83 - $116.72 $20.5K - $30.3K
260 $27K
POR
Portland General Electric CO

Utilities
602
New
$40.56 - $45.24 $24.4K - $27.2K
602 $27K
USFR
Wisdomtree Floating Rate Treas

ETFs
545
New
$50.29 - $50.5 $27.4K - $27.5K
545 $27K
JPHY
Jp Morgan High Yield Research

ETFs
666
+ 4.47%
N/A
15.6K $716K
IYE
Ishares Tr

ETFs
532
New
$45.23 - $49.95 $24.1K - $26.6K
532 $26K
IBN
Icici Bank LTD

Financial Services
853
New
$27.55 - $31.67 $23.5K - $27K
853 $26K
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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