Wayfinding Financial, LLC Incresed Positions in Q1 2025

Wayfinding Financial, LLC

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Parametric Hedged Equity
83.1K
+ 162.07%
N/A
134K $3.84M
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
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 0.67%
$442.66 - $534.52 $7.53K - $9.09K
2.54K $1.35M
JPIE
J P Morgan Exchange Traded Fd
3.88K
+ 27.77%
$45.46 - $46.18 $176K - $179K
17.9K $822K
MUB
Ishares National Muni Bond ETF

ETFs
1.8K
+ 7.76%
$104.71 - $107.69 $189K - $194K
25K $2.64M
FISV
Fiserv Inc

Technology
9
+ 0.1%
N/A
8.84K $1.95M
JGRO
J P Morgan Exchange Traded Fd
2.44K
+ 24.39%
N/A
12.5K $918K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
416
+ 2.65%
$56.44 - $64.13 $23.5K - $26.7K
16.1K $991K
IBM
International Business Machines Corp

Technology
30
+ 1.13%
$217.4 - $264.74 $6.52K - $7.94K
2.68K $666K
GILD
Gilead Sciences, Inc.

Healthcare
283
+ 10.96%
$89.14 - $117.41 $25.2K - $33.2K
2.87K $321K
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
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.46%
$117.15 - $158.79 $1.05K - $1.43K
1.96K $314K
CSCO
Cisco Systems, Inc.

Technology
480
+ 4.25%
$58.74 - $64.87 $28.2K - $31.1K
11.8K $726K
GE
General Electric CO

Industrials
74
+ 6.0%
$168.59 - $212.13 $12.5K - $15.7K
1.31K $262K
HIG
Hartford Financial Services Group, Inc.

Financial Services
84
+ 3.02%
$106.31 - $123.73 $8.93K - $10.4K
2.86K $355K
Jpmorgan Global Select Equity Glob
1.18K
+ 5.73%
N/A
21.8K $1.29M
NFLX
Netflix Inc

Communication Services
14
+ 1.84%
$828.4 - $1058.6 $11.6K - $14.8K
776 $723K
ADP
Automatic Data Processing Inc

Industrials
22
+ 0.77%
$286.85 - $318.64 $6.31K - $7.01K
2.88K $883K
RTX
Raytheon Technologies Corp

Industrials
72
+ 3.56%
$114.1 - $135.66 $8.22K - $9.77K
2.1K $277K
SO
Southern CO

Utilities
42
+ 1.08%
$80.96 - $92.96 $3.4K - $3.9K
3.95K $362K
CAH
Cardinal Health Inc

Healthcare
12
+ 0.6%
$118.02 - $137.77 $1.42K - $1.65K
2.01K $276K
WM
Waste Management Inc

Industrials
1
+ 0.08%
$200.54 - $233.78 $201 - $234
1.19K $276K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
+ 0.49%
$208.48 - $244.03 $1.04K - $1.22K
1.03K $251K
UNH
Unitedhealth Group Inc

Healthcare
39
+ 5.31%
$461.52 - $548.18 $18K - $21.4K
773 $405K
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
PAYX
Paychex Inc

Industrials
44
+ 2.89%
$136.06 - $154.52 $5.99K - $6.8K
1.57K $241K
JPHY
Jp Morgan High Yield Research

ETFs
666
+ 4.47%
N/A
15.6K $716K
IEMG
Ishares Inc

ETFs
193
+ 2.33%
N/A
8.47K $457K
COP
Conocophillips

Energy
69
+ 2.42%
$88.6 - $105.85 $6.11K - $7.3K
2.92K $306K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
72
+ 2.44%
$67.08 - $76.14 $4.83K - $5.48K
3.03K $223K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
328
+ 3.27%
$36.46 - $39.9 $12K - $13.1K
10.4K $396K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.42K
+ 5.44%
$99.5 - $110.97 $240K - $268K
46.8K $4.72M
MET
Metlife Inc

Financial Services
309
+ 8.93%
$77.7 - $87.0 $24K - $26.9K
3.77K $302K
QCOM
Qualcomm Inc

Technology
94
+ 3.83%
$151.94 - $175.86 $14.3K - $16.5K
2.55K $391K
C
Citigroup Inc

Financial Services
137
+ 3.85%
$67.23 - $84.63 $9.21K - $11.6K
3.7K $262K
KMI
Kinder Morgan, Inc.

Energy
47
+ 0.46%
$26.1 - $31.22 $1.23K - $1.47K
10.2K $289K
NSC
Norfolk Southern Corp

Industrials
31
+ 3.01%
$227.69 - $259.76 $7.06K - $8.05K
1.06K $251K
F
Ford Motor CO

Consumer Cyclical
134
+ 0.62%
$9.12 - $10.43 $1.22K - $1.4K
21.8K $219K
VIG
Vanguard Dividend Appreciation

ETFs
37
+ 2.77%
N/A
1.37K $265K
PANW
Palo Alto Networks Inc

Technology
83
+ 6.24%
$167.82 - $208.28 $13.9K - $17.3K
1.41K $241K
NEE
Nextera Energy Inc

Utilities
65
+ 0.74%
$66.96 - $76.16 $4.35K - $4.95K
8.83K $625K
PNC
Pnc Financial Services Group, Inc.

Financial Services
105
+ 5.68%
$168.84 - $202.89 $17.7K - $21.3K
1.96K $343K
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.55%
$271.18 - $303.12 $2.71K - $3.03K
1.84K $504K
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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