Wayfinding Financial, LLC Incresed Positions in Q3 2025

Wayfinding Financial, LLC

  • $232 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
54
+ 0.15%
$202.38 - $256.87 $10.9K - $13.9K
36.4K $9.27M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
12.4K
+ 102.27%
$69.02 - $73.57 $853K - $909K
24.4K $1.8M
BBUS
J P Morgan Exchg Traded Fd

ETFs
4.13K
+ 9.05%
$111.77 - $121.28 $461K - $501K
49.7K $6M
Jpmorgan International Value ETF
4.06K
+ 6.18%
N/A
69.7K $5.26M
Zacks Small/Mid Cap ETF
168
+ 0.11%
N/A
149K $5.57M
GOOGL
Alphabet Inc.

Communication Services
22
+ 0.49%
$174.36 - $254.72 $3.84K - $5.6K
4.49K $1.09M
TSLA
Tesla, Inc.

Consumer Cyclical
60
+ 4.29%
$293.94 - $444.72 $17.6K - $26.7K
1.46K $648K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.2K
+ 1.45%
$97.75 - $100.75 $117K - $120K
83.8K $8.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
530
+ 0.6%
$107.66 - $112.36 $57.1K - $59.6K
88.7K $9.88M
ZECP
Zacks Tr Earnings Constant Por

ETFs
184
+ 0.11%
$31.92 - $33.66 $5.87K - $6.19K
160K $5.39M
BAC
Bank Of America Corp

Financial Services
1
+ 0.0%
$44.92 - $52.42 $44.9 - $52.4
23.3K $1.2M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.77K
+ 0.66%
$33.26 - $34.01 $58.7K - $60K
271K $9.19M
Parametric Equity Premium Income ETF
837
+ 0.86%
N/A
98.1K $2.57M
GOOG
Alphabet Inc.

Communication Services
31
+ 1.27%
$175.16 - $255.24 $5.43K - $7.91K
2.48K $603K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
734
+ 4.5%
$64.75 - $69.05 $47.5K - $50.7K
17K $1.18M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.76K
+ 6.29%
$46.37 - $47.77 $81.6K - $84.1K
29.7K $1.41M
IEMG
Ishares Inc

ETFs
325
+ 3.86%
N/A
8.75K $576K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
503
+ 4.83%
$42.78 - $47.77 $21.5K - $24K
10.9K $519K
FLMI
Franklin Dynamic Municipal Bon

ETFs
550
+ 0.68%
$23.96 - $24.81 $13.2K - $13.6K
80.9K $2M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.09%
$357.4 - $423.42 $715 - $847
2.23K $902K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
913
+ 14.81%
$48.5 - $50.19 $44.3K - $45.8K
7.08K $354K
Zacks Focus Growth ETF
5
+ 0.02%
N/A
24.9K $728K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
860
+ 0.55%
$18.93 - $19.47 $16.3K - $16.7K
158K $3.06M
DELL
Dell Technologies Inc.

Technology
180
+ 9.06%
$120.96 - $141.77 $21.8K - $25.5K
2.17K $307K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13
+ 1.17%
$224.68 - $282.71 $2.92K - $3.68K
1.12K $314K
C
Citigroup Inc

Financial Services
37
+ 0.92%
$85.57 - $103.49 $3.17K - $3.83K
4.05K $411K
JPIE
J P Morgan Exchange Traded Fd
834
+ 6.69%
$46.01 - $46.55 $38.4K - $38.8K
13.3K $617K
MRVL
Marvell Technology, Inc.

Technology
78
+ 1.91%
$62.31 - $84.07 $4.86K - $6.56K
4.16K $350K
NFLX
Netflix Inc

Communication Services
12
+ 1.62%
$1147.87 - $1297.18 $13.8K - $15.6K
754 $903K
USB
Us Bancorp \De\

Financial Services
161
+ 3.36%
$43.94 - $50.41 $7.07K - $8.12K
4.95K $241K
VIG
Vanguard Dividend Appreciation

ETFs
72
+ 5.17%
N/A
1.47K $317K
MET
Metlife Inc

Financial Services
38
+ 1.11%
$73.82 - $82.37 $2.81K - $3.13K
3.47K $286K
CLOI
Vaneck ETF Tr

ETFs
316
+ 0.58%
$52.8 - $53.1 $16.7K - $16.8K
54.8K $2.91M
PNC
Pnc Financial Services Group, Inc.

Financial Services
13
+ 0.7%
$185.88 - $207.44 $2.42K - $2.7K
1.88K $378K
CGMS
Capital Grp Core Plus Income E
385
+ 0.37%
N/A
106K $2.93M
NVS
Novartis Ag

Healthcare
16
+ 0.89%
$113.5 - $129.73 $1.82K - $2.08K
1.82K $233K
JPHY
Jp Morgan High Yield Research

ETFs
369
+ 6.27%
N/A
6.25K $293K
CVX
Chevron Corp

Energy
12
+ 0.3%
$145.57 - $161.83 $1.75K - $1.94K
3.95K $613K
F
Ford Motor CO

Consumer Cyclical
108
+ 1.06%
$10.82 - $12.09 $1.17K - $1.31K
10.3K $123K
CSCO
Cisco Systems, Inc.

Technology
18
+ 0.16%
$66.2 - $71.79 $1.19K - $1.29K
11.5K $784K
NUE
Nucor Corp

Basic Materials
11
+ 0.62%
$133.3 - $150.33 $1.47K - $1.65K
1.78K $241K
SO
Southern CO

Utilities
23
+ 0.66%
$90.83 - $96.0 $2.09K - $2.21K
3.5K $331K
AEP
American Electric Power CO Inc

Utilities
20
+ 0.95%
$103.26 - $115.0 $2.07K - $2.3K
2.13K $239K
EOG
Eog Resources Inc

Energy
50
+ 2.55%
$112.12 - $126.1 $5.61K - $6.31K
2.01K $225K
GILD
Gilead Sciences, Inc.

Healthcare
5
+ 0.18%
$108.22 - $120.47 $541 - $602
2.74K $304K
HON
Honeywell International Inc

Industrials
1
+ 0.09%
$207.7 - $240.4 $208 - $240
1.13K $237K
AMGN
Amgen Inc

Healthcare
7
+ 0.8%
$271.18 - $309.22 $1.9K - $2.16K
879 $248K
MCO
Moodys Corp

Financial Services
2
+ 0.39%
$472.69 - $521.32 $945 - $1.04K
512 $244K
SPGI
S&P Global Inc.

Financial Services
1
+ 0.2%
$484.94 - $564.15 $485 - $564
512 $249K
Activity Summary
Buys All Purchases 64 New Holdings 9 Increased Positions 55 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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