Wayfinding Financial, LLC New Holdings in Q1 2025

Wayfinding Financial, LLC

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
ITRI
Itron, Inc.

Technology
431
New
$92.6 - $110.29 $39.9K - $47.5K
431 $45K
JWN
Nordstrom Inc

Consumer Cyclical
1.86K
New
$24.01 - $24.46 $44.6K - $45.5K
1.86K $45K
RY
Royal Bank Of Canada

Financial Services
407
New
$108.81 - $123.4 $44.3K - $50.2K
407 $45K
VRT
Vertiv Holdings CO

Industrials
624
New
N/A
624 $45K
VMC
Vulcan Materials CO

Basic Materials
195
New
$220.9 - $277.54 $43.1K - $54.1K
195 $45K
WMB
Williams Companies, Inc.

Energy
753
New
$54.02 - $61.09 $40.7K - $46K
753 $45K
CR
Crane Holdings, Co.

Industrials
870
New
$150.33 - $175.81 $131K - $153K
870 $44K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
1.66K
New
$25.34 - $26.96 $42.2K - $44.9K
1.66K $44K
LEN
Lennar Corp

Consumer Cyclical
383
New
$113.93 - $141.54 $43.6K - $54.2K
383 $44K
FIS
Fidelity National Information Services, Inc.

Technology
581
New
$68.12 - $83.42 $39.6K - $48.5K
581 $43K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
466
New
$87.68 - $94.52 $40.9K - $44K
466 $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
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
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
456
New
$74.5 - $92.3 $34K - $42.1K
456 $41K
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
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
ZS
Zscaler, Inc.

Technology
201
New
$181.66 - $216.87 $36.5K - $43.6K
201 $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
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
HWM
Howmet Aerospace Inc.

Industrials
292
New
$110.79 - $139.39 $32.4K - $40.7K
292 $37K
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
Franklin Bitcoin
766
New
N/A
766 $36K
INTC
Intel Corp

Technology
1.6K
New
$19.1 - $27.39 $30.6K - $43.9K
1.6K $36K
Ishares Large Cap Value Active
1.14K
New
N/A
1.14K $36K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
933
New
$37.07 - $40.63 $34.6K - $37.9K
933 $36K
STLD
Steel Dynamics Inc

Basic Materials
289
New
N/A
289 $36K
WTFC
Wintrust Financial Corp

Financial Services
329
New
$107.76 - $136.92 $35.5K - $45K
329 $36K
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
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