Wayfinding Financial, LLC New Holdings in Q1 2025

Wayfinding Financial, LLC

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
191
New
$183.02 - $207.75 $35K - $39.7K
191 $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
ASML
Asml Holding Nv

Technology
53
New
$662.63 - $776.99 $35.1K - $41.2K
53 $35K
TOST
Toast, Inc.

Technology
1.03K
New
$32.61 - $41.98 $33.7K - $43.4K
1.03K $34K
IX
Orix Corp

Financial Services
1.64K
New
$20.44 - $107.42 $33.6K - $176K
1.64K $34K
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
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
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
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
STX
Seagate Technology Holdings PLC

Technology
372
New
$84.92 - $108.42 $31.6K - $40.3K
372 $31K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
84
New
$314.47 - $431.35 $26.4K - $36.2K
84 $31K
VOD
Vodafone Group Public LTD CO

Communication Services
3.4K
New
$8.05 - $9.86 $27.4K - $33.5K
3.4K $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
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
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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