Wayfinding Financial, LLC New Holdings in Q1 2025

Wayfinding Financial, LLC

  • $228 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKR
Baker Hughes CO

Energy
638
New
$41.16 - $48.85 $26.3K - $31.2K
638 $28K
SAN
Banco Santander, S.A.

Financial Services
4.23K
New
$4.46 - $7.14 $18.8K - $30.2K
4.23K $28K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
3.46K
New
$8.21 - $8.96 $28.4K - $31K
3.46K $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
IXG
Ishares Global Fin'L ETF

ETFs
263
New
$94.45 - $105.01 $24.8K - $27.6K
263 $27K
EWC
Ishares Msci Canada ETF

ETFs
666
New
$39.3 - $42.52 $26.2K - $28.3K
666 $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
IBN
Icici Bank LTD

Financial Services
853
New
$27.55 - $31.67 $23.5K - $27K
853 $26K
IMO
Imperial Oil LTD

Energy
369
New
$62.41 - $73.34 $23K - $27.1K
369 $26K
IYE
Ishares Tr

ETFs
532
New
$45.23 - $49.95 $24.1K - $26.6K
532 $26K
VLO
Valero Energy Corp

Energy
204
New
$121.76 - $142.99 $24.8K - $29.2K
204 $26K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
523
New
$48.43 - $49.9 $25.3K - $26.1K
523 $26K
APD
Air Products & Chemicals, Inc.

Basic Materials
87
New
$283.24 - $338.07 $24.6K - $29.4K
87 $25K
CME
Cme Group Inc.

Financial Services
95
New
$225.82 - $266.54 $21.5K - $25.3K
95 $25K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
1.03K
New
$22.15 - $24.94 $22.8K - $25.7K
1.03K $25K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
426
New
$58.32 - $65.09 $24.8K - $27.7K
426 $25K
L
Loews Corp

Financial Services
277
New
$81.13 - $91.91 $22.5K - $25.5K
277 $25K
REG
Regency Centers Corp

Real Estate
342
New
$68.83 - $77.74 $23.5K - $26.6K
342 $25K
SHG
Shinhan Financial Group CO LTD

Financial Services
788
New
N/A
788 $25K
TBUX
T Rowe Price Exchange Traded F

ETFs
517
New
$49.57 - $49.82 $25.6K - $25.8K
517 $25K
WTW
Willis Towers Watson PLC

Financial Services
75
New
$306.61 - $340.78 $23K - $25.6K
75 $25K
ZM
Zoom Video Communications, Inc.

Technology
349
New
$72.23 - $88.64 $25.2K - $30.9K
349 $25K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
239
New
$89.88 - $110.11 $21.5K - $26.3K
239 $24K
CF
Cf Industries Holdings, Inc.

Basic Materials
317
New
$75.03 - $97.25 $23.8K - $30.8K
317 $24K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
1.03K
New
$17.16 - $25.25 $17.7K - $26.1K
1.03K $24K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
304
New
$77.91 - $92.26 $23.7K - $28K
304 $24K
VCIT
Vanguard Intermediate Term Cor

ETFs
303
New
$79.17 - $82.04 $24K - $24.9K
303 $24K
OVV
Ovintiv Inc.

Energy
561
New
$37.84 - $45.91 $21.2K - $25.8K
561 $24K
IXN
Ishares Global Information Tec

ETFs
306
New
$75.73 - $88.4 $23.2K - $27.1K
306 $23K
LYG
Lloyds Banking Group PLC

Financial Services
6.26K
New
$2.58 - $3.9 $16.2K - $24.4K
6.26K $23K
MWA
Mueller Water Products, Inc.

Industrials
911
New
$21.65 - $28.24 $19.7K - $25.7K
911 $23K
NTAP
Net App, Inc.

Technology
268
New
$87.84 - $126.3 $23.5K - $33.8K
268 $23K
RJF
Raymond James Financial Inc

Financial Services
172
New
$137.62 - $172.64 $23.7K - $29.7K
172 $23K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
518
New
N/A
518 $23K
BCPC
Balchem Corp

Basic Materials
134
New
$154.22 - $176.16 $20.7K - $23.6K
134 $22K
DG
Dollar General Corp

Consumer Defensive
253
New
$68.44 - $87.93 $17.3K - $22.2K
253 $22K
ERJ
Embraer S.A.

Industrials
494
New
$37.11 - $56.4 $18.3K - $27.9K
494 $22K
ESS
Essex Property Trust, Inc.

Real Estate
73
New
N/A
73 $22K
INTA
Intapp, Inc.

Technology
386
New
$57.21 - $74.1 $22.1K - $28.6K
386 $22K
LII
Lennox International Inc

Industrials
41
New
$553.05 - $666.93 $22.7K - $27.3K
41 $22K
LPLA
Lpl Financial Holdings Inc.

Financial Services
68
New
$308.87 - $383.33 $21K - $26.1K
68 $22K
NXPI
Nxp Semiconductors N.V.

Technology
118
New
$189.99 - $245.86 $22.4K - $29K
118 $22K
PZZA
Papa Johns International Inc

Consumer Cyclical
559
New
$36.01 - $51.28 $20.1K - $28.7K
559 $22K
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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