Wayfinding Financial, LLC Reduced Holdings in Q3 2025

Wayfinding Financial, LLC

  • $232 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-53
- 0.11%
$491.09 - $535.64 $26K - $28.4K
48.4K $25.1M
Jpmorgan Global Select Equity ETF Global Select Equity ETF
-3.95K
- 17.63%
N/A
18.5K $1.25M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-864
- 16.77%
$98.52 - $103.93 $85.1K - $89.8K
4.29K $441K
FISV
Fiserv Inc

Technology
-4
- 0.05%
N/A
8.57K $1.11M
CRM
Salesforce, Inc.

Technology
-110
- 5.82%
$231.66 - $273.65 $25.5K - $30.1K
1.78K $422K
BA
Boeing CO

Industrials
-11
- 0.17%
$209.79 - $237.38 $2.31K - $2.61K
6.51K $1.41M
CTAS
Cintas Corp

Industrials
-1
- 0.05%
$199.29 - $226.27 $199 - $226
2.19K $448K
DE
Deere & CO

Industrials
-23
- 4.28%
$457.26 - $524.37 $10.5K - $12.1K
514 $235K
XLU
Utilities Sector Spdr

ETFs
-238
- 0.73%
$81.14 - $87.32 $19.3K - $20.8K
32.4K $2.83M
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.07%
$288.69 - $310.94 $577 - $622
2.85K $840K
LLY
Eli Lilly & CO

Healthcare
-10
- 0.99%
$625.65 - $812.69 $6.26K - $8.13K
1K $763K
WM
Waste Management Inc

Industrials
-7
- 0.58%
$213.88 - $237.1 $1.5K - $1.66K
1.19K $263K
BR
Broadridge Financial Solutions, Inc.

Technology
-10
- 1.06%
$233.75 - $266.89 $2.34K - $2.67K
937 $224K
V
Visa Inc.

Financial Services
-24
- 1.38%
$332.09 - $358.86 $7.97K - $8.61K
1.71K $584K
MCD
Mcdonalds Corp

Consumer Cyclical
-22
- 0.86%
$291.67 - $316.99 $6.42K - $6.97K
2.55K $773K
KMI
Kinder Morgan, Inc.

Energy
-262
- 2.38%
$26.23 - $28.5 $6.87K - $7.47K
10.7K $303K
MA
Mastercard Inc

Financial Services
-7
- 1.28%
$550.18 - $598.96 $3.85K - $4.19K
539 $306K
CAH
Cardinal Health Inc

Healthcare
-8
- 0.4%
$146.04 - $167.63 $1.17K - $1.34K
1.99K $311K
PEP
Pepsico Inc

Consumer Defensive
-38
- 1.82%
$133.81 - $152.16 $5.08K - $5.78K
2.06K $288K
PM
Philip Morris International Inc.

Consumer Defensive
-8
- 0.4%
$157.77 - $183.27 $1.26K - $1.47K
1.98K $321K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-53
- 5.62%
$567.77 - $614.76 $30.1K - $32.6K
890 $546K
Capital Group International Equity ETF
-273
- 3.21%
N/A
8.23K $277K
T
At&T Inc.

Communication Services
-31
- 0.36%
$26.94 - $29.62 $835 - $918
8.57K $242K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-22
- 0.3%
$31.78 - $33.69 $699 - $741
7.24K $239K
COP
Conocophillips

Energy
-2
- 0.08%
$91.0 - $98.99 $182 - $198
2.47K $233K
Vanguard Short Duration Tax Exempt Bond ETF
-128
- 0.63%
N/A
20.1K $1.54M
Capital Group Municipal High Income ETF
-154
- 1.3%
N/A
11.7K $295K
VZ
Verizon Communications Inc

Communication Services
-67
- 0.74%
$40.84 - $45.06 $2.74K - $3.02K
9.04K $397K
ORCL
Oracle Corp

Technology
-138
- 8.7%
$218.96 - $328.33 $30.2K - $45.3K
1.45K $407K
PH
Parker Hannifin Corp

Industrials
-1
- 0.31%
$697.13 - $769.67 $697 - $770
321 $243K
PG
Procter & Gamble CO

Consumer Defensive
-56
- 0.77%
$150.47 - $161.22 $8.43K - $9.03K
7.2K $1.11M
ABT
Abbott Laboratories

Healthcare
-80
- 1.4%
$120.51 - $136.62 $9.64K - $10.9K
5.65K $756K
CB
Chubb LTD

Financial Services
-3
- 0.34%
$265.99 - $289.59 $798 - $869
869 $246K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-168
- 2.53%
$72.65 - $78.68 $12.2K - $13.2K
6.48K $507K
RTX
Raytheon Technologies Corp

Industrials
-2
- 0.12%
$144.19 - $167.33 $288 - $335
1.7K $284K
NSC
Norfolk Southern Corp

Industrials
-15
- 1.47%
$259.49 - $300.41 $3.89K - $4.51K
1.01K $302K
WFC
Wells Fargo & Company

Financial Services
-249
- 3.79%
$77.05 - $85.16 $19.2K - $21.2K
6.32K $529K
MCK
Mckesson Corp

Healthcare
-2
- 0.55%
$659.01 - $772.54 $1.32K - $1.55K
362 $279K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1
- 0.04%
$119.73 - $134.7 $120 - $135
2.67K $357K
AJG
Arthur J. Gallagher & Co.

Financial Services
-1
- 0.11%
$284.17 - $319.49 $284 - $319
884 $273K
AFL
Aflac Inc

Financial Services
-3
- 0.14%
$98.09 - $111.7 $294 - $335
2.1K $234K
QCOM
Qualcomm Inc

Technology
-97
- 4.27%
$145.84 - $173.55 $14.1K - $16.8K
2.17K $361K
APH
Amphenol Corp

Technology
-27
- 1.31%
$97.39 - $125.4 $2.63K - $3.39K
2.04K $252K
WMT
Walmart Inc.

Consumer Defensive
-14
- 0.16%
$94.4 - $104.27 $1.32K - $1.46K
8.81K $907K
VTI
Vanguard Total Stock Market Et

ETFs
-4
- 0.23%
$303.93 - $329.86 $1.22K - $1.32K
1.72K $565K
XOM
Exxon Mobil Corp

Energy
-11
- 0.19%
$105.83 - $117.22 $1.16K - $1.29K
5.65K $637K
MO
Altria Group, Inc.

Consumer Defensive
-10
- 0.16%
$57.75 - $67.68 $578 - $677
6.25K $419K
MUB
Ishares National Muni Bond ETF

ETFs
-347
- 1.19%
$103.24 - $106.68 $35.8K - $37K
28.8K $3.06M
MMM
3 M CO

Industrials
-9
- 0.16%
$144.41 - $160.2 $1.3K - $1.44K
5.56K $862K
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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