Wayfinding Financial, LLC Sells in Q2 2025

Wayfinding Financial, LLC

  • $224 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CLOI
Vaneck ETF Tr

ETFs
-33.1K
- 37.8%
$51.16 - $53.02 $1.69M - $1.76M
54.5K $2.88M
AAPL
Apple Inc.

Technology
-1.36K
- 3.6%
$172.42 - $223.89 $234K - $304K
36.3K $7.39M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-47.9K
- 23.31%
$17.99 - $18.99 $861K - $909K
157K $3.01M
FISV
Fiserv Inc

Technology
-258
- 2.92%
N/A
8.58K $1.17M
JPHY
Jp Morgan High Yield Research

ETFs
-9.67K
- 62.16%
N/A
5.88K $273K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-963
- 50.52%
$456.74 - $568.03 $440K - $547K
943 $547K
PG
Procter & Gamble CO

Consumer Defensive
-1.03K
- 12.4%
$157.66 - $172.39 $162K - $177K
7.26K $1.09M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-11.4K
- 4.07%
$32.62 - $33.58 $373K - $384K
269K $9.06M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2.45K
- 32.24%
$97.29 - $105.63 $238K - $259K
5.15K $523K
Vanguard Short Duration Tax Exempt Bond ETF
-3.69K
- 15.42%
N/A
20.2K $1.54M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.85K
- 44.03%
$48.13 - $49.85 $233K - $242K
6.16K $300K
JPIE
J P Morgan Exchange Traded Fd
-5.4K
- 30.23%
$45.12 - $46.32 $244K - $250K
12.5K $576K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-52
- 2.05%
$483.48 - $539.8 $25.1K - $28.1K
2.48K $1.14M
Parametric Equity Premium Income ETF
-845
- 0.86%
N/A
97.2K $2.45M
ABBV
Abb Vie Inc.

Healthcare
-340
- 5.41%
$170.16 - $206.27 $57.9K - $70.1K
5.95K $1.17M
MMM
3 M CO

Industrials
-1.01K
- 15.38%
$126.09 - $154.15 $127K - $156K
5.56K $822K
Capital Group Municipal High Income ETF
-4.16K
- 25.97%
N/A
11.8K $290K
F
Ford Motor CO

Consumer Cyclical
-11.6K
- 53.2%
$8.69 - $10.85 $101K - $126K
10.2K $111K
AJG
Arthur J. Gallagher & Co.

Financial Services
-142
- 13.83%
$310.86 - $348.77 $44.1K - $49.5K
885 $251K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.38K
- 18.71%
$72.02 - $73.82 $99.4K - $102K
6K $441K
JNJ
Johnson & Johnson

Healthcare
-801
- 11.02%
$146.36 - $159.82 $117K - $128K
6.47K $1.11M
V
Visa Inc.

Financial Services
-214
- 10.98%
$308.27 - $373.31 $66K - $79.9K
1.74K $593K
LLY
Eli Lilly & CO

Healthcare
-36
- 3.44%
$713.71 - $898.95 $25.7K - $32.4K
1.01K $777K
COP
Conocophillips

Energy
-444
- 15.23%
$82.66 - $106.1 $36.7K - $47.1K
2.47K $229K
XOM
Exxon Mobil Corp

Energy
-27
- 0.47%
$99.93 - $119.04 $2.7K - $3.21K
5.66K $607K
ABT
Abbott Laboratories

Healthcare
-392
- 6.41%
$123.95 - $138.08 $48.6K - $54.1K
5.73K $743K
MCD
Mcdonalds Corp

Consumer Cyclical
-146
- 5.38%
$285.55 - $321.23 $41.7K - $46.9K
2.57K $781K
PEP
Pepsico Inc

Consumer Defensive
-292
- 12.24%
$128.02 - $151.37 $37.4K - $44.2K
2.09K $292K
KO
Coca Cola CO

Consumer Defensive
-483
- 5.62%
$68.37 - $73.9 $33K - $35.7K
8.11K $558K
QCOM
Qualcomm Inc

Technology
-277
- 10.88%
$124.66 - $159.48 $34.5K - $44.2K
2.27K $334K
Vanguard Core Tax Exempt Bond ETF
-62
- 0.13%
N/A
47.9K $3.51M
CRM
Salesforce, Inc.

Technology
-70
- 3.57%
$236.26 - $291.15 $16.5K - $20.4K
1.89K $477K
CB
Chubb LTD

Financial Services
-55
- 5.93%
$274.32 - $302.46 $15.1K - $16.6K
872 $233K
MET
Metlife Inc

Financial Services
-333
- 8.84%
$68.42 - $82.49 $22.8K - $27.5K
3.44K $257K
VZ
Verizon Communications Inc

Communication Services
-467
- 4.88%
$41.67 - $45.62 $19.5K - $21.3K
9.11K $391K
MCK
Mckesson Corp

Healthcare
-79
- 17.83%
$652.83 - $732.78 $51.6K - $57.9K
364 $258K
LMT
Lockheed Martin Corp

Industrials
-29
- 3.01%
$430.82 - $486.45 $12.5K - $14.1K
935 $396K
AFL
Aflac Inc

Financial Services
-63
- 2.91%
$99.77 - $112.45 $6.29K - $7.08K
2.1K $207K
SO
Southern CO

Utilities
-473
- 11.99%
$84.91 - $92.56 $40.2K - $43.8K
3.47K $333K
PAYX
Paychex Inc

Industrials
-30
- 1.91%
$137.01 - $159.78 $4.11K - $4.79K
1.54K $214K
ADP
Automatic Data Processing Inc

Industrials
-25
- 0.87%
$276.76 - $326.81 $6.92K - $8.17K
2.85K $861K
PCAR
Paccar Inc

Industrials
-64
- 0.46%
$86.4 - $99.09 $5.53K - $6.34K
13.9K $1.34M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-194
- 6.78%
$109.83 - $131.67 $21.3K - $25.5K
2.67K $336K
HD
Home Depot, Inc.

Consumer Cyclical
-128
- 5.44%
$335.24 - $380.78 $42.9K - $48.7K
2.23K $847K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
-3.35K
- 2.94%
$17.8 - $20.34 $59.6K - $68.1K
110K $2.22M
CGMS
Capital Grp Core Plus Income E
-1.62K
- 1.52%
N/A
105K $2.91M
TRV
Travelers Companies, Inc.

Financial Services
-27
- 3.32%
$233.83 - $276.34 $6.31K - $7.46K
787 $206K
RTX
Raytheon Technologies Corp

Industrials
-391
- 18.65%
$113.75 - $148.48 $44.5K - $58.1K
1.71K $268K
NEE
Nextera Energy Inc

Utilities
-95
- 1.08%
$64.11 - $75.0 $6.09K - $7.13K
8.74K $616K
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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