Wayfinding Financial, LLC Sells in Q2 2025

Wayfinding Financial, LLC

  • $224 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
-131
- 4.57%
$96.91 - $113.0 $12.7K - $14.8K
2.73K $313K
HON
Honeywell International Inc

Industrials
-82
- 6.79%
$182.86 - $232.88 $15K - $19.1K
1.13K $248K
T
At&T Inc.

Communication Services
-33
- 0.38%
$26.33 - $28.94 $869 - $955
8.6K $238K
MO
Altria Group, Inc.

Consumer Defensive
-284
- 4.34%
$55.56 - $60.91 $15.8K - $17.3K
6.26K $387K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-511
- 3.04%
$56.84 - $65.5 $29K - $33.5K
16.3K $1.07M
PPL
Ppl Corp

Utilities
-16
- 0.25%
$33.45 - $36.5 $535 - $584
6.39K $231K
IBM
International Business Machines Corp

Technology
-37
- 1.38%
$221.03 - $294.78 $8.18K - $10.9K
2.64K $665K
AEP
American Electric Power CO Inc

Utilities
-108
- 4.87%
$98.59 - $109.11 $10.6K - $11.8K
2.11K $242K
BR
Broadridge Financial Solutions, Inc.

Technology
-17
- 1.76%
$217.22 - $246.25 $3.69K - $4.19K
947 $235K
CTAS
Cintas Corp

Industrials
-206
- 8.61%
$190.11 - $227.66 $39.2K - $46.9K
2.19K $492K
RELX
Relx PLC

Communication Services
-88
- 2.22%
$45.31 - $55.66 $3.99K - $4.9K
3.87K $201K
WFC
Wells Fargo & Company

Financial Services
-453
- 6.45%
$60.98 - $80.12 $27.6K - $36.3K
6.57K $509K
SPGI
S&P Global Inc.

Financial Services
-40
- 7.26%
$438.31 - $527.29 $17.5K - $21.1K
511 $287K
MCO
Moodys Corp

Financial Services
-45
- 8.11%
$396.7 - $501.59 $17.9K - $22.6K
510 $265K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-86
- 4.4%
$149.76 - $186.42 $12.9K - $16K
1.87K $353K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-29
- 0.96%
$65.84 - $80.81 $1.91K - $2.34K
3K $242K
PH
Parker Hannifin Corp

Industrials
-26
- 7.47%
$517.23 - $700.54 $13.4K - $18.2K
322 $231K
Capital Group International Equity ETF
-112
- 1.3%
N/A
8.5K $274K
NUE
Nucor Corp

Basic Materials
-69
- 3.76%
$103.22 - $131.43 $7.12K - $9.07K
1.77K $242K
Blackrock Inc Com
-14
- 5.45%
N/A
243 $271K
Te Connectivity PLC Ord Shs
-241
- 19.26%
N/A
1.01K $206K
VTI
Vanguard Total Stock Market Et

ETFs
-112
- 6.1%
$243.75 - $303.93 $27.3K - $34K
1.72K $535K
NSC
Norfolk Southern Corp

Industrials
-40
- 3.77%
$206.34 - $257.46 $8.25K - $10.3K
1.02K $284K
WMT
Walmart Inc.

Consumer Defensive
-724
- 7.58%
$81.79 - $99.98 $59.2K - $72.4K
8.82K $878K
CAH
Cardinal Health Inc

Healthcare
-13
- 0.65%
$125.0 - $168.0 $1.63K - $2.18K
1.99K $316K
MRVL
Marvell Technology, Inc.

Technology
-167
- 3.93%
$49.38 - $79.97 $8.25K - $13.4K
4.09K $312K
IEMG
Ishares Inc

ETFs
-51
- 0.6%
N/A
8.42K $509K
CSCO
Cisco Systems, Inc.

Technology
-328
- 2.79%
$53.19 - $69.38 $17.4K - $22.8K
11.4K $783K
GE
General Electric CO

Industrials
-54
- 4.13%
$166.81 - $257.39 $9.01K - $13.9K
1.25K $346K
GOOG
Alphabet Inc.

Communication Services
-83
- 3.28%
$146.58 - $180.01 $12.2K - $14.9K
2.45K $479K
EME
Emcor Group, Inc.

Industrials
-50
- 8.39%
$342.02 - $534.89 $17.1K - $26.7K
546 $343K
Celestica Inc Com
-30
- 2.79%
N/A
1.04K $210K
JPM
Jpmorgan Chase & CO

Financial Services
-324
- 6.72%
$210.28 - $289.91 $68.1K - $93.9K
4.5K $1.32M
NFLX
Netflix Inc

Communication Services
-34
- 4.38%
$855.86 - $1339.13 $29.1K - $45.5K
742 $868K
ORCL
Oracle Corp

Technology
-1
- 0.06%
$122.82 - $218.63 $123 - $219
1.59K $400K
XLU
Utilities Sector Spdr

ETFs
-1.04K
- 3.1%
$73.09 - $82.77 $76.3K - $86.4K
32.7K $2.85M
EMR
Emerson Electric CO

Industrials
-113
- 1.72%
$94.15 - $133.33 $10.6K - $15.1K
6.45K $920K
CAT
Caterpillar Inc

Industrials
-11
- 0.48%
$273.94 - $388.21 $3.01K - $4.27K
2.29K $994K
AMD
Advanced Micro Devices Inc

Technology
-30
- 0.85%
$78.21 - $143.81 $2.35K - $4.31K
3.49K $616K
Parametric Hedged Equity ETF
-827
- 0.62%
N/A
134K $4.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.04K
- 3.69%
$55.54 - $69.09 $169K - $210K
79.5K $5.49M
AVGO
Broadcom Inc.

Technology
-185
- 5.13%
$146.29 - $275.65 $27.1K - $51K
3.42K $1.02M
FDVV
Fidelity High Dividend ETF

ETFs
-1.62K
- 1.31%
$43.6 - $52.02 $70.5K - $84.2K
122K $6.54M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-1.2K
- 2.57%
$89.63 - $111.92 $108K - $135K
45.6K $5.21M
META
Meta Platforms, Inc.

Communication Services
-57
- 2.09%
$484.66 - $738.09 $27.6K - $42.1K
2.67K $2.07M
CGGR
Capital Group Growth ETF Shs C

ETFs
-3.09K
- 3.46%
$30.53 - $40.65 $94.2K - $125K
86.1K $3.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-314
- 1.76%
$498.8 - $620.9 $157K - $195K
17.5K $11.1M
NVDA
Nvidia Corp

Technology
-1.87K
- 2.5%
$94.31 - $157.99 $176K - $295K
73K $13.1M
MSFT
Microsoft Corp

Technology
-1.08K
- 2.18%
$354.56 - $497.45 $383K - $537K
48.5K $26M
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
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