Waypoint Wealth Counsel Purchases and Sells in Q2 2025

Waypoint Wealth Counsel

$202 Billion
Q2 2025

Top Buys

Incresed Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KO	121K + 1893.53%	$68.37 - $73.9 $8.24M - $8.91M	127K $8.98B
VOO	1.8K + 4.89%	$456.74 - $568.03 $821K - $1.02M	38.6K $21.9B
MSFT	1.4K + 8.32%	$354.56 - $497.45 $495K - $694K	18.2K $9.03B
SPY	1.28K + 8.29%	$496.48 - $617.85 $635K - $790K	16.7K $10.3B
NVDA	2.48K + 9.98%	$94.31 - $157.99 $234K - $392K	27.4K $4.32B
IVV	216 + 1.59%	$498.8 - $620.9 $108K - $134K	13.8K $8.55B

New Holdings

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DASH	2.1K New	$163.16 - $246.51 $342K - $517K	2.1K $517M
PNC	2.44K New	$149.76 - $186.42 $365K - $454K	2.44K $454M
PLTR	3.22K New	$74.01 - $144.25 $238K - $464K	3.22K $439M
GE VERNOVA INC	827 New	N/A	827 $438M
DAL	8.69K New	$35.88 - $52.99 $312K - $460K	8.69K $427M
TPR	4.53K New	$60.6 - $87.81 $275K - $398K	4.53K $398M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	-113K - 60.39%	$49.79 - $50.75 $5.6M - $5.71M	73.8K $3.74B
JBBB	-34.8K - 52.32%	$46.79 - $48.56 $1.63M - $1.69M	31.7K $1.53B
UNH	-3 - 0.28%	$274.35 - $599.47 $823 - $1.8K	1.08K $337M
EGP	-895 - 17.9%	$145.28 - $176.09 $130K - $158K	4.11K $686M
LLY	-163 - 20.58%	$713.71 - $898.95 $116K - $147K	629 $490M
IGM	-2.28K - 43.19%	$79.8 - $112.34 $182K - $256K	2.99K $336M

Activity Summary All Purchases 154 New Holdings 79 Increased Positions 75 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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