Waypoint Wealth Counsel Purchases and Sells in Q3 2025

Waypoint Wealth Counsel

$253 Billion
Q3 2025

Top Buys

Incresed Positions

119 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	1.6K + 4.86%	$202.38 - $256.87 $324K - $411K	34.5K $8.79B
NVDA	1.76K + 6.42%	$153.3 - $186.58 $269K - $328K	29.1K $5.43B
IAU	553 + 0.69%	$61.62 - $72.77 $34.1K - $40.2K	80.9K $5.89B
VYM	2.2K + 2.99%	$132.9 - $142.03 $292K - $312K	75.7K $10.7B
SPY	95 + 0.57%	$617.65 - $666.84 $58.7K - $63.3K	16.8K $11.2B
WMT	6.9K + 106.33%	$94.4 - $104.27 $651K - $719K	13.4K $1.38B

New Holdings

104 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PCG	47K New	$13.0 - $15.73 $611K - $739K	47K $709M
MOH	3.42K New	$152.31 - $306.29 $521K - $1.05M	3.42K $655M
BBY	7.53K New	$64.12 - $78.46 $483K - $591K	7.53K $570M
MU	3.29K New	$104.88 - $168.89 $345K - $556K	3.29K $551M
REGN	976 New	$534.91 - $598.71 $522K - $584K	976 $549M
MEDP	1.05K New	$308.88 - $514.16 $323K - $537K	1.05K $537M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KO	-173 - 0.14%	$65.67 - $71.67 $11.4K - $12.4K	127K $8.41B
COST	-206 - 11.16%	$915.95 - $994.57 $189K - $205K	1.64K $1.52B
XLF	-2.4K - 16.04%	$51.37 - $54.25 $123K - $130K	12.6K $676M
NFLX	-4 - 0.64%	$1147.87 - $1297.18 $4.59K - $5.19K	623 $747M
BBJP	-1.93K - 21.81%	$59.11 - $67.35 $114K - $130K	6.92K $459M
AMT	-243 - 17.22%	$192.32 - $232.35 $46.7K - $56.5K	1.17K $225M

Activity Summary All Purchases 223 New Holdings 104 Increased Positions 119 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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