Waypoint Wealth Counsel Purchases and Sells in Q1 2025

Waypoint Wealth Counsel

$159 Billion
Q1 2025

Top Buys

Incresed Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	596 + 2.12%	$243.19 - $288.14 $145K - $172K	28.8K $8.28B
JAAA	15.8K + 9.26%	$50.48 - $51.04 $797K - $806K	186K $9.45B
JBBB	8.48K + 14.62%	$48.34 - $49.66 $410K - $421K	66.5K $3.23B
BRK-B	279 + 12.08%	$442.66 - $534.52 $124K - $149K	2.59K $1.38B
JNJ	914 + 17.95%	$142.06 - $167.7 $130K - $153K	6.01K $996M
VB	2.18K + 15.58%	$217.89 - $252.64 $476K - $552K	16.2K $3.59B

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	2 New	$663000.0 - $801950.0 $1.33M - $1.6M	2 $1.6B
IJR	4.62K New	$102.49 - $119.96 $474K - $554K	4.62K $483M
GE	1.41K New	$168.59 - $212.13 $238K - $300K	1.41K $283M
AMT	1.23K New	$173.46 - $217.6 $212K - $267K	1.23K $267M
ARISTA NETWORKS INC	3.41K New	N/A	3.41K $264M
VRSN	1.02K New	$205.1 - $254.74 $209K - $260K	1.02K $259M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	-2.83K - 12.29%	$198.1 - $229.79 $561K - $651K	20.2K $4.03B
SPY	-54 - 0.35%	$551.42 - $612.93 $29.8K - $33.1K	15.4K $8.63B
IJH	-4.67K - 12.99%	$57.21 - $65.8 $267K - $307K	31.3K $1.83B
JPM	-1.7K - 23.23%	$225.19 - $279.95 $383K - $477K	5.63K $1.38B
XLE	-4.74K - 49.83%	$85.7 - $93.96 $406K - $445K	4.77K $446M
QQQ	-350 - 9.0%	$468.34 - $539.52 $164K - $189K	3.54K $1.66B

Options

Calls

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	1K New	$106.98 - $149.43 $107K - $149K	1K $108M

Activity Summary All Purchases 87 New Holdings 24 Increased Positions 63 All Sells 21 Reductions 21 Sold out 0 Calls 1 Puts 0

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