Waypoint Wealth Counsel Purchases in Q1 2025

Waypoint Wealth Counsel

  • $159 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6B
GLD
Spdr Gold Trust

ETFs
596
+ 2.12%
$243.19 - $288.14 $145K - $172K
28.8K $8.28B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.8K
+ 9.26%
$50.48 - $51.04 $797K - $806K
186K $9.45B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.62K
New
$102.49 - $119.96 $474K - $554K
4.62K $483M
JBBB
Janus Detroit Str Tr Henderson

ETFs
8.48K
+ 14.62%
$48.34 - $49.66 $410K - $421K
66.5K $3.23B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
279
+ 12.08%
$442.66 - $534.52 $124K - $149K
2.59K $1.38B
GE
General Electric CO

Industrials
1.41K
New
$168.59 - $212.13 $238K - $300K
1.41K $283M
AMT
American Tower Corp

Real Estate
1.23K
New
$173.46 - $217.6 $212K - $267K
1.23K $267M
Arista Networks Inc
3.41K
New
N/A
3.41K $264M
JNJ
Johnson & Johnson

Healthcare
914
+ 17.95%
$142.06 - $167.7 $130K - $153K
6.01K $996M
FTNT
Fortinet, Inc.

Technology
2.52K
New
$92.49 - $114.57 $233K - $289K
2.52K $243M
Proshares Tr Ii
4.75K
New
N/A
4.75K $239M
C
Citigroup Inc

Financial Services
3.34K
New
$67.23 - $84.63 $224K - $282K
3.34K $237M
RBLX
Roblox Corp

Communication Services
4.04K
New
$53.77 - $75.47 $217K - $305K
4.04K $235M
GM
General Motors CO

Consumer Cyclical
4.99K
New
$45.22 - $54.92 $226K - $274K
4.99K $235M
SNOW
Snowflake Inc.

Technology
1.57K
New
$146.16 - $192.78 $230K - $303K
1.57K $230M
CNC
Centene Corp

Healthcare
3.78K
New
$55.93 - $65.89 $212K - $249K
3.78K $230M
MMM
3 M CO

Industrials
1.56K
New
$129.7 - $155.12 $202K - $241K
1.56K $228M
CME
Cme Group Inc.

Financial Services
859
New
$225.82 - $266.54 $194K - $229K
859 $228M
VB
Vanguard Small Cap ETF

ETFs
2.18K
+ 15.58%
$217.89 - $252.64 $476K - $552K
16.2K $3.59B
COP
Conocophillips

Energy
2.12K
New
$88.6 - $105.85 $188K - $225K
2.12K $223M
ABT
Abbott Laboratories

Healthcare
1.64K
New
$111.1 - $140.22 $183K - $231K
1.64K $218M
CRM
Salesforce, Inc.

Technology
813
New
$268.36 - $359.95 $218K - $293K
813 $218M
ADBE
Adobe Inc.

Technology
563
New
$377.84 - $464.11 $213K - $261K
563 $216M
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$4295.4 - $5141.88 $198K - $237K
46 $212M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.76K
New
$119.38 - $161.42 $210K - $284K
1.76K $210M
KMX
Carmax Inc

Consumer Cyclical
2.67K
New
$69.25 - $89.19 $185K - $238K
2.67K $208M
PM
Philip Morris International Inc.

Consumer Defensive
1.29K
New
$117.15 - $158.79 $151K - $205K
1.29K $205M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.04K
+ 5.87%
$507.05 - $563.67 $1.03M - $1.15M
36.8K $18.9B
LLY
Eli Lilly & CO

Healthcare
161
+ 25.52%
$725.72 - $929.72 $117K - $150K
792 $654M
VO
Vanguard Mid Cap ETF

ETFs
706
+ 12.24%
$251.87 - $277.95 $178K - $196K
6.47K $1.67B
V
Visa Inc.

Financial Services
269
+ 30.67%
$306.92 - $362.71 $82.6K - $97.6K
1.15K $402M
XOM
Exxon Mobil Corp

Energy
209
+ 2.43%
$105.44 - $118.93 $22K - $24.9K
8.82K $1.05B
COST
Costco Wholesale Corp

Consumer Defensive
80
+ 5.23%
$890.62 - $1076.86 $71.2K - $86.1K
1.61K $1.52B
UNH
Unitedhealth Group Inc

Healthcare
191
+ 21.44%
$461.52 - $548.18 $88.2K - $105K
1.08K $567M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
32
+ 13.33%
$1187.71 - $1432.58 $38K - $45.8K
272 $390M
RSTN
Rde, Inc.
35.2K
+ 98.54%
N/A
70.9K $142M
F
Ford Motor CO

Consumer Cyclical
10K
New
$9.12 - $10.43 $91.3K - $104K
10K $100M
QCOM
Qualcomm Inc

Technology
627
+ 23.54%
$151.94 - $175.86 $95.3K - $110K
3.29K $505M
KO
Coca Cola CO

Consumer Defensive
375
+ 6.26%
$60.81 - $72.32 $22.8K - $27.1K
6.37K $456M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.11K
+ 1.44%
$27.01 - $28.54 $29.9K - $31.6K
78.1K $2.18B
META
Meta Platforms, Inc.

Communication Services
154
+ 11.51%
$576.36 - $736.67 $88.8K - $113K
1.49K $860M
CVX
Chevron Corp

Energy
98
+ 4.4%
$146.71 - $167.97 $14.4K - $16.5K
2.33K $389M
IEF
Ishares Barclays

ETFs
50
+ 0.27%
$91.17 - $95.39 $4.56K - $4.77K
18.8K $1.79B
CSCO
Cisco Systems, Inc.

Technology
400
+ 3.06%
$58.74 - $64.87 $23.5K - $25.9K
13.5K $830M
PLD
Prologis, Inc.

Real Estate
325
+ 11.71%
$103.59 - $124.04 $33.7K - $40.3K
3.1K $347M
PG
Procter & Gamble CO

Consumer Defensive
261
+ 18.94%
$158.56 - $176.26 $41.4K - $46K
1.64K $279M
MA
Mastercard Inc

Financial Services
57
+ 11.83%
$504.67 - $576.31 $28.8K - $32.8K
539 $295M
IBM
International Business Machines Corp

Technology
13
+ 0.98%
$217.4 - $264.74 $2.83K - $3.44K
1.34K $333M
Activity Summary
Buys All Purchases 87 New Holdings 24 Increased Positions 63 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 1 Puts 0
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