Waypoint Wealth Counsel Purchases in Q1 2025

Waypoint Wealth Counsel

  • $159 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
3
+ 0.32%
$348.44 - $409.32 $1.05K - $1.23K
937 $374M
NFLX
Netflix Inc

Communication Services
15
+ 2.78%
$828.4 - $1058.6 $12.4K - $15.9K
554 $517M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
24
+ 0.35%
$87.68 - $94.52 $2.1K - $2.27K
6.97K $653M
DVY
Ishares Tr

ETFs
27
+ 0.27%
$128.58 - $138.1 $3.47K - $3.73K
10.1K $1.36B
XLF
Financial Sector Spdr

ETFs
181
+ 1.23%
$47.32 - $52.19 $8.56K - $9.45K
15K $745M
UPS
United Parcel Service Inc

Industrials
609
+ 26.0%
$109.66 - $136.26 $66.8K - $83K
2.95K $325M
VIG
Vanguard Dividend Appreciation

ETFs
236
+ 2.33%
N/A
10.3K $2.01B
ASTS
Ast Space Mobile, Inc.

Communication Services
1
+ 0.01%
$17.72 - $33.8 $17.7 - $33.8
16.2K $368M
MKL
Markel Corp

Financial Services
1
+ 0.6%
$1660.14 - $2059.83 $1.66K - $2.06K
168 $314M
SO
Southern CO

Utilities
3
+ 0.12%
$80.96 - $92.96 $243 - $279
2.44K $224M
UNP
Union Pacific Corp

Industrials
45
+ 4.86%
$225.21 - $254.42 $10.1K - $11.4K
970 $229M
GPC
Genuine Parts CO

Consumer Cyclical
5
+ 0.21%
$115.91 - $129.02 $580 - $645
2.34K $279M
IYF
Ishares Tr

ETFs
7
+ 0.32%
$107.69 - $119.37 $754 - $836
2.21K $249M
DIS
Walt Disney CO

Communication Services
302
+ 12.76%
$96.87 - $114.0 $29.3K - $34.4K
2.67K $263M
MRK
Merck & Co., Inc.

Healthcare
322
+ 10.71%
$83.01 - $101.02 $26.7K - $32.5K
3.33K $299M
BAC
Bank Of America Corp

Financial Services
359
+ 4.84%
$39.61 - $47.74 $14.2K - $17.1K
7.78K $324M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.03%
$169.43 - $182.84 $169 - $183
3.07K $532M
MLM
Martin Marietta Materials Inc

Basic Materials
8
+ 1.85%
$460.39 - $552.64 $3.68K - $4.42K
441 $211M
AMD
Advanced Micro Devices Inc

Technology
160
+ 8.84%
$96.63 - $129.55 $15.5K - $20.7K
1.97K $202M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
6
+ 0.96%
$333.37 - $384.99 $2K - $2.31K
632 $211M
AMAT
Applied Materials Inc

Technology
35
+ 1.87%
$145.06 - $195.51 $5.08K - $6.84K
1.9K $276M
HNI
Hni Corp

Industrials
30
+ 0.53%
$43.17 - $51.26 $1.3K - $1.54K
5.73K $254M
RC
Ready Capital Corp

Real Estate
17
+ 0.08%
$4.9 - $7.05 $83.3 - $120
22K $112M
IGM
Ishares Expanded Tech Sector E

ETFs
3
+ 0.06%
$90.67 - $108.46 $272 - $325
5.27K $478M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
3
+ 0.07%
$61.31 - $83.44 $184 - $250
4.22K $259M
IWV
Ishares Russell 3000 ETF

ETFs
11
+ 0.24%
$313.1 - $349.83 $3.44K - $3.85K
4.53K $1.44B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.2K
+ 1.21%
$21.23 - $23.75 $25.5K - $28.5K
101K $2.17B
AVGO
Broadcom Inc.

Technology
680
+ 17.36%
$167.43 - $244.7 $114K - $166K
4.6K $769M
NVDA
Nvidia Corp

Technology
3.72K
+ 17.6%
$106.98 - $149.43 $398K - $556K
24.9K $2.7B
AMZN
Amazon Com Inc

Consumer Cyclical
777
+ 6.16%
$190.26 - $242.06 $148K - $188K
13.4K $2.55B
GOOGL
Alphabet Inc.

Communication Services
51
+ 0.76%
$154.33 - $206.19 $7.87K - $10.5K
6.76K $1.05B
TSLA
Tesla, Inc.

Consumer Cyclical
182
+ 9.59%
$222.15 - $428.22 $40.4K - $77.9K
2.08K $539M
IVW
Ishares S&P 500 Growth ETF

ETFs
29
+ 0.11%
$92.45 - $106.69 $2.68K - $3.09K
27.3K $2.54B
IVV
Ishares Core S&P 500 ETF

ETFs
16
+ 0.12%
$554.06 - $615.85 $8.86K - $9.85K
13.5K $7.61B
MSFT
Microsoft Corp

Technology
531
+ 3.27%
$375.39 - $447.2 $199K - $237K
16.8K $6.29B
AAPL
Apple Inc.

Technology
405
+ 1.31%
$209.68 - $247.1 $84.9K - $100K
31.3K $6.95B
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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