Waypoint Wealth Counsel Purchases in Q2 2025

Waypoint Wealth Counsel

  • $202 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LNG
Cheniere Energy, Inc.

Energy
1.19K
New
$197.25 - $244.33 $234K - $290K
1.19K $289M
NOW
Service Now, Inc.

Technology
279
New
$721.65 - $1040.18 $201K - $290K
279 $287M
PANW
Palo Alto Networks Inc

Technology
1.4K
New
$152.44 - $204.64 $213K - $286K
1.4K $286M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.5K
New
$90.5 - $114.3 $227K - $286K
2.5K $286M
RGLD
Royal Gold Inc

Basic Materials
1.59K
New
$155.48 - $186.71 $247K - $297K
1.59K $283M
Arista Networks Inc
1.91K
+ 55.97%
N/A
5.31K $544M
NTRA
Natera, Inc.

Healthcare
1.64K
New
$132.23 - $171.87 $217K - $282K
1.64K $277M
KMX
Carmax Inc

Consumer Cyclical
4.52K
+ 169.05%
$62.27 - $82.77 $281K - $374K
7.19K $483M
EME
Emcor Group, Inc.

Industrials
505
New
$342.02 - $534.89 $173K - $270K
505 $270M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.67K
New
$67.83 - $92.33 $249K - $339K
3.67K $266M
LMT
Lockheed Martin Corp

Industrials
561
New
$430.82 - $486.45 $242K - $273K
561 $260M
IWV
Ishares Russell 3000 ETF

ETFs
308
+ 6.81%
$281.67 - $351.0 $86.8K - $108K
4.83K $1.7B
JBHT
Hunt J B Transport Services Inc

Industrials
1.77K
New
$124.73 - $152.78 $221K - $271K
1.77K $255M
ORCL
Oracle Corp

Technology
1.14K
New
$122.82 - $218.63 $140K - $248K
1.14K $248M
DVN
Devon Energy Corp

Energy
7.8K
New
$26.8 - $37.92 $209K - $296K
7.8K $248M
ARW
Arrow Electronics Inc

Technology
1.94K
New
$90.32 - $128.28 $175K - $249K
1.94K $247M
ZS
Zscaler, Inc.

Technology
786
New
$174.67 - $315.32 $137K - $248K
786 $247M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
525
New
$328.01 - $475.68 $172K - $250K
525 $246M
AXS
Axis Capital Holdings LTD

Financial Services
2.37K
New
$87.23 - $106.93 $206K - $253K
2.37K $246M
IQV
Iqvia Holdings Inc.

Healthcare
1.56K
New
$137.0 - $174.37 $213K - $272K
1.56K $246M
NEM
Newmont Corp

Basic Materials
4.21K
New
$44.18 - $59.46 $186K - $250K
4.21K $245M
PSA
Public Storage

Real Estate
823
New
$266.31 - $309.77 $219K - $255K
823 $241M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
4.36K
New
$54.08 - $68.32 $236K - $298K
4.36K $239M
CI
Cigna Corp

Healthcare
721
New
$301.89 - $340.04 $218K - $245K
721 $238M
GOOG
Alphabet Inc.

Communication Services
482
+ 6.81%
$146.58 - $180.01 $70.7K - $86.8K
7.56K $1.34B
NWSA
News Corp

Communication Services
7.85K
New
$23.97 - $29.72 $188K - $233K
7.85K $233M
ZM
Zoom Video Communications, Inc.

Technology
2.96K
New
$66.7 - $84.62 $197K - $250K
2.96K $231M
CFG
Citizens Financial Group Inc

Financial Services
5.15K
New
$34.27 - $44.75 $176K - $230K
5.15K $230M
Listed Fds Tr
4.1K
New
N/A
4.1K $228M
JCI
Johnson Controls International PLC

Industrials
2.13K
New
$71.14 - $105.62 $151K - $225K
2.13K $225M
A
Agilent Technologies, Inc.

Healthcare
1.9K
New
$99.29 - $120.52 $189K - $229K
1.9K $224M
MKTX
Marketaxess Holdings Inc

Financial Services
1K
New
$203.19 - $231.09 $204K - $232K
1K $224M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.95K
New
$45.98 - $56.15 $181K - $222K
3.95K $222M
GL
Globe Life Inc.

Financial Services
1.74K
New
$113.29 - $133.09 $197K - $232K
1.74K $217M
Blackrock Inc
206
New
N/A
206 $216M
FDX
Fedex Corp

Industrials
941
New
$198.07 - $245.17 $186K - $231K
941 $214M
AMAT
Applied Materials Inc

Technology
774
+ 40.69%
$126.95 - $183.52 $98.3K - $142K
2.68K $490M
ADSK
Autodesk, Inc.

Technology
685
New
N/A
685 $212M
MCK
Mckesson Corp

Healthcare
284
New
$652.83 - $732.78 $185K - $208K
284 $208M
ASH
Ashland Global Holdings Inc

Basic Materials
4.1K
New
$46.53 - $57.87 $191K - $237K
4.1K $206M
VTI
Vanguard Total Stock Market Et

ETFs
678
New
$243.75 - $303.93 $165K - $206K
678 $206M
SPYG
Spdr Portfolio

ETFs
2.16K
New
$71.83 - $95.32 $155K - $206K
2.16K $206M
IEMG
Ishares Inc

ETFs
3.4K
New
N/A
3.4K $204M
ECL
Ecolab Inc.

Basic Materials
757
New
$225.65 - $270.95 $171K - $205K
757 $204M
TT
Trane Technologies PLC

Industrials
465
New
$315.21 - $437.41 $147K - $203K
465 $203M
SBUX
Starbucks Corp

Consumer Cyclical
2.22K
New
$79.69 - $99.41 $177K - $220K
2.22K $203M
TRV
Travelers Companies, Inc.

Financial Services
755
New
$233.83 - $276.34 $177K - $209K
755 $202M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.24K
New
$146.74 - $176.07 $182K - $218K
1.24K $201M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
755
New
$201.28 - $266.34 $152K - $201K
755 $201M
Activity Summary
Buys All Purchases 154 New Holdings 79 Increased Positions 75 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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