Waypoint Wealth Counsel Purchases in Q2 2025

Waypoint Wealth Counsel

  • $202 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XRAY
Dentsply Sirona Inc.

Healthcare
12.4K
New
$12.55 - $16.75 $156K - $208K
12.4K $197M
FTNT
Fortinet, Inc.

Technology
1.58K
+ 62.56%
$84.71 - $108.69 $134K - $172K
4.1K $434M
ADBE
Adobe Inc.

Technology
447
+ 79.4%
$340.0 - $420.68 $152K - $188K
1.01K $391M
PATH
Ui Path, Inc.

Technology
13.6K
New
$9.79 - $13.31 $133K - $181K
13.6K $174M
WEN
Wendy'S CO

Consumer Cyclical
15K
New
$11.11 - $14.72 $167K - $221K
15K $172M
GE
General Electric CO

Industrials
338
+ 23.9%
$166.81 - $257.39 $56.4K - $87K
1.75K $451M
GM
General Motors CO

Consumer Cyclical
3.15K
+ 63.03%
$42.48 - $50.46 $134K - $159K
8.14K $401M
HD
Home Depot, Inc.

Consumer Cyclical
451
+ 14.57%
$335.24 - $380.78 $151K - $172K
3.55K $1.3B
ZI
Zoom Info Technologies Inc.

Technology
15.9K
New
$7.41 - $10.31 $118K - $164K
15.9K $161M
WMT
Walmart Inc.

Consumer Defensive
930
+ 16.73%
$81.79 - $99.98 $76.1K - $93K
6.49K $634M
VUG
Vanguard Growth ETF

ETFs
139
+ 11.6%
$329.49 - $438.4 $45.8K - $60.9K
1.34K $586M
PM
Philip Morris International Inc.

Consumer Defensive
592
+ 45.82%
$149.23 - $184.95 $88.3K - $109K
1.88K $343M
DFAX
Dimensional ETF Tr
893
+ 2.57%
$23.37 - $29.39 $20.9K - $26.2K
35.6K $1.05B
ADT
Adt Inc.

Industrials
14.3K
New
$7.54 - $8.6 $108K - $123K
14.3K $121M
VIG
Vanguard Dividend Appreciation

ETFs
34
+ 0.33%
N/A
10.4K $2.12B
AMCR
Amcor PLC

Consumer Cyclical
12.6K
New
$8.57 - $9.81 $108K - $123K
12.6K $115M
V
Visa Inc.

Financial Services
309
+ 26.96%
$308.27 - $373.31 $95.3K - $115K
1.46K $517M
Tidal Tr Ii
12.8K
New
N/A
12.8K $105M
IBM
International Business Machines Corp

Technology
128
+ 9.57%
$221.03 - $294.78 $28.3K - $37.7K
1.47K $432M
CNC
Centene Corp

Healthcare
2.18K
+ 57.55%
$53.4 - $64.29 $116K - $140K
5.96K $324M
RSP
Invesco S&P 500 Equal Weight E

ETFs
350
+ 11.39%
$152.93 - $181.74 $53.5K - $63.6K
3.42K $622M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 13.04%
$4164.15 - $5789.24 $25K - $34.7K
52 $301M
AMD
Advanced Micro Devices Inc

Technology
57
+ 2.89%
$78.21 - $143.81 $4.46K - $8.2K
2.03K $288M
ABT
Abbott Laboratories

Healthcare
586
+ 35.64%
$123.95 - $138.08 $72.6K - $80.9K
2.23K $303M
MA
Mastercard Inc

Financial Services
136
+ 25.23%
$479.92 - $590.74 $65.3K - $80.3K
675 $379M
C
Citigroup Inc

Financial Services
368
+ 11.03%
$58.13 - $85.12 $21.4K - $31.3K
3.7K $315M
ABNB
Airbnb, Inc.

Consumer Cyclical
278
+ 15.82%
$105.69 - $140.64 $29.4K - $39.1K
2.04K $269M
CAT
Caterpillar Inc

Industrials
10
+ 1.19%
$273.94 - $388.21 $2.74K - $3.88K
852 $331M
Fortrea Hldgs Inc
10.7K
New
N/A
10.7K $53M
NEU
Newmarket Corp

Basic Materials
2
+ 0.51%
$519.95 - $690.86 $1.04K - $1.38K
393 $272M
AMT
American Tower Corp

Real Estate
186
+ 15.18%
$203.96 - $228.19 $37.9K - $42.4K
1.41K $312M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
10
+ 1.58%
$299.15 - $396.54 $2.99K - $3.97K
642 $255M
MLM
Martin Marietta Materials Inc

Basic Materials
14
+ 3.17%
$452.51 - $568.19 $6.34K - $7.95K
455 $250M
GPC
Genuine Parts CO

Consumer Cyclical
223
+ 9.53%
$105.54 - $129.09 $23.5K - $28.8K
2.56K $311M
HNI
Hni Corp

Industrials
50
+ 0.87%
$40.26 - $49.71 $2.01K - $2.49K
5.78K $284M
CME
Cme Group Inc.

Financial Services
71
+ 8.27%
$252.37 - $290.71 $17.9K - $20.6K
930 $256M
SO
Southern CO

Utilities
283
+ 11.61%
$84.91 - $92.56 $24K - $26.2K
2.72K $250M
MKL
Markel Corp

Financial Services
1
+ 0.6%
$1678.5 - $1997.36 $1.68K - $2K
169 $338M
IYF
Ishares Tr

ETFs
8
+ 0.36%
$99.23 - $120.99 $794 - $968
2.22K $268M
F
Ford Motor CO

Consumer Cyclical
760
+ 7.59%
$8.69 - $10.85 $6.6K - $8.25K
10.8K $117M
IEF
Ishares Barclays

ETFs
90
+ 0.48%
$93.15 - $96.56 $8.38K - $8.69K
18.8K $1.8B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
24
+ 0.34%
$85.42 - $94.39 $2.05K - $2.27K
7K $657M
UNP
Union Pacific Corp

Industrials
5
+ 0.52%
$208.27 - $238.46 $1.04K - $1.19K
975 $224M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
9
+ 0.18%
$90.85 - $102.31 $818 - $921
5.04K $507M
DVY
Ishares Tr

ETFs
32
+ 0.32%
$118.37 - $134.86 $3.79K - $4.32K
10.2K $1.35B
JNJ
Johnson & Johnson

Healthcare
411
+ 6.84%
$146.36 - $159.82 $60.2K - $65.7K
6.42K $980M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.64K
+ 1337.5%
$87.84 - $1441.89 $320K - $5.25M
3.91K $352M
AON
Aon PLC

Financial Services
6
+ 0.64%
$335.85 - $398.81 $2.02K - $2.39K
943 $336M
XLE
Energy Sector Spdr

ETFs
11
+ 0.23%
$76.44 - $94.13 $841 - $1.04K
4.78K $406M
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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