Waypoint Wealth Counsel Incresed Positions in Q1 2025

Waypoint Wealth Counsel

  • $159 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
JNJ
Johnson & Johnson

Healthcare
914
+ 17.95%
$142.06 - $167.7 $130K - $153K
6.01K $996M
VB
Vanguard Small Cap ETF

ETFs
2.18K
+ 15.58%
$217.89 - $252.64 $476K - $552K
16.2K $3.59B
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
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
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
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
NEU
Newmarket Corp

Basic Materials
8
+ 2.09%
$482.93 - $570.11 $3.86K - $4.56K
391 $221M
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
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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