Waypoint Wealth Counsel Incresed Positions in Q1 2024

Waypoint Wealth Counsel

  • $130 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
3.13K
+ 26.62%
$467.28 - $523.17 $1.46M - $1.64M
14.9K $7.78B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
500
+ 1.68%
$429.43 - $481.35 $215K - $241K
30.3K $14.6B
NVDA
Nvidia Corp

Technology
789
+ 74.72%
$475.69 - $950.02 $375K - $750K
1.85K $1.67B
GLD
Spdr Gold Trust

ETFs
2.16K
+ 8.86%
$184.42 - $205.72 $398K - $444K
26.5K $5.46B
MSFT
Microsoft Corp

Technology
172
+ 1.16%
$367.75 - $429.37 $63.3K - $73.9K
15.1K $6.34B
XOM
Exxon Mobil Corp

Energy
5.72K
+ 156.35%
$96.8 - $116.24 $553K - $664K
9.37K $1.09B
IEF
Ishares Barclays

ETFs
7.21K
+ 65.46%
$93.54 - $96.82 $674K - $698K
18.2K $1.73B
IVV
Ishares Core S&P 500 ETF

ETFs
26
+ 0.2%
$469.56 - $525.73 $12.2K - $13.7K
13.4K $7.02B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.22K
+ 6.37%
$50.32 - $50.74 $413K - $417K
137K $6.96B
IWM
Ishares Russell 2000 ETF

ETFs
1.4K
+ 7.74%
$189.48 - $210.3 $265K - $294K
19.5K $4.09B
IVW
Ishares S&P 500 Growth ETF

ETFs
284
+ 1.06%
$72.87 - $85.14 $20.7K - $24.2K
27.1K $2.29B
VIG
Vanguard Dividend Appreciation

ETFs
851
+ 10.53%
$168.47 - $182.98 $143K - $156K
8.94K $1.63B
IAU
Ishares Gold Trust

ETFs
489
+ 0.62%
$37.66 - $42.01 $18.4K - $20.5K
78.8K $3.31B
JPM
Jpmorgan Chase & CO

Financial Services
90
+ 1.34%
$167.09 - $200.3 $15K - $18K
6.79K $1.36B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.09K
+ 4.13%
$75.25 - $80.63 $81.9K - $87.8K
27.4K $2.21B
TSLA
Tesla, Inc.

Consumer Cyclical
1.51K
+ 156.49%
$162.5 - $248.42 $245K - $374K
2.47K $434M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23
+ 0.07%
$54.61 - $61.05 $1.26K - $1.4K
33.9K $2.07B
JBBB
Janus Detroit Str Tr Henderson

ETFs
2.76K
+ 5.77%
$47.98 - $48.89 $132K - $135K
50.6K $2.47B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25.8K
+ 400.67%
$56.98 - $284.98 $1.47M - $7.36M
32.3K $1.96B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
89
+ 4.52%
$359.29 - $420.52 $32K - $37.4K
2.06K $865M
QQQ
Invesco Qqq Trust, Series 1

ETFs
38
+ 1.14%
$396.28 - $446.38 $15.1K - $17K
3.38K $1.5B
HD
Home Depot, Inc.

Consumer Cyclical
93
+ 3.9%
$338.26 - $395.2 $31.5K - $36.8K
2.48K $951M
LLY
Eli Lilly & CO

Healthcare
31
+ 6.18%
$592.2 - $792.28 $18.4K - $24.6K
533 $415M
DFAX
Dimensional ETF Tr
3.55K
+ 11.51%
$23.42 - $25.45 $83.1K - $90.3K
34.4K $874M
AVGO
Broadcom Inc.

Technology
58
+ 29.0%
$1049.01 - $1407.01 $60.8K - $81.6K
258 $342M
ABBV
Abb Vie Inc.

Healthcare
87
+ 2.63%
$159.82 - $182.1 $13.9K - $15.8K
3.4K $619M
IWV
Ishares Russell 3000 ETF

ETFs
9
+ 0.24%
$268.36 - $300.08 $2.42K - $2.7K
3.75K $1.13B
VO
Vanguard Mid Cap ETF

ETFs
8
+ 0.14%
$225.86 - $249.86 $1.81K - $2K
5.73K $1.43B
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 0.71%
$644.69 - $785.59 $5.8K - $7.07K
1.28K $941M
GOOGL
Alphabet Inc.

Communication Services
151
+ 2.68%
$131.4 - $153.51 $19.8K - $23.2K
5.78K $873M
QCOM
Qualcomm Inc

Technology
111
+ 4.55%
$136.17 - $175.72 $15.1K - $19.5K
2.55K $432M
MRK
Merck & Co., Inc.

Healthcare
82
+ 2.9%
$113.24 - $131.95 $9.29K - $10.8K
2.91K $384M
CAT
Caterpillar Inc

Industrials
15
+ 1.81%
$278.63 - $366.43 $4.18K - $5.5K
843 $309M
MLM
Martin Marietta Materials Inc

Basic Materials
6
+ 1.42%
$482.0 - $613.94 $2.89K - $3.68K
428 $263M
NEU
Newmarket Corp

Basic Materials
11
+ 2.53%
$547.69 - $643.89 $6.02K - $7.08K
445 $282M
CBOE
Cboe Global Markets, Inc.

Financial Services
3
+ 0.04%
$173.13 - $197.15 $519 - $591
8.18K $1.5B
VUG
Vanguard Growth ETF

ETFs
14
+ 1.31%
$301.05 - $346.61 $4.21K - $4.85K
1.08K $371M
WMT
Walmart Inc.

Consumer Defensive
3.17K
+ 204.78%
$58.61 - $175.86 $186K - $557K
4.72K $284M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
5
+ 0.46%
$262.92 - $306.83 $1.31K - $1.53K
1.1K $334M
IBM
International Business Machines Corp

Technology
17
+ 1.33%
$159.16 - $197.78 $2.71K - $3.36K
1.3K $247M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
9
+ 0.15%
$93.48 - $101.41 $841 - $913
5.82K $590M
JNJ
Johnson & Johnson

Healthcare
155
+ 3.41%
$155.22 - $162.74 $24.1K - $25.2K
4.7K $744M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
6
+ 0.05%
$93.69 - $101.5 $562 - $609
12.4K $1.26B
F
Ford Motor CO

Consumer Cyclical
499
+ 3.36%
$10.99 - $13.28 $5.48K - $6.63K
15.3K $204M
KO
Coca Cola CO

Consumer Defensive
153
+ 3.31%
$58.91 - $61.24 $9.01K - $9.37K
4.78K $292M
UNP
Union Pacific Corp

Industrials
31
+ 3.57%
$235.81 - $256.91 $7.31K - $7.96K
900 $221M
PLD
Prologis, Inc.

Real Estate
94
+ 3.7%
$125.14 - $135.07 $11.8K - $12.7K
2.63K $343M
CSCO
Cisco Systems, Inc.

Technology
77
+ 0.37%
$48.06 - $52.33 $3.7K - $4.03K
20.9K $1.04B
UNH
Unitedhealth Group Inc

Healthcare
28
+ 3.83%
$472.6 - $545.42 $13.2K - $15.3K
760 $376M
Activity Summary
Buys All Purchases 62 New Holdings 9 Increased Positions 53 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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