Waypoint Wealth Counsel Incresed Positions in Q2 2025

Waypoint Wealth Counsel

  • $202 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
10
+ 1.19%
$273.94 - $388.21 $2.74K - $3.88K
852 $331M
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
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
104
+ 4.02%
$483.48 - $539.8 $50.3K - $56.1K
2.69K $1.31B
XOM
Exxon Mobil Corp

Energy
99
+ 1.12%
$99.93 - $119.04 $9.89K - $11.8K
8.92K $961M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
669
+ 0.86%
$24.32 - $27.87 $16.3K - $18.6K
78.8K $2.09B
AAPL
Apple Inc.

Technology
1.64K
+ 5.23%
$172.42 - $223.89 $282K - $366K
32.9K $6.75B
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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