Waypoint Wealth Counsel New Holdings in Q1 2025

Waypoint Wealth Counsel

  • $159 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.62K
New
$102.49 - $119.96 $474K - $554K
4.62K $483M
GE
General Electric CO

Industrials
1.41K
New
$168.59 - $212.13 $238K - $300K
1.41K $283M
AMT
American Tower Corp

Real Estate
1.23K
New
$173.46 - $217.6 $212K - $267K
1.23K $267M
Arista Networks Inc
3.41K
New
N/A
3.41K $264M
VRSN
Verisign Inc

Technology
1.02K
New
$205.1 - $254.74 $209K - $260K
1.02K $259M
FTNT
Fortinet, Inc.

Technology
2.52K
New
$92.49 - $114.57 $233K - $289K
2.52K $243M
Proshares Tr Ii
4.75K
New
N/A
4.75K $239M
C
Citigroup Inc

Financial Services
3.34K
New
$67.23 - $84.63 $224K - $282K
3.34K $237M
RBLX
Roblox Corp

Communication Services
4.04K
New
$53.77 - $75.47 $217K - $305K
4.04K $235M
SNOW
Snowflake Inc.

Technology
1.57K
New
$146.16 - $192.78 $230K - $303K
1.57K $230M
CNC
Centene Corp

Healthcare
3.78K
New
$55.93 - $65.89 $212K - $249K
3.78K $230M
MMM
3 M CO

Industrials
1.56K
New
$129.7 - $155.12 $202K - $241K
1.56K $228M
CME
Cme Group Inc.

Financial Services
859
New
$225.82 - $266.54 $194K - $229K
859 $228M
COP
Conocophillips

Energy
2.12K
New
$88.6 - $105.85 $188K - $225K
2.12K $223M
ABT
Abbott Laboratories

Healthcare
1.64K
New
$111.1 - $140.22 $183K - $231K
1.64K $218M
CRM
Salesforce, Inc.

Technology
813
New
$268.36 - $359.95 $218K - $293K
813 $218M
ADBE
Adobe Inc.

Technology
563
New
$377.84 - $464.11 $213K - $261K
563 $216M
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$4295.4 - $5141.88 $198K - $237K
46 $212M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.76K
New
$119.38 - $161.42 $210K - $284K
1.76K $210M
KMX
Carmax Inc

Consumer Cyclical
2.67K
New
$69.25 - $89.19 $185K - $238K
2.67K $208M
PM
Philip Morris International Inc.

Consumer Defensive
1.29K
New
$117.15 - $158.79 $151K - $205K
1.29K $205M
F
Ford Motor CO

Consumer Cyclical
10K
New
$9.12 - $10.43 $91.3K - $104K
10K $100M
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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