Waypoint Wealth Counsel New Holdings in Q2 2025

Waypoint Wealth Counsel

  • $202 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CFG
Citizens Financial Group Inc

Financial Services
5.15K
New
$34.27 - $44.75 $176K - $230K
5.15K $230M
Listed Fds Tr
4.1K
New
N/A
4.1K $228M
JCI
Johnson Controls International PLC

Industrials
2.13K
New
$71.14 - $105.62 $151K - $225K
2.13K $225M
A
Agilent Technologies, Inc.

Healthcare
1.9K
New
$99.29 - $120.52 $189K - $229K
1.9K $224M
MKTX
Marketaxess Holdings Inc

Financial Services
1K
New
$203.19 - $231.09 $204K - $232K
1K $224M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.95K
New
$45.98 - $56.15 $181K - $222K
3.95K $222M
GL
Globe Life Inc.

Financial Services
1.74K
New
$113.29 - $133.09 $197K - $232K
1.74K $217M
Blackrock Inc
206
New
N/A
206 $216M
FDX
Fedex Corp

Industrials
941
New
$198.07 - $245.17 $186K - $231K
941 $214M
ADSK
Autodesk, Inc.

Technology
685
New
N/A
685 $212M
ASH
Ashland Global Holdings Inc

Basic Materials
4.1K
New
$46.53 - $57.87 $191K - $237K
4.1K $206M
VTI
Vanguard Total Stock Market Et

ETFs
678
New
$243.75 - $303.93 $165K - $206K
678 $206M
SPYG
Spdr Portfolio

ETFs
2.16K
New
$71.83 - $95.32 $155K - $206K
2.16K $206M
IEMG
Ishares Inc

ETFs
3.4K
New
N/A
3.4K $204M
ECL
Ecolab Inc.

Basic Materials
757
New
$225.65 - $270.95 $171K - $205K
757 $204M
TT
Trane Technologies PLC

Industrials
465
New
$315.21 - $437.41 $147K - $203K
465 $203M
SBUX
Starbucks Corp

Consumer Cyclical
2.22K
New
$79.69 - $99.41 $177K - $220K
2.22K $203M
TRV
Travelers Companies, Inc.

Financial Services
755
New
$233.83 - $276.34 $177K - $209K
755 $202M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.24K
New
$146.74 - $176.07 $182K - $218K
1.24K $201M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
755
New
$201.28 - $266.34 $152K - $201K
755 $201M
XRAY
Dentsply Sirona Inc.

Healthcare
12.4K
New
$12.55 - $16.75 $156K - $208K
12.4K $197M
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
ZI
Zoom Info Technologies Inc.

Technology
15.9K
New
$7.41 - $10.31 $118K - $164K
15.9K $161M
ADT
Adt Inc.

Industrials
14.3K
New
$7.54 - $8.6 $108K - $123K
14.3K $121M
AMCR
Amcor PLC

Consumer Cyclical
12.6K
New
$8.57 - $9.81 $108K - $123K
12.6K $115M
Tidal Tr Ii
12.8K
New
N/A
12.8K $105M
Fortrea Hldgs Inc
10.7K
New
N/A
10.7K $53M
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
Track This Portfolio

Track Waypoint Wealth Counsel Portfolio

Follow Waypoint Wealth Counsel and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waypoint Wealth Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Counsel with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email