Waypoint Wealth Counsel Reduced Holdings in Q1 2025

Waypoint Wealth Counsel

  • $159 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-2.83K
- 12.29%
$198.1 - $229.79 $561K - $651K
20.2K $4.03B
SPY
Spdr S&P 500 ETF Trust

ETFs
-54
- 0.35%
$551.42 - $612.93 $29.8K - $33.1K
15.4K $8.63B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.67K
- 12.99%
$57.21 - $65.8 $267K - $307K
31.3K $1.83B
JPM
Jpmorgan Chase & CO

Financial Services
-1.7K
- 23.23%
$225.19 - $279.95 $383K - $477K
5.63K $1.38B
XLE
Energy Sector Spdr

ETFs
-4.74K
- 49.83%
$85.7 - $93.96 $406K - $445K
4.77K $446M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-350
- 9.0%
$468.34 - $539.52 $164K - $189K
3.54K $1.66B
GOOG
Alphabet Inc.

Communication Services
-310
- 4.2%
$156.06 - $207.71 $48.4K - $64.4K
7.07K $1.11B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-477
- 3.93%
$94.32 - $110.46 $45K - $52.7K
11.7K $1.13B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-110
- 5.91%
$360.07 - $417.26 $39.6K - $45.9K
1.75K $632M
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 0.48%
$347.25 - $424.87 $5.21K - $6.37K
3.1K $1.13B
CAT
Caterpillar Inc

Industrials
-63
- 6.96%
$326.75 - $407.63 $20.6K - $25.7K
842 $277M
VUG
Vanguard Growth ETF

ETFs
-5
- 0.42%
$369.1 - $427.61 $1.85K - $2.14K
1.2K $444M
WMT
Walmart Inc.

Consumer Defensive
-34
- 0.61%
$84.5 - $105.05 $2.87K - $3.57K
5.56K $488M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-131
- 3.05%
$69.15 - $74.69 $9.06K - $9.78K
4.17K $298M
BBAX
J P Morgan Betabuilders Develo

ETFs
-10
- 0.22%
$48.21 - $51.59 $482 - $516
4.45K $217M
DFAX
Dimensional ETF Tr
-1.66K
- 4.55%
$24.45 - $27.2 $40.5K - $45K
34.7K $909M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-101
- 1.11%
$53.35 - $58.68 $5.39K - $5.93K
8.98K $504M
EGP
Eastgroup Properties Inc

Real Estate
-400
- 7.41%
$155.63 - $187.46 $62.3K - $75K
5K $881M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.05K
- 3.42%
$18.36 - $20.51 $19.3K - $21.5K
29.7K $587M
ABBV
Abb Vie Inc.

Healthcare
-393
- 11.75%
$169.2 - $216.66 $66.5K - $85.1K
2.95K $618M
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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