Waypoint Wealth Counsel Reduced Holdings in Q3 2025

Waypoint Wealth Counsel

  • $253 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-173
- 0.14%
$65.67 - $71.67 $11.4K - $12.4K
127K $8.41B
COST
Costco Wholesale Corp

Consumer Defensive
-206
- 11.16%
$915.95 - $994.57 $189K - $205K
1.64K $1.52B
XLF
Financial Sector Spdr

ETFs
-2.4K
- 16.04%
$51.37 - $54.25 $123K - $130K
12.6K $676M
NFLX
Netflix Inc

Communication Services
-4
- 0.64%
$1147.87 - $1297.18 $4.59K - $5.19K
623 $747M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-1.93K
- 21.81%
$59.11 - $67.35 $114K - $130K
6.92K $459M
AMT
American Tower Corp

Real Estate
-243
- 17.22%
$192.32 - $232.35 $46.7K - $56.5K
1.17K $225M
JPM
Jpmorgan Chase & CO

Financial Services
-764
- 12.38%
$282.78 - $316.06 $216K - $241K
5.41K $1.7B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.52K
- 21.64%
$52.39 - $53.11 $79.4K - $80.5K
5.49K $291M
NTNX
Nutanix, Inc.

Technology
-907
- 23.15%
$66.06 - $81.12 $59.9K - $73.6K
3.01K $224M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.49K
- 5.69%
$26.38 - $27.95 $118K - $125K
74.3K $2.03B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-778
- 19.91%
$108.46 - $120.63 $84.4K - $93.9K
3.13K $372M
NOW
Service Now, Inc.

Technology
-19
- 6.81%
$850.86 - $1044.69 $16.2K - $19.8K
260 $239M
V
Visa Inc.

Financial Services
-77
- 5.29%
$332.09 - $358.86 $25.6K - $27.6K
1.38K $471M
AMAT
Applied Materials Inc

Technology
-505
- 18.87%
$156.25 - $204.95 $78.9K - $103K
2.17K $445M
ABT
Abbott Laboratories

Healthcare
-283
- 12.69%
$120.51 - $136.62 $34.1K - $38.7K
1.95K $261M
BBAX
J P Morgan Betabuilders Develo

ETFs
-882
- 19.81%
$53.96 - $58.06 $47.6K - $51.2K
3.57K $201M
CME
Cme Group Inc.

Financial Services
-126
- 13.55%
$258.83 - $287.1 $32.6K - $36.2K
804 $217M
DIS
Walt Disney CO

Communication Services
-72
- 3.08%
$112.25 - $124.0 $8.08K - $8.93K
2.26K $259M
ZI
Zoom Info Technologies Inc.

Technology
-2.95K
- 18.51%
N/A
13K $142M
SO
Southern CO

Utilities
-279
- 10.25%
$90.83 - $96.0 $25.3K - $26.8K
2.44K $231M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.21K
- 5.1%
$21.69 - $23.34 $26.2K - $28.2K
22.5K $523M
F
Ford Motor CO

Consumer Cyclical
-123
- 1.14%
$10.82 - $12.09 $1.33K - $1.49K
10.7K $127M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-191
- 4.88%
$89.32 - $107.82 $17.1K - $20.6K
3.72K $401M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-50
- 2.89%
$420.11 - $472.68 $21K - $23.6K
1.68K $789M
HD
Home Depot, Inc.

Consumer Cyclical
-135
- 3.81%
$357.4 - $423.42 $48.2K - $57.2K
3.41K $1.38B
VO
Vanguard Mid Cap ETF

ETFs
-10
- 0.16%
$279.83 - $293.74 $2.8K - $2.94K
6.27K $1.84B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-38
- 0.13%
$62.09 - $66.51 $2.36K - $2.53K
28.7K $1.87B
CBOE
Cboe Global Markets, Inc.

Financial Services
-3
- 0.04%
$231.35 - $253.24 $694 - $760
8.18K $2.01B
LYFT
Lyft, Inc.

Technology
-18
- 0.08%
$13.41 - $22.93 $241 - $413
23.1K $508M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-17
- 0.48%
$546.99 - $602.2 $9.3K - $10.2K
3.54K $2.13B
GLD
Spdr Gold Trust

ETFs
-586
- 2.03%
$300.96 - $355.47 $176K - $208K
28.3K $10B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-491
- 1.27%
$567.77 - $614.76 $279K - $302K
38.1K $23.3B
Activity Summary
Buys All Purchases 223 New Holdings 104 Increased Positions 119 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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