Waypoint Wealth Counsel Portfolio Holdings
Waypoint Wealth Counsel
- $131 Billion
- Q2 2024
Waypoint Wealth Counsel has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $15.7B, Vanguard Whitehall Fds (Vangua with a value of $8.54B, Spdr S&P 500 ETF Trust with a value of $7.94B, Ishares Core S&P 500 ETF with a value of $7.35B, and Janus Detroit Str Tr Janus Hen with a value of $7.2B.
Examining the 13F form we can see an increase of $993M in the current position value, from $130B to 131B.
Waypoint Wealth Counsel is based out at Atlanta, GA
Below you can find more details about Waypoint Wealth Counsel portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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