Waypoint Wealth Partners Inc. Purchases in Q3 2024

Waypoint Wealth Partners Inc.

  • $362 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
52.3K
+ 5.18%
$86.27 - $95.15 $4.51M - $4.98M
1.06M $101M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
56K
+ 2.38%
$31.05 - $34.29 $1.74M - $1.92M
2.41M $82.6M
AVDE
American Centy ETF Tr Avantis

ETFs
20.1K
+ 2.23%
$60.09 - $67.67 $1.21M - $1.36M
919K $61.6M
AVEM
American Centy ETF Tr Avantis

ETFs
5.66K
+ 1.28%
$57.2 - $65.59 $323K - $371K
448K $28.9M
AMZN
Amazon Com Inc

Consumer Cyclical
8.08K
+ 374.04%
$161.02 - $200.0 $1.3M - $1.62M
10.2K $1.91M
DFIC
Dimensional ETF Tr Dimensional

ETFs
20.7K
+ 5.3%
$25.36 - $28.37 $524K - $587K
411K $11.6M
JNJ
Johnson & Johnson

Healthcare
4.75K
+ 169.46%
$145.48 - $167.38 $691K - $795K
7.55K $1.22M
GOOG
Alphabet Inc.

Communication Services
4.48K
+ 38.57%
$149.54 - $192.66 $670K - $863K
16.1K $2.69M
UNP
Union Pacific Corp

Industrials
2.09K
New
$221.78 - $256.09 $463K - $534K
2.09K $513K
AAPL
Apple Inc.

Technology
85
+ 0.47%
$207.23 - $234.82 $17.6K - $20K
18.1K $4.23M
GOOGL
Alphabet Inc.

Communication Services
2.66K
+ 93.59%
$148.65 - $191.18 $395K - $508K
5.5K $911K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.12K
+ 3.89%
$25.21 - $28.46 $129K - $146K
137K $3.84M
SOR
Source Capital Inc

Financial Services
7.15K
New
$41.96 - $44.81 $300K - $321K
7.15K $318K
META
Meta Platforms, Inc.

Communication Services
338
+ 57.98%
$453.41 - $572.44 $153K - $193K
921 $527K
DUOL
Duolingo, Inc.

Technology
831
New
$158.85 - $287.54 $132K - $239K
831 $234K
V
Visa Inc.

Financial Services
712
+ 88.89%
$253.74 - $291.56 $181K - $208K
1.51K $415K
ABBV
Abb Vie Inc.

Healthcare
847
+ 64.17%
$163.84 - $199.33 $139K - $169K
2.17K $427K
VIG
Vanguard Dividend Appreciation

ETFs
1.03K
New
$182.15 - $182.15 $187K - $187K
1.03K $187K
ORCL
Oracle Corp

Technology
199
+ 5.27%
$125.9 - $170.35 $25.1K - $33.9K
3.97K $676K
VEA
Vanguard Ftse Developed Market

ETFs
189
+ 0.49%
$47.6 - $53.31 $9K - $10.1K
38.4K $2.03M
DFAE
Dimensional ETF Tr

ETFs
1
+ 0.0%
$24.46 - $27.82 $24.5 - $27.8
87.9K $2.41M
REET
Ishares Global Reit ETF

ETFs
1
+ 0.0%
$23.07 - $27.17 $23.1 - $27.2
39K $1.04M
NVDA
Nvidia Corp

Technology
1K
+ 32.78%
$98.91 - $134.91 $99.2K - $135K
4.06K $493K
CRM
Salesforce, Inc.

Technology
325
+ 21.04%
$238.42 - $276.53 $77.5K - $89.9K
1.87K $511K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
293
+ 1.8%
$41.9 - $48.26 $12.3K - $14.1K
16.6K $793K
HD
Home Depot, Inc.

Consumer Cyclical
85
+ 11.63%
$333.64 - $405.2 $28.4K - $34.4K
816 $330K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 0.63%
$801.83 - $917.05 $7.22K - $8.25K
1.43K $1.27M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
199
+ 5.61%
$117.9 - $128.2 $23.5K - $25.5K
3.75K $480K
BOND
Pimco Active Bond Exchange Tra

ETFs
128
+ 2.47%
$90.01 - $95.32 $11.5K - $12.2K
5.31K $502K
Dimensional ETF Trust
2.29K
+ 1.75%
N/A
133K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
933
+ 5.86%
N/A
16.9K $0
DFSU
Dimensional ETF Tr Dimen Us Su
3.7K
+ 3.06%
N/A
124K $0
Reddit Inc
26.7K
New
N/A
26.7K $0
ABNB
Airbnb, Inc.

Consumer Cyclical
102
+ 0.3%
$113.01 - $154.34 $11.5K - $15.7K
34.4K $4.36M
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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