Waypoint Wealth Partners Inc. Incresed Positions 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
AAPL
Apple Inc.

Technology
85
+ 0.47%
$207.23 - $234.82 $17.6K - $20K
18.1K $4.23M
TSLA
Tesla, Inc.

Consumer Cyclical
1.15K
+ 70.64%
$191.76 - $263.26 $221K - $303K
2.78K $726K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.12K
+ 3.89%
$25.21 - $28.46 $129K - $146K
137K $3.84M
META
Meta Platforms, Inc.

Communication Services
338
+ 57.98%
$453.41 - $572.44 $153K - $193K
921 $527K
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
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
REET
Ishares Global Reit ETF

ETFs
1
+ 0.0%
$23.07 - $27.17 $23.1 - $27.2
39K $1.04M
DFAE
Dimensional ETF Tr

ETFs
1
+ 0.0%
$24.46 - $27.82 $24.5 - $27.8
87.9K $2.41M
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
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
Dimensional ETF Trust
2.29K
+ 1.75%
N/A
133K $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
Track This Portfolio

Track Waypoint Wealth Partners Inc. Portfolio

Follow Waypoint Wealth Partners Inc. 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 Partners Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Partners Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email