Waypoint Wealth Partners Inc. Sells in Q1 2025

Waypoint Wealth Partners Inc.

  • $349 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.07K
- 22.77%
$209.68 - $247.1 $854K - $1.01M
13.8K $3.07M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.34K
- 43.62%
$168.16 - $186.21 $898K - $995K
6.91K $1.18M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.81K
- 21.09%
$190.26 - $242.06 $535K - $680K
10.5K $2M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.4K
- 53.51%
$222.15 - $428.22 $311K - $600K
1.22K $315K
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.02K
- 2.87%
$119.38 - $161.42 $121K - $164K
34.5K $4.12M
MSFT
Microsoft Corp

Technology
-1.13K
- 67.89%
$375.39 - $447.2 $423K - $504K
533 $200K
GOOGL
Alphabet Inc.

Communication Services
-598
- 10.57%
$154.33 - $206.19 $92.3K - $123K
5.06K $782K
VTI
Vanguard Total Stock Market Et

ETFs
-474
- 5.78%
$271.18 - $303.12 $129K - $144K
7.73K $2.12M
CRM
Salesforce, Inc.

Technology
-125
- 6.35%
$268.36 - $359.95 $33.5K - $45K
1.85K $495K
ORCL
Oracle Corp

Technology
-199
- 5.01%
$139.81 - $186.47 $27.8K - $37.1K
3.77K $527K
AVRE
American Centy ETF Tr Avantis
-2.61K
- 6.91%
$40.62 - $44.31 $106K - $115K
35.1K $1.51M
META
Meta Platforms, Inc.

Communication Services
-96
- 19.16%
$576.36 - $736.67 $55.3K - $70.7K
405 $233K
HD
Home Depot, Inc.

Consumer Cyclical
-85
- 10.42%
$347.25 - $424.87 $29.5K - $36.1K
731 $267K
DFAE
Dimensional ETF Tr

ETFs
-3.44K
- 4.27%
$24.64 - $26.86 $84.8K - $92.4K
77K $1.99M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3
- 0.3%
$551.42 - $612.93 $1.65K - $1.84K
997 $557K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.07K
- 6.43%
$42.5 - $46.71 $45.3K - $49.7K
15.5K $701K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-199
- 5.31%
$126.11 - $135.06 $25.1K - $26.9K
3.55K $457K
DVY
Ishares Tr

ETFs
-175
- 4.88%
$128.58 - $138.1 $22.5K - $24.2K
3.41K $457K
VT
Vanguard Total World Stk Index

ETFs
-17
- 0.55%
$115.08 - $123.97 $1.96K - $2.11K
3.1K $358K
UNP
Union Pacific Corp

Industrials
-86
- 4.12%
$225.21 - $254.42 $19.4K - $21.9K
2K $472K
V
Visa Inc.

Financial Services
-129
- 10.15%
$306.92 - $362.71 $39.6K - $46.8K
1.14K $400K
DFSE
Dimensional ETF Tr Dimen Emrgn
-32
- 0.14%
N/A
22.9K $0
Reddit Inc
-664
- 20.59%
N/A
2.56K $0
NFLX
Netflix Inc

Communication Services
-7
- 2.18%
$828.4 - $1058.6 $5.8K - $7.41K
314 $292K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-61
- 6.46%
$442.66 - $534.52 $27K - $32.6K
884 $470K
VEA
Vanguard Ftse Developed Market

ETFs
-966
- 2.52%
$47.4 - $52.99 $45.8K - $51.2K
37.4K $1.9M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.34K
- 3.3%
$75.32 - $84.77 $101K - $113K
39.1K $3.19M
IEFA
Ishares Tr

ETFs
-468
- 0.81%
$69.57 - $78.65 $32.6K - $36.8K
57.5K $4.35M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-6K
- 1.43%
$25.54 - $28.79 $153K - $173K
413K $11.5M
Activity Summary
Buys All Purchases 25 New Holdings 6 Increased Positions 19 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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