Waypoint Wealth Counsel Purchases and Sells in Q3 2024

Waypoint Wealth Counsel

$149 Billion
Q3 2024

Top Buys

Incresed Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	2.13K + 6.78%	$475.2 - $527.7 $1.01M - $1.12M	33.5K $17.7B
GLD	789 + 2.85%	$215.56 - $246.98 $170K - $195K	28.4K $6.91B
SPY	892 + 6.12%	$517.38 - $573.86 $462K - $512K	15.5K $8.88B
AAPL	1.32K + 4.67%	$207.23 - $234.82 $273K - $309K	29.5K $6.88B
VYM	848 + 1.18%	$117.9 - $128.2 $100K - $109K	72.8K $9.34B
IVV	408 + 3.04%	$520.18 - $576.82 $212K - $235K	13.8K $7.98B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLF	14.8K New	$40.84 - $45.74 $603K - $676K	14.8K $669M
BBJP	9.15K New	$52.27 - $60.45 $478K - $553K	9.15K $542M
BBCA	4.3K New	$64.0 - $72.54 $275K - $312K	4.3K $311M
HNI	5.53K New	$44.15 - $54.95 $244K - $304K	5.53K $298M
SLB	6.91K New	$39.57 - $49.67 $273K - $343K	6.91K $290M
BBAX	4.46K New	$46.61 - $54.03 $208K - $241K	4.46K $241M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RC	-16.3K - 42.66%	$7.63 - $9.43 $124K - $154K	21.9K $167M
USMV	-1.76K - 17.88%	$83.76 - $91.82 $147K - $161K	8.07K $737M
CVX	-218 - 9.13%	$137.88 - $161.97 $30.1K - $35.3K	2.17K $320M
XLE	-215 - 2.21%	$84.35 - $93.39 $18.1K - $20.1K	9.51K $835M
F	-2.02K - 16.49%	$9.71 - $14.55 $19.6K - $29.4K	10.2K $108M
IEF	-1.26K - 7.18%	$92.67 - $99.14 $117K - $125K	16.3K $1.6B

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	2K New	$434.77 - $502.96 $870K - $1.01M	2K $976M

Activity Summary All Purchases 78 New Holdings 15 Increased Positions 63 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 1

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