Waypoint Wealth Counsel Portfolio Holdings

Waypoint Wealth Counsel

  • $153 Billion
  • Q4 2024

Waypoint Wealth Counsel has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $153 Billion distributed in 149 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 $18.7B, Vanguard Whitehall Fds (Vangua with a value of $9.42B, Spdr S&P 500 ETF Trust with a value of $9.08B, Janus Detroit Str Tr Janus Hen with a value of $8.65B, and Ishares Core S&P 500 ETF with a value of $7.97B.

Examining the 13F form we can see an increase of $4.76B in the current position value, from $149B to 153B.

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.

Portfolio value $153 Billion
ETFs: $105 Billion
Technology: $20.3 Billion
Financial Services: $6.4 Billion
Consumer Cyclical: $5.42 Billion
Communication Services: $4.87 Billion
Healthcare: $2.59 Billion
Consumer Defensive: $2.51 Billion
Energy: $1.55 Billion
Other: $3.27 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.8M
$26.4 Million 0.02% of portfolio
14,400
Q4 2024 Added 44.0%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $153 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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