Wayfinding Financial, LLC Purchases in Q4 2024

Wayfinding Financial, LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
69.5K
New
$106.56 - $113.11 $7.4M - $7.86M
69.5K $7.42M
TLT
Ishares Barclays 20+ Year Trea

ETFs
53.4K
New
$87.1 - $98.49 $4.65M - $5.26M
53.4K $4.67M
COST
Costco Wholesale Corp

Consumer Defensive
4.55K
New
$873.59 - $994.69 $3.97M - $4.52M
4.55K $4.16M
FISV
Fiserv Inc

Technology
8.83K
New
N/A
8.83K $1.81M
AMZN
Amazon Com Inc

Consumer Cyclical
8.18K
New
$180.88 - $232.93 $1.48M - $1.91M
8.18K $1.79M
META
Meta Platforms, Inc.

Communication Services
2.64K
New
$554.08 - $632.68 $1.46M - $1.67M
2.64K $1.54M
PG
Procter & Gamble CO

Consumer Defensive
8.63K
New
$161.05 - $179.7 $1.39M - $1.55M
8.63K $1.45M
BA
Boeing CO

Industrials
8K
New
$138.14 - $180.72 $1.11M - $1.45M
8K $1.42M
JPM
Jpmorgan Chase & CO

Financial Services
4.98K
New
$205.18 - $250.29 $1.02M - $1.25M
4.98K $1.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.2K
New
$521.84 - $558.82 $1.15M - $1.23M
2.2K $1.19M
ABBV
Abb Vie Inc.

Healthcare
6.34K
New
$164.99 - $203.87 $1.05M - $1.29M
6.34K $1.13M
JNJ
Johnson & Johnson

Healthcare
7.41K
New
$143.34 - $165.86 $1.06M - $1.23M
7.41K $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
2.33K
New
$385.02 - $431.37 $895K - $1M
2.33K $904K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
8.88K
New
$99.04 - $109.59 $879K - $973K
8.88K $883K
MMM
3 M CO

Industrials
6.6K
New
$124.74 - $137.12 $823K - $905K
6.6K $851K
CAT
Caterpillar Inc

Industrials
2.32K
New
$360.37 - $416.88 $835K - $966K
2.32K $840K
ADP
Automatic Data Processing Inc

Industrials
2.85K
New
$280.08 - $307.97 $799K - $879K
2.85K $839K
LLY
Eli Lilly & CO

Healthcare
1.09K
New
$727.2 - $932.06 $791K - $1.01M
1.09K $839K
AVGO
Broadcom Inc.

Technology
3.55K
New
$159.67 - $250.0 $567K - $887K
3.55K $822K
JGRO
J P Morgan Exchange Traded Fd
10K
New
N/A
10K $811K
EMR
Emerson Electric CO

Industrials
6.53K
New
$108.13 - $134.33 $706K - $877K
6.53K $808K
GOOGL
Alphabet Inc.

Communication Services
4.23K
New
$161.86 - $196.66 $684K - $831K
4.23K $799K
MCD
Mcdonalds Corp

Consumer Cyclical
2.73K
New
$288.47 - $316.54 $786K - $863K
2.73K $790K
ABT
Abbott Laboratories

Healthcare
6.61K
New
$111.93 - $119.39 $740K - $790K
6.61K $748K
NFLX
Netflix Inc

Communication Services
762
New
$687.65 - $936.56 $524K - $714K
762 $679K
NEE
Nextera Energy Inc

Utilities
8.77K
New
$69.77 - $85.43 $612K - $749K
8.77K $628K
V
Visa Inc.

Financial Services
1.95K
New
$273.87 - $320.91 $534K - $626K
1.95K $616K
XOM
Exxon Mobil Corp

Energy
5.52K
New
$105.51 - $125.37 $583K - $693K
5.52K $594K
CRM
Salesforce, Inc.

Technology
1.77K
New
$270.87 - $367.87 $480K - $651K
1.77K $592K
IBM
International Business Machines Corp

Technology
2.65K
New
$204.9 - $238.04 $543K - $631K
2.65K $582K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
9.92K
New
$58.46 - $65.6 $580K - $650K
9.92K $580K
KO
Coca Cola CO

Consumer Defensive
8.92K
New
$61.74 - $71.71 $551K - $640K
8.92K $555K
VTI
Vanguard Total Stock Market Et

ETFs
1.83K
New
$280.04 - $302.45 $511K - $552K
1.83K $529K
BBUS
J P Morgan Exchg Traded Fd

ETFs
4.1K
+ 10.17%
$102.46 - $110.17 $420K - $451K
44.4K $4.7M
CVX
Chevron Corp

Energy
3.56K
New
$141.15 - $162.53 $503K - $579K
3.56K $516K
LMT
Lockheed Martin Corp

Industrials
1.06K
New
$479.66 - $614.62 $509K - $653K
1.06K $516K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
29.4K
+ 23.58%
$18.62 - $19.05 $548K - $560K
154K $2.88M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.25K
New
$370.24 - $418.94 $464K - $525K
1.25K $503K
Zacks Focus Growth
19.7K
New
N/A
19.7K $487K
WFC
Wells Fargo & Company

Financial Services
6.75K
New
$54.98 - $77.35 $371K - $522K
6.75K $474K
GOOG
Alphabet Inc.

Communication Services
2.47K
New
$163.08 - $198.16 $403K - $489K
2.47K $470K
MRVL
Marvell Technology, Inc.

Technology
4.09K
New
$70.31 - $124.78 $288K - $510K
4.09K $451K
AMD
Advanced Micro Devices Inc

Technology
3.71K
New
$118.88 - $172.8 $441K - $641K
3.71K $448K
CTAS
Cintas Corp

Industrials
2.41K
New
$182.7 - $226.47 $440K - $545K
2.41K $439K
IEMG
Ishares Inc

ETFs
8.28K
New
N/A
8.28K $432K
MRK
Merck & Co., Inc.

Healthcare
4.29K
New
$96.31 - $114.76 $413K - $492K
4.29K $429K
VO
Vanguard Mid Cap ETF

ETFs
1.58K
New
$261.5 - $284.63 $413K - $449K
1.58K $417K
LOW
Lowes Companies Inc

Consumer Cyclical
1.67K
New
$244.52 - $284.07 $408K - $474K
1.67K $411K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
4.2K
New
$93.27 - $105.01 $392K - $441K
4.2K $404K
Activity Summary
Buys All Purchases 116 New Holdings 104 Increased Positions 12 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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