Wayfinding Financial, LLC Purchases in Q4 2024

Wayfinding Financial, LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
9.7K
New
$39.6 - $45.21 $384K - $438K
9.7K $387K
QCOM
Qualcomm Inc

Technology
2.45K
New
$150.4 - $178.04 $369K - $437K
2.45K $376K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
10K
New
$37.41 - $42.14 $375K - $423K
10K $375K
PEP
Pepsico Inc

Consumer Defensive
2.42K
New
$151.29 - $176.1 $367K - $427K
2.42K $371K
UNH
Unitedhealth Group Inc

Healthcare
734
New
$485.52 - $625.25 $356K - $459K
734 $371K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.02K
+ 12.23%
$96.64 - $101.23 $582K - $609K
55.2K $5.35M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.85K
New
$178.39 - $215.0 $330K - $398K
1.85K $356K
AJG
Arthur J. Gallagher & Co.

Financial Services
1.25K
New
$278.49 - $315.16 $349K - $395K
1.25K $355K
MO
Altria Group, Inc.

Consumer Defensive
6.63K
New
$49.06 - $57.74 $325K - $383K
6.63K $346K
TSLA
Tesla, Inc.

Consumer Cyclical
848
New
$213.65 - $479.86 $181K - $407K
848 $342K
SO
Southern CO

Utilities
3.9K
New
$81.5 - $94.15 $318K - $367K
3.9K $321K
VTV
Vanguard Value ETF

ETFs
1.88K
New
$168.32 - $181.87 $317K - $342K
1.88K $318K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.78K
New
$107.06 - $123.74 $297K - $344K
2.78K $305K
SPGI
S&P Global Inc.

Financial Services
603
New
$480.36 - $529.17 $290K - $319K
603 $300K
MA
Mastercard Inc

Financial Services
545
New
$491.3 - $536.15 $268K - $292K
545 $286K
MET
Metlife Inc

Financial Services
3.46K
New
$78.15 - $88.25 $270K - $305K
3.46K $283K
COP
Conocophillips

Energy
2.85K
New
$95.12 - $114.72 $271K - $326K
2.85K $282K
Blackrock Inc
275
New
N/A
275 $281K
PHM
Pultegroup Inc

Consumer Cyclical
2.53K
New
$108.86 - $149.04 $275K - $377K
2.53K $275K
HON
Honeywell International Inc

Industrials
1.21K
New
$202.84 - $236.0 $245K - $285K
1.21K $273K
CB
Chubb LTD

Financial Services
982
New
$271.57 - $301.89 $267K - $296K
982 $272K
MCO
Moodys Corp

Financial Services
563
New
$454.04 - $500.88 $256K - $282K
563 $266K
QQQ
Invesco Qqq Trust, Series 1

ETFs
515
New
$481.22 - $538.17 $248K - $277K
515 $263K
VIG
Vanguard Dividend Appreciation

ETFs
1.33K
New
N/A
1.33K $261K
ALK
Alaska Air Group, Inc.

Industrials
4K
New
$42.48 - $67.6 $170K - $271K
4K $259K
MCK
Mckesson Corp

Healthcare
454
New
$482.27 - $628.5 $219K - $285K
454 $259K
SCHW
Schwab Charles Corp

Financial Services
3.44K
New
$63.31 - $82.85 $218K - $285K
3.44K $254K
EME
Emcor Group, Inc.

Industrials
554
New
$427.96 - $526.95 $237K - $292K
554 $251K
C
Citigroup Inc

Financial Services
3.56K
New
$61.31 - $72.5 $218K - $258K
3.56K $250K
Capital Group Intl Eqy
8.84K
New
N/A
8.84K $243K
NSC
Norfolk Southern Corp

Industrials
1.03K
New
$230.6 - $277.0 $238K - $286K
1.03K $242K
PANW
Palo Alto Networks Inc

Technology
1.33K
New
$181.96 - $405.9 $242K - $540K
1.33K $242K
WM
Waste Management Inc

Industrials
1.19K
New
$201.79 - $228.46 $241K - $272K
1.19K $240K
GILD
Gilead Sciences, Inc.

Healthcare
2.58K
New
$83.95 - $97.9 $217K - $253K
2.58K $238K
CAH
Cardinal Health Inc

Healthcare
2K
New
$107.89 - $125.33 $215K - $250K
2K $236K
PM
Philip Morris International Inc.

Consumer Defensive
1.95K
New
$118.38 - $133.06 $231K - $260K
1.95K $235K
USB
Us Bancorp \De\

Financial Services
4.9K
New
$43.98 - $53.66 $216K - $263K
4.9K $234K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.41K
New
$25.93 - $105.3 $218K - $885K
8.41K $234K
RTX
Raytheon Technologies Corp

Industrials
2.02K
New
$114.45 - $127.21 $232K - $257K
2.02K $234K
FICO
Fair Isaac Corp

Technology
117
New
$1911.01 - $2382.4 $224K - $279K
117 $232K
PH
Parker Hannifin Corp

Industrials
366
New
$621.74 - $709.46 $228K - $260K
366 $232K
AFL
Aflac Inc

Financial Services
2.17K
New
$100.37 - $115.27 $218K - $250K
2.17K $224K
BR
Broadridge Financial Solutions, Inc.

Technology
985
New
$209.64 - $236.44 $206K - $233K
985 $223K
MUB
Ishares National Muni Bond ETF

ETFs
2.48K
+ 11.94%
$105.78 - $108.7 $262K - $269K
23.2K $2.47M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.03K
New
$209.89 - $233.24 $215K - $239K
1.03K $217K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.1K
New
$172.07 - $207.36 $189K - $227K
1.1K $216K
PFE
Pfizer Inc

Healthcare
8.09K
New
$24.8 - $30.19 $201K - $244K
8.09K $214K
PAYX
Paychex Inc

Industrials
1.52K
New
$135.86 - $148.73 $207K - $227K
1.52K $213K
AEP
American Electric Power CO Inc

Utilities
2.28K
New
$90.91 - $102.21 $207K - $233K
2.28K $210K
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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