Wayfinding Financial, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $187 Million distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $20.8M, Ishares Core S&P 500 ETF with a value of $10.7M, Nvidia Corp with a value of $9.94M, Spdr Portfolio Intermediate Te with a value of $9.66M, and Apple Inc. with a value of $9.6M.
Examining the 13F form we can see an increase of $52.6M in the current position value, from $134M to 187M.
Wayfinding Financial, LLC is based out at Lynnwood, WA
Below you can find more details about Wayfinding Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$187 Million
ETFs: $78 Million
Technology: $47.6 Million
Industrials: $9.35 Million
Consumer Defensive: $8.38 Million
Financial Services: $8.04 Million
Consumer Cyclical: $6.77 Million
Healthcare: $5.53 Million
Communication Services: $4.28 Million
Other: $3.04 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
