Waypoint Wealth Counsel Purchases in Q3 2025

Waypoint Wealth Counsel

  • $253 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.6K
+ 4.86%
$202.38 - $256.87 $324K - $411K
34.5K $8.79B
NVDA
Nvidia Corp

Technology
1.76K
+ 6.42%
$153.3 - $186.58 $269K - $328K
29.1K $5.43B
IAU
Ishares Gold Trust

ETFs
553
+ 0.69%
$61.62 - $72.77 $34.1K - $40.2K
80.9K $5.89B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.2K
+ 2.99%
$132.9 - $142.03 $292K - $312K
75.7K $10.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
95
+ 0.57%
$617.65 - $666.84 $58.7K - $63.3K
16.8K $11.2B
WMT
Walmart Inc.

Consumer Defensive
6.9K
+ 106.33%
$94.4 - $104.27 $651K - $719K
13.4K $1.38B
IVV
Ishares Core S&P 500 ETF

ETFs
99
+ 0.72%
$620.67 - $670.08 $61.4K - $66.3K
13.9K $9.28B
IWM
Ishares Russell 2000 ETF

ETFs
841
+ 4.3%
$214.92 - $244.84 $181K - $206K
20.4K $4.93B
PCG
Pg&E Corp

Utilities
47K
New
$13.0 - $15.73 $611K - $739K
47K $709M
MOH
Molina Healthcare, Inc.

Healthcare
3.42K
New
$152.31 - $306.29 $521K - $1.05M
3.42K $655M
PEP
Pepsico Inc

Consumer Defensive
4.19K
+ 145.28%
$133.81 - $152.16 $561K - $638K
7.07K $993M
GOOG
Alphabet Inc.

Communication Services
287
+ 3.8%
$175.16 - $255.24 $50.3K - $73.3K
7.84K $1.91B
BBY
Best Buy CO Inc

Consumer Cyclical
7.53K
New
$64.12 - $78.46 $483K - $591K
7.53K $570M
MU
Micron Technology Inc

Technology
3.29K
New
$104.88 - $168.89 $345K - $556K
3.29K $551M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
976
New
$534.91 - $598.71 $522K - $584K
976 $549M
GOOGL
Alphabet Inc.

Communication Services
106
+ 1.38%
$174.36 - $254.72 $18.5K - $27K
7.77K $1.89B
MEDP
Medpace Holdings, Inc.

Healthcare
1.05K
New
$308.88 - $514.16 $323K - $537K
1.05K $537M
RE
Everest Re Group LTD

Financial Services
1.52K
New
N/A
1.52K $531M
MDT
Medtronic PLC

Healthcare
5.54K
New
$87.67 - $95.74 $486K - $530K
5.54K $528M
PSX
Phillips 66

Energy
3.8K
New
$118.37 - $139.46 $450K - $530K
3.8K $517M
PLTR
Palantir Technologies Inc.

Technology
1.88K
+ 58.47%
$130.68 - $186.97 $246K - $352K
5.1K $930M
GD
General Dynamics Corp

Industrials
1.42K
New
$293.92 - $341.0 $418K - $485K
1.42K $485M
MSFT
Microsoft Corp

Technology
210
+ 1.16%
$491.09 - $535.64 $103K - $112K
18.4K $9.51B
BWA
Borgwarner Inc

Consumer Cyclical
10.5K
New
$34.53 - $44.44 $364K - $468K
10.5K $463M
DHR
Danaher Corp

Healthcare
2.27K
New
$181.46 - $212.2 $412K - $482K
2.27K $450M
TSLA
Tesla, Inc.

Consumer Cyclical
226
+ 8.34%
$293.94 - $444.72 $66.4K - $101K
2.94K $1.31B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.24K
+ 4.53%
$108.97 - $121.65 $135K - $151K
28.7K $3.46B
CHWY
Chewy, Inc.

Consumer Cyclical
10.8K
New
$34.27 - $42.33 $370K - $457K
10.8K $437M
WMB
Williams Companies, Inc.

Energy
6.77K
New
$56.52 - $64.01 $382K - $433K
6.77K $429M
NBIX
Neurocrine Biosciences Inc

Healthcare
3.04K
New
$123.98 - $146.67 $377K - $446K
3.04K $427M
DOV
Dover Corp

Industrials
2.51K
New
$165.59 - $190.9 $416K - $479K
2.51K $419M
TSN
Tyson Foods, Inc.

Consumer Defensive
7.6K
New
$52.3 - $57.69 $398K - $439K
7.6K $413M
BAH
Booz Allen Hamilton Holding Corp

Industrials
4.13K
New
$97.53 - $115.95 $402K - $478K
4.13K $412M
BPOP
Popular, Inc.

Financial Services
3.21K
New
$111.3 - $128.04 $358K - $412K
3.21K $408M
DUOL
Duolingo, Inc.

Technology
1.26K
New
$271.18 - $403.06 $341K - $507K
1.26K $405M
ZS
Zscaler, Inc.

Technology
1.39K
+ 176.59%
$267.68 - $316.5 $372K - $439K
2.17K $651M
THC
Tenet Healthcare Corp

Healthcare
1.97K
New
$148.38 - $203.04 $292K - $399K
1.97K $399M
FDX
Fedex Corp

Industrials
1.61K
+ 170.67%
$217.1 - $243.2 $349K - $391K
2.55K $601M
AVGO
Broadcom Inc.

Technology
200
+ 3.43%
$264.74 - $369.57 $52.9K - $73.9K
6.04K $1.99B
CCK
Crown Holdings Inc

Consumer Cyclical
3.95K
New
$92.19 - $108.12 $365K - $428K
3.95K $382M
ADT
Adt Inc.

Industrials
43.4K
+ 304.05%
$8.27 - $8.85 $359K - $384K
57.7K $503M
PFE
Pfizer Inc

Healthcare
14.7K
New
$23.29 - $25.88 $343K - $381K
14.7K $375M
MGM
Mgm Resorts International

Consumer Cyclical
10.7K
New
$34.18 - $39.77 $366K - $426K
10.7K $371M
MOS
Mosaic CO

Basic Materials
10.4K
New
$30.93 - $37.81 $323K - $395K
10.4K $362M
TTC
Toro CO

Industrials
4.73K
New
$72.64 - $82.54 $344K - $390K
4.73K $361M
JNJ
Johnson & Johnson

Healthcare
813
+ 12.67%
$155.17 - $185.42 $126K - $151K
7.23K $1.34B
AWI
Armstrong World Industries Inc

Industrials
1.83K
New
$163.99 - $199.13 $301K - $365K
1.83K $359M
GRMN
Garmin LTD

Technology
1.45K
New
$211.13 - $246.22 $306K - $357K
1.45K $357M
RBLX
Roblox Corp

Communication Services
651
+ 8.29%
$100.65 - $141.56 $65.5K - $92.2K
8.5K $1.18B
Activity Summary
Buys All Purchases 223 New Holdings 104 Increased Positions 119 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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