Waypoint Wealth Counsel Purchases in Q3 2024

Waypoint Wealth Counsel

  • $149 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.13K
+ 6.78%
$475.2 - $527.7 $1.01M - $1.12M
33.5K $17.7B
GLD
Spdr Gold Trust

ETFs
789
+ 2.85%
$215.56 - $246.98 $170K - $195K
28.4K $6.91B
SPY
Spdr S&P 500 ETF Trust

ETFs
892
+ 6.12%
$517.38 - $573.86 $462K - $512K
15.5K $8.88B
AAPL
Apple Inc.

Technology
1.32K
+ 4.67%
$207.23 - $234.82 $273K - $309K
29.5K $6.88B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
848
+ 1.18%
$117.9 - $128.2 $100K - $109K
72.8K $9.34B
XLF
Financial Sector Spdr

ETFs
14.8K
New
$40.84 - $45.74 $603K - $676K
14.8K $669M
IVV
Ishares Core S&P 500 ETF

ETFs
408
+ 3.04%
$520.18 - $576.82 $212K - $235K
13.8K $7.98B
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
9.15K
New
$52.27 - $60.45 $478K - $553K
9.15K $542M
IWM
Ishares Russell 2000 ETF

ETFs
335
+ 1.73%
$200.87 - $224.6 $67.3K - $75.2K
19.7K $4.36B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.05K
+ 5.69%
$50.52 - $50.95 $407K - $410K
150K $7.61B
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.2K
+ 100.0%
$56.04 - $62.2 $291K - $323K
10.4K $647M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
4.3K
New
$64.0 - $72.54 $275K - $312K
4.3K $311M
NVDA
Nvidia Corp

Technology
2.85K
+ 15.86%
$98.91 - $134.91 $282K - $385K
20.8K $2.53B
HNI
Hni Corp

Industrials
5.53K
New
$44.15 - $54.95 $244K - $304K
5.53K $298M
SLB
Schlumberger Limited

Energy
6.91K
New
$39.57 - $49.67 $273K - $343K
6.91K $290M
CBOE
Cboe Global Markets, Inc.

Financial Services
7
+ 0.09%
$168.57 - $213.65 $1.18K - $1.5K
8.19K $1.68B
BBAX
J P Morgan Betabuilders Develo

ETFs
4.46K
New
$46.61 - $54.03 $208K - $241K
4.46K $241M
UNP
Union Pacific Corp

Industrials
949
New
$221.78 - $256.09 $210K - $243K
949 $234M
PG
Procter & Gamble CO

Consumer Defensive
1.31K
New
$160.76 - $177.82 $210K - $233K
1.31K $227M
MA
Mastercard Inc

Financial Services
451
New
$429.6 - $500.99 $194K - $226K
451 $223M
META
Meta Platforms, Inc.

Communication Services
263
+ 25.81%
$453.41 - $572.44 $119K - $151K
1.28K $734M
KMX
Carmax Inc

Consumer Cyclical
2.84K
New
$71.21 - $85.78 $202K - $243K
2.84K $219M
AVGO
Broadcom Inc.

Technology
3.48K
+ 1304.87%
$136.27 - $1745.86 $475K - $6.08M
3.75K $647M
V
Visa Inc.

Financial Services
782
New
$253.74 - $291.56 $198K - $228K
782 $215M
HD
Home Depot, Inc.

Consumer Cyclical
159
+ 6.55%
$333.64 - $405.2 $53K - $64.4K
2.59K $1.05B
SO
Southern CO

Utilities
2.36K
New
$77.0 - $90.52 $181K - $213K
2.36K $212M
NEU
Newmarket Corp

Basic Materials
383
New
$507.12 - $579.02 $194K - $222K
383 $211M
TGT
Target Corp

Consumer Defensive
1.3K
New
$133.47 - $159.25 $174K - $207K
1.3K $203M
IGM
Ishares Expanded Tech Sector E

ETFs
2.05K
+ 64.03%
$84.03 - $98.62 $173K - $203K
5.26K $505M
VIG
Vanguard Dividend Appreciation

ETFs
273
+ 3.03%
$182.15 - $182.15 $49.7K - $49.7K
9.27K $1.84B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
215
+ 0.87%
$77.02 - $85.06 $16.6K - $18.3K
24.8K $2.1B
TSLA
Tesla, Inc.

Consumer Cyclical
306
+ 20.82%
$191.76 - $263.26 $58.7K - $80.6K
1.78K $465M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
130
+ 6.14%
$405.19 - $478.57 $52.7K - $62.2K
2.25K $1.03B
AMZN
Amazon Com Inc

Consumer Cyclical
1.32K
+ 12.06%
$161.02 - $200.0 $212K - $263K
12.2K $2.28B
DVY
Ishares Tr

ETFs
183
+ 1.85%
$119.99 - $135.74 $22K - $24.8K
10.1K $1.36B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
623
+ 1.91%
$59.93 - $66.52 $37.3K - $41.4K
33.2K $2.21B
UNH
Unitedhealth Group Inc

Healthcare
139
+ 18.71%
$488.01 - $604.18 $67.8K - $84K
882 $516M
JPM
Jpmorgan Chase & CO

Financial Services
350
+ 5.15%
$194.9 - $224.8 $68.2K - $78.7K
7.15K $1.51B
VO
Vanguard Mid Cap ETF

ETFs
10
+ 0.17%
$237.84 - $263.83 $2.38K - $2.64K
5.76K $1.52B
JNJ
Johnson & Johnson

Healthcare
340
+ 7.46%
$145.48 - $167.38 $49.5K - $56.9K
4.9K $793M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1
+ 0.01%
$97.19 - $109.09 $97.2 - $109
12.1K $1.31B
ABBV
Abb Vie Inc.

Healthcare
88
+ 2.62%
$163.84 - $199.33 $14.4K - $17.5K
3.44K $680M
WMT
Walmart Inc.

Consumer Defensive
425
+ 8.91%
$66.91 - $81.4 $28.4K - $34.6K
5.19K $419M
IVW
Ishares S&P 500 Growth ETF

ETFs
83
+ 0.31%
$84.77 - $97.13 $7.04K - $8.06K
27.2K $2.6B
COST
Costco Wholesale Corp

Consumer Defensive
52
+ 4.03%
$801.83 - $917.05 $41.7K - $47.7K
1.34K $1.19B
LLY
Eli Lilly & CO

Healthcare
107
+ 19.78%
$772.14 - $960.02 $82.6K - $103K
648 $574M
NFLX
Netflix Inc

Communication Services
90
+ 20.88%
$598.55 - $722.26 $53.9K - $65K
521 $370M
KO
Coca Cola CO

Consumer Defensive
534
+ 11.08%
$62.69 - $73.01 $33.5K - $39K
5.35K $385M
CSCO
Cisco Systems, Inc.

Technology
74
+ 0.58%
$44.74 - $53.22 $3.31K - $3.94K
12.8K $683M
Activity Summary
Buys All Purchases 78 New Holdings 15 Increased Positions 63 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 1
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