Waypoint Wealth Counsel Purchases in Q3 2024

Waypoint Wealth Counsel

  • $149 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
723
+ 2.03%
$24.29 - $27.25 $17.6K - $19.7K
36.4K $983M
IWV
Ishares Russell 3000 ETF

ETFs
12
+ 0.32%
$294.75 - $326.73 $3.54K - $3.92K
3.78K $1.23B
RSP
Invesco S&P 500 Equal Weight E

ETFs
121
+ 4.1%
$162.83 - $179.16 $19.7K - $21.7K
3.07K $550M
RSTN
Rde, Inc.
35.7K
New
$1.83 - $4.2 $65.4K - $150K
35.7K $65.4M
GOOGL
Alphabet Inc.

Communication Services
911
+ 16.29%
$148.65 - $191.18 $135K - $174K
6.5K $1.08B
PLD
Prologis, Inc.

Real Estate
181
+ 6.95%
$111.95 - $132.43 $20.3K - $24K
2.79K $352M
AMT
American Tower Corp

Real Estate
62
+ 5.37%
$192.27 - $242.73 $11.9K - $15K
1.22K $283M
AON
Aon PLC

Financial Services
32
+ 3.58%
$293.16 - $351.06 $9.38K - $11.2K
927 $321M
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.38K
+ 2.65%
$48.27 - $49.33 $66.8K - $68.3K
53.6K $2.62B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
13
+ 0.26%
$95.1 - $106.76 $1.24K - $1.39K
5K $534M
QQQ
Invesco Qqq Trust, Series 1

ETFs
36
+ 0.95%
$434.77 - $502.96 $15.7K - $18.1K
3.83K $1.87B
MSFT
Microsoft Corp

Technology
696
+ 4.58%
$395.15 - $467.56 $275K - $325K
15.9K $6.84B
BAC
Bank Of America Corp

Financial Services
993
+ 17.49%
$36.65 - $44.13 $36.4K - $43.8K
6.67K $265M
VUG
Vanguard Growth ETF

ETFs
69
+ 6.27%
$341.08 - $391.94 $23.5K - $27K
1.17K $449M
ODFL
Old Dominion Freight Line, Inc.

Industrials
39
+ 3.24%
$178.41 - $210.18 $6.96K - $8.2K
1.24K $247M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 2.58%
$1015.62 - $1159.62 $6.09K - $6.96K
239 $275M
AMD
Advanced Micro Devices Inc

Technology
114
+ 7.26%
$128.67 - $183.96 $14.7K - $21K
1.69K $277M
XOM
Exxon Mobil Corp

Energy
29
+ 0.34%
$109.72 - $119.0 $3.18K - $3.45K
8.54K $1B
IYF
Ishares Tr

ETFs
8
+ 0.37%
$93.83 - $105.05 $751 - $840
2.19K $228M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
5
+ 0.83%
$305.34 - $350.41 $1.53K - $1.75K
611 $211M
UPS
United Parcel Service Inc

Industrials
47
+ 1.99%
$123.32 - $147.38 $5.8K - $6.93K
2.41K $328M
MLM
Martin Marietta Materials Inc

Basic Materials
6
+ 1.41%
$502.48 - $593.35 $3.01K - $3.56K
433 $233M
MKL
Markel Corp

Financial Services
1
+ 0.6%
$1494.55 - $1645.69 $1.49K - $1.65K
167 $262M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
109
+ 0.37%
$13.62 - $15.59 $1.48K - $1.7K
29.2K $402M
QCOM
Qualcomm Inc

Technology
149
+ 6.0%
$156.12 - $209.64 $23.3K - $31.2K
2.63K $447M
AMAT
Applied Materials Inc

Technology
56
+ 3.12%
$174.88 - $254.97 $9.79K - $14.3K
1.85K $374M
GOOG
Alphabet Inc.

Communication Services
103
+ 1.35%
$149.54 - $192.66 $15.4K - $19.8K
7.73K $1.29B
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
Track This Portfolio

Track Waypoint Wealth Counsel Portfolio

Follow Waypoint Wealth Counsel and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waypoint Wealth Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Counsel with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email