Waypoint Wealth Counsel Purchases in Q3 2025

Waypoint Wealth Counsel

  • $253 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORI
Old Republic International Corp

Financial Services
8.14K
New
$35.74 - $42.47 $291K - $346K
8.14K $346M
ESTC
Elastic N.V.

Technology
4.07K
New
$72.54 - $92.3 $295K - $376K
4.07K $344M
Veralto Corp
3.22K
New
N/A
3.22K $343M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.97K
+ 145.9%
$118.3 - $142.16 $351K - $422K
5K $608M
NYT
New York Times CO

Communication Services
5.84K
New
$51.43 - $61.95 $301K - $362K
5.84K $335M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.08K
+ 47.69%
$171.01 - $228.24 $185K - $247K
3.35K $717M
OVV
Ovintiv Inc.

Energy
8.27K
New
$38.53 - $43.17 $318K - $357K
8.27K $334M
PKG
Packaging Corp Of America

Consumer Cyclical
1.52K
New
$191.41 - $220.25 $292K - $336K
1.52K $332M
MLI
Mueller Industries Inc

Industrials
3.25K
New
$82.07 - $101.7 $266K - $330K
3.25K $328M
TJX
Tjx Companies Inc

Consumer Cyclical
2.27K
New
$121.35 - $144.54 $275K - $328K
2.27K $328M
MTCH
Match Group, Inc.

Communication Services
9.18K
New
$31.83 - $38.77 $292K - $356K
9.18K $324M
FTI
Technip Fmc PLC

Energy
6.97K
+ 73.85%
$32.19 - $40.89 $224K - $285K
16.4K $647M
ROKU
Roku, Inc

Communication Services
3.16K
New
$79.98 - $101.78 $253K - $322K
3.16K $317M
NNN
National Retail Properties, Inc.

Real Estate
7.42K
New
$40.68 - $44.1 $302K - $327K
7.42K $316M
FIX
Comfort Systems Usa Inc

Industrials
143
+ 21.67%
$521.66 - $825.18 $74.6K - $118K
803 $663M
ORCL
Oracle Corp

Technology
838
+ 73.77%
$218.96 - $328.33 $183K - $275K
1.97K $555M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.93K
+ 8.04%
$50.53 - $50.82 $300K - $301K
79.7K $4.05B
SNV
Synovus Financial Corp

Financial Services
6.14K
New
$46.55 - $59.6 $286K - $366K
6.14K $302M
WDC
Western Digital Corp

Technology
2.51K
New
$63.84 - $120.06 $160K - $301K
2.51K $301M
PB
Prosperity Bancshares Inc

Financial Services
4.5K
New
$65.12 - $74.71 $293K - $336K
4.5K $298M
TFX
Teleflex Inc

Healthcare
2.42K
New
$109.79 - $132.5 $266K - $321K
2.42K $296M
VEEV
Veeva Systems Inc

Healthcare
953
+ 104.84%
$269.2 - $297.91 $257K - $284K
1.86K $555M
CHTR
Charter Communications, Inc.

Communication Services
1.05K
New
$256.57 - $418.22 $269K - $439K
1.05K $289M
CMI
Cummins Inc

Industrials
682
New
$327.85 - $426.39 $224K - $291K
682 $288M
ADBE
Adobe Inc.

Technology
910
+ 90.1%
$333.65 - $392.1 $304K - $357K
1.92K $677M
VB
Vanguard Small Cap ETF

ETFs
47
+ 0.3%
$237.58 - $259.17 $11.2K - $12.2K
15.9K $4.04B
FNF
Fidelity National Financial, Inc.

Financial Services
4.7K
New
$51.22 - $61.07 $241K - $287K
4.7K $284M
VTR
Ventas, Inc.

Real Estate
4.05K
New
$62.76 - $69.99 $254K - $283K
4.05K $283M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
621
New
$311.12 - $482.13 $193K - $299K
621 $283M
PINS
Pinterest, Inc.

Communication Services
8.65K
New
$32.17 - $39.17 $278K - $339K
8.65K $278M
VRSN
Verisign Inc

Technology
1.06K
+ 50.05%
$263.02 - $305.98 $279K - $325K
3.18K $889M
DHI
Horton D R Inc

Consumer Cyclical
1.63K
New
$129.82 - $184.04 $212K - $301K
1.63K $277M
NEM
Newmont Corp

Basic Materials
1.88K
+ 44.76%
$57.35 - $85.25 $108K - $161K
6.09K $513M
MET
Metlife Inc

Financial Services
3.24K
New
$73.82 - $82.37 $239K - $267K
3.24K $267M
UNH
Unitedhealth Group Inc

Healthcare
669
+ 62.0%
$237.77 - $353.61 $159K - $237K
1.75K $604M
CVS
Cvs Health Corp

Healthcare
3.53K
New
$58.75 - $76.5 $207K - $270K
3.53K $266M
CB
Chubb LTD

Financial Services
978
+ 72.12%
$265.99 - $289.59 $260K - $283K
2.33K $659M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.74K
New
$127.59 - $152.81 $221K - $265K
1.74K $265M
TXT
Textron Inc

Industrials
3.1K
New
$77.02 - $87.21 $239K - $271K
3.1K $262M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.3K
New
$185.65 - $214.38 $240K - $278K
1.3K $260M
HOOD
Robinhood Markets, Inc.

Technology
1.81K
New
$91.27 - $143.18 $165K - $260K
1.81K $260M
SCHW
Schwab Charles Corp

Financial Services
2.72K
New
$91.03 - $98.69 $247K - $268K
2.72K $260M
Arista Networks Inc
185
+ 3.48%
N/A
5.5K $801M
AR
Antero Resources Corp

Energy
7.53K
New
$29.87 - $37.66 $225K - $283K
7.53K $253M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.46K
+ 2.46%
$23.82 - $25.84 $58.5K - $63.5K
102K $2.63B
MTG
Mgic Investment Corp

Financial Services
8.85K
New
$25.06 - $28.92 $222K - $256K
8.85K $251M
CHK
Chesapeake Energy Corp

Energy
2.34K
New
N/A
2.34K $249M
EW
Edwards Lifesciences Corp

Healthcare
3.19K
New
$73.75 - $81.83 $235K - $261K
3.19K $248M
GLW
Corning Inc

Technology
3.01K
New
$51.6 - $82.03 $155K - $247K
3.01K $247M
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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