Waypoint Wealth Counsel Incresed Positions in Q4 2024

Waypoint Wealth Counsel

  • $153 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.24K
+ 3.71%
$521.84 - $558.82 $648K - $694K
34.7K $18.7B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
21K
+ 14.06%
$50.62 - $50.97 $1.06M - $1.07M
171K $8.65B
AAPL
Apple Inc.

Technology
1.37K
+ 4.64%
$221.69 - $259.02 $304K - $355K
30.9K $7.73B
IWM
Ishares Russell 2000 ETF

ETFs
3.32K
+ 16.83%
$216.13 - $242.4 $718K - $805K
23.1K $5.09B
AMZN
Amazon Com Inc

Consumer Cyclical
388
+ 3.17%
$180.88 - $232.93 $70.2K - $90.4K
12.6K $2.77B
NVDA
Nvidia Corp

Technology
319
+ 1.53%
$117.0 - $148.88 $37.3K - $47.5K
21.1K $2.84B
TSLA
Tesla, Inc.

Consumer Cyclical
122
+ 6.87%
$213.65 - $479.86 $26.1K - $58.5K
1.9K $766M
IWV
Ishares Russell 3000 ETF

ETFs
739
+ 19.58%
$323.08 - $349.08 $239K - $258K
4.51K $1.51B
AVGO
Broadcom Inc.

Technology
165
+ 4.4%
$159.67 - $250.0 $26.3K - $41.3K
3.92K $908M
JPM
Jpmorgan Chase & CO

Financial Services
180
+ 2.52%
$205.18 - $250.29 $36.9K - $45.1K
7.33K $1.76B
COST
Costco Wholesale Corp

Consumer Defensive
188
+ 14.02%
$873.59 - $994.69 $164K - $187K
1.53K $1.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.08%
$567.81 - $607.81 $6.81K - $7.29K
15.5K $9.08B
GOOGL
Alphabet Inc.

Communication Services
210
+ 3.23%
$161.86 - $196.66 $34K - $41.3K
6.71K $1.27B
IVW
Ishares S&P 500 Growth ETF

ETFs
99
+ 0.36%
$94.43 - $105.47 $9.35K - $10.4K
27.3K $2.77B
HD
Home Depot, Inc.

Consumer Cyclical
522
+ 20.17%
$385.02 - $431.37 $201K - $225K
3.11K $1.21B
VIG
Vanguard Dividend Appreciation

ETFs
837
+ 9.03%
N/A
10.1K $1.98B
IEF
Ishares Barclays

ETFs
2.42K
+ 14.86%
$92.08 - $98.18 $223K - $238K
18.7K $1.73B
QQQ
Invesco Qqq Trust, Series 1

ETFs
62
+ 1.62%
$481.22 - $538.17 $29.8K - $33.4K
3.89K $1.99B
NFLX
Netflix Inc

Communication Services
18
+ 3.45%
$687.65 - $936.56 $12.4K - $16.9K
539 $480M
CSCO
Cisco Systems, Inc.

Technology
214
+ 1.67%
$52.45 - $60.02 $11.2K - $12.8K
13.1K $773M
WMT
Walmart Inc.

Consumer Defensive
400
+ 7.7%
$79.1 - $95.7 $31.6K - $38.3K
5.59K $505M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.01K
+ 1.39%
$126.68 - $134.74 $128K - $137K
73.9K $9.42B
V
Visa Inc.

Financial Services
95
+ 12.15%
$273.87 - $320.91 $26K - $30.5K
877 $277M
BAC
Bank Of America Corp

Financial Services
747
+ 11.2%
$39.22 - $47.77 $29.3K - $35.7K
7.42K $326M
VB
Vanguard Small Cap ETF

ETFs
58
+ 0.42%
$233.76 - $261.58 $13.6K - $15.2K
14K $3.37B
META
Meta Platforms, Inc.

Communication Services
56
+ 4.37%
$554.08 - $632.68 $31K - $35.4K
1.34K $784M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
66.2K
+ 199.15%
$22.01 - $66.82 $1.46M - $4.42M
99.4K $2.26B
VUG
Vanguard Growth ETF

ETFs
34
+ 2.91%
$378.79 - $428.11 $12.9K - $14.6K
1.2K $494M
IGM
Ishares Expanded Tech Sector E

ETFs
3
+ 0.06%
$94.19 - $106.95 $283 - $321
5.27K $537M
MA
Mastercard Inc

Financial Services
31
+ 6.87%
$491.3 - $536.15 $15.2K - $16.6K
482 $254M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
15
+ 2.45%
$340.59 - $380.5 $5.11K - $5.71K
626 $229M
IYF
Ishares Tr

ETFs
9
+ 0.41%
$102.7 - $119.05 $924 - $1.07K
2.2K $243M
SLB
Schlumberger Limited

Energy
1.06K
+ 15.29%
$36.83 - $45.59 $38.9K - $48.2K
7.97K $305M
AON
Aon PLC

Financial Services
7
+ 0.76%
$344.14 - $393.31 $2.41K - $2.75K
934 $335M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
62
+ 2.76%
$442.29 - $483.08 $27.4K - $30K
2.31K $1.05B
ICAD
Icad Inc

Healthcare
4.4K
+ 44.0%
$1.39 - $2.4 $6.12K - $10.6K
14.4K $26.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 0.42%
$1146.59 - $1270.6 $1.15K - $1.27K
240 $285M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
116
+ 0.32%
$61.68 - $67.87 $7.15K - $7.87K
36K $2.24B
IBM
International Business Machines Corp

Technology
33
+ 2.55%
$204.9 - $238.04 $6.76K - $7.86K
1.33K $291M
CAT
Caterpillar Inc

Industrials
78
+ 9.43%
$360.37 - $416.88 $28.1K - $32.5K
905 $328M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
52.2K
+ 210.1%
$26.93 - $84.95 $1.41M - $4.43M
77K $2.1B
PG
Procter & Gamble CO

Consumer Defensive
70
+ 5.35%
$161.05 - $179.7 $11.3K - $12.6K
1.38K $231M
VO
Vanguard Mid Cap ETF

ETFs
9
+ 0.16%
$261.5 - $284.63 $2.35K - $2.56K
5.77K $1.52B
CVX
Chevron Corp

Energy
57
+ 2.63%
$141.15 - $162.53 $8.05K - $9.26K
2.23K $323M
MSFT
Microsoft Corp

Technology
338
+ 2.13%
$406.35 - $454.46 $137K - $154K
16.2K $6.84B
HNI
Hni Corp

Industrials
164
+ 2.96%
$49.28 - $57.49 $8.08K - $9.43K
5.7K $287M
KO
Coca Cola CO

Consumer Defensive
637
+ 11.9%
$61.74 - $71.71 $39.3K - $45.7K
5.99K $373M
SO
Southern CO

Utilities
80
+ 3.4%
$81.5 - $94.15 $6.52K - $7.53K
2.44K $200M
RC
Ready Capital Corp

Real Estate
19
+ 0.09%
$6.71 - $7.57 $127 - $144
21.9K $150M
Activity Summary
Buys All Purchases 63 New Holdings 1 Increased Positions 62 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 1 Puts 0
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