Waypoint Wealth Counsel Sells in Q3 2024

Waypoint Wealth Counsel

Stock	Shares change	Price Range	Shares Held
RC Ready Capital Corp Real Estate	-16.3K - 42.66%	$7.63 - $9.43 $124K - $154K	21.9K $167M
USMV Ishares Msci Usa Min Vol Facto ETFs	-1.76K - 17.88%	$83.76 - $91.82 $147K - $161K	8.07K $737M
CVX Chevron Corp Energy	-218 - 9.13%	$137.88 - $161.97 $30.1K - $35.3K	2.17K $320M
XLE Energy Sector Spdr ETFs	-215 - 2.21%	$84.35 - $93.39 $18.1K - $20.1K	9.51K $835M
F Ford Motor CO Consumer Cyclical	-2.02K - 16.49%	$9.71 - $14.55 $19.6K - $29.4K	10.2K $108M
IEF Ishares Barclays ETFs	-1.26K - 7.18%	$92.67 - $99.14 $117K - $125K	16.3K $1.6B
MRK Merck & Co., Inc. Healthcare	-47 - 1.61%	$111.15 - $128.97 $5.22K - $6.06K	2.88K $327M
DIS Walt Disney CO Communication Services	-107 - 4.12%	$85.6 - $98.61 $9.16K - $10.6K	2.49K $239M
GPC Genuine Parts CO Consumer Cyclical	-88 - 3.58%	$131.04 - $147.11 $11.5K - $12.9K	2.37K $331M
IWF Ishares Russell 1000 Gr ETF ETFs	-11 - 0.59%	$332.02 - $382.76 $3.65K - $4.21K	1.86K $699M
EGP Eastgroup Properties Inc Real Estate	-350 - 6.19%	$169.51 - $191.71 $59.3K - $67.1K	5.3K $990M
CAT Caterpillar Inc Industrials	-18 - 2.13%	$316.8 - $391.12 $5.7K - $7.04K	827 $323M
IBM International Business Machines Corp Technology	-4 - 0.31%	$175.1 - $223.38 $700 - $894	1.29K $286M
VB Vanguard Small Cap ETF ETFs	-239 - 1.68%	$214.77 - $237.72 $51.3K - $56.8K	14K $3.31B
IAU Ishares Gold Trust ETFs	-225 - 0.28%	$44.06 - $50.5 $9.91K - $11.4K	78.9K $3.92B

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