Waypoint Wealth Counsel Sells in Q4 2024

Waypoint Wealth Counsel

  • $153 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-18.6K
- 63.71%
$12.1 - $13.76 $225K - $256K
10.6K $128M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.12K
- 13.86%
$88.59 - $94.57 $99K - $106K
6.95K $617M
GLD
Spdr Gold Trust

ETFs
-289
- 1.02%
$236.59 - $257.5 $68.4K - $74.4K
28.2K $6.82B
LLY
Eli Lilly & CO

Healthcare
-17
- 2.62%
$727.2 - $932.06 $12.4K - $15.8K
631 $487M
ABBV
Abb Vie Inc.

Healthcare
-97
- 2.82%
$164.99 - $203.87 $16K - $19.8K
3.35K $594M
DFAX
Dimensional ETF Tr
-22
- 0.06%
$24.76 - $27.04 $545 - $595
36.4K $904M
PLD
Prologis, Inc.

Real Estate
-9
- 0.32%
$101.4 - $126.96 $913 - $1.14K
2.78K $293M
GPC
Genuine Parts CO

Consumer Cyclical
-34
- 1.44%
$113.11 - $143.63 $3.85K - $4.88K
2.33K $273M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-74
- 0.81%
$54.29 - $59.49 $4.02K - $4.4K
9.08K $498M
UPS
United Parcel Service Inc

Industrials
-64
- 2.66%
$122.65 - $138.35 $7.85K - $8.85K
2.34K $295M
IAU
Ishares Gold Trust

ETFs
-277
- 0.35%
$48.37 - $52.65 $13.4K - $14.6K
78.6K $3.89B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-8
- 0.07%
$105.45 - $117.99 $844 - $944
12.1K $1.29B
UNP
Union Pacific Corp

Industrials
-24
- 2.53%
$223.15 - $249.32 $5.36K - $5.98K
925 $211M
IVV
Ishares Core S&P 500 ETF

ETFs
-305
- 2.2%
$570.51 - $610.59 $174K - $186K
13.5K $7.97B
DIS
Walt Disney CO

Communication Services
-121
- 4.87%
$92.39 - $117.6 $11.2K - $14.2K
2.37K $263M
GOOG
Alphabet Inc.

Communication Services
-347
- 4.49%
$163.08 - $198.16 $56.6K - $68.8K
7.38K $1.41B
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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