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waypoint wealth counsel

13F
waypoint wealth counsel
Last update 2025-04-23 119 Stocks (24 new)
Value $159.00 Mil Turnover 8 %
Countries:
Top Holdings: VOO(11.86%)JAAA(5.93%)VYM(5.87%)SPY(5.42%)GLD(5.20%)
Summary Stock Picks Current Portfolio
waypoint wealth counsel Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
36,765
18,894.1
+5.87%
11.860
+0.66%
0.000
-2.56%
-0.22%
579,322.8
 
JAAA 		Janus Henderson AAA CLO ETF
186,309
9,447.8
+9.26%
5.930
+0.50%
0.040
+0.82%
+1.55%
20,808.6
 
VYM 		Vanguard High Dividend Yield Indx ETF
72,556
9,356.9
-1.76%
5.870
-0.11%
0.010
-3.55%
+0.79%
58,287.2
 
SPY 		SPDR S&P 500 ETF Trust
15,432
8,632.5
-0.35%
5.420
-0.02%
0.000
-2.55%
-0.25%
594,301.5
 
GLD 		SPDR Gold Shares ETF
28,752
8,284.6
+2.12%
5.200
+0.11%
0.010
+12.96%
+26.30%
97,983.7
 
IVV 		iShares Core S&P 500 ETF
13,548
7,612.6
+0.12%
4.780
+0.01%
0.000
-2.55%
-0.20%
583,294.6
 
AAPL 		Apple Inc
31,282
6,948.6
+1.31%
4.360
+0.06%
0.000
-17.59%
-19.10%
3,018,381.1
Hardware
MSFT 		Microsoft Corp
16,763
6,292.6
+3.27%
3.950
+0.13%
0.000
+11.07%
+7.78%
3,363,746.4
Software
IAU 		iShares Gold Trust
78,597
4,634.1
0%
2.910
0%
0.010
+13.00%
+26.42%
46,784.3
 
IWM 		iShares Russell 2000 ETF
20,218
4,033.3
-12.29%
2.530
-0.41%
0.010
-6.49%
-7.83%
62,180.8
 

waypoint wealth counsel's Historical Top Holdings Breakdowns

waypoint wealth counsel's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+1.00%
●
663000 ($729331) 801950
$761,380.00
4.39%
New holding
2
2
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+0.66%
●
507.05 ($540.58) 563.67
$535.77
-0.89%
Add 5.87%
36,765
2,037
JAAA 		Janus Henderson AAA CLO ETF2025-03-31Add
+0.50%
●
50.48 ($50.78) 51.04
$50.58
-0.39%
Add 9.26%
186,309
15,787
IWM 		iShares Russell 2000 ETF2025-03-31Reduce
-0.41%
●
198.1 ($216.92) 229.79
$203.21
-6.32%
Reduce -12.29%
20,218
-2,832
IJR 		iShares Core S&P Small-Cap ETF2025-03-31New Buy
+0.30%
●
102.49 ($112.84) 119.96
$104.64
-7.27%
New holding
4,621
4,621
VB 		Vanguard Small Cap ETF2025-03-31Add
+0.30%
●
217.89 ($238.81) 252.64
$226.83
-5.02%
Add 15.58%
16,206
2,184
JPM 		JPMorgan Chase & Co2025-03-31Reduce
-0.27%
●
225.19 ($254.94) 279.95
$261.04
2.39%
Reduce -23.23%
5,628
-1,703
JBBB 		Janus Henderson B-BBB CLO ETF2025-03-31Add
+0.26%
●
48.34 ($49.11) 49.66
$48.12
-2.02%
Add 14.62%
66,465
8,477
XLE 		The Energy Select Sector SPDR Fund2025-03-31Reduce
-0.26%
●
85.7 ($90.17) 93.96
$82.05
-9.01%
Reduce -49.83%
4,772
-4,740
NVDA 		NVIDIA Corp2025-03-31Add
+0.25%
●
106.98 ($126.74) 149.43
$131.80
3.99%
Add 17.6%
24,872
3,723

waypoint wealth counsel Total Holding History ($B)

To

waypoint wealth counsel's Asset Allocation

To

waypoint wealth counsel Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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waypoint wealth counsel's Hypothetical Growth since 2025-03-31

waypoint wealth counsel's Yearly Returns

Year Portfolio % % Excess Gain %

waypoint wealth counsel's Holdings Heat Map

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waypoint wealth counsel's Holdings Bubble Chart

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