WAYPOINT WEALTH COUNSEL
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KO | 126K | $8.80M |
 | PCG | 63K | $1.02M |
 | ADT | 56K | $454.70K |
 | AAPL | 35K | $9.60M |
 | NVDA | 31K | $5.69M |
 | INTC | 28K | $1.02M |
 | CNC | 26K | $1.08M |
 | AGL | 24K | $16.36K |
 | LYFT | 23K | $451.63K |
 | BMY | 22K | $1.19M |
 | MPW | 19K | $94.04K |
 | MSFT | 18K | $8.78M |
 | AMZN | 16K | $3.75M |
 | WEN | 16K | $132.72K |
 | EIX | 16K | $936.73K |
 | ASTS | 15K | $1.11M |
 | WMT | 15K | $1.69M |
 | FTI | 15K | $666.17K |
 | CSCO | 14K | $1.11M |
 | PFE | 14K | $351.12K |
The Coca-Cola Company
KO
Shares Held
126K
Value
$8.80M
Pacific Gas & Electric Co.
PCG
Shares Held
63K
Value
$1.02M
ADT Inc.
ADT
Shares Held
56K
Value
$454.70K
Apple Inc.
AAPL
Shares Held
35K
Value
$9.60M
NVIDIA Corporation
NVDA
Shares Held
31K
Value
$5.69M
Intel Corporation
INTC
Shares Held
28K
Value
$1.02M
Centene Corporation
CNC
Shares Held
26K
Value
$1.08M
Agilon Health, Inc.
AGL
Shares Held
24K
Value
$16.36K
Lyft, Inc.
LYFT
Shares Held
23K
Value
$451.63K
Bristol-Myers Squibb Company
BMY
Shares Held
22K
Value
$1.19M
Medical Properties Trust, Inc.
MPW
Shares Held
19K
Value
$94.04K
Microsoft Corporation
MSFT
Shares Held
18K
Value
$8.78M
Amazon.com, Inc.
AMZN
Shares Held
16K
Value
$3.75M
The Wendy's Company
WEN
Shares Held
16K
Value
$132.72K
Edison International
EIX
Shares Held
16K
Value
$936.73K
AST SpaceMobile, Inc.
ASTS
Shares Held
15K
Value
$1.11M
Walmart Inc.
WMT
Shares Held
15K
Value
$1.69M
TechnipFMC plc
FTI
Shares Held
15K
Value
$666.17K
Cisco Systems, Inc.
CSCO
Shares Held
14K
Value
$1.11M
Pfizer Inc.
PFE
Shares Held
14K
Value
$351.12K