Wayfinding Financial, LLC holdings history

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164 is the total number of securities Wayfinding Financial, LLC has owned. The longest Wayfinding Financial, LLC has owned a single stock is 8 quarters.

Wayfinding Financial, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MSFT MICROSOFT CORP COM8811.78%12.42%13.17%Q4 2021Q3 20238
IVV ISHARES CORE S&P 500 ETF888.14%9.35%10.21%Q4 2021Q3 20238
ZACKS EARNINGS CONS PO...884.75%5.60%6.76%Q4 2021Q3 20238
AAPL APPLE INC COM885.02%5.31%5.56%Q4 2021Q3 20238
GCC WISDOMTREE MODITY STRA...881.97%2.55%3.09%Q4 2021Q3 20238
SBUX STARBUCKS CORP COM881.84%2.28%2.56%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW COM881.79%1.96%2.09%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION COM880.92%1.73%2.96%Q4 2021Q3 20238
BA BOEING CO COM880.51%0.95%2.05%Q4 2021Q3 20238
JNJ JOHNSON JOHNSON COM880.81%0.90%1.04%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO COM880.86%0.90%0.98%Q4 2021Q3 20238
MCD MCDONALDS CORP COM880.67%0.77%0.88%Q4 2021Q3 20238
ABBV ABBVIE INC COM880.66%0.74%0.84%Q4 2021Q3 20238
PCAR PACCAR INC COM880.64%0.74%0.92%Q4 2021Q3 20238
NEE NEXTERA ENERGY INC COM880.47%0.73%0.94%Q4 2021Q3 20238
FISV FISERV INC COM880.65%0.71%0.77%Q4 2021Q3 20238
HD HOME DEPOT INC COM880.60%0.70%0.80%Q4 2021Q3 20238
CVX CHEVRON CORP NEW COM880.53%0.68%0.80%Q4 2021Q3 20238
AMZN AMAZON INC880.58%0.65%0.78%Q4 2021Q3 20238
BAC BK OF AMERICA CORP COM880.48%0.61%0.73%Q4 2021Q3 20238
MMM 3M CO COM880.39%0.56%0.72%Q4 2021Q3 20238
BRKB BERKSHIRE HATH INC DEL...880.48%0.55%0.66%Q4 2021Q3 20238
EMR EMERSON ELEC CO COM880.43%0.52%0.58%Q4 2021Q3 20238
ADP AUTOMATIC DATA PROCESS...880.46%0.52%0.64%Q4 2021Q3 20238
VOO VANGUARD S&P 500 ETF880.36%0.52%0.62%Q4 2021Q3 20238
ABT ABBOTT LABS COM880.42%0.46%0.50%Q4 2021Q3 20238
CSCO CISCO SYS INC COM880.41%0.46%0.54%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO COM880.40%0.46%0.57%Q4 2021Q3 20238
PEP PEPSICO INC COM880.39%0.45%0.54%Q4 2021Q3 20238
FB META PLATFORMS INC CL A880.24%0.44%0.58%Q4 2021Q3 20238
CAT CATERPILLAR INC COM880.38%0.43%0.55%Q4 2021Q3 20238
NKE NIKE INC CL B880.29%0.42%0.54%Q4 2021Q3 20238
XOM EXXON MOBIL CORP COM880.32%0.40%0.49%Q4 2021Q3 20238
MRK MERCK CO INC COM880.30%0.37%0.41%Q4 2021Q3 20238
KO COCA COLA CO COM880.30%0.36%0.44%Q4 2021Q3 20238
LMT LOCKHEED MARTIN CORP COM880.26%0.34%0.46%Q4 2021Q3 20238
VZ VERIZONMUNICATIONS INC880.19%0.33%0.45%Q4 2021Q3 20238
WMT WALMART INC COM880.23%0.32%0.45%Q4 2021Q3 20238
PFE PFIZER INC COM880.22%0.30%0.36%Q4 2021Q3 20238
IWF ISHARES RUSSELL 1000 GWTH880.23%0.28%0.38%Q4 2021Q3 20238
IBM INTL BUSINESS MACHS COM880.25%0.28%0.34%Q4 2021Q3 20238
GOOGL ALPHABET INC CAP STK CL A880.22%0.27%0.36%Q4 2021Q3 20238
VO VANGUARD MID-CAP INDEX...880.18%0.27%0.33%Q4 2021Q3 20238
WFC WELLS FARGO CO NEW COM880.21%0.26%0.30%Q4 2021Q3 20238
CRM SALESFORCE INC COM880.23%0.25%0.28%Q4 2021Q3 20238
HON HONEYWELL INTL INC COM880.20%0.23%0.26%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC...880.17%0.22%0.26%Q4 2021Q3 20238
BMY BRISTOL-MYERS SQUIBB C...880.18%0.22%0.26%Q4 2021Q3 20238
PNC PNC FINL SVCS GROUP IN...880.15%0.20%0.24%Q4 2021Q3 20238
XLRE REAL EST SEL SECT SPDR...771.47%3.45%4.39%Q4 2021Q2 20237
GOOG ALPHABET INC CAP STK CL C430.17%0.21%0.24%Q4 2021Q3 20237
QCOM QUALCOMM INC COM770.16%0.20%0.22%Q4 2021Q2 20237
GIS GENERAL MLS INC COM770.16%0.18%0.21%Q4 2021Q2 20237
SCHA SCHWAB U.S. SMALL-CAP ETF420.17%0.28%0.35%Q4 2021Q3 20236
SDY SPDR S&P DIVIDEND ETF660.26%0.27%0.28%Q4 2021Q1 20236
WM WASTE MGMT INC DEL COM420.14%0.16%0.19%Q4 2021Q2 20236
DGRO ISHARES CORE DIVIDEND ...558.13%8.45%8.62%Q4 2021Q4 20225
SPIB SPDR PORT INT TERM COR...210.30%4.47%9.10%Q4 2021Q3 20235
SPLG SPDR PORT SP 500550.84%0.98%1.15%Q4 2021Q4 20225
ESGU ISHARES ESG AWARE MSCI...550.65%0.77%0.86%Q4 2021Q4 20225
SCHZ SCHWAB US AGGREGATE BO...550.38%0.41%0.45%Q4 2021Q4 20225
GOVT ISHARES U.S. TREASURY ...550.32%0.41%0.58%Q4 2021Q4 20225
EFV ISHARES MSCI EAFE VALU...550.33%0.34%0.35%Q4 2021Q4 20225
SPYD SPDR PORT SP 500 HIGH ...550.32%0.34%0.38%Q4 2021Q4 20225
SCHG SCHWAB US LARGE CAP GWTH210.16%0.29%0.43%Q4 2021Q3 20235
IUSB ISHARES CORE TOT USD B...550.22%0.26%0.29%Q4 2021Q4 20225
IGRO ISHARES INTL DIV GWTH550.23%0.25%0.29%Q4 2021Q4 20225
LLY LILLY ELI CO COM320.18%0.25%0.33%Q2 2022Q3 20235
EFG ISHARES MSCI EAFE GWTH550.17%0.21%0.24%Q4 2021Q4 20225
COP CONOCOPHILLIPS COM310.17%0.21%0.24%Q1 2022Q3 20235
GSAT GLOBALSTAR INC COM320.01%0.03%0.05%Q2 2022Q3 20235
LQD ISHARES IBOXX INVT GRA...316.88%8.20%11.28%Q3 2022Q3 20234
PFF ISHARES PREFERRED & IN...311.72%2.41%2.97%Q3 2022Q3 20234
MIDF ISHARES MSCI USA MID-C...312.05%2.09%2.19%Q4 2021Q4 20224
SMLF ISHARES MSCI USA SMALL...311.96%2.02%2.11%Q4 2021Q4 20224
JPME JPMORGAN DVSD RETURN U...311.45%1.62%1.91%Q3 2022Q3 20234
JPSE JPMORGAN DVSD RETURN U...311.46%1.61%1.89%Q3 2022Q3 20234
SRLN SPDR BLACKSTONE SEN LOAN210.16%0.86%1.56%Q4 2021Q3 20234
DIAL COLUMBIA DIV FIXED INC...310.70%0.82%0.89%Q4 2021Q4 20224
IGSB ISHARES 1 TO 5 YEAR IN...310.24%0.55%0.70%Q3 2022Q3 20234
INTC INTEL CORP COM310.25%0.28%0.29%Q4 2021Q4 20224
V VISA INC COM CL A310.19%0.26%0.31%Q3 2022Q3 20234
NUE NUCOR CORP COM310.21%0.21%0.21%Q1 2022Q3 20234
NSC NORFOLK SOUTHN CORP COM310.18%0.19%0.20%Q4 2021Q4 20224
AMGN AMGEN INC COM310.17%0.19%0.22%Q4 2021Q4 20224
88 ENERGY LTD ORD SHS310.00%0.00%0.00%Q1 2022Q1 20234
SPSB SPDR PORT SHORT TERM C...212.43%4.32%5.46%Q3 2022Q2 20233
XLU UTILITIES SELECT SECTO...332.52%2.86%3.23%Q1 2023Q3 20233
FPE FIRST TRUST PREF SEC A...211.96%2.56%2.86%Q4 2021Q4 20223
BBUS JP MORGAN BETABUILDERS...331.33%1.38%1.41%Q1 2023Q3 20233
AGG ISHARES CORE U.S. AGGR...331.18%1.36%1.69%Q1 2023Q3 20233
CAPITAL GROUP GROWTH331.11%1.17%1.21%Q1 2023Q3 20233
BBIN JPMORGAN BETABUILDERS ...330.94%0.97%1.00%Q1 2023Q3 20233
JCPB JPMORGAN CORE PLUS330.52%0.61%0.76%Q1 2023Q3 20233
JPMORGAN ACTIVE GROWTH330.43%0.51%0.56%Q1 2023Q3 20233
SHYG ISHARES 0 5 YEAR HIGH ...330.40%0.41%0.44%Q1 2023Q3 20233
SCHV SCHWAB US LARGE CAP VALUE210.30%0.40%0.44%Q4 2021Q4 20223
JPMORGAN ACTIVE VALUE330.36%0.39%0.41%Q1 2023Q3 20233
JEMA JPMORGAN ACTIVE EMER M...330.33%0.36%0.40%Q1 2023Q3 20233
SCHF SCHWAB INTL EQUITY210.24%0.35%0.40%Q4 2021Q4 20223
LOW LOWES COS INC COM330.29%0.31%0.34%Q1 2023Q3 20233
SHY ISHARES 1 3 YEAR TREAS...330.26%0.29%0.32%Q1 2023Q3 20233
AMD ADVANCED MICRO DEVICES...330.24%0.25%0.26%Q1 2023Q3 20233
IGLB ISHARES 10 YEAR INVT G...330.22%0.23%0.24%Q1 2023Q3 20233
VEA VANGUARD FTSE DEVELOPE...330.22%0.22%0.23%Q1 2023Q3 20233
AGGY WISDOMTREE YIELD ENH U...210.20%0.21%0.23%Q4 2021Q4 20223
USRT ISHARES CORE U.S. REIT330.20%0.21%0.22%Q1 2023Q3 20233
PM PHILIP MORRIS INTL INC...330.17%0.21%0.27%Q1 2023Q3 20233
MDLZ MONDELEZ INTL INC CL A330.18%0.20%0.22%Q1 2023Q3 20233
IEI ISHARES 3 to 7 YEAR TR...330.18%0.20%0.22%Q1 2023Q3 20233
MA MASTERCARD INCORPD CL A330.19%0.19%0.19%Q1 2023Q3 20233
SO SOUTHERN CO COM330.18%0.19%0.20%Q1 2023Q3 20233
AJG GALLAGHER ARTHUR J CO COM330.16%0.19%0.22%Q1 2023Q3 20233
GILD GILEAD SCIENCES INC COM330.17%0.19%0.20%Q1 2023Q3 20233
T AT&T INC110.18%0.18%0.18%Q4 2021Q4 20223
VYMI VANGUARD INTL HIGH DIV...330.16%0.17%0.20%Q1 2023Q3 20233
HIG HARTFORD FINL SVCS GRO...330.16%0.17%0.19%Q1 2023Q3 20233
ALK ALASKA AIR GROUP INC COM210.17%0.17%0.17%Q4 2021Q4 20223
F FORD MTR CO DEL COM330.10%0.16%0.27%Q1 2023Q3 20233
TLT ISHARES 20 YEAR TREASU...220.21%2.10%3.99%Q2 2022Q3 20222
USIG ISHARES BROAD USD INST...111.95%1.95%1.95%Q4 2021Q4 20222
VRP INVESCO VAR RATE PREF111.16%1.16%1.16%Q4 2021Q4 20222
JQUA JPMORGAN U.S. QUALITY ...220.26%0.31%0.36%Q2 2023Q3 20232
TLH ISHARES 10 20 YEAR TRE...220.28%0.28%0.29%Q2 2023Q3 20232
JPMORGAN INCOME220.19%0.24%0.29%Q2 2023Q3 20232
AVGO BROADCOM INC COM220.22%0.23%0.24%Q2 2023Q3 20232
MO ALTRIA GROUP INC COM220.17%0.20%0.23%Q1 2023Q2 20232
TSLA TESLA INC COM220.20%0.20%0.20%Q2 2023Q3 20232
CMCSA COMCAST CORP NEW CL A220.18%0.20%0.22%Q2 2023Q3 20232
EELV INVESCO SP EMER MKTS L...220.19%0.20%0.20%Q2 2022Q3 20222
JNK SPDR BLOOMBERG HIGH YIELD220.19%0.19%0.19%Q2 2023Q3 20232
BSV VANGUARD ST BOND INDEX...110.19%0.19%0.19%Q4 2021Q4 20222
EBND SPDR BLOOMBERG EMER MA...220.18%0.19%0.19%Q2 2023Q3 20232
SPTL SPDR PORTFOLIO LONG TE...220.17%0.18%0.19%Q2 2023Q3 20232
CAH CARDINAL HEALTH INC COM220.17%0.18%0.19%Q2 2023Q3 20232
CTAS CINTAS CORP COM220.17%0.18%0.18%Q2 2023Q3 20232
MCK MCKESSON CORP COM220.15%0.17%0.20%Q2 2023Q3 20232
NFLX NETFLIX INC COM220.17%0.17%0.18%Q2 2023Q3 20232
DIS DISNEY WALT CO110.17%0.17%0.17%Q4 2021Q4 20222
VNLA JANUS HEND SHORT DUR INC110.17%0.17%0.17%Q4 2021Q4 20222
DE DEERE CO COM220.15%0.16%0.16%Q1 2023Q2 20232
MET METLIFE INC COM220.15%0.16%0.17%Q2 2023Q3 20232
MRVL MARVELL TECHNOLOGY INC...220.15%0.16%0.16%Q2 2023Q3 20232
BLK BLACKROCK INC COM220.16%0.16%0.16%Q2 2023Q3 20232
MDT MEDTRONIC PLC SHS220.15%0.15%0.16%Q1 2023Q2 20232
KMI KINDER MORGAN INC DEL COM220.13%0.13%0.13%Q2 2023Q3 20232
IGIB ISHARES 5-10 YEAR INVT...117.89%7.89%7.89%Q2 2022Q2 20221
SPLB SPDR PORTFOLIO LONG TE...113.28%3.28%3.28%Q3 2023Q3 20231
ICVT ISHARES CONVERTIBLE BO...112.32%2.32%2.32%Q1 2022Q1 20221
CWB SPDR BLOOMBERG CONVERT...112.30%2.30%2.30%Q2 2022Q2 20221
PSK SPDR ICE PREFERRED SEC...111.99%1.99%1.99%Q2 2022Q2 20221
US TREASURY 3 MONTH BILL111.38%1.38%1.38%Q3 2023Q3 20231
BTAL AGF U.S. MKT NEUTRAL A...110.34%0.34%0.34%Q1 2023Q1 20231
HYG ISHARES IBOXX HIGH YIE...110.30%0.30%0.30%Q1 2023Q1 20231
SCHP SCHWAB US TIPS110.22%0.22%0.22%Q2 2022Q2 20221
GLIF GRANT LIFE SCIENCES IN...110.22%0.22%0.22%Q1 2023Q1 20231
MSCI MSCI INC COM110.21%0.21%0.21%Q1 2023Q1 20231
RWR SPDR DOW JONES REIT110.21%0.21%0.21%Q1 2023Q1 20231
BIL SPDR BLOOMBERG 1 3 MON...110.21%0.21%0.21%Q1 2023Q1 20231
FALN ISHARES FALLEN ANGELS ...110.19%0.19%0.19%Q3 2022Q3 20221
JEPI JPM EQUITY PREMIUM INCOME110.19%0.19%0.19%Q1 2023Q1 20231
JPHY JPMORGAN BETABUILDERS ...110.18%0.18%0.18%Q3 2023Q3 20231
VIG VANGUARD DIVIDEND APPR...110.17%0.17%0.17%Q1 2023Q1 20231
SPDW SPDR PORTFOLIO DEVELOP...110.15%0.15%0.15%Q3 2023Q3 20231
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The securities at the top of the list , including MICROSOFT CORP COM, ISHARES CORE S&P 500 ETF, and ZACKS EARNINGS CONS PORTFOLIO, are the highest-conviction holdings of Wayfinding Financial, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Wayfinding Financial, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Wayfinding Financial, LLC owns currently or has owned in the past.