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Aon shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Aon (AON) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in Aon

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All positions including Aon held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aon by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $296k 886 333.72
2023-12-31 $325k 1.1k 291.03
2023-09-30 $364k 1.1k 324.23
2023-03-31 $405k 1.3k 315.30
2022-12-31 $442k 1.5k 300.14

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for waypoint wealth counsel

Top funds holding Aon

Vanguard Group
BlackRock
Massachusetts Financial Services
Morgan Stanley
Mawer Investment Management
WCM Investment Management
Berkshire Hathaway
Geode Capital Management
Lazard Asset Management
Sustainable Growth Advisers
Eagle Capital Management
Mackenzie Financial
Northern Trust
Mitsubishi UFJ Asset Management
Bank of America Corporation

View all funds holding Aon