Arcadia Wealth Management, LLC Portfolio Holdings

Arcadia Wealth Management, LLC

  • $190 Billion
  • Q3 2024

Arcadia Wealth Management, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $190 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $24.9B, Vanguard Ftse Developed Market with a value of $24.3B, Vanguard Value ETF with a value of $21.2B, Ishares U.S. Treasury Bond ETF with a value of $17.9B, and Vanguard Ftse Emerging Mkts Et with a value of $8.46B.

Examining the 13F form we can see an increase of $14.9B in the current position value, from $175B to 190B.

Arcadia Wealth Management, LLC is based out at Manchester, NH

Below you can find more details about Arcadia Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Billion
ETFs: $180 Billion
Consumer Cyclical: $3.99 Billion
Technology: $2.64 Billion
Financial Services: $1.98 Billion
Industrials: $684 Million
Communication Services: $600 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $190 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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