Arcadia Wealth Management, Inc. New Holdings in Q4 2024

Arcadia Wealth Management, Inc.

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
889K
New
$33.92 - $36.6 $30.1M - $32.5M
889K $30.7B
AVUS
American Centy ETF Tr Avantis

ETFs
237K
New
$94.36 - $102.06 $22.4M - $24.2M
237K $23B
DFAI
Dimensional ETF Tr

ETFs
253K
New
$29.0 - $31.6 $7.34M - $8M
253K $7.39B
AVUV
American Centy ETF Tr Avantis

ETFs
63.2K
New
$94.37 - $106.41 $5.96M - $6.72M
63.2K $6.1B
DFAR
Dimensional ETF Tr Dimensional

ETFs
139K
New
$22.72 - $25.76 $3.15M - $3.57M
139K $3.23B
DFSD
Dimensional ETF Tr Short Durat

ETFs
66.7K
New
$46.75 - $47.8 $3.12M - $3.19M
66.7K $3.13B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
74.9K
New
$41.17 - $43.34 $3.08M - $3.25M
74.9K $3.09B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
32.7K
New
$89.81 - $104.0 $2.94M - $3.4M
32.7K $2.95B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
106K
New
$26.16 - $28.82 $2.77M - $3.06M
106K $2.78B
AVDE
American Centy ETF Tr Avantis

ETFs
39.3K
New
$60.9 - $66.69 $2.39M - $2.62M
39.3K $2.41B
AVIG
American Centy ETF Tr Avantis

ETFs
51.6K
New
$40.48 - $42.48 $2.09M - $2.19M
51.6K $2.09B
AVRE
American Centy ETF Tr Avantis
48.7K
New
$41.03 - $46.91 $2M - $2.29M
48.7K $2.04B
DUHP
Dimensional ETF Tr Dimensional

ETFs
58K
New
$33.62 - $35.69 $1.95M - $2.07M
58K $1.96B
AVEM
American Centy ETF Tr Avantis

ETFs
32.9K
New
$58.59 - $66.14 $1.93M - $2.18M
32.9K $1.93B
XLK
Technology Sector Spdr

ETFs
8.09K
New
$220.26 - $241.44 $1.78M - $1.95M
8.09K $1.88B
AAPL
Apple Inc.

Technology
7.21K
New
$221.69 - $259.02 $1.6M - $1.87M
7.21K $1.8B
AVDV
American Centy ETF Tr Avantis

ETFs
27K
New
$63.85 - $70.4 $1.72M - $1.9M
27K $1.75B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
32.1K
New
$48.48 - $49.47 $1.56M - $1.59M
32.1K $1.56B
IVV
Ishares Core S&P 500 ETF

ETFs
2.58K
New
$570.51 - $610.59 $1.47M - $1.57M
2.58K $1.52B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.91K
New
$481.22 - $538.17 $1.4M - $1.57M
2.91K $1.49B
VTI
Vanguard Total Stock Market Et

ETFs
4.47K
New
$280.04 - $302.45 $1.25M - $1.35M
4.47K $1.29B
AVSF
American Centy ETF Tr Avantis

ETFs
24.8K
New
$46.02 - $47.0 $1.14M - $1.16M
24.8K $1.14B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
29.1K
New
$35.45 - $40.33 $1.03M - $1.17M
29.1K $1.04B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.62K
New
$567.81 - $607.81 $921K - $986K
1.62K $951M
AEYE
Audioeye Inc

Technology
47.4K
New
$15.11 - $33.64 $715K - $1.59M
47.4K $720M
UTI
Universal Technical Institute Inc

Consumer Defensive
27.7K
New
$15.2 - $26.53 $422K - $736K
27.7K $713M
TSLA
Tesla, Inc.

Consumer Cyclical
1.69K
New
$213.65 - $479.86 $361K - $812K
1.69K $683M
MSFT
Microsoft Corp

Technology
1.6K
New
$406.35 - $454.46 $649K - $725K
1.6K $673M
META
Meta Platforms, Inc.

Communication Services
1.03K
New
$554.08 - $632.68 $568K - $648K
1.03K $600M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
7.8K
New
$68.01 - $70.67 $530K - $551K
7.8K $532M
PFE
Pfizer Inc

Healthcare
19.9K
New
$24.8 - $30.19 $492K - $599K
19.9K $527M
XOM
Exxon Mobil Corp

Energy
4.06K
New
$105.51 - $125.37 $428K - $509K
4.06K $437M
LEU
Centrus Energy Corp

Energy
6.5K
New
$55.8 - $109.53 $363K - $712K
6.5K $433M
AMZN
Amazon Com Inc

Consumer Cyclical
1.85K
New
$180.88 - $232.93 $334K - $430K
1.85K $405M
VEA
Vanguard Ftse Developed Market

ETFs
6.55K
New
$47.57 - $52.44 $312K - $344K
6.55K $313M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.83K
New
$61.52 - $66.5 $297K - $321K
4.83K $308M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.06K
New
$71.75 - $75.11 $292K - $305K
4.06K $292M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.74K
New
$74.5 - $78.37 $279K - $293K
3.74K $280M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.04K
New
$124.26 - $134.12 $253K - $274K
2.04K $262M
VUG
Vanguard Growth ETF

ETFs
580
New
$378.79 - $428.11 $220K - $248K
580 $238M
WEAV
Weave Communications, Inc.

Technology
13.5K
New
$12.47 - $16.19 $168K - $219K
13.5K $215M
VTV
Vanguard Value ETF

ETFs
1.22K
New
$168.32 - $181.87 $205K - $222K
1.22K $206M
GTIM
Good Times Restaurants Inc.

Consumer Cyclical
49.6K
New
$2.43 - $2.94 $121K - $146K
49.6K $129M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
15.8K
New
$7.17 - $12.28 $113K - $193K
15.8K $117M
DIBS
1stdibs.Com, Inc.

Consumer Cyclical
31.9K
New
$3.4 - $4.66 $108K - $149K
31.9K $113M
MCHX
Marchex Inc

Communication Services
29.1K
New
$1.63 - $2.2 $47.4K - $63.9K
29.1K $50.8M
Soluna Holdings Inc
19.8K
New
N/A
19.8K $41.6M
AMRN
Amarin Corp Plcuk

Healthcare
42.8K
New
$0.44 - $0.63 $18.8K - $27K
42.8K $20.8M
CURI
Curiosity Stream Inc.

Communication Services
10.8K
New
$1.51 - $2.63 $16.3K - $28.4K
10.8K $16.5M
Activity Summary
Buys All Purchases 50 New Holdings 50 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Arcadia Wealth Management, Inc. Portfolio

Follow Arcadia Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arcadia Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Arcadia Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email