Arcadia Wealth Management, Inc. Portfolio Holdings by Sector

Arcadia Wealth Management, Inc.

$118 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC AVUS DFAI AVUV DFAR DFSD DFCF XBI 30 stocks	$107 Million 92.26% of portfolio	30	-	30	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.8 Million 1.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.29 Million 1.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology AEYE WEAV 2 stocks	$935,129 0.81% of portfolio	2	-	2	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UTI 1 stocks	$713,350 0.62% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$683,297 0.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$672,515 0.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$600,148 0.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE 1 stocks	$526,620 0.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN DIBS 2 stocks	$517,759 0.45% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$436,801 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Uranium \| Energy LEU 1 stocks	$432,965 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare IOVA AMRN 2 stocks	$137,324 0.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical GTIM 1 stocks	$128,555 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services MCHX 1 stocks	$50,838 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Broadcasting \| Communication Services CURI 1 stocks	$16,519 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts

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