Arcadia Wealth Management, LLC Portfolio Holdings

Arcadia Wealth Management, LLC

  • $175 Billion
  • Q2 2024

Arcadia Wealth Management, LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $175 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 $22.5B, Vanguard Ftse Developed Market with a value of $21.1B, Vanguard Value ETF with a value of $17.9B, Spdr Ser Tr Spdr Portfolio Int with a value of $13.1B, and Ishares Core U.S. Aggregate Bo with a value of $10.2B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $163B to 175B.

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 $175 Billion
ETFs: $166 Billion
Consumer Cyclical: $4 Billion
Technology: $2.46 Billion
Financial Services: $1.73 Billion
Industrials: $631 Million
Communication Services: $602 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$347 Million 0.2% of portfolio
5,860
Q2 2024 Added 23.92%
$1.3T
$353 Million 0.2% of portfolio
701
Q2 2024 Reduced 3.04%
$0
$329 Million 0.19% of portfolio
1,246
Q2 2024 Reduced 2.88%
$0
$310 Million 0.18% of portfolio
17,154
Q4 2023 New
$0
$292 Million 0.17% of portfolio
3,522
Q2 2024 Reduced 11.55%
$0
$257 Million 0.15% of portfolio
4,436
Q2 2024 Added 16.55%
$0
$255 Million 0.15% of portfolio
3,106
Q2 2024 Reduced 26.66%
$565M
$243 Million 0.14% of portfolio
3,991
Q4 2023 Reduced 49.96%
$1.02T
$249 Million 0.14% of portfolio
1,357
Q2 2024 New
$73.6B
$231 Million 0.13% of portfolio
9,106
Q2 2024 Added 1.11%
$91.1B
$229 Million 0.13% of portfolio
1,259
Q2 2024 Reduced 4.48%
$101M
$45.2 Million 0.03% of portfolio
13,366
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $175 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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