Archetype Wealth Partners Purchases and Sells in Q2 2025

Archetype Wealth Partners

$721 Million
Q2 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	253K + 86.4%	$93.15 - $96.56 $23.6M - $24.5M	547K $52.4M
IEFA	61.2K + 7.63%	$67.83 - $84.09 $4.15M - $5.15M	864K $72.1M
FIDELITY WISE ORIGIN BITCOIN FUND	31.9K + 105.53%	N/A	62.1K $5.84M
SLV	98.1K + 73.62%	$27.08 - $33.74 $2.66M - $3.31M	231K $7.59M
IJH	22.4K + 7.17%	$51.16 - $62.02 $1.15M - $1.39M	335K $20.8M
IEMG	9.29K + 3.75%	N/A	257K $15.4M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	2.06K New	$74.01 - $144.25 $153K - $298K	2.06K $281K
AMAT	1.34K New	$126.95 - $183.52 $170K - $245K	1.34K $245K
CRAK	7.12K New	$24.54 - $32.8 $175K - $233K	7.12K $233K
NET	1.18K New	$97.08 - $195.83 $115K - $231K	1.18K $231K
AMPLIFY CYBERSECURITY ETF	2.53K New	N/A	2.53K $219K
IVW	1.98K New	$82.96 - $110.1 $165K - $218K	1.98K $218K

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYM	-77.4K - 38.4%	$114.78 - $133.31 $8.88M - $10.3M	124K $16.5M
MUB	-71.2K - 9.85%	$102.31 - $105.8 $7.29M - $7.54M	652K $68.1M
VCSH	-31.8K - 20.22%	$77.94 - $79.5 $2.48M - $2.53M	125K $9.96M
VCIT	-30.1K - 5.11%	$79.56 - $82.92 $2.4M - $2.5M	559K $46.4M
BND	-17.3K - 2.03%	$72.02 - $73.82 $1.25M - $1.28M	836K $61.6M
MGV	-5.29K - 55.92%	$114.87 - $131.25 $608K - $694K	4.17K $547K

Activity Summary All Purchases 52 New Holdings 8 Increased Positions 44 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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