Archetype Wealth Partners Purchases and Sells in Q1 2025

Archetype Wealth Partners

$681 Million
Q1 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	9.35K + 1.11%	$71.17 - $73.66 $666K - $689K	853K $62.7M
VCIT	8.04K + 1.38%	$79.17 - $82.04 $637K - $660K	589K $48.2M
VYM	7.99K + 4.13%	$126.11 - $135.06 $1.01M - $1.08M	201K $26M
VYMI	4.04K + 2.52%	$67.08 - $76.14 $271K - $308K	165K $12.1M
IEF	2.86K + 0.99%	$91.17 - $95.39 $261K - $273K	293K $28M
PHYS	30.2K + 143.45%	$20.25 - $24.06 $612K - $727K	51.3K $1.23M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	401 New	$725.72 - $929.72 $291K - $373K	401 $331K
INTU	431 New	$555.63 - $630.23 $239K - $272K	431 $265K
SLB	5.92K New	$38.4 - $43.74 $227K - $259K	5.92K $247K
BLACKROCK INC COM	225 New	N/A	225 $213K
PTEN	12.1K New	$7.15 - $9.45 $86.5K - $114K	12.1K $99K
AMARIN CORP PLC SPONSORED ADR	10K New	N/A	10K $4K

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-1.92K - 2.04%	$551.42 - $612.93 $1.06M - $1.18M	92.3K $51.6M
VCSH	-28.3K - 15.27%	$77.7 - $78.94 $2.2M - $2.23M	157K $12.4M
IJH	-5.7K - 1.79%	$57.21 - $65.8 $326K - $375K	312K $18.2M
MUB	-5.19K - 0.71%	$104.71 - $107.69 $544K - $559K	723K $76.2M
ACWI	-7.74K - 23.13%	$115.16 - $124.13 $891K - $960K	25.7K $2.99M
VIG	-4.34K - 53.51%	N/A	3.77K $732K

Activity Summary All Purchases 41 New Holdings 6 Increased Positions 35 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 0

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