Archetype Wealth Partners Purchases and Sells in Q3 2025

Archetype Wealth Partners

$785 Million
Q3 2025

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	142K + 16.38%	$81.7 - $87.53 $11.6M - $12.4M	1.01M $87.8M
IAU	107K + 51.19%	$61.62 - $72.77 $6.57M - $7.75M	315K $22.9M
IJH	82K + 24.5%	$62.09 - $66.51 $5.09M - $5.46M	417K $27.2M
IEMG	30.2K + 11.75%	N/A	287K $18.9M
FIDELITY WISE ORIGIN BITCOIN FUND	27.4K + 44.11%	N/A	89.5K $8.94M
RSP	14.9K + 107.67%	$181.56 - $190.33 $2.71M - $2.84M	28.8K $5.47M

New Holdings

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLU	158K New	$81.14 - $87.32 $12.8M - $13.8M	158K $13.8M
ORCL	4.37K New	$218.96 - $328.33 $956K - $1.43M	4.37K $1.23M
GOOG	4K New	$175.16 - $255.24 $700K - $1.02M	4K $973K
V	2.21K New	$332.09 - $358.86 $733K - $792K	2.21K $753K
MA	1.24K New	$550.18 - $598.96 $683K - $744K	1.24K $707K
SHOP	4.31K New	$112.11 - $157.12 $484K - $678K	4.31K $641K

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	-164K - 25.15%	$103.24 - $106.68 $16.9M - $17.5M	488K $51.9M
BND	-221K - 26.39%	$72.57 - $74.72 $16M - $16.5M	615K $45.8M
SLV	-145K - 62.61%	$32.73 - $42.5 $4.74M - $6.16M	86.5K $3.67M
VCSH	-26.9K - 21.5%	$78.96 - $80.04 $2.13M - $2.16M	98.4K $7.86M
PGX	-129K - 22.23%	$11.15 - $11.87 $1.44M - $1.53M	452K $5.25M
HYG	-3.36K - 27.41%	$79.85 - $81.32 $268K - $273K	8.91K $723K

Activity Summary All Purchases 100 New Holdings 40 Increased Positions 60 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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