Archetype Wealth Partners Incresed Positions in Q2 2025

Archetype Wealth Partners

  • $721 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
253K
+ 86.4%
$93.15 - $96.56 $23.6M - $24.5M
547K $52.4M
IEFA
Ishares Tr

ETFs
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
I Shares Silver Trust

ETFs
98.1K
+ 73.62%
$27.08 - $33.74 $2.66M - $3.31M
231K $7.59M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22.4K
+ 7.17%
$51.16 - $62.02 $1.15M - $1.39M
335K $20.8M
IEMG
Ishares Inc

ETFs
9.29K
+ 3.75%
N/A
257K $15.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.48K
+ 7.46%
$90.56 - $109.49 $858K - $1.04M
137K $14.9M
CWB
Spdr Bloomberg Convertible Sec

ETFs
219
+ 0.3%
$71.86 - $82.66 $15.7K - $18.1K
73.9K $6.11M
MSFT
Microsoft Corp

Technology
282
+ 10.94%
$354.56 - $497.45 $100K - $140K
2.86K $1.42M
AVGO
Broadcom Inc.

Technology
64
+ 1.82%
$146.29 - $275.65 $9.36K - $17.6K
3.59K $989K
NVDA
Nvidia Corp

Technology
595
+ 11.43%
$94.31 - $157.99 $56.1K - $94K
5.8K $916K
QQQ
Invesco Qqq Trust, Series 1

ETFs
312
+ 17.52%
$416.06 - $551.64 $130K - $172K
2.09K $1.16M
PEP
Pepsico Inc

Consumer Defensive
2.53K
+ 177.9%
$128.02 - $151.37 $324K - $383K
3.95K $521K
COIN
Coinbase Global, Inc.

Technology
120
+ 9.17%
$151.47 - $375.07 $18.2K - $45K
1.43K $501K
IDV
Ishares Tr

ETFs
5K
+ 19.99%
$27.79 - $34.84 $139K - $174K
30K $1.04M
PG
Procter & Gamble CO

Consumer Defensive
1.47K
+ 100.96%
$157.66 - $172.39 $231K - $253K
2.92K $465K
GOOGL
Alphabet Inc.

Communication Services
59
+ 0.63%
$144.7 - $178.6 $8.54K - $10.5K
9.5K $1.67M
WMT
Walmart Inc.

Consumer Defensive
424
+ 2.61%
$81.79 - $99.98 $34.7K - $42.4K
16.7K $1.63M
JPM
Jpmorgan Chase & CO

Financial Services
209
+ 6.83%
$210.28 - $289.91 $43.9K - $60.6K
3.27K $948K
AMZN
Amazon Com Inc

Consumer Cyclical
65
+ 1.12%
$167.32 - $223.3 $10.9K - $14.5K
5.88K $1.29M
CVX
Chevron Corp

Energy
1.6K
+ 83.94%
$133.73 - $168.51 $215K - $270K
3.52K $503K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.78K
+ 7.42%
$29.52 - $35.31 $81.9K - $98K
40.2K $1.42M
GS
Goldman Sachs Group Inc

Financial Services
61
+ 8.34%
$462.22 - $707.75 $28.2K - $43.2K
792 $561K
XOM
Exxon Mobil Corp

Energy
1.83K
+ 33.56%
$99.93 - $119.04 $183K - $218K
7.29K $786K
TSLA
Tesla, Inc.

Consumer Cyclical
129
+ 9.63%
$221.86 - $362.89 $28.6K - $46.8K
1.47K $467K
EMLP
First Tr Exchange Traded Iv

ETFs
2.44K
+ 0.87%
$33.62 - $37.89 $82K - $92.4K
284K $10.7M
VTI
Vanguard Total Stock Market Et

ETFs
171
+ 11.77%
$243.75 - $303.93 $41.7K - $52K
1.62K $494K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.94K
+ 2.34%
$29.0 - $30.68 $56.1K - $59.4K
84.5K $2.59M
AXP
American Express CO

Financial Services
53
+ 6.83%
$231.39 - $318.98 $12.3K - $16.9K
829 $264K
HD
Home Depot, Inc.

Consumer Cyclical
150
+ 17.81%
$335.24 - $380.78 $50.3K - $57.1K
992 $364K
VZ
Verizon Communications Inc

Communication Services
1.34K
+ 22.61%
$41.67 - $45.62 $56K - $61.3K
7.28K $315K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.05K
+ 1.1%
$24.48 - $24.9 $25.6K - $26K
96.5K $2.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6
+ 0.03%
$22.92 - $28.05 $138 - $168
20.8K $583K
D
Dominion Energy, Inc

Utilities
587
+ 9.57%
$49.66 - $58.0 $29.2K - $34K
6.72K $380K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.43%
$908.13 - $1056.85 $2.72K - $3.17K
703 $696K
SO
Southern CO

Utilities
291
+ 6.84%
$84.91 - $92.56 $24.7K - $26.9K
4.55K $417K
EPD
Enterprise Products Partners L.P.

Energy
1.62K
+ 15.0%
$28.95 - $34.22 $46.8K - $55.3K
12.4K $384K
CRM
Salesforce, Inc.

Technology
38
+ 3.85%
$236.26 - $291.15 $8.98K - $11.1K
1.02K $279K
VDC
Vanguard Consumer Staples ETF

ETFs
12
+ 1.1%
$204.89 - $224.73 $2.46K - $2.7K
1.1K $240K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
96
+ 0.68%
$28.02 - $32.37 $2.69K - $3.11K
14.1K $448K
DUK
Duke Energy Corp

Utilities
106
+ 2.89%
$112.46 - $124.05 $11.9K - $13.1K
3.78K $446K
LLY
Eli Lilly & CO

Healthcare
10
+ 2.49%
$713.71 - $898.95 $7.14K - $8.99K
411 $320K
XLE
Energy Sector Spdr

ETFs
93
+ 2.32%
$76.44 - $94.13 $7.11K - $8.75K
4.1K $348K
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Archetype Wealth Partners Portfolio

Follow Archetype Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email