Archetype Wealth Partners Incresed Positions in Q3 2024

Archetype Wealth Partners

  • $690 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
269K
+ 3588.91%
$79.29 - $84.02 $21.3M - $22.6M
277K $23.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.04K
+ 4.34%
$475.2 - $527.7 $3.82M - $4.24M
193K $102M
MUB
Ishares National Muni Bond ETF

ETFs
65.9K
+ 10.2%
$106.13 - $108.7 $6.99M - $7.16M
712K $77.3M
IEFA
Ishares Tr

ETFs
20K
+ 2.49%
$70.09 - $78.74 $1.4M - $1.58M
823K $64.3M
SLV
I Shares Silver Trust

ETFs
114K
+ 890.04%
$24.33 - $29.38 $2.77M - $3.35M
127K $3.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.39K
+ 0.89%
$71.45 - $75.64 $528K - $559K
840K $63.1M
GLD
Spdr Gold Trust

ETFs
3.03K
+ 4.29%
$215.56 - $246.98 $653K - $749K
73.7K $17.9M
IEMG
Ishares Inc

ETFs
20.6K
+ 8.9%
$53.64 - $53.64 $1.11M - $1.11M
252K $14.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.47K
+ 4.71%
$105.53 - $118.34 $577K - $647K
122K $14.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.4K
+ 3.42%
$57.32 - $62.65 $596K - $651K
314K $19.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.41K
+ 1.55%
$66.31 - $74.08 $160K - $179K
158K $11.6M
DGRO
Ishares Core Dividend Growth E

ETFs
4.93K
+ 4.39%
$57.47 - $62.76 $283K - $309K
117K $7.34M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.49K
+ 0.53%
$11.52 - $12.52 $40.2K - $43.7K
661K $8.16M
PFF
Ishares Trust Ishares Pfd And

ETFs
13K
+ 39.77%
$31.18 - $33.5 $405K - $435K
45.7K $1.52M
REET
Ishares Global Reit ETF

ETFs
967
+ 0.77%
$23.07 - $27.17 $22.3K - $26.3K
126K $3.36M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.22K
+ 77.99%
$89.91 - $101.33 $379K - $427K
9.62K $944K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.92K
+ 21.26%
$32.65 - $36.69 $193K - $217K
33.8K $1.23M
VUG
Vanguard Growth ETF

ETFs
445
+ 6.59%
$341.08 - $391.94 $152K - $174K
7.2K $2.76M
VEA
Vanguard Ftse Developed Market

ETFs
2.65K
+ 27.05%
$47.6 - $53.31 $126K - $141K
12.4K $656K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.87K
+ 1.68%
$24.39 - $25.28 $45.6K - $47.2K
113K $2.84M
Fidelity Wise Origin Bitcoin Fund
245
+ 1.05%
N/A
23.5K $1.31M
META
Meta Platforms, Inc.

Communication Services
78
+ 14.21%
$453.41 - $572.44 $35.4K - $44.7K
627 $359K
CCI
Crown Castle International Corp

Real Estate
16
+ 0.44%
$95.29 - $120.24 $1.52K - $1.92K
3.63K $431K
IVV
Ishares Core S&P 500 ETF

ETFs
50
+ 3.64%
$520.18 - $576.82 $26K - $28.8K
1.42K $821K
COST
Costco Wholesale Corp

Consumer Defensive
46
+ 7.78%
$801.83 - $917.05 $36.9K - $42.2K
637 $565K
KO
Coca Cola CO

Consumer Defensive
49
+ 0.8%
$62.69 - $73.01 $3.07K - $3.58K
6.19K $445K
NVDA
Nvidia Corp

Technology
431
+ 15.53%
$98.91 - $134.91 $42.6K - $58.1K
3.21K $389K
BSX
Boston Scientific Corp

Healthcare
30
+ 0.47%
$72.96 - $84.0 $2.19K - $2.52K
6.37K $534K
AMZN
Amazon Com Inc

Consumer Cyclical
392
+ 8.01%
$161.02 - $200.0 $63.1K - $78.4K
5.29K $985K
GS
Goldman Sachs Group Inc

Financial Services
8
+ 1.04%
$459.02 - $510.25 $3.67K - $4.08K
774 $383K
XLF
Financial Sector Spdr

ETFs
93
+ 1.36%
$40.84 - $45.74 $3.8K - $4.25K
6.91K $313K
PG
Procter & Gamble CO

Consumer Defensive
98
+ 6.93%
$160.76 - $177.82 $15.8K - $17.4K
1.51K $262K
EFA
Ishares Tr Msci Eafe ETF

ETFs
82
+ 2.01%
$75.32 - $84.37 $6.18K - $6.92K
4.15K $347K
CRM
Salesforce, Inc.

Technology
42
+ 4.2%
$238.42 - $276.53 $10K - $11.6K
1.04K $285K
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 1.37%
$434.77 - $502.96 $9.56K - $11.1K
1.63K $796K
PEP
Pepsico Inc

Consumer Defensive
6
+ 0.3%
$161.9 - $179.3 $971 - $1.08K
2.02K $344K
XOM
Exxon Mobil Corp

Energy
26
+ 0.63%
$109.72 - $119.0 $2.85K - $3.09K
4.15K $486K
CVX
Chevron Corp

Energy
9
+ 0.47%
$137.88 - $161.97 $1.24K - $1.46K
1.94K $286K
AVGO
Broadcom Inc.

Technology
2.98K
+ 717.11%
$136.27 - $1745.86 $406K - $5.2M
3.39K $585K
GOOGL
Alphabet Inc.

Communication Services
11
+ 0.11%
$148.65 - $191.18 $1.64K - $2.1K
10.1K $1.67M
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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