Archetype Wealth Partners Incresed Positions in Q2 2024

Archetype Wealth Partners

  • $618 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15.5K
+ 9.15%
$455.1 - $504.28 $7.08M - $7.84M
185K $92.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
83.4K
+ 11.13%
$70.55 - $72.66 $5.89M - $6.06M
833K $60M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
55.9K
+ 22.59%
$56.43 - $60.79 $3.16M - $3.4M
304K $17.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
33.7K
+ 5.27%
$76.35 - $77.35 $2.57M - $2.61M
673K $52M
IEFA
Ishares Tr

ETFs
41.6K
+ 5.46%
$70.77 - $76.19 $2.94M - $3.17M
803K $58.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.7K
+ 17.97%
$102.13 - $110.88 $1.81M - $1.96M
116K $12.4M
IAU
Ishares Gold Trust

ETFs
16.8K
+ 8.5%
$42.46 - $45.89 $712K - $769K
214K $9.4M
IEMG
Ishares Inc

ETFs
9.49K
+ 4.27%
$50.02 - $54.95 $474K - $521K
232K $12.4M
AAPL
Apple Inc.

Technology
144
+ 0.96%
$165.0 - $216.67 $23.8K - $31.2K
15.2K $3.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
19.2K
+ 142.32%
$30.65 - $32.13 $588K - $617K
32.7K $1.03M
GOOGL
Alphabet Inc.

Communication Services
250
+ 2.55%
$150.53 - $185.41 $37.6K - $46.4K
10K $1.83M
Fidelity Wise Origin Bitcoin Fund
8K
+ 52.32%
N/A
23.3K $1.22M
WMT
Walmart Inc.

Consumer Defensive
1.61K
+ 7.8%
$58.85 - $68.9 $94.5K - $111K
22.2K $1.5M
AMZN
Amazon Com Inc

Consumer Cyclical
847
+ 20.92%
$173.67 - $197.85 $147K - $168K
4.9K $946K
VUG
Vanguard Growth ETF

ETFs
42
+ 0.63%
$322.46 - $377.11 $13.5K - $15.8K
6.76K $2.53M
VEA
Vanguard Ftse Developed Market

ETFs
3.27K
+ 50.19%
$47.83 - $51.21 $156K - $167K
9.78K $483K
AVGO
Broadcom Inc.

Technology
9
+ 2.22%
$1204.71 - $1828.87 $10.8K - $16.5K
415 $666K
QQQ
Invesco Qqq Trust, Series 1

ETFs
121
+ 8.13%
$414.65 - $485.21 $50.2K - $58.7K
1.61K $771K
NVDA
Nvidia Corp

Technology
2.49K
+ 884.4%
$118.11 - $1224.4 $295K - $3.05M
2.78K $343K
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 4.42%
$704.88 - $870.75 $17.6K - $21.8K
591 $502K
XOM
Exxon Mobil Corp

Energy
737
+ 21.76%
$108.36 - $122.2 $79.9K - $90.1K
4.12K $475K
XLE
Energy Sector Spdr

ETFs
740
+ 22.14%
$88.04 - $98.08 $65.1K - $72.6K
4.08K $372K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.44K
+ 2.1%
$69.6 - $72.8 $100K - $105K
70.1K $5.05M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.14K
+ 0.74%
$66.16 - $71.7 $75.4K - $81.7K
155K $10.6M
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.73%
$497.53 - $549.64 $4.98K - $5.5K
1.37K $751K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
93
+ 1.86%
$70.91 - $78.65 $6.59K - $7.31K
5.1K $399K
REET
Ishares Global Reit ETF

ETFs
3.15K
+ 2.58%
$21.86 - $23.58 $68.8K - $74.2K
125K $2.91M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.02%
$58.06 - $64.15 $58.1 - $64.2
6.14K $391K
INTC
Intel Corp

Technology
6.88K
+ 45.53%
$29.85 - $44.52 $205K - $306K
22K $681K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.52K
+ 5.77%
$32.33 - $34.91 $49.1K - $53.1K
27.8K $930K
PG
Procter & Gamble CO

Consumer Defensive
40
+ 2.91%
$155.33 - $168.56 $6.21K - $6.74K
1.42K $233K
EPD
Enterprise Products Partners L.P.

Energy
317
+ 3.03%
$27.74 - $29.88 $8.79K - $9.47K
10.8K $312K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
911
+ 0.83%
$24.14 - $24.61 $22K - $22.4K
111K $2.72M
HYG
Ishares Tr

ETFs
115
+ 0.94%
$75.68 - $77.45 $8.7K - $8.91K
12.3K $948K
VCIT
Vanguard Intermediate Term Cor

ETFs
37
+ 0.5%
$77.99 - $80.49 $2.89K - $2.98K
7.5K $599K
XLF
Financial Sector Spdr

ETFs
65
+ 0.96%
$39.59 - $42.49 $2.57K - $2.76K
6.82K $280K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.05%
$76.22 - $82.36 $152 - $165
4.13K $326K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
60
+ 1.17%
$40.6 - $44.23 $2.44K - $2.65K
5.19K $217K
COIN
Coinbase Global, Inc.

Technology
49
+ 3.55%
$199.17 - $263.01 $9.76K - $12.9K
1.43K $318K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.82K
+ 0.28%
$11.3 - $11.9 $20.5K - $21.6K
657K $7.59M
MUB
Ishares National Muni Bond ETF

ETFs
4.22K
+ 0.66%
$105.37 - $107.16 $445K - $453K
646K $68.8M
Activity Summary
Buys All Purchases 47 New Holdings 5 Increased Positions 42 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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