Archetype Wealth Partners Incresed Positions in Q3 2025

Archetype Wealth Partners

  • $785 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
142K
+ 16.38%
$81.7 - $87.53 $11.6M - $12.4M
1.01M $87.8M
IAU
Ishares Gold Trust

ETFs
107K
+ 51.19%
$61.62 - $72.77 $6.57M - $7.75M
315K $22.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
82K
+ 24.5%
$62.09 - $66.51 $5.09M - $5.46M
417K $27.2M
IEMG
Ishares Inc

ETFs
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
Invesco S&P 500 Equal Weight E

ETFs
14.9K
+ 107.67%
$181.56 - $190.33 $2.71M - $2.84M
28.8K $5.47M
IEF
Ishares Barclays

ETFs
21.9K
+ 4.0%
$93.91 - $97.26 $2.06M - $2.13M
569K $54.9M
MSFT
Microsoft Corp

Technology
3.69K
+ 129.1%
$491.09 - $535.64 $1.81M - $1.98M
6.55K $3.39M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.13K
+ 5.76%
$79.76 - $85.78 $728K - $783K
168K $14.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.34K
+ 0.98%
$108.46 - $120.63 $145K - $162K
138K $16.4M
AAPL
Apple Inc.

Technology
2.62K
+ 18.3%
$202.38 - $256.87 $531K - $674K
17K $4.32M
NVDA
Nvidia Corp

Technology
6.32K
+ 109.0%
$153.3 - $186.58 $969K - $1.18M
12.1K $2.26M
AVGO
Broadcom Inc.

Technology
3.12K
+ 87.06%
$264.74 - $369.57 $827K - $1.15M
6.71K $2.21M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.67K
+ 0.83%
$81.75 - $84.54 $382K - $395K
564K $47.4M
GOOGL
Alphabet Inc.

Communication Services
1.4K
+ 14.78%
$174.36 - $254.72 $245K - $358K
10.9K $2.65M
LLY
Eli Lilly & CO

Healthcare
775
+ 188.56%
$625.65 - $812.69 $485K - $630K
1.19K $905K
DGRO
Ishares Core Dividend Growth E

ETFs
512
+ 0.44%
$64.12 - $68.08 $32.8K - $34.9K
118K $8M
JPM
Jpmorgan Chase & CO

Financial Services
960
+ 29.37%
$282.78 - $316.06 $271K - $303K
4.23K $1.33M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.29K
+ 15.64%
$35.42 - $38.65 $223K - $243K
46.5K $1.77M
SBUX
Starbucks Corp

Consumer Cyclical
3.86K
+ 142.36%
$81.9 - $96.86 $316K - $374K
6.57K $556K
COIN
Coinbase Global, Inc.

Technology
915
+ 64.03%
$297.99 - $419.78 $273K - $384K
2.34K $791K
DUK
Duke Energy Corp

Utilities
2.14K
+ 56.69%
$116.31 - $125.93 $249K - $270K
5.92K $733K
D
Dominion Energy, Inc

Utilities
4.01K
+ 59.59%
$56.32 - $62.1 $226K - $249K
10.7K $656K
ACWI
Ishares Msci Acwi ETF

ETFs
141
+ 0.54%
$128.32 - $138.41 $18.1K - $19.5K
26.4K $3.66M
UBER
Uber Technologies, Inc

Technology
2.66K
+ 122.07%
$86.91 - $99.57 $231K - $265K
4.84K $474K
BSX
Boston Scientific Corp

Healthcare
3.34K
+ 55.47%
$97.03 - $108.14 $324K - $361K
9.36K $914K
TSLA
Tesla, Inc.

Consumer Cyclical
151
+ 10.28%
$293.94 - $444.72 $44.4K - $67.2K
1.62K $720K
SO
Southern CO

Utilities
2.46K
+ 54.11%
$90.83 - $96.0 $223K - $236K
7.01K $664K
GS
Goldman Sachs Group Inc

Financial Services
192
+ 24.24%
$696.56 - $806.32 $134K - $155K
984 $784K
META
Meta Platforms, Inc.

Communication Services
300
+ 52.54%
$695.21 - $791.73 $209K - $238K
871 $640K
AXP
American Express CO

Financial Services
515
+ 62.12%
$294.27 - $342.31 $152K - $176K
1.34K $446K
INTU
Intuit Inc

Technology
281
+ 70.07%
$646.03 - $807.39 $182K - $227K
682 $466K
DIS
Walt Disney CO

Communication Services
1.5K
+ 59.67%
$112.25 - $124.0 $168K - $186K
4.01K $460K
HD
Home Depot, Inc.

Consumer Cyclical
222
+ 22.38%
$357.4 - $423.42 $79.3K - $94K
1.21K $492K
VZ
Verizon Communications Inc

Communication Services
2.77K
+ 38.03%
$40.84 - $45.06 $113K - $125K
10.1K $442K
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 0.53%
$546.99 - $602.2 $6.02K - $6.62K
2.1K $1.26M
VEA
Vanguard Ftse Developed Market

ETFs
1.18K
+ 9.47%
$56.02 - $60.3 $65.9K - $71K
13.6K $815K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
160
+ 11.0%
$459.11 - $506.91 $73.5K - $81.1K
1.61K $811K
PG
Procter & Gamble CO

Consumer Defensive
751
+ 25.75%
$150.47 - $161.22 $113K - $121K
3.67K $563K
Blackrock Inc Com
60
+ 26.67%
N/A
285 $332K
VTI
Vanguard Total Stock Market Et

ETFs
155
+ 9.54%
$303.93 - $329.86 $47.1K - $51.1K
1.78K $584K
CVX
Chevron Corp

Energy
254
+ 7.23%
$145.57 - $161.83 $37K - $41.1K
3.77K $585K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
161
+ 1.22%
$68.24 - $73.73 $11K - $11.9K
13.4K $985K
AMAT
Applied Materials Inc

Technology
152
+ 11.37%
$156.25 - $204.95 $23.8K - $31.2K
1.49K $305K
XOM
Exxon Mobil Corp

Energy
193
+ 2.65%
$105.83 - $117.22 $20.4K - $22.6K
7.48K $844K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.1K
+ 1.14%
$24.73 - $25.29 $27.3K - $27.9K
97.6K $2.46M
JCI
Johnson Controls International PLC

Industrials
303
+ 5.95%
$103.24 - $111.73 $31.3K - $33.9K
5.4K $593K
WMB
Williams Companies, Inc.

Energy
651
+ 7.5%
$56.52 - $64.01 $36.8K - $41.7K
9.34K $591K
PEP
Pepsico Inc

Consumer Defensive
61
+ 1.54%
$133.81 - $152.16 $8.16K - $9.28K
4.01K $563K
Activity Summary
Buys All Purchases 100 New Holdings 40 Increased Positions 60 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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