Archetype Wealth Partners Reduced Holdings in Q1 2025

Archetype Wealth Partners

  • $681 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.92K
- 2.04%
$551.42 - $612.93 $1.06M - $1.18M
92.3K $51.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-28.3K
- 15.27%
$77.7 - $78.94 $2.2M - $2.23M
157K $12.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.7K
- 1.79%
$57.21 - $65.8 $326K - $375K
312K $18.2M
MUB
Ishares National Muni Bond ETF

ETFs
-5.19K
- 0.71%
$104.71 - $107.69 $544K - $559K
723K $76.2M
ACWI
Ishares Msci Acwi ETF

ETFs
-7.74K
- 23.13%
$115.16 - $124.13 $891K - $960K
25.7K $2.99M
VIG
Vanguard Dividend Appreciation

ETFs
-4.34K
- 53.51%
N/A
3.77K $732K
VB
Vanguard Small Cap ETF

ETFs
-957
- 3.0%
$217.89 - $252.64 $209K - $242K
31K $6.87M
VO
Vanguard Mid Cap ETF

ETFs
-1.03K
- 2.44%
$251.87 - $277.95 $259K - $286K
41.1K $10.6M
VUG
Vanguard Growth ETF

ETFs
-501
- 6.96%
$369.1 - $427.61 $185K - $214K
6.7K $2.48M
AAPL
Apple Inc.

Technology
-188
- 1.26%
$209.68 - $247.1 $39.4K - $46.5K
14.8K $3.28M
GOOGL
Alphabet Inc.

Communication Services
-220
- 2.28%
$154.33 - $206.19 $34K - $45.4K
9.44K $1.46M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-774
- 0.12%
$11.22 - $11.8 $8.68K - $9.13K
620K $6.95M
MGV
Vanguard Mega Cap Value

ETFs
-1.67K
- 14.99%
$123.61 - $133.01 $206K - $222K
9.46K $1.22M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-22.3K
- 65.44%
$5.75 - $6.1 $128K - $136K
11.8K $68K
PMM
Putnam Managed Municipal Income Trust

Financial Services
-22K
- 68.69%
$5.99 - $6.38 $132K - $141K
10K $62K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-9.9K
- 14.06%
$11.4 - $11.96 $113K - $118K
60.5K $697K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-9.13K
- 13.45%
$11.13 - $11.61 $102K - $106K
58.7K $658K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-52
- 2.84%
$468.34 - $539.52 $24.4K - $28.1K
1.78K $835K
CRM
Salesforce, Inc.

Technology
-19
- 1.89%
$268.36 - $359.95 $5.1K - $6.84K
986 $265K
CMI
Cummins Inc

Industrials
-57
- 5.35%
$312.92 - $386.07 $17.8K - $22K
1.01K $316K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-665
- 4.28%
$48.02 - $53.02 $31.9K - $35.3K
14.9K $737K
MRK
Merck & Co., Inc.

Healthcare
-128
- 3.3%
$83.01 - $101.02 $10.6K - $12.9K
3.75K $337K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-290
- 2.03%
$31.63 - $35.22 $9.17K - $10.2K
14K $448K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-351
- 8.15%
$78.45 - $87.45 $27.5K - $30.7K
3.96K $315K
GS
Goldman Sachs Group Inc

Financial Services
-39
- 5.06%
$524.81 - $672.19 $20.5K - $26.2K
731 $399K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-3.34K
- 5.39%
$12.03 - $12.69 $40.2K - $42.4K
58.6K $717K
SHV
Ishares Tr

ETFs
-358
- 3.54%
$110.11 - $110.51 $39.4K - $39.6K
9.77K $1.08M
META
Meta Platforms, Inc.

Communication Services
-51
- 8.13%
$576.36 - $736.67 $29.4K - $37.6K
576 $332K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-7
- 0.19%
$113.22 - $126.36 $793 - $885
3.7K $425K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-10
- 0.2%
$41.78 - $50.35 $418 - $504
4.98K $214K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-2.22K
- 6.03%
$10.81 - $11.29 $24K - $25.1K
34.6K $377K
PEP
Pepsico Inc

Consumer Defensive
-100
- 6.57%
$142.64 - $156.42 $14.3K - $15.6K
1.42K $213K
JPM
Jpmorgan Chase & CO

Financial Services
-122
- 3.83%
$225.19 - $279.95 $27.5K - $34.2K
3.06K $751K
PG
Procter & Gamble CO

Consumer Defensive
-53
- 3.52%
$158.56 - $176.26 $8.4K - $9.34K
1.45K $247K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-268
- 2.36%
$48.43 - $49.9 $13K - $13.4K
11.1K $554K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-164
- 3.95%
$74.85 - $84.89 $12.3K - $13.9K
3.99K $326K
RWO
Spdr Dow Jones Global Real Est

ETFs
-5
- 0.03%
$41.41 - $45.24 $207 - $226
16.9K $736K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-34
- 0.83%
$75.32 - $84.77 $2.56K - $2.88K
4.08K $333K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-159
- 1.15%
$58.01 - $64.46 $9.22K - $10.2K
13.6K $847K
CVX
Chevron Corp

Energy
-14
- 0.73%
$146.71 - $167.97 $2.05K - $2.35K
1.91K $320K
KO
Coca Cola CO

Consumer Defensive
-51
- 0.83%
$60.81 - $72.32 $3.1K - $3.69K
6.12K $438K
XOM
Exxon Mobil Corp

Energy
-57
- 1.03%
$105.44 - $118.93 $6.01K - $6.78K
5.46K $649K
IDV
Ishares Tr

ETFs
-138
- 0.55%
$27.0 - $31.7 $3.73K - $4.37K
25K $776K
IEMG
Ishares Inc

ETFs
-4.92K
- 1.95%
N/A
248K $13.4M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-7.39K
- 15.99%
$34.58 - $45.97 $255K - $339K
38.8K $1.78M
IAU
Ishares Gold Trust

ETFs
-156
- 0.07%
$49.74 - $58.96 $7.76K - $9.2K
219K $12.9M
GLD
Spdr Gold Trust

ETFs
-4.04K
- 5.61%
$243.19 - $288.14 $982K - $1.16M
68K $19.6M
IEFA
Ishares Tr

ETFs
-24.6K
- 2.97%
$69.57 - $78.65 $1.71M - $1.93M
803K $60.7M
Activity Summary
Buys All Purchases 41 New Holdings 6 Increased Positions 35 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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