Archetype Wealth Partners Reduced Holdings in Q3 2025

Archetype Wealth Partners

  • $785 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-164K
- 25.15%
$103.24 - $106.68 $16.9M - $17.5M
488K $51.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-221K
- 26.39%
$72.57 - $74.72 $16M - $16.5M
615K $45.8M
SLV
I Shares Silver Trust

ETFs
-145K
- 62.61%
$32.73 - $42.5 $4.74M - $6.16M
86.5K $3.67M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-26.9K
- 21.5%
$78.96 - $80.04 $2.13M - $2.16M
98.4K $7.86M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-129K
- 22.23%
$11.15 - $11.87 $1.44M - $1.53M
452K $5.25M
HYG
Ishares Tr

ETFs
-3.36K
- 27.41%
$79.85 - $81.32 $268K - $273K
8.91K $723K
VIG
Vanguard Dividend Appreciation

ETFs
-1K
- 40.47%
N/A
1.47K $317K
VUG
Vanguard Growth ETF

ETFs
-835
- 16.09%
$433.97 - $484.08 $362K - $404K
4.35K $2.09M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-17.2K
- 39.1%
$11.04 - $11.83 $190K - $203K
26.8K $313K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-16.6K
- 39.32%
$11.55 - $12.56 $192K - $208K
25.6K $321K
FEX
First Tr Large Cap Core Alphde

ETFs
-1.8K
- 29.07%
$110.0 - $117.08 $198K - $211K
4.39K $513K
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.86K
- 8.12%
$30.67 - $32.13 $210K - $220K
77.6K $2.46M
MGV
Vanguard Mega Cap Value

ETFs
-1.1K
- 26.39%
$129.46 - $137.85 $142K - $152K
3.07K $423K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-326
- 17.25%
$435.72 - $463.74 $142K - $151K
1.56K $725K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.16K
- 13.33%
$85.01 - $90.35 $98.6K - $105K
7.54K $674K
REET
Ishares Global Reit ETF

ETFs
-6.05K
- 4.66%
$24.45 - $25.91 $148K - $157K
124K $3.16M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-3.71K
- 10.72%
$9.87 - $10.65 $36.6K - $39.5K
30.9K $327K
SHV
Ishares Tr

ETFs
-283
- 2.96%
$110.06 - $110.49 $31.1K - $31.3K
9.28K $1.03M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-488
- 13.95%
$87.95 - $94.49 $42.9K - $46.1K
3.01K $282K
SHEL
Shell PLC

Energy
-409
- 4.05%
$69.82 - $73.93 $28.6K - $30.2K
9.7K $694K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-186
- 3.87%
$46.67 - $49.54 $8.68K - $9.21K
4.62K $225K
RWO
Spdr Dow Jones Global Real Est

ETFs
-399
- 2.39%
$43.53 - $46.27 $17.4K - $18.5K
16.3K $747K
RY
Royal Bank Of Canada

Financial Services
-105
- 5.57%
$128.46 - $148.6 $13.5K - $15.6K
1.78K $262K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-104
- 2.94%
$126.64 - $135.65 $13.2K - $14.1K
3.44K $467K
IVV
Ishares Core S&P 500 ETF

ETFs
-27
- 2.98%
$620.67 - $670.08 $16.8K - $18.1K
879 $588K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-26
- 0.18%
$31.31 - $34.54 $814 - $898
14.1K $475K
BMO
Bank Of Montreal

Financial Services
-115
- 4.3%
$110.44 - $130.66 $12.7K - $15K
2.56K $333K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-260
- 3.56%
$71.11 - $81.68 $18.5K - $21.2K
7.04K $563K
WMT
Walmart Inc.

Consumer Defensive
-375
- 2.25%
$94.4 - $104.27 $35.4K - $39.1K
16.3K $1.68M
IDV
Ishares Tr

ETFs
-90
- 0.3%
$34.54 - $37.28 $3.11K - $3.36K
29.9K $1.09M
MDB
Mongo Db, Inc.

Technology
-177
- 14.32%
$201.0 - $334.87 $35.6K - $59.3K
1.06K $329K
PLTR
Palantir Technologies Inc.

Technology
-76
- 3.68%
$130.68 - $186.97 $9.93K - $14.2K
1.99K $363K
EMLP
First Tr Exchange Traded Iv

ETFs
-1.7K
- 0.6%
$36.99 - $38.38 $62.8K - $65.2K
282K $10.8M
VB
Vanguard Small Cap ETF

ETFs
-360
- 1.19%
$237.58 - $259.17 $85.5K - $93.3K
29.8K $7.57M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.46K
- 1.98%
$82.29 - $90.77 $120K - $133K
72.4K $6.56M
VO
Vanguard Mid Cap ETF

ETFs
-390
- 0.96%
$279.83 - $293.74 $109K - $115K
40.2K $11.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.36K
- 1.9%
$132.9 - $142.03 $314K - $335K
122K $17.2M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.03K
- 2.74%
$50.79 - $76.4 $52.5K - $78.9K
36.7K $2.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.66K
- 3.19%
$617.65 - $666.84 $1.64M - $1.77M
80.8K $53.8M
GLD
Spdr Gold Trust

ETFs
-808
- 1.2%
$300.96 - $355.47 $243K - $287K
66.6K $23.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.09K
- 2.17%
$567.77 - $614.76 $2.32M - $2.51M
184K $113M
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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