Archetype Wealth Partners Sells in Q3 2024

Archetype Wealth Partners

  • $690 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-165K
- 96.66%
$50.2 - $50.48 $8.3M - $8.35M
5.71K $287K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-46.7K
- 6.94%
$76.94 - $79.54 $3.6M - $3.72M
627K $49.8M
INTC
Intel Corp

Technology
-1.71K
- 7.76%
$18.9 - $34.87 $32.2K - $59.5K
20.3K $476K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.9K
- 22.21%
$58.03 - $65.37 $226K - $255K
13.7K $885K
WMT
Walmart Inc.

Consumer Defensive
-5.61K
- 25.27%
$66.91 - $81.4 $375K - $456K
16.6K $1.34M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-3.21K
- 28.23%
$51.45 - $52.96 $165K - $170K
8.17K $432K
MSFT
Microsoft Corp

Technology
-243
- 9.4%
$395.15 - $467.56 $96K - $114K
2.34K $1.01M
XLE
Energy Sector Spdr

ETFs
-1.5K
- 36.62%
$84.35 - $93.39 $126K - $140K
2.59K $227K
SHEL
Shell PLC

Energy
-906
- 8.23%
$65.65 - $73.28 $59.5K - $66.4K
10.1K $666K
HD
Home Depot, Inc.

Consumer Cyclical
-404
- 35.1%
$333.64 - $405.2 $135K - $164K
747 $303K
LLY
Eli Lilly & CO

Healthcare
-48
- 17.39%
$772.14 - $960.02 $37.1K - $46.1K
228 $202K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.65K
- 16.33%
$39.47 - $49.4 $64.9K - $81.3K
8.43K $401K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-284
- 16.34%
$405.19 - $478.57 $115K - $136K
1.45K $669K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-8.4K
- 7.23%
$11.72 - $12.38 $98.4K - $104K
108K $1.33M
SHV
Ishares Tr

ETFs
-229
- 1.66%
$110.05 - $110.63 $25.2K - $25.3K
13.6K $1.5M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-8.93K
- 15.63%
$33.89 - $41.64 $303K - $372K
48.2K $1.92M
DIS
Walt Disney CO

Communication Services
-96
- 3.69%
$85.6 - $98.61 $8.22K - $9.47K
2.51K $241K
SUB
Ishares Short Term National Mu

ETFs
-532
- 2.23%
$104.3 - $106.3 $55.5K - $56.6K
23.3K $2.48M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-384
- 7.52%
$73.78 - $81.92 $28.3K - $31.5K
4.72K $387K
IVW
Ishares S&P 500 Growth ETF

ETFs
-146
- 6.24%
$84.77 - $97.13 $12.4K - $14.2K
2.19K $210K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-292
- 2.28%
$48.06 - $49.39 $14K - $14.4K
12.5K $617K
KHC
Kraft Heinz CO

Consumer Defensive
-661
- 8.2%
$31.86 - $36.13 $21.1K - $23.9K
7.4K $260K
VGT
Vanguard Information Technolog

ETFs
-16
- 0.97%
$514.43 - $606.85 $8.23K - $9.71K
1.64K $962K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-123
- 6.11%
$386.81 - $423.12 $47.6K - $52K
1.89K $800K
IVE
Ishares S&P 500 Value ETF

ETFs
-61
- 3.53%
$181.06 - $197.17 $11K - $12K
1.67K $329K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-44
- 0.85%
$39.43 - $44.82 $1.73K - $1.97K
5.15K $231K
JPM
Jpmorgan Chase & CO

Financial Services
-78
- 1.85%
$194.9 - $224.8 $15.2K - $17.5K
4.13K $871K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-11
- 0.27%
$75.63 - $84.89 $832 - $934
4.12K $347K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-587
- 3.86%
$30.61 - $34.92 $18K - $20.5K
14.6K $504K
HYG
Ishares Tr

ETFs
-115
- 0.94%
$76.72 - $80.36 $8.82K - $9.24K
12.2K $978K
PM
Philip Morris International Inc.

Consumer Defensive
-98
- 3.74%
$101.25 - $127.45 $9.92K - $12.5K
2.52K $306K
FEX
First Tr Large Cap Core Alphde

ETFs
-4
- 0.06%
$94.21 - $104.17 $377 - $417
6.41K $668K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-60
- 0.37%
$46.17 - $51.13 $2.77K - $3.07K
16.4K $836K
IDV
Ishares Tr

ETFs
-537
- 1.6%
$27.62 - $30.64 $14.8K - $16.5K
33.1K $1M
RWO
Spdr Dow Jones Global Real Est

ETFs
-165
- 0.93%
$41.23 - $48.48 $6.8K - $8K
17.5K $833K
ACWI
Ishares Msci Acwi ETF

ETFs
-1.06K
- 2.93%
$107.24 - $119.84 $114K - $127K
35.2K $4.21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-700
- 4.02%
$162.83 - $179.16 $114K - $125K
16.7K $2.99M
AAPL
Apple Inc.

Technology
-217
- 1.43%
$207.23 - $234.82 $45K - $51K
15K $3.49M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-10
- 0.01%
$71.19 - $76.59 $712 - $766
70.1K $5.37M
VB
Vanguard Small Cap ETF

ETFs
-260
- 0.79%
$214.77 - $237.72 $55.8K - $61.8K
32.4K $7.7M
EMLP
First Tr Exchange Traded Iv

ETFs
-2.42K
- 0.87%
$30.38 - $34.0 $73.4K - $82.1K
274K $9.2M
VO
Vanguard Mid Cap ETF

ETFs
-365
- 0.84%
$237.84 - $263.83 $86.8K - $96.3K
42.9K $11.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.71K
- 1.86%
$117.9 - $128.2 $438K - $476K
196K $25.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.11K
- 2.14%
$517.38 - $573.86 $1.09M - $1.21M
96.4K $55.3M
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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