Archvest Wealth Advisors, Inc. Reduced Holdings in Q1 2025

Archvest Wealth Advisors, Inc.

  • $120 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-209K
- 83.61%
$95.85 - $99.25 $20M - $20.7M
40.9K $4.05M
IWM
Ishares Russell 2000 ETF

ETFs
-18.1K
- 85.27%
$198.1 - $229.79 $3.59M - $4.16M
3.13K $624K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-11.6K
- 17.28%
$108.02 - $120.45 $1.25M - $1.39M
55.3K $6.09M
AAPL
Apple Inc.

Technology
-1.12K
- 4.33%
$209.68 - $247.1 $236K - $278K
24.8K $5.52M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-7.74K
- 6.2%
N/A
117K $7.31M
MSFT
Microsoft Corp

Technology
-342
- 7.35%
$375.39 - $447.2 $128K - $153K
4.31K $1.62M
AOK
Ishares Tr Core Conservative A

ETFs
-9.43K
- 8.36%
$36.86 - $38.15 $347K - $360K
103K $3.89M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.09K
- 34.24%
$71.17 - $73.66 $291K - $301K
7.86K $576K
META
Meta Platforms, Inc.

Communication Services
-291
- 20.01%
$576.36 - $736.67 $168K - $214K
1.16K $670K
IWN
Ishares Russell2000 Val ETF

ETFs
-389
- 5.12%
$149.27 - $169.4 $58.1K - $65.9K
7.21K $1.09M
VEU
Vanguard Ftse All World Ex Us

ETFs
-9.05K
- 6.65%
$56.51 - $62.98 $512K - $570K
127K $7.71M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-683
- 5.69%
$57.21 - $65.8 $39.1K - $44.9K
11.3K $660K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-425
- 12.02%
$102.49 - $119.96 $43.6K - $51K
3.11K $325K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.85K
- 13.06%
$74.85 - $84.89 $139K - $157K
12.3K $1.01M
CRM
Salesforce, Inc.

Technology
-1
- 0.12%
$268.36 - $359.95 $268 - $360
835 $224K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-869
- 13.72%
$42.93 - $44.71 $37.3K - $38.9K
5.47K $239K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-985
- 8.82%
$42.5 - $46.71 $41.9K - $46K
10.2K $460K
VV
Vanguard Large Cap ETF

ETFs
-21
- 1.45%
$253.32 - $282.66 $5.32K - $5.94K
1.43K $366K
AOA
Ishares Tr Core Aggressive All

ETFs
-181
- 0.34%
$75.7 - $80.01 $13.7K - $14.5K
52.7K $4.03M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-271
- 6.92%
$59.28 - $66.1 $16.1K - $17.9K
3.64K $231K
JNJ
Johnson & Johnson

Healthcare
-152
- 10.45%
$142.06 - $167.7 $21.6K - $25.5K
1.3K $216K
ABT
Abbott Laboratories

Healthcare
-200
- 11.14%
$111.1 - $140.22 $22.2K - $28K
1.6K $211K
CVX
Chevron Corp

Energy
-62
- 2.43%
$146.71 - $167.97 $9.1K - $10.4K
2.49K $416K
Activity Summary
Buys All Purchases 37 New Holdings 5 Increased Positions 32 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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