Archvest Wealth Advisors, Inc. Portfolio Holdings

Archvest Wealth Advisors, Inc.

  • $166 Million
  • Q3 2024

Archvest Wealth Advisors, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $166 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $39.9M, Vanguard Ftse All World Ex Us with a value of $23M, Goldman Sachs ETF Tr Activebet with a value of $10.4M, Meta Platforms, Inc. with a value of $9.83M, and Vanguard Specialized Funds Van with a value of $7.09M.

Examining the 13F form we can see an increase of $14.7M in the current position value, from $151M to 166M.

Below you can find more details about Archvest Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $166 Million
ETFs: $138 Million
Communication Services: $12 Million
Technology: $9.69 Million
Healthcare: $2.24 Million
Consumer Cyclical: $2.08 Million
Financial Services: $767,000
Energy: $544,000
Consumer Defensive: $363,000
Other: $329,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$167M
$39,000 0.02% of portfolio
4,559
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $166 Million
  • Prior Value $151 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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