Wealth Architects, LLC Purchases in Q1 2025

Wealth Architects, LLC

  • $846 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.97K
+ 473.34%
$27.01 - $28.54 $215K - $227K
9.66K $269K
CMCSA
Comcast Corp

Communication Services
5.96K
+ 304.76%
$33.19 - $38.23 $198K - $228K
7.91K $291K
NEE
Nextera Energy Inc

Utilities
3.09K
+ 40.2%
$66.96 - $76.16 $207K - $235K
10.8K $762K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.91K
+ 5.74%
$71.17 - $73.66 $207K - $214K
53.6K $3.93M
CWT
California Water Service Group

Utilities
4.37K
+ 172.77%
$41.88 - $48.46 $183K - $212K
6.9K $334K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.59K
+ 196.49%
$44.41 - $45.98 $204K - $211K
6.93K $316K
CTO
Cto Realty Growth, Inc.

Real Estate
10.7K
+ 1380.85%
$18.06 - $20.83 $193K - $222K
11.4K $221K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.27K
+ 150.81%
$47.59 - $48.35 $203K - $207K
7.11K $343K
SONY
Sony Group Corp

Technology
8.05K
+ 783.07%
$19.88 - $25.64 $160K - $206K
9.08K $230K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.58K
+ 347.29%
$33.84 - $37.77 $189K - $211K
7.19K $261K
GTLB
Gitlab Inc.

Technology
4.25K
+ 202.86%
$47.0 - $73.14 $200K - $311K
6.35K $298K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.32K
+ 1657.5%
$57.21 - $65.8 $190K - $218K
3.52K $205K
EW
Edwards Lifesciences Corp

Healthcare
2.62K
+ 1212.04%
$67.95 - $76.19 $178K - $199K
2.83K $205K
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.99K
+ 413.46%
$45.72 - $51.73 $183K - $207K
4.96K $228K
AEP
American Electric Power CO Inc

Utilities
1.67K
+ 770.83%
$90.32 - $109.27 $150K - $182K
1.88K $205K
MU
Micron Technology Inc

Technology
2.02K
+ 487.71%
$86.89 - $109.38 $176K - $221K
2.44K $211K
CMA
Comerica Inc

Financial Services
2.9K
+ 178.92%
$56.11 - $68.38 $162K - $198K
4.51K $266K
GIS
General Mills Inc

Consumer Defensive
2.84K
+ 284.97%
$57.56 - $65.3 $164K - $186K
3.84K $229K
BMY
Bristol Myers Squibb CO

Healthcare
2.76K
+ 84.15%
$53.9 - $63.11 $149K - $174K
6.03K $367K
WFC
Wells Fargo & Company

Financial Services
2.3K
+ 39.03%
$66.78 - $81.42 $153K - $187K
8.19K $587K
NKE
Nike, Inc.

Consumer Cyclical
2.58K
+ 235.34%
$63.29 - $81.72 $164K - $211K
3.68K $233K
MRVL
Marvell Technology, Inc.

Technology
2.59K
+ 165.71%
$61.57 - $126.06 $159K - $326K
4.15K $255K
KO
Coca Cola CO

Consumer Defensive
2.2K
+ 57.29%
$60.81 - $72.32 $134K - $159K
6.04K $432K
AMT
American Tower Corp

Real Estate
716
+ 286.4%
$173.46 - $217.6 $124K - $156K
966 $210K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.2K
+ 154.5%
$56.12 - $68.15 $123K - $150K
3.62K $245K
SO
Southern CO

Utilities
1.62K
+ 211.39%
$80.96 - $92.96 $131K - $150K
2.38K $218K
ETR
Entergy Corp

Utilities
1.58K
+ 130.38%
$75.26 - $87.89 $119K - $138K
2.78K $237K
FSLR
First Solar, Inc.

Technology
1.03K
+ 146.44%
$126.34 - $197.73 $130K - $203K
1.73K $218K
IMO
Imperial Oil LTD

Energy
1.75K
+ 54.05%
$62.41 - $73.34 $109K - $129K
5K $361K
VNQ
Vanguard Specialized Funds Van

ETFs
1.38K
+ 76.46%
$85.55 - $94.34 $118K - $130K
3.18K $287K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
1.59K
+ 28.95%
$67.85 - $77.32 $108K - $123K
7.09K $530K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.38K
+ 30.1%
$80.21 - $86.14 $111K - $119K
5.98K $493K
TGT
Target Corp

Consumer Defensive
960
+ 69.67%
$103.65 - $142.5 $99.5K - $137K
2.34K $243K
BX
Blackstone Inc.

Financial Services
709
+ 78.95%
$136.53 - $186.74 $96.8K - $132K
1.61K $224K
UNP
Union Pacific Corp

Industrials
411
+ 84.39%
$225.21 - $254.42 $92.6K - $105K
898 $212K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.17K
+ 31.72%
$74.85 - $84.89 $87.4K - $99.2K
4.85K $396K
IYR
Ishares Tr

ETFs
946
+ 40.62%
$89.49 - $98.98 $84.7K - $93.6K
3.28K $313K
AFL
Aflac Inc

Financial Services
778
+ 54.1%
$100.99 - $111.19 $78.6K - $86.5K
2.22K $246K
DIS
Walt Disney CO

Communication Services
670
+ 24.6%
$96.87 - $114.0 $64.9K - $76.4K
3.39K $334K
L
Loews Corp

Financial Services
678
+ 21.68%
$81.13 - $91.91 $55K - $62.3K
3.81K $349K
SHOP
Shopify Inc.

Technology
556
+ 17.72%
$90.59 - $129.31 $50.4K - $71.9K
3.69K $352K
MDT
Medtronic PLC

Healthcare
518
+ 9.88%
$79.84 - $94.5 $41.4K - $49K
5.76K $517K
DHR
Danaher Corp

Healthcare
198
+ 22.0%
$201.62 - $250.59 $39.9K - $49.6K
1.1K $225K
MMM
3 M CO

Industrials
224
+ 14.88%
$129.7 - $155.12 $29.1K - $34.7K
1.73K $253K
MPC
Marathon Petroleum Corp

Energy
215
+ 14.36%
$134.72 - $159.03 $29K - $34.2K
1.71K $249K
XLV
Select Sector Spdr Fund Health

ETFs
202
+ 13.58%
$137.61 - $149.68 $27.8K - $30.2K
1.69K $246K
DSI
Ishares Msci Kld 400 Social Et

ETFs
229
+ 6.67%
$101.98 - $115.66 $23.4K - $26.5K
3.66K $375K
CCI
Crown Castle International Corp

Real Estate
172
+ 4.57%
$84.33 - $106.39 $14.5K - $18.3K
3.93K $409K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
95
+ 3.9%
$126.11 - $135.06 $12K - $12.8K
2.53K $326K
Activity Summary
Buys All Purchases 110 New Holdings 0 Increased Positions 110 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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