Wealth Architects, LLC Reduced Holdings in Q1 2025

Wealth Architects, LLC

  • $846 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2.93K
- 79.31%
$522.96 - $601.18 $1.53M - $1.76M
764 $407K
JNJ
Johnson & Johnson

Healthcare
-9.16K
- 48.65%
$142.06 - $167.7 $1.3M - $1.54M
9.67K $1.6M
ABBV
Abb Vie Inc.

Healthcare
-7.23K
- 61.07%
$169.2 - $216.66 $1.22M - $1.57M
4.61K $966K
SNOW
Snowflake Inc.

Technology
-8.93K
- 43.3%
$146.16 - $192.78 $1.3M - $1.72M
11.7K $1.71M
TXN
Texas Instruments Inc

Technology
-6.45K
- 55.16%
N/A
5.24K $1.02M
SPGI
S&P Global Inc.

Financial Services
-2.46K
- 77.76%
$478.26 - $543.77 $1.17M - $1.33M
702 $356K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-14.7K
- 12.15%
$75.32 - $84.77 $1.11M - $1.24M
106K $8.68M
PM
Philip Morris International Inc.

Consumer Defensive
-7.38K
- 49.03%
$117.15 - $158.79 $865K - $1.17M
7.67K $1.22M
AMGN
Amgen Inc

Healthcare
-3.34K
- 67.38%
$258.59 - $327.36 $864K - $1.09M
1.62K $504K
ADBE
Adobe Inc.

Technology
-2.62K
- 72.39%
$377.84 - $464.11 $989K - $1.21M
998 $382K
WELL
Welltower Inc.

Real Estate
-6.12K
- 46.99%
$124.05 - $156.86 $759K - $960K
6.9K $1.06M
ACN
Accenture PLC

Technology
-2.93K
- 66.03%
$300.91 - $398.25 $880K - $1.16M
1.51K $469K
RTX
Raytheon Technologies Corp

Industrials
-6.66K
- 35.92%
$114.1 - $135.66 $760K - $904K
11.9K $1.57M
XOM
Exxon Mobil Corp

Energy
-6.72K
- 28.11%
$105.44 - $118.93 $709K - $800K
17.2K $2.04M
CVX
Chevron Corp

Energy
-4.24K
- 43.52%
$146.71 - $167.97 $622K - $712K
5.5K $919K
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.37K
- 60.26%
$283.24 - $338.07 $671K - $801K
1.56K $460K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.71K
- 44.14%
$169.43 - $182.84 $629K - $679K
4.7K $814K
IWM
Ishares Russell 2000 ETF

ETFs
-2.98K
- 52.24%
$198.1 - $229.79 $590K - $685K
2.72K $543K
ETN
Eaton Corp PLC

Industrials
-2.13K
- 60.56%
$271.83 - $371.23 $578K - $790K
1.39K $376K
DE
Deere & CO

Industrials
-1.1K
- 65.48%
$408.57 - $509.27 $451K - $562K
582 $273K
WM
Waste Management Inc

Industrials
-1.98K
- 54.01%
$200.54 - $233.78 $397K - $462K
1.68K $389K
PGR
Progressive Corp

Financial Services
-1.57K
- 56.45%
$235.61 - $291.22 $370K - $458K
1.21K $343K
VXF
Vanguard Extended Market ETF

ETFs
-2.5K
- 41.47%
$170.36 - $201.04 $426K - $503K
3.53K $608K
SUB
Ishares Short Term National Mu

ETFs
-3.94K
- 12.17%
$105.3 - $106.24 $415K - $419K
28.4K $3M
ABC
Amerisourcebergen Corp

Healthcare
-2.24K
- 61.92%
N/A
1.38K $255K
CDNS
Cadence Design Systems Inc

Technology
-1.63K
- 54.33%
$233.96 - $324.52 $381K - $529K
1.37K $348K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.37K
- 40.3%
$165.25 - $224.62 $392K - $533K
3.51K $582K
WEC
Wec Energy Group, Inc.

Utilities
-3.54K
- 26.66%
$92.12 - $108.98 $326K - $386K
9.74K $1.06M
GWW
W.W. Grainger, Inc.

Industrials
-366
- 62.89%
$953.54 - $1132.42 $349K - $414K
216 $213K
MGRC
Mcgrath Rentcorp

Industrials
-3.03K
- 26.49%
$109.58 - $128.96 $332K - $391K
8.42K $937K
XLY
Select Sector Spdr Consumer Di

ETFs
-1.67K
- 45.3%
$192.6 - $233.2 $321K - $389K
2.01K $397K
CRM
Salesforce, Inc.

Technology
-1.17K
- 49.05%
$268.36 - $359.95 $313K - $420K
1.21K $325K
TRV
Travelers Companies, Inc.

Financial Services
-1.18K
- 48.42%
$232.43 - $265.13 $274K - $313K
1.26K $332K
GE
General Electric CO

Industrials
-1.41K
- 43.88%
$168.59 - $212.13 $237K - $299K
1.8K $360K
AWK
American Water Works Company, Inc.

Utilities
-1.89K
- 34.31%
$121.01 - $149.31 $228K - $282K
3.62K $533K
VGT
Vanguard Information Technolog

ETFs
-509
- 55.09%
$542.38 - $646.34 $276K - $329K
415 $225K
TILT
Flexshares Tr

ETFs
-1.3K
- 43.48%
$202.06 - $225.8 $262K - $293K
1.69K $346K
ABT
Abbott Laboratories

Healthcare
-1.87K
- 23.62%
$111.1 - $140.22 $208K - $262K
6.04K $801K
AMD
Advanced Micro Devices Inc

Technology
-2.05K
- 11.95%
$96.63 - $129.55 $198K - $266K
15.1K $1.56M
PEP
Pepsico Inc

Consumer Defensive
-1.38K
- 30.49%
$142.64 - $156.42 $196K - $215K
3.14K $470K
AMAT
Applied Materials Inc

Technology
-1.41K
- 29.16%
$145.06 - $195.51 $205K - $276K
3.43K $498K
ORCL
Oracle Corp

Technology
-1.32K
- 26.35%
$139.81 - $186.47 $184K - $246K
3.68K $514K
ACWI
Ishares Msci Acwi ETF

ETFs
-1.53K
- 16.6%
$115.16 - $124.13 $176K - $190K
7.69K $895K
AJG
Arthur J. Gallagher & Co.

Financial Services
-450
- 39.89%
$275.89 - $345.24 $124K - $155K
678 $234K
OEF
Ishares S&P 100 ETF

ETFs
-470
- 34.31%
N/A
900 $239K
ED
Consolidated Edison Inc

Utilities
-925
- 13.95%
$88.0 - $110.59 $81.4K - $102K
5.7K $630K
WMT
Walmart Inc.

Consumer Defensive
-1.14K
- 5.73%
$84.5 - $105.05 $96.6K - $120K
18.8K $1.65M
MRK
Merck & Co., Inc.

Healthcare
-977
- 6.45%
$83.01 - $101.02 $81.1K - $98.7K
14.2K $1.27M
GILD
Gilead Sciences, Inc.

Healthcare
-700
- 10.14%
$89.14 - $117.41 $62.4K - $82.2K
6.2K $694K
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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