Arcadia Wealth Management, LLC Portfolio Holdings

Arcadia Wealth Management, LLC

  • $198 Billion
  • Q4 2024

Arcadia Wealth Management, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $198 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $27.3B, Vanguard Ftse Developed Market with a value of $23.7B, Vanguard Value ETF with a value of $21.1B, Ishares U.S. Treasury Bond ETF with a value of $17B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $8.77B.

Examining the 13F form we can see an increase of $7.6B in the current position value, from $190B to 198B.

Arcadia Wealth Management, LLC is based out at Manchester, NH

Below you can find more details about Arcadia Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $198 Billion
ETFs: $188 Billion
Consumer Cyclical: $3.98 Billion
Technology: $2.94 Billion
Financial Services: $1.98 Billion
Industrials: $676 Million
Communication Services: $342 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.3 Billion 13.81% of portfolio
66,468
Q4 2024 Added 2.57%
$0
$23.7 Billion 11.98% of portfolio
494,875
Q4 2024 Added 7.34%
$0
$21.1 Billion 10.69% of portfolio
124,788
Q4 2024 Added 2.99%
$0
$17 Billion 8.58% of portfolio
737,660
Q4 2024 Reduced 3.6%
$0
$8.77 Billion 4.44% of portfolio
127,217
Q4 2024 Added 7.12%
$0
$8.49 Billion 4.3% of portfolio
192,828
Q4 2024 Added 9.04%
$0
$7.95 Billion 4.02% of portfolio
162,133
Q4 2024 Added 6.36%
$0
$7.33 Billion 3.71% of portfolio
140,560
Q4 2024 Added 148.52%
$0
$7.31 Billion 3.7% of portfolio
94,586
Q4 2024 Added 5.67%
$0
$6 Billion 3.04% of portfolio
24,987
Q4 2024 Added 4.22%
$0
$4.19 Billion 2.12% of portfolio
33,082
Q4 2024 Added 2.82%
$0
$3.89 Billion 1.97% of portfolio
62,359
Q4 2024 Added 53.28%
$0
$3.8 Billion 1.92% of portfolio
83,820
Q4 2024 Added 3.51%
$0
$3.49 Billion 1.76% of portfolio
46,637
Q4 2024 Added 4.38%
$0
$3.4 Billion 1.72% of portfolio
49,675
Q4 2024 Added 4.73%
$0
$3.03 Billion 1.54% of portfolio
5,632
Q4 2024 Added 0.21%
$2.4T
$2.68 Billion 1.36% of portfolio
12,215
Q4 2024 Reduced 22.87%
$0
$2.3 Billion 1.16% of portfolio
9,784
Q4 2024 Reduced 9.31%
$0
$2.15 Billion 1.09% of portfolio
45,893
Q4 2024 Added 4.81%
$0
$2.11 Billion 1.07% of portfolio
51,088
Q4 2024 Added 4.08%
$0
$1.59 Billion 0.8% of portfolio
8,917
Q4 2024 Added 2.59%
$0
$1.55 Billion 0.79% of portfolio
46,015
Q4 2024 Added 22.94%
$0
$1.44 Billion 0.73% of portfolio
49,170
Q4 2024 New
$0
$1.32 Billion 0.67% of portfolio
56,767
Q4 2024 Added 6.53%
$0
$1.31 Billion 0.66% of portfolio
16,551
Q4 2024 Reduced 4.67%
$0
$1.25 Billion 0.63% of portfolio
2,447
Q4 2024 Added 0.29%
$0
$1.18 Billion 0.6% of portfolio
12,159
Q4 2024 Added 0.68%
$0
$1.14 Billion 0.58% of portfolio
44,845
Q4 2024 Added 70.21%
$0
$1.09 Billion 0.55% of portfolio
20,833
Q4 2024 Added 2.27%
$142B
$1.06 Billion 0.54% of portfolio
8,789
Q4 2024 Reduced 0.61%
$0
$1.03 Billion 0.52% of portfolio
11,696
Q4 2024 Added 14.27%
$0
$1 Billion 0.51% of portfolio
28,178
Q4 2024 Added 102.01%
$0
$888 Million 0.45% of portfolio
36,175
Q4 2024 Added 81.99%
$0
$860 Million 0.44% of portfolio
16,467
Q4 2024 Added 33.53%
$0
$770 Million 0.39% of portfolio
7,588
Q4 2024 Added 0.07%
$3.59T
$745 Million 0.38% of portfolio
2,976
Q4 2024 Reduced 7.2%
$3.33T
$759 Million 0.38% of portfolio
1,800
Q4 2024 Reduced 7.17%
$155B
$704 Million 0.36% of portfolio
9,306
Q3 2024 Added 2.2%
$367B
$701 Million 0.35% of portfolio
5,219
Q4 2024 Reduced 7.05%
$0
$678 Million 0.34% of portfolio
13,225
Q4 2024 Added 0.3%
$414B
$681 Million 0.34% of portfolio
1
Q1 2023 New
$0
$616 Million 0.31% of portfolio
4,764
Q4 2024 Reduced 6.64%
$603B
$583 Million 0.29% of portfolio
1,286
Q4 2024 Reduced 6.88%
$0
$556 Million 0.28% of portfolio
4,317
Q4 2024 Added 40.66%
$0
$490 Million 0.25% of portfolio
1,692
Q4 2024 Added 1.32%
$0
$453 Million 0.23% of portfolio
1,567
Q4 2024 Added 0.45%
$92.8B
$453 Million 0.23% of portfolio
1,228
Q4 2024 Added 0.49%
$0
$413 Million 0.21% of portfolio
7,449
Q4 2024 Added 2.11%
$0
$390 Million 0.2% of portfolio
4,605
Q4 2024 Added 6.45%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $198 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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