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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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