Arcadia Wealth Management, LLC Portfolio Holdings by Sector

Arcadia Wealth Management, LLC

$198 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VUG VEA VTV GOVT SPLG VWO BNDX ACWX 46 stocks	$187 Million 94.74% of portfolio	39	7	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.68 Million 1.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$1.46 Million 0.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$1.26 Million 0.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$1.06 Million 0.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$745,283 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$700,912 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$490,456 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$453,386 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services NBN 1 stocks	$366,088 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PHYS 1 stocks	$345,482 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$342,388 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$235,843 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$222,804 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AXTI 1 stocks	$29,005 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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