Archetype Wealth Partners Purchases in Q3 2025

Archetype Wealth Partners

  • $785 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
3.34K
+ 55.47%
$97.03 - $108.14 $324K - $361K
9.36K $914K
TJX
Tjx Companies Inc

Consumer Cyclical
1.81K
New
$121.35 - $144.54 $220K - $261K
1.81K $262K
TSLA
Tesla, Inc.

Consumer Cyclical
151
+ 10.28%
$293.94 - $444.72 $44.4K - $67.2K
1.62K $720K
BX
Blackstone Inc.

Financial Services
1.47K
New
$152.77 - $188.68 $225K - $277K
1.47K $251K
SO
Southern CO

Utilities
2.46K
+ 54.11%
$90.83 - $96.0 $223K - $236K
7.01K $664K
INTC
Intel Corp

Technology
6.94K
New
$19.31 - $35.5 $134K - $246K
6.94K $233K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
4.27K
New
$53.57 - $54.48 $229K - $233K
4.27K $232K
Arista Networks Inc Com Shs
1.59K
New
N/A
1.59K $232K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.91K
New
$118.3 - $142.16 $225K - $271K
1.91K $231K
GS
Goldman Sachs Group Inc

Financial Services
192
+ 24.24%
$696.56 - $806.32 $134K - $155K
984 $784K
BKNG
Booking Holdings Inc.

Consumer Cyclical
41
New
$5364.25 - $5815.92 $220K - $238K
41 $222K
NEE
Nextera Energy Inc

Utilities
2.93K
New
$69.77 - $77.54 $204K - $227K
2.93K $221K
META
Meta Platforms, Inc.

Communication Services
300
+ 52.54%
$695.21 - $791.73 $209K - $238K
871 $640K
WDAY
Workday, Inc.

Technology
904
New
$213.69 - $247.69 $193K - $224K
904 $218K
LOW
Lowes Companies Inc

Consumer Cyclical
847
New
$215.01 - $273.02 $182K - $231K
847 $213K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.43K
New
$68.94 - $86.3 $167K - $210K
2.43K $210K
CSGP
Costar Group, Inc.

Real Estate
2.47K
New
$81.42 - $96.83 $201K - $239K
2.47K $208K
BAP
Credicorp LTD

Financial Services
769
New
$220.56 - $278.29 $170K - $214K
769 $205K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.26K
New
$60.9 - $70.75 $199K - $231K
3.26K $204K
AXP
American Express CO

Financial Services
515
+ 62.12%
$294.27 - $342.31 $152K - $176K
1.34K $446K
INTU
Intuit Inc

Technology
281
+ 70.07%
$646.03 - $807.39 $182K - $227K
682 $466K
DIS
Walt Disney CO

Communication Services
1.5K
+ 59.67%
$112.25 - $124.0 $168K - $186K
4.01K $460K
HLN
Haleon PLC

Healthcare
14.6K
New
$8.72 - $10.35 $128K - $151K
14.6K $131K
HD
Home Depot, Inc.

Consumer Cyclical
222
+ 22.38%
$357.4 - $423.42 $79.3K - $94K
1.21K $492K
VZ
Verizon Communications Inc

Communication Services
2.77K
+ 38.03%
$40.84 - $45.06 $113K - $125K
10.1K $442K
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 0.53%
$546.99 - $602.2 $6.02K - $6.62K
2.1K $1.26M
VEA
Vanguard Ftse Developed Market

ETFs
1.18K
+ 9.47%
$56.02 - $60.3 $65.9K - $71K
13.6K $815K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
160
+ 11.0%
$459.11 - $506.91 $73.5K - $81.1K
1.61K $811K
PG
Procter & Gamble CO

Consumer Defensive
751
+ 25.75%
$150.47 - $161.22 $113K - $121K
3.67K $563K
Blackrock Inc Com
60
+ 26.67%
N/A
285 $332K
VTI
Vanguard Total Stock Market Et

ETFs
155
+ 9.54%
$303.93 - $329.86 $47.1K - $51.1K
1.78K $584K
CVX
Chevron Corp

Energy
254
+ 7.23%
$145.57 - $161.83 $37K - $41.1K
3.77K $585K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
161
+ 1.22%
$68.24 - $73.73 $11K - $11.9K
13.4K $985K
AMAT
Applied Materials Inc

Technology
152
+ 11.37%
$156.25 - $204.95 $23.8K - $31.2K
1.49K $305K
XOM
Exxon Mobil Corp

Energy
193
+ 2.65%
$105.83 - $117.22 $20.4K - $22.6K
7.48K $844K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.1K
+ 1.14%
$24.73 - $25.29 $27.3K - $27.9K
97.6K $2.46M
JCI
Johnson Controls International PLC

Industrials
303
+ 5.95%
$103.24 - $111.73 $31.3K - $33.9K
5.4K $593K
WMB
Williams Companies, Inc.

Energy
651
+ 7.5%
$56.52 - $64.01 $36.8K - $41.7K
9.34K $591K
PEP
Pepsico Inc

Consumer Defensive
61
+ 1.54%
$133.81 - $152.16 $8.16K - $9.28K
4.01K $563K
COST
Costco Wholesale Corp

Consumer Defensive
93
+ 13.23%
$915.95 - $994.57 $85.2K - $92.5K
796 $737K
XLE
Energy Sector Spdr

ETFs
191
+ 4.66%
$84.25 - $91.99 $16.1K - $17.6K
4.29K $384K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6
+ 0.03%
$28.15 - $30.13 $169 - $181
20.8K $616K
VTV
Vanguard Value ETF

ETFs
30
+ 1.64%
$175.51 - $186.57 $5.27K - $5.6K
1.86K $347K
CRM
Salesforce, Inc.

Technology
181
+ 17.68%
$231.66 - $273.65 $41.9K - $49.5K
1.21K $285K
KO
Coca Cola CO

Consumer Defensive
441
+ 7.21%
$65.67 - $71.67 $29K - $31.6K
6.56K $435K
Amplify Cybersecurity ETF
9
+ 0.36%
N/A
2.54K $221K
NKE
Nike, Inc.

Consumer Cyclical
53
+ 1.26%
$69.24 - $79.24 $3.67K - $4.2K
4.27K $298K
TRGP
Targa Resources Corp.

Energy
30
+ 2.04%
$160.52 - $174.4 $4.82K - $5.23K
1.5K $251K
PM
Philip Morris International Inc.

Consumer Defensive
224
+ 9.05%
$157.77 - $183.27 $35.3K - $41.1K
2.7K $438K
Activity Summary
Buys All Purchases 100 New Holdings 40 Increased Positions 60 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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