Archetype Wealth Partners New Holdings in Q3 2025

Archetype Wealth Partners

  • $785 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
158K
New
$81.14 - $87.32 $12.8M - $13.8M
158K $13.8M
ORCL
Oracle Corp

Technology
4.37K
New
$218.96 - $328.33 $956K - $1.43M
4.37K $1.23M
GOOG
Alphabet Inc.

Communication Services
4K
New
$175.16 - $255.24 $700K - $1.02M
4K $973K
V
Visa Inc.

Financial Services
2.21K
New
$332.09 - $358.86 $733K - $792K
2.21K $753K
MA
Mastercard Inc

Financial Services
1.24K
New
$550.18 - $598.96 $683K - $744K
1.24K $707K
SHOP
Shopify Inc.

Technology
4.31K
New
$112.11 - $157.12 $484K - $678K
4.31K $641K
NOW
Service Now, Inc.

Technology
577
New
$850.86 - $1044.69 $491K - $603K
577 $531K
ABT
Abbott Laboratories

Healthcare
3.8K
New
$120.51 - $136.62 $458K - $520K
3.8K $509K
NFLX
Netflix Inc

Communication Services
404
New
$1147.87 - $1297.18 $464K - $524K
404 $484K
ZTS
Zoetis Inc.

Healthcare
3.11K
New
$141.13 - $159.19 $439K - $496K
3.11K $456K
PH
Parker Hannifin Corp

Industrials
493
New
$697.13 - $769.67 $344K - $379K
493 $374K
AON
Aon PLC

Financial Services
996
New
$350.91 - $375.27 $350K - $374K
996 $355K
IDXX
Idexx Laboratories Inc

Healthcare
541
New
$514.61 - $682.78 $278K - $369K
541 $346K
Brookfield Corp Cl A LTD Vt Sh
5.01K
New
N/A
5.01K $344K
MSCI
Msci Inc.

Financial Services
588
New
$526.48 - $588.0 $310K - $346K
588 $334K
CSCO
Cisco Systems, Inc.

Technology
4.58K
New
$66.2 - $71.79 $303K - $329K
4.58K $313K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.09K
New
$224.68 - $282.71 $246K - $309K
1.09K $306K
SONY
Sony Group Corp

Technology
10.6K
New
$23.92 - $30.07 $253K - $319K
10.6K $305K
ING
Ing Groep Nv

Financial Services
11.6K
New
$22.0 - $26.08 $256K - $303K
11.6K $303K
BAC
Bank Of America Corp

Financial Services
5.86K
New
$44.92 - $52.42 $263K - $307K
5.86K $302K
ADBE
Adobe Inc.

Technology
840
New
$333.65 - $392.1 $280K - $329K
840 $296K
SLB
Schlumberger Limited

Energy
7.97K
New
$32.37 - $37.31 $258K - $297K
7.97K $274K
SNPS
Synopsys Inc

Technology
547
New
$387.78 - $645.35 $212K - $353K
547 $270K
TJX
Tjx Companies Inc

Consumer Cyclical
1.81K
New
$121.35 - $144.54 $220K - $261K
1.81K $262K
BX
Blackstone Inc.

Financial Services
1.47K
New
$152.77 - $188.68 $225K - $277K
1.47K $251K
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
CCJ
Cameco Corp

Energy
2.64K
New
$70.47 - $86.89 $186K - $230K
2.64K $222K
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
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
HLN
Haleon PLC

Healthcare
14.6K
New
$8.72 - $10.35 $128K - $151K
14.6K $131K
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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