Archetype Wealth Partners Portfolio Holdings

Archetype Wealth Partners

  • $686 Million
  • Q4 2024

Archetype Wealth Partners has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $686 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $104M, Ishares National Muni Bond ETF with a value of $77.6M, Vanguard Bd Index Fd Inc Total with a value of $60.7M, Ishares Tr with a value of $58.1M, and Spdr S&P 500 ETF Trust with a value of $55.2M.

Examining the 13F form we can see an decrease of $3.55M in the current position value, from $690M to 686M.

Archetype Wealth Partners is based out at Houston, TX

Below you can find more details about Archetype Wealth Partners portfolio as well as his latest detailed transactions.

Portfolio value $686 Million
ETFs: $656 Million
Technology: $7.44 Million
Financial Services: $7.14 Million
Consumer Defensive: $3.21 Million
Communication Services: $2.71 Million
Energy: $2.58 Million
Consumer Cyclical: $2.37 Million
Healthcare: $929,000
Other: $1.64 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 132
  • Current Value $686 Million
  • Prior Value $690 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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