Archvest Wealth Advisors, Inc. Portfolio Holdings

Archvest Wealth Advisors, Inc.

  • $151 Million
  • Q2 2024

Archvest Wealth Advisors, Inc. has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $151 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $33.6M, Vanguard Ftse All World Ex Us with a value of $23.6M, Goldman Sachs ETF Tr Activebet with a value of $10.5M, Vanguard Specialized Funds Van with a value of $5.93M, and Apple Inc. with a value of $5.52M.

Examining the 13F form we can see an increase of $8.87M in the current position value, from $142M to 151M.

Below you can find more details about Archvest Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $151 Million
ETFs: $135 Million
Technology: $8.48 Million
Communication Services: $2.36 Million
Healthcare: $1.9 Million
Consumer Cyclical: $1.89 Million
Financial Services: $610,000
Energy: $587,000
Consumer Defensive: $348,000
Other: $222,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.76T
$5.52 Million 3.65% of portfolio
26,198
Q2 2024 Reduced 0.54%
$859B
$1.9 Million 1.26% of portfolio
2,102
Q2 2024 Added 0.14%
$3.22T
$1.64 Million 1.08% of portfolio
3,662
Q2 2024 Added 17.75%
$1.94T
$1.3 Million 0.86% of portfolio
6,742
Q2 2024 Added 13.37%
$1.02T
$1.03 Million 0.68% of portfolio
5,676
Q2 2024 Added 4.65%
$352B
$794,000 0.53% of portfolio
6,430
Q2 2024 Added 907.84%
$1.33T
$765,000 0.51% of portfolio
1,519
Q2 2024 Added 44.8%
$110B
$610,000 0.4% of portfolio
2,897
Q2 2024 Reduced 3.01%
$1.04T
$563,000 0.37% of portfolio
3,072
Q2 2024 Added 3.47%
$291B
$378,000 0.25% of portfolio
2,418
Q2 2024 Added 21.08%
$393B
$348,000 0.23% of portfolio
410
Q2 2024 Added 5.67%
$404B
$315,000 0.21% of portfolio
917
Q2 2024 New
$189B
$321,000 0.21% of portfolio
1,861
Q2 2024 Added 0.81%
$55B
$273,000 0.18% of portfolio
1,805
Q2 2024 Reduced 9.98%
$489B
$209,000 0.14% of portfolio
1,823
Q2 2024 New
$190B
$212,000 0.14% of portfolio
1,338
Q2 2024 Added 5.11%
$150M
$10,000 0.01% of portfolio
17,172
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $151 Million
  • Prior Value $142 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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