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Archetype Wealth Partners

Latest statistics and disclosures from Arkos Global Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, MUB, BND, IEFA, SPY, and represent 53.95% of Arkos Global Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$7.8M), BND (+$6.0M), IJH, IEFA, VCSH, IJR, IAU, PFF, IEMG, TLT.
Started 5 new stock positions in KHC, RY, TLT, IVW, VTI.
Reduced shares in these 10 stocks: SPY, SHV, VYM, IDV, BRK.B, USFR, GS, JNJ, , RSP.
Sold out of its positions in AZO, BP, BAC, BMY, Chimera Investment Corp etf, JNJ, LOW, MCD, OXY, XLV. SJM, TGT, MMM, TM, UNP, UPS, ACN, JCI, MDT.
Arkos Global Advisors was a net buyer of stock by $15M.
Arkos Global Advisors has $618M in assets under management (AUM), dropping by 3.06%.
Central Index Key (CIK): 0001769089

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Positions held by Archetype Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Arkos Global Advisors

Arkos Global Advisors holds 130 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	15.0	$93M	+9%	185k	500.13	View chart
Ishares National Muni Bond Etf Etf (MUB)	11.1	$69M		646k	106.55	View chart
Vanguard Total Bond Market Etf Etf (BND)	9.7	$60M	+11%	833k	72.05	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	9.4	$58M	+5%	803k	72.64	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	8.7	$54M	-4%	99k	544.21	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	8.4	$52M	+5%	674k	77.28	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	3.8	$24M	-2%	200k	118.60	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.9	$18M	+22%	304k	58.52	View chart
Spdr Gold Shares Etf (GLD)	2.5	$15M		71k	215.01	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	2.0	$12M	+4%	232k	53.53	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.0	$12M	+17%	116k	106.66	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	1.7	$11M		155k	68.53	View chart
Vanguard Mid-cap Etf Etf (VO)	1.7	$11M	-2%	43k	242.11	View chart
Ishares Gold Trust Etf (IAU)	1.5	$9.4M	+8%	214k	43.93	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	1.4	$8.6M	-5%	171k	50.31	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	1.4	$8.4M		276k	30.46	View chart
Invesco Preferred Etf Etf (PGX)	1.2	$7.6M		657k	11.55	View chart
Vanguard Small-cap Etf Etf (VB)	1.2	$7.1M	-2%	33k	218.03	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.0	$6.5M		112k	57.61	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.8	$5.1M	+2%	70k	72.07	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.7	$4.1M	-7%	36k	112.41	View chart
Apple Stock (AAPL)	0.5	$3.2M		15k	210.65	View chart
Ishares Global Reit Etf Etf (REET)	0.5	$2.9M	+2%	125k	23.25	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$2.9M	-12%	17k	164.26	View chart
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)	0.4	$2.7M		111k	24.45	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$2.5M		6.8k	373.95	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.4	$2.5M		24k	104.55	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.3	$1.9M		57k	33.93	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$1.8M	+2%	10k	182.12	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.3	$1.6M		14k	118.47	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.2	$1.5M	-27%	14k	110.52	View chart
Walmart Stock (WMT)	0.2	$1.5M	+7%	22k	67.71	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$1.5M		8.1k	182.59	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$1.4M		29k	47.98	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.2	$1.4M		116k	11.74	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.2	$1.2M	+52%	23k	52.45	View chart
Microsoft Corp Stock (MSFT)	0.2	$1.2M	-2%	2.6k	447.02	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$1.1M	-14%	18k	60.30	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.2	$1.0M	+142%	33k	31.56	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$955k	-2%	1.7k	576.69	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.2	$948k		12k	77.12	View chart
Amazon Stock (AMZN)	0.2	$946k	+20%	4.9k	193.22	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.2	$931k	-36%	34k	27.66	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.2	$930k	+5%	28k	33.40	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.1	$870k		76k	11.46	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$851k	-7%	4.2k	202.19	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.1	$811k		66k	12.36	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$795k	-12%	11k	72.20	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.1	$791k		19k	41.79	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$787k		2.0k	390.96	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$771k	+8%	1.6k	479.18	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.1	$768k	-6%	16k	46.78	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$751k		1.4k	546.98	View chart
Spdr Dow Jones Global Real Estate Etf Etf (RWO)	0.1	$735k	-18%	18k	41.55	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$707k	-42%	1.7k	406.79	View chart
Intel Corp Stock (INTC)	0.1	$681k	+45%	22k	30.98	View chart
Broadcom Stock (AVGO)	0.1	$666k	+2%	415.00	1604.82	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$641k		8.2k	77.82	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$622k		13k	48.54	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.1	$622k		6.4k	96.91	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$599k		7.5k	79.91	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.1	$592k		12k	50.49	View chart
Pimco 1-5 Year Us Tips Index Exchange-traded Fund Etf (STPZ)	0.1	$588k		11k	51.66	View chart
Merck & Co Stock (MRK)	0.1	$537k		4.3k	123.73	View chart
Costco Whsl Corp Stock (COST)	0.1	$502k	+4%	591.00	849.41	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$496k	NEW	5.4k	91.75	View chart
Boston Scientific Corp Stock (BSX)	0.1	$489k		6.3k	77.08	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$483k	+50%	9.8k	49.39	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$476k	-4%	1.4k	333.57	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$475k	+21%	4.1k	115.18	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.1	$474k	-6%	15k	31.16	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$443k	-30%	10k	43.97	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$439k		3.5k	127.10	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$436k	-2%	6.7k	64.93	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	0.1	$416k	-2%	3.7k	112.25	View chart
Nuveen Mun High Income Opportu Cef (NMZ)	0.1	$401k		37k	10.78	View chart
Goldman Sachs Just Us Large Cap Eq Etf Etf (JUST)	0.1	$399k		5.1k	78.19	View chart
Home Depot Stock (HD)	0.1	$396k	-46%	1.2k	344.05	View chart
Coca Cola Stock (KO)	0.1	$391k		6.1k	63.67	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$383k		3.8k	100.79	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$372k	+22%	4.1k	91.11	View chart
Williams Cos Stock (WMB)	0.1	$369k		8.7k	42.49	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$362k	NEW	1.4k	267.55	View chart
Crown Castle Reit (CCI)	0.1	$353k		3.6k	97.68	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.1	$348k		7.1k	48.88	View chart
Canadian Imperial Bk Comm Toro Stock (CM)	0.1	$347k		7.3k	47.51	View chart
Goldman Sachs Group Stock (GS)	0.1	$346k	-59%	766.00	451.70	View chart
Nvidia Corporation Stock (NVDA)	0.1	$343k	+884%	2.8k	123.56	View chart
Ishares Silver Trust Etf (SLV)	0.1	$340k		13k	26.55	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$339k		1.3k	266.09	View chart
Pepsico Stock (PEP)	0.1	$332k	-4%	2.0k	164.68	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$329k		4.0k	81.70	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.1	$326k		4.1k	78.88	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$319k		4.1k	78.38	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.1	$318k	+3%	1.4k	222.38	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$315k		1.7k	182.08	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$312k	+3%	11k	28.95	View chart
Chevron Corp Stock (CVX)	0.0	$302k	-42%	1.9k	156.31	View chart
Cummins Stock (CMI)	0.0	$295k	-37%	1.1k	276.74	View chart
Bny Mellon Strategic Municipals Cef (LEO)	0.0	$294k		48k	6.12	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.0	$293k		24k	12.47	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$280k		6.8k	41.07	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$277k	-2%	549.00	504.55	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$269k		5.5k	48.63	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$268k		4.1k	65.37	View chart
Philip Morris Intl Stock (PM)	0.0	$266k	-26%	2.6k	101.45	View chart
Kraft Heinz Stock (KHC)	0.0	$260k	NEW	8.1k	32.27	View chart
Disney Walt Stock (DIS)	0.0	$259k	-36%	2.6k	99.42	View chart
Salesforce Stock (CRM)	0.0	$257k	-54%	999.00	257.26	View chart
Verizon Communications Stock (VZ)	0.0	$255k	-13%	6.2k	41.24	View chart
Eli Lilly & Co Stock (LLY)	0.0	$250k	-8%	276.00	905.80	View chart
Healthcare Rlty Tr Cl A Reit (HR)	0.0	$246k		15k	16.45	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$244k		978.00	249.49	View chart
Procter And Gamble Stock (PG)	0.0	$233k	+2%	1.4k	164.66	View chart
Cisco Sys Stock (CSCO)	0.0	$232k		4.9k	47.41	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.0	$229k		37k	6.19	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$225k		1.7k	135.30	View chart
Bank Montreal Que Stock (BMO)	0.0	$224k		2.7k	83.83	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$223k		946.00	235.73	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$220k		1.1k	202.58	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$217k	NEW	2.3k	92.73	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.0	$217k		5.2k	41.82	View chart
American Express Stock (AXP)	0.0	$215k	-56%	927.00	231.93	View chart
Bny Mellon Strategic Muni Bond Cef (DSM)	0.0	$214k		36k	5.94	View chart
Valero Energy Corp Stock (VLO)	0.0	$211k	-40%	1.3k	156.88	View chart
Aflac Stock (AFL)	0.0	$210k	-36%	2.4k	89.25	View chart
Royal Bk Cda Stock (RY)	0.0	$201k	NEW	1.9k	106.63	View chart
Eaton Vance Mun Bd Cef (EIM)	0.0	$169k		16k	10.56	View chart
Nuveen Dynamic Mun Opportuniti Cef (NDMO)	0.0	$151k		14k	10.79	View chart
Amarin Corp Plc Spons Adr (AMRN)	0.0	$7.0k		10k	0.70	View chart

Past Filings by Arkos Global Advisors

SEC 13F filings are viewable for Arkos Global Advisors going back to 2018

Arkos Global Advisors 2024 Q2 filed Aug. 15, 2024
Arkos Global Advisors 2024 Q1 filed May 15, 2024
Arkos Global Advisors 2023 Q4 filed Feb. 15, 2024
Arkos Global Advisors 2023 Q3 filed Nov. 13, 2023
Arkos Global Advisors 2023 Q2 filed Aug. 15, 2023
Arkos Global Advisors 2023 Q1 filed May 10, 2023
Arkos Global Advisors 2022 Q4 filed Feb. 14, 2023
Arkos Global Advisors 2022 Q3 filed Nov. 14, 2022
Archetype Wealth Partners 2022 Q2 filed Aug. 15, 2022
Archetype Wealth Partners 2022 Q1 filed May 12, 2022
Archetype Wealth Partners 2021 Q4 filed Feb. 14, 2022
Archetype Wealth Partners 2021 Q3 filed Nov. 12, 2021
Archetype Wealth Partners 2021 Q2 filed Aug. 13, 2021
Archetype Wealth Partners 2021 Q1 filed April 30, 2021
Archetype Wealth Partners 2020 Q4 filed Feb. 12, 2021
Archetype Wealth Partners 2020 Q3 filed Oct. 15, 2020

View all past filings

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