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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 54.59% of Arkos Global Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$20M), IEFA (+$9.9M), IJH (+$5.1M), IJR, ACWI, SHV, IEMG, NAD, USFR, DGRO.
Started 12 new stock positions in NDMO, NMZ, LEO, SDVY, SHV, AEM, NVG, WPC, EIM, PFF. COIN, CCI.
Reduced shares in these 10 stocks: VCSH (-$14M), MUB (-$7.9M), PGX, BND, SPY, SHY, GLD, VTIP, EAGG, .
Sold out of its positions in SPHD, SUSB, EAGG, SJNK, XLE.
Arkos Global Advisors was a net buyer of stock by $20M.
Arkos Global Advisors has $549M in assets under management (AUM), dropping by 11.87%.
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 108 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	13.4	$73M	+36%	168k	436.80	View chart
Ishares National Muni Bond Etf Etf (MUB)	12.5	$69M	-10%	635k	108.41	View chart
Vanguard Total Bond Market Etf Etf (BND)	10.0	$55M	-3%	743k	73.55	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	9.6	$53M	+23%	747k	70.35	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	9.2	$50M	-2%	106k	475.31	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	8.9	$49M	-22%	634k	77.37	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	4.3	$24M	+2%	214k	111.63	View chart
Spdr Gold Shares Etf (GLD)	2.5	$14M	-6%	72k	191.18	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.4	$13M	+63%	47k	277.16	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.9	$11M	+14%	210k	50.58	View chart
Vanguard Mid-cap Etf Etf (VO)	1.9	$11M		45k	232.63	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.8	$10M	+56%	93k	108.25	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	1.7	$9.2M	+6%	139k	66.49	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	1.5	$8.4M	+12%	167k	50.24	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	1.4	$7.8M		280k	27.69	View chart
Ishares Gold Trust Etf (IAU)	1.4	$7.6M	+3%	194k	39.03	View chart
Invesco Preferred Etf Etf (PGX)	1.3	$7.4M	-28%	645k	11.47	View chart
Vanguard Small-cap Etf Etf (VB)	1.3	$7.3M		34k	213.33	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	1.0	$5.5M	+18%	102k	53.82	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.9	$5.1M		70k	72.14	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.7	$4.1M	+119%	40k	101.78	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.6	$3.1M		20k	157.82	View chart
Ishares Global Reit Etf Etf (REET)	0.5	$3.0M	+3%	123k	24.18	View chart
Apple Stock (AAPL)	0.5	$2.8M	-3%	15k	192.50	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.5	$2.8M	+22%	26k	105.43	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.4	$2.1M	NEW	19k	110.15	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.3	$1.8M		60k	31.00	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.3	$1.5M	-3%	54k	27.99	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$1.4M		10k	139.70	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.2	$1.3M	+298%	116k	11.45	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$1.2M		29k	42.51	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$1.2M		21k	57.94	View chart
Microsoft Corp Stock (MSFT)	0.2	$1.1M	+4%	3.0k	375.87	View chart
Walmart Stock (WMT)	0.2	$1.1M		6.8k	157.71	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$1.0M		3.4k	310.81	View chart
Spdr Dow Jones Global Real Estate Etf Etf (RWO)	0.2	$995k	-10%	23k	43.69	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.2	$915k	+7%	22k	41.95	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.2	$835k	+163%	76k	11.00	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$830k	+6%	4.9k	170.08	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.1	$807k	-9%	18k	45.67	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$804k		2.1k	376.93	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.1	$776k	+164%	66k	11.82	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$766k	-43%	16k	47.47	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$725k		11k	65.78	View chart
Intel Corp Stock (INTC)	0.1	$718k		14k	50.28	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$686k	+4%	1.9k	356.92	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$641k		1.3k	477.29	View chart
Amazon Stock (AMZN)	0.1	$641k	+14%	4.2k	151.86	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$634k		8.2k	77.35	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$628k		8.3k	75.34	View chart
Broadcom Stock (AVGO)	0.1	$612k	+69%	548.00	1116.79	View chart
Pimco 1-5 Year Us Tips Index Etf Etf (STPZ)	0.1	$587k	-7%	12k	51.14	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$579k	+24%	1.4k	409.19	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.1	$579k		6.4k	90.22	View chart
Merck & Co Stock (MRK)	0.1	$528k	+4%	4.8k	108.93	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.1	$513k	-5%	16k	32.15	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.1	$503k	NEW	15k	32.80	View chart
Salesforce Stock (CRM)	0.1	$459k	+16%	1.7k	263.04	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$456k	-22%	8.7k	52.33	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$438k		3.2k	136.53	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$432k		3.5k	125.07	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$431k		6.9k	62.68	View chart
Coca Cola Stock (KO)	0.1	$407k		6.9k	58.96	View chart
Home Depot Stock (HD)	0.1	$407k		1.2k	346.38	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$405k		1.5k	270.54	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	0.1	$397k	-11%	3.9k	100.61	View chart
Costco Whsl Corp Stock (COST)	0.1	$374k		566.00	660.78	View chart
Pepsico Stock (PEP)	0.1	$373k		2.2k	169.78	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$372k	-13%	3.7k	99.84	View chart
Nuveen Mun High Income Opportu Cef (NMZ)	0.1	$368k	NEW	37k	9.89	View chart
Boston Scientific Corp Stock (BSX)	0.1	$367k	-6%	6.3k	57.85	View chart
Goldman Sachs Group Stock (GS)	0.1	$363k	+8%	942.00	385.35	View chart
Goldman Sachs Just U.s. Large Cap Equity Etf Etf (JUST)	0.1	$358k	-12%	5.3k	67.91	View chart
Canadian Imperial Bk Comm Toro Stock (CM)	0.1	$352k		7.3k	48.19	View chart
Mongodb Inc Cl A Stock (MDB)	0.1	$348k		850.00	409.41	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$330k	-76%	4.0k	81.95	View chart
Chevron Corp Stock (CVX)	0.1	$329k	-15%	2.2k	148.94	View chart
Snowflake Inc Cl A Stock (SNOW)	0.1	$320k		1.6k	198.76	View chart
Verizon Communications Stock (VZ)	0.1	$318k	-17%	8.4k	37.69	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$315k		3.8k	82.89	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.1	$312k	-28%	4.1k	75.62	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$308k	+14%	6.4k	47.83	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$308k		4.1k	75.45	View chart
Williams Cos Stock (WMB)	0.1	$302k		8.7k	34.77	View chart
Ishares Silver Trust Etf (SLV)	0.1	$292k	+23%	13k	21.77	View chart
Crown Castle Reit (CCI)	0.1	$290k	NEW	2.5k	115.35	View chart
Cisco Sys Stock (CSCO)	0.1	$286k	+5%	5.7k	50.57	View chart
Bny Mellon Strategic Muns Cef (LEO)	0.1	$281k	NEW	48k	5.85	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.1	$278k	NEW	24k	11.83	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$273k	-4%	5.5k	49.35	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$265k		10k	26.34	View chart
Bank Montreal Que Stock (BMO)	0.0	$264k		2.7k	98.80	View chart
Healthcare Rlty Tr Cl A Reit (HR)	0.0	$258k	+2%	15k	17.26	View chart
Intercontinental Exchange Stock (ICE)	0.0	$254k		2.0k	128.35	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$240k	NEW	7.7k	31.16	View chart
Aflac Stock (AFL)	0.0	$227k		2.8k	82.46	View chart
Putnam Managed Mun Income Tr Cef (PMM)	0.0	$225k	+94%	37k	6.08	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$225k	NEW	4.1k	54.88	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$222k		3.1k	72.64	View chart
Wp Carey Reit (WPC)	0.0	$221k	NEW	3.4k	64.73	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.0	$217k	-22%	5.1k	42.33	View chart
Bny Mellon Strategic Mun Bd Cef (DSM)	0.0	$206k	+100%	36k	5.72	View chart
Procter And Gamble Stock (PG)	0.0	$202k	-7%	1.4k	146.91	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$202k	NEW	1.2k	173.99	View chart
Eaton Vance Mun Bd Cef (EIM)	0.0	$162k	NEW	16k	10.12	View chart
Nuveen Dynamic Mun Opportuniti Cef (NDMO)	0.0	$139k	NEW	14k	9.93	View chart
Chimera Invt Corp Reit (CIM)	0.0	$50k		10k	4.99	View chart
Amarin Corp Plc Spons Adr (AMRN)	0.0	$9.0k		10k	0.90	View chart

Past Filings by Arkos Global Advisors

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

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
Archetype Wealth Partners 2020 Q2 filed Aug. 13, 2020
Archetype Wealth Partners 2020 Q1 filed May 15, 2020

View all past filings

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