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Archetype Wealth Partners Buys iShares 1-3 Year Treasury Bond ETF, The Energy Select Sector SPDR Fund, Kimberly-Clark Corp, Sells Targa Resources Corp, American Tower Corp, Fidelity National Information Services Inc

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Nov 12, 2021
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Investment company Archetype Wealth Partners (Current Portfolio) buys iShares 1-3 Year Treasury Bond ETF, The Energy Select Sector SPDR Fund, Kimberly-Clark Corp, Pfizer Inc, First Trust NASDAQ CEA Cybersecurity ETF, sells Targa Resources Corp, American Tower Corp, Fidelity National Information Services Inc, BTC iShares MSCI USA Value Factor ETF, Technology Select Sector SPDR ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Archetype Wealth Partners. As of 2021Q3, Archetype Wealth Partners owns 88 stocks with a total value of $299 million. These are the details of the buys and sells.

For the details of Archetype Wealth Partners's stock buys and sells, go to https://www.gurufocus.com/guru/archetype+wealth+partners/current-portfolio/portfolio

These are the top 5 holdings of Archetype Wealth Partners
  1. S&P 500 ETF TRUST ETF (SPY) - 169,724 shares, 24.39% of the total portfolio. Shares added by 1.78%
  2. Vanguard Total Bond Market ETF (BND) - 637,477 shares, 18.24% of the total portfolio. Shares added by 9.75%
  3. Vanguard Short-Term Corporate Bond ETF (VCSH) - 410,175 shares, 11.32% of the total portfolio. Shares added by 4.40%
  4. BTC iShares Core MSCI EAFE ETF (IEFA) - 331,186 shares, 8.23% of the total portfolio. Shares added by 5.64%
  5. Vanguard Mid-Cap ETF (VO) - 64,015 shares, 5.07% of the total portfolio. Shares added by 3.04%
New Purchase: The Energy Select Sector SPDR Fund (XLE)

Archetype Wealth Partners initiated holding in The Energy Select Sector SPDR Fund. The purchase prices were between $45.24 and $54.15, with an estimated average price of $49.03. The stock is now traded at around $57.390000. The impact to a portfolio due to this purchase was 0.09%. The holding were 5,073 shares as of 2021-09-30.

New Purchase: Pfizer Inc (PFE)

Archetype Wealth Partners initiated holding in Pfizer Inc. The purchase prices were between $39.25 and $50.42, with an estimated average price of $44.27. The stock is now traded at around $49.940000. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,724 shares as of 2021-09-30.

New Purchase: First Trust NASDAQ CEA Cybersecurity ETF (CIBR)

Archetype Wealth Partners initiated holding in First Trust NASDAQ CEA Cybersecurity ETF. The purchase prices were between $46.8 and $52.52, with an estimated average price of $49.44. The stock is now traded at around $56.050000. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,275 shares as of 2021-09-30.

New Purchase: Kimberly-Clark Corp (KMB)

Archetype Wealth Partners initiated holding in Kimberly-Clark Corp. The purchase prices were between $132.43 and $141.49, with an estimated average price of $136.06. The stock is now traded at around $134.260000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,536 shares as of 2021-09-30.

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

Archetype Wealth Partners added to a holding in iShares 1-3 Year Treasury Bond ETF by 33.19%. The purchase prices were between $86.07 and $86.27, with an estimated average price of $86.17. The stock is now traded at around $85.765000. The impact to a portfolio due to this purchase was 0.29%. The holding were 39,716 shares as of 2021-09-30.

Added: Chevron Corp (CVX)

Archetype Wealth Partners added to a holding in Chevron Corp by 53.66%. The purchase prices were between $94.29 and $106.21, with an estimated average price of $99.81. The stock is now traded at around $113.960000. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,553 shares as of 2021-09-30.

Sold Out: Targa Resources Corp (TRGP)

Archetype Wealth Partners sold out a holding in Targa Resources Corp. The sale prices were between $40.04 and $49.5, with an estimated average price of $44.05.

Sold Out: American Tower Corp (AMT)

Archetype Wealth Partners sold out a holding in American Tower Corp. The sale prices were between $265.41 and $303.62, with an estimated average price of $285.13.

Sold Out: BTC iShares MSCI USA Value Factor ETF (VLUE)

Archetype Wealth Partners sold out a holding in BTC iShares MSCI USA Value Factor ETF. The sale prices were between $99.83 and $105.57, with an estimated average price of $103.2.

Sold Out: Technology Select Sector SPDR ETF (XLK)

Archetype Wealth Partners sold out a holding in Technology Select Sector SPDR ETF. The sale prices were between $147.65 and $159.42, with an estimated average price of $154.06.

Sold Out: Fidelity National Information Services Inc (FIS)

Archetype Wealth Partners sold out a holding in Fidelity National Information Services Inc. The sale prices were between $121.38 and $150.86, with an estimated average price of $134.16.



Here is the complete portfolio of Archetype Wealth Partners. Also check out:

1. Archetype Wealth Partners's Undervalued Stocks
2. Archetype Wealth Partners's Top Growth Companies, and
3. Archetype Wealth Partners's High Yield stocks
4. Stocks that Archetype Wealth Partners keeps buying
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