Archvest-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-02
Total Holdings
63
Total Value
120851586
Accession Number
0001910174-25-000002
Form Type
13F-HR
Manager Name
Archvest-Wealth-Advisors
Data Enrichment
73% identified
46 identified17 unidentified

Holdings

63 positions • $120.9M total value
Manager:
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JOHNSON & JOHNSON
Shares:1.3K
Value:$216.0K
% of Portfolio:0.2% ($216.0K/$120.9M)
ABBOTT LABORATORIES
Shares:1.6K
Value:$211.7K
% of Portfolio:0.2% ($211.7K/$120.9M)
EXXON MOBIL CORP
Shares:1.7K
Value:$205.7K
% of Portfolio:0.2% ($205.7K/$120.9M)