Portfolio (Quarterly)
Guide ↗
Archvest Wealth Advisors, Inc.
· CIK 0001910174| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | AMGN | AMGEN INC | Healthcare | 661.0 | $216K | 0.14% | NEW | — | $327.07 | +3.2% |
| 62 | ABBV | ABBVIE INC | Healthcare | 946.0 | $216K | 0.14% | NEW | — | $228.41 | -6.4% |
| 63 | SBUX | STARBUCKS CORP | Consumer Cyclical | 2,501.0 | $211K | 0.13% | NEW | — | $84.22 | +21.0% |
| 64 | VOO | VANGUARD INDEX FDS | — | 331.0 | $208K | 0.13% | NEW | — | $628.08 | +9.7% |
| 65 | XOM | EXXON MOBIL CORP | Energy | 1,700.0 | $205K | 0.13% | NEW | — | $120.37 | +26.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
42.7%
Financial Services
13.8%
Communication Services
12.8%
Consumer Cyclical
11.5%
Healthcare
11.3%
Industrials
2.8%
Energy
2.3%
Consumer Defensive
1.7%
Utilities
1.2%