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| Name: |
Archvest Wealth Advisors Inc. |
| City: |
WALNUT CREEK |
| State: |
CA |
| Zip: |
94598 |
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data |
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| Holdings
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6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LLY |
Eli Lilly & Co |
15 |
New |
$883.33 |
$1,596,000 |
2,099 |
1.13% |
1,596,000 |
2,099 |
0 |
Drug Manufacturers - ... |
|
|
MTUM |
Ishares Msci Usa Momentum F... |
30 |
New |
$0.00 |
$738,000 |
3,934 |
0.52% |
738,000 |
3,934 |
0 |
N/A |
|
|
IBM |
International Business Mach... |
45 |
New |
$169.12 |
$350,000 |
1,846 |
0.25% |
350,000 |
1,846 |
0 |
Diversified Computer ... |
|
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JNJ |
Johnson & Johnson |
53 |
New |
$145.45 |
$260,000 |
1,650 |
0.18% |
260,000 |
1,650 |
0 |
Drug Manufacturers - ... |
|
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GE |
General Electric Co |
57 |
New |
$155.69 |
$223,000 |
1,273 |
0.16% |
223,000 |
1,273 |
0 |
Conglomerates |
|
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ABT |
Abbott Laboratories |
58 |
New |
$103.45 |
$201,000 |
1,796 |
0.14% |
201,000 |
1,796 |
0 |
Drug Manufacturers - ... |
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