Arkadios Wealth Advisors Purchases in Q3 2024

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IDV
Ishares Tr

ETFs
675K
New
$27.62 - $30.64 $18.7M - $20.7M
675K $20.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
185K
+ 1771.05%
$100.09 - $100.69 $18.5M - $18.6M
195K $19.7M
AAPL
Apple Inc.

Technology
23.6K
+ 9.16%
$207.23 - $234.82 $4.88M - $5.53M
281K $65.4M
IVV
Ishares Core S&P 500 ETF

ETFs
15.4K
+ 53.4%
$520.18 - $576.82 $8.03M - $8.91M
44.4K $25.6M
ISRG
Intuitive Surgical Inc

Healthcare
11.8K
+ 763.34%
$416.14 - $494.01 $4.9M - $5.81M
13.3K $6.54M
BRK-A
Berkshire Hathaway Inc

Financial Services
8
+ 266.67%
$610460.0 - $715910.0 $4.88M - $5.73M
11 $7.59M
GLD
Spdr Gold Trust

ETFs
20.9K
+ 146.21%
$215.56 - $246.98 $4.51M - $5.17M
35.3K $8.57M
BMY
Bristol Myers Squibb CO

Healthcare
90.7K
+ 190.01%
$39.66 - $51.75 $3.6M - $4.69M
138K $7.16M
AMZN
Amazon Com Inc

Consumer Cyclical
33.2K
+ 19.79%
$161.02 - $200.0 $5.34M - $6.64M
201K $37.4M
AVGO
Broadcom Inc.

Technology
54.4K
+ 1671.87%
$136.27 - $1745.86 $7.42M - $95M
57.7K $9.95M
JPM
Jpmorgan Chase & CO

Financial Services
16.7K
+ 26.1%
$194.9 - $224.8 $3.25M - $3.75M
80.7K $17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.07K
+ 16.84%
$434.77 - $502.96 $3.07M - $3.56M
49.1K $23.9M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
15.6K
+ 5.0%
$86.85 - $95.74 $1.35M - $1.49M
327K $31.3M
IWM
Ishares Russell 2000 ETF

ETFs
15.1K
+ 56.94%
$200.87 - $224.6 $3.03M - $3.39M
41.6K $9.19M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8.43K
New
$386.81 - $423.12 $3.26M - $3.57M
8.43K $3.57M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
42.3K
+ 13.28%
$50.02 - $54.5 $2.12M - $2.31M
361K $19.7M
FMAG
Fidelity Covington Tr

ETFs
106K
New
$27.46 - $30.77 $2.92M - $3.27M
106K $3.25M
ASML
Asml Holding Nv

Technology
3.96K
+ 942.14%
$749.82 - $1098.95 $2.97M - $4.35M
4.38K $3.65M
BX
Blackstone Inc.

Financial Services
17.9K
+ 133.76%
$120.77 - $159.66 $2.16M - $2.86M
31.3K $4.78M
IWB
Ishares Tr Russell 1000 ETF

ETFs
9.87K
+ 1426.88%
$283.28 - $314.39 $2.8M - $3.1M
10.6K $3.32M
WMT
Walmart Inc.

Consumer Defensive
6.02K
+ 3.2%
$66.91 - $81.4 $403K - $490K
194K $15.7M
VO
Vanguard Mid Cap ETF

ETFs
10.4K
+ 117.67%
$237.84 - $263.83 $2.47M - $2.74M
19.2K $5.07M
XLK
Technology Sector Spdr

ETFs
12.8K
+ 33.62%
$197.34 - $237.68 $2.53M - $3.05M
51K $11.5M
HD
Home Depot, Inc.

Consumer Cyclical
3.76K
+ 17.93%
$333.64 - $405.2 $1.25M - $1.52M
24.7K $10M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.93K
+ 46.16%
$332.02 - $382.76 $2.3M - $2.65M
22K $8.24M
MSFT
Microsoft Corp

Technology
9.31K
+ 12.26%
$395.15 - $467.56 $3.68M - $4.35M
85.2K $36.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.9K
+ 29.47%
$162.83 - $179.16 $1.93M - $2.13M
52.2K $9.35M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
66.8K
+ 94.91%
$32.65 - $36.69 $2.18M - $2.45M
137K $4.99M
HGER
Harbor ETF Tr All Weather Infl
112K
+ 197.73%
$21.29 - $22.98 $2.38M - $2.57M
169K $3.81M
IWD
Ishares Russell 1000 Val ETF

ETFs
11.9K
+ 122.17%
$173.36 - $189.8 $2.06M - $2.26M
21.6K $4.1M
PLTR
Palantir Technologies Inc.

Technology
29.8K
+ 28.23%
$24.09 - $37.95 $718K - $1.13M
135K $5.04M
IVW
Ishares S&P 500 Growth ETF

ETFs
22.9K
+ 52.79%
$84.77 - $97.13 $1.94M - $2.22M
66.2K $6.34M
VTV
Vanguard Value ETF

ETFs
9.42K
+ 19.85%
$159.75 - $174.57 $1.51M - $1.64M
56.9K $9.93M
OMFL
Invesco Exchange Traded Self I

ETFs
31.5K
+ 5.47%
$47.65 - $52.99 $1.5M - $1.67M
608K $32.2M
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
168K
New
$9.86 - $12.2 $1.66M - $2.05M
168K $1.95M
UNH
Unitedhealth Group Inc

Healthcare
2.14K
+ 23.35%
$488.01 - $604.18 $1.05M - $1.29M
11.3K $6.62M
FTCS
First Trust Capital Strength E

ETFs
13.8K
+ 14.64%
$83.58 - $90.94 $1.16M - $1.26M
108K $9.85M
RDVY
First Trust Rising Dividend Ac

ETFs
25.6K
+ 35.9%
$53.68 - $59.24 $1.37M - $1.52M
96.9K $5.74M
ORCL
Oracle Corp

Technology
8.23K
+ 65.44%
$125.9 - $170.35 $1.04M - $1.4M
20.8K $3.55M
KKR
Kkr & Co. Inc.

Financial Services
12.5K
+ 316.68%
$104.51 - $133.23 $1.31M - $1.67M
16.5K $2.15M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
33.3K
+ 23.99%
$38.51 - $41.69 $1.28M - $1.39M
172K $7.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
307
+ 1.08%
$405.19 - $478.57 $124K - $147K
28.6K $13.2M
MDT
Medtronic PLC

Healthcare
11.2K
+ 22.56%
$76.84 - $91.03 $859K - $1.02M
60.7K $5.47M
SCHV
Schwab Strategic Tr Us Large C

ETFs
18.9K
+ 328.32%
$73.43 - $80.37 $1.39M - $1.52M
24.6K $1.98M
CRM
Salesforce, Inc.

Technology
3.6K
+ 10.51%
$238.42 - $276.53 $858K - $995K
37.8K $10.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
13.5K
+ 43.68%
$89.91 - $101.33 $1.21M - $1.37M
44.4K $4.35M
DUHP
Dimensional ETF Tr Dimensional

ETFs
34.3K
+ 20.68%
$30.74 - $34.07 $1.05M - $1.17M
200K $6.82M
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.62K
+ 13.77%
$57.22 - $80.08 $379K - $530K
54.7K $4.27M
ABBV
Abb Vie Inc.

Healthcare
3.33K
+ 10.88%
$163.84 - $199.33 $546K - $665K
34K $6.71M
Activity Summary
Buys All Purchases 599 New Holdings 117 Increased Positions 482 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 3 Puts 3
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