Arkadios Wealth Advisors Purchases in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
16.7K
+ 37.6%
$570.51 - $610.59 $9.52M - $10.2M
61.1K $35.9M
NVDA
Nvidia Corp

Technology
25.9K
+ 5.97%
$117.0 - $148.88 $3.03M - $3.86M
460K $61.8M
AMZN
Amazon Com Inc

Consumer Cyclical
5.45K
+ 2.71%
$180.88 - $232.93 $985K - $1.27M
206K $45.3M
IRBO
Ishares Robotics & Artificial

ETFs
214K
New
N/A
214K $6.87M
AAPL
Apple Inc.

Technology
1.67K
+ 0.59%
$221.69 - $259.02 $369K - $432K
282K $70.7M
GOOGL
Alphabet Inc.

Communication Services
10.8K
+ 11.47%
$161.86 - $196.66 $1.75M - $2.12M
105K $19.9M
CRM
Salesforce, Inc.

Technology
4.21K
+ 11.13%
$270.87 - $367.87 $1.14M - $1.55M
42.1K $14.1M
BK
Bank Of New York Mellon Corp

Financial Services
47.7K
+ 1011.87%
$70.82 - $81.87 $3.38M - $3.91M
52.4K $4.03M
JPM
Jpmorgan Chase & CO

Financial Services
4.93K
+ 6.11%
$205.18 - $250.29 $1.01M - $1.23M
85.6K $20.5M
TSLA
Tesla, Inc.

Consumer Cyclical
2.33K
+ 13.11%
$213.65 - $479.86 $497K - $1.12M
20.1K $8.1M
CEG
Constellation Energy Corp

Utilities
15.4K
+ 701.36%
$224.28 - $285.52 $3.46M - $4.4M
17.6K $3.96M
OMFL
Invesco Exchange Traded Self I

ETFs
38.6K
+ 6.35%
$52.49 - $56.58 $2.03M - $2.18M
647K $35.1M
WMT
Walmart Inc.

Consumer Defensive
9.34K
+ 4.81%
$79.1 - $95.7 $738K - $893K
204K $18.4M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
28.7K
+ 8.76%
$94.66 - $102.14 $2.71M - $2.93M
356K $34M
WHR
Whirlpool Corp

Consumer Cyclical
17.2K
New
$99.28 - $124.45 $1.71M - $2.14M
17.2K $1.97M
QCOM
Qualcomm Inc

Technology
14K
+ 93.44%
$150.4 - $178.04 $2.11M - $2.5M
29K $4.46M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
39.3K
+ 139.69%
$44.87 - $46.86 $1.76M - $1.84M
67.4K $3.02M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
38K
New
$42.26 - $43.93 $1.61M - $1.67M
38K $1.64M
RGTI
Rigetti Computing, Inc.

Technology
106K
New
$0.74 - $17.08 $78.7K - $1.82M
106K $1.64M
GOOG
Alphabet Inc.

Communication Services
2K
+ 3.78%
$163.08 - $198.16 $326K - $396K
54.9K $10.4M
RDVY
First Trust Rising Dividend Ac

ETFs
25.5K
+ 26.3%
$58.65 - $64.37 $1.49M - $1.64M
122K $7.24M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
7.75K
+ 140.37%
$170.03 - $192.78 $1.32M - $1.49M
13.3K $2.45M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
38.8K
+ 22.5%
$40.38 - $44.35 $1.57M - $1.72M
211K $8.63M
FVRR
Fiverr International Ltd.

Communication Services
24.8K
+ 21.97%
$21.53 - $35.45 $535K - $881K
138K $4.37M
BMY
Bristol Myers Squibb CO

Healthcare
13K
+ 9.39%
$51.92 - $59.94 $675K - $779K
151K $8.56M
DUHP
Dimensional ETF Tr Dimensional

ETFs
42.5K
+ 21.26%
$33.62 - $35.69 $1.43M - $1.52M
243K $8.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
40.1K
+ 29.23%
$35.45 - $40.33 $1.42M - $1.62M
177K $6.36M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.52K
+ 14.37%
$94.43 - $105.47 $899K - $1M
75.7K $7.69M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.62K
+ 35.82%
$275.15 - $388.2 $721K - $1.02M
9.93K $3.4M
CHK
Chesapeake Energy Corp

Energy
15.3K
New
$81.46 - $87.57 $1.24M - $1.34M
15.3K $1.31M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.91K
+ 15.4%
$155.96 - $188.66 $610K - $738K
29.3K $5.47M
SQ
Block, Inc.

Technology
7.05K
+ 20.99%
$65.06 - $98.92 $459K - $698K
40.7K $3.46M
ZM
Zoom Video Communications, Inc.

Technology
10.4K
+ 35.66%
$67.21 - $89.03 $700K - $927K
39.6K $3.23M
XLF
Financial Sector Spdr

ETFs
13.9K
+ 8.58%
$44.89 - $51.34 $623K - $712K
176K $8.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.01%
$481.22 - $538.17 $1.44K - $1.61K
49.1K $25.1M
ISRG
Intuitive Surgical Inc

Healthcare
1.23K
+ 9.24%
$471.27 - $550.62 $579K - $677K
14.5K $7.59M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.98K
+ 16.18%
$113.92 - $127.38 $1.14M - $1.27M
71.7K $8.26M
XLK
Technology Sector Spdr

ETFs
3K
+ 5.87%
$220.26 - $241.44 $660K - $724K
54K $12.6M
CG
Carlyle Group Inc.

Financial Services
20.1K
New
$43.2 - $54.81 $870K - $1.1M
20.1K $1.02M
GLD
Spdr Gold Trust

ETFs
4.28K
+ 12.12%
$236.59 - $257.5 $1.01M - $1.1M
39.5K $9.57M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
7.61K
+ 18.37%
$58.32 - $85.45 $444K - $650K
49K $3.63M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
18.1K
New
$50.07 - $52.35 $907K - $948K
18.1K $930K
BEP
Brookfield Renewable Partners L.P.

Utilities
42.7K
+ 442.32%
$22.59 - $28.9 $965K - $1.24M
52.4K $1.19M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
10.1K
+ 15.46%
$58.39 - $67.04 $588K - $675K
75.2K $4.77M
NOW
Service Now, Inc.

Technology
408
+ 15.44%
$867.18 - $1148.42 $354K - $469K
3.05K $3.23M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
3.4K
+ 82.83%
$193.7 - $235.05 $658K - $798K
7.49K $1.71M
BA
Boeing CO

Industrials
2.8K
+ 19.46%
$138.14 - $180.72 $387K - $507K
17.2K $3.05M
PAYX
Paychex Inc

Industrials
4.54K
+ 13.29%
$135.86 - $148.73 $617K - $676K
38.7K $5.43M
NFLX
Netflix Inc

Communication Services
231
+ 6.78%
$687.65 - $936.56 $159K - $216K
3.64K $3.24M
Activity Summary
Buys All Purchases 502 New Holdings 90 Increased Positions 412 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 1 Puts 0
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