Arkadios Wealth Advisors Purchases in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
62
+ 1.02%
$99.2 - $108.47 $6.15K - $6.73K
6.15K $612K
SWK
Stanley Black & Decker, Inc.

Industrials
1.11K
+ 26.31%
$79.07 - $109.36 $87.5K - $121K
5.32K $426K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.19%
$480.36 - $529.17 $1.92K - $2.12K
2.1K $1.05M
VNQ
Vanguard Specialized Funds Van

ETFs
1.08K
+ 6.64%
$87.85 - $98.6 $94.6K - $106K
17.3K $1.54M
BP
Bp PLC

Energy
1.39K
+ 3.04%
$28.16 - $33.14 $39.1K - $46K
47K $1.39M
WD
Walker & Dunlop, Inc.

Financial Services
12
+ 0.41%
$95.69 - $116.27 $1.15K - $1.4K
2.93K $285K
STZ
Constellation Brands, Inc.

Consumer Defensive
167
+ 7.07%
$219.66 - $257.62 $36.7K - $43K
2.53K $559K
CRSP
Crispr Therapeutics Ag

Healthcare
866
+ 7.67%
$38.65 - $55.15 $33.5K - $47.8K
12.2K $478K
PSX
Phillips 66

Energy
6.07K
+ 14.17%
$110.35 - $138.93 $670K - $843K
48.9K $5.57M
O
Realty Income Corp

Real Estate
2.68K
+ 13.11%
$51.76 - $64.71 $139K - $174K
23.1K $1.24M
GE
General Electric CO

Industrials
388
+ 6.44%
$159.95 - $194.23 $62.1K - $75.4K
6.41K $1.07M
MHO
M/I Homes, Inc.

Consumer Cyclical
90
+ 4.21%
$132.44 - $174.81 $11.9K - $15.7K
2.23K $295K
CION
Cion Investment Corp

Financial Services
6.28K
+ 2.19%
$11.25 - $12.08 $70.6K - $75.8K
293K $3.34M
BDX
Becton Dickinson & CO

Healthcare
38
+ 0.65%
$220.02 - $243.75 $8.36K - $9.26K
5.92K $1.34M
UFPI
Ufp Industries Inc

Basic Materials
14
+ 0.33%
$112.19 - $139.02 $1.57K - $1.95K
4.23K $476K
SCHV
Schwab Strategic Tr Us Large C

ETFs
48.3K
+ 196.26%
$25.79 - $80.4 $1.25M - $3.88M
72.9K $1.9M
SHW
Sherwin Williams CO

Basic Materials
16
+ 0.79%
$338.75 - $399.71 $5.42K - $6.4K
2.03K $691K
GD
General Dynamics Corp

Industrials
2.32K
+ 13.0%
$260.28 - $314.03 $605K - $729K
20.2K $5.32M
ZTS
Zoetis Inc.

Healthcare
489
+ 9.69%
$162.24 - $194.42 $79.3K - $95.1K
5.53K $901K
VEA
Vanguard Ftse Developed Market

ETFs
673
+ 2.9%
$47.57 - $52.44 $32K - $35.3K
23.9K $1.14M
EXR
Extra Space Storage Inc.

Real Estate
534
+ 9.45%
$142.35 - $178.32 $76K - $95.2K
6.18K $924K
WPM
Wheaton Precious Metals Corp.

Basic Materials
40
+ 0.19%
$56.08 - $68.53 $2.24K - $2.74K
21.6K $1.22M
ADBE
Adobe Inc.

Technology
193
+ 7.37%
$437.39 - $552.96 $84.4K - $107K
2.81K $1.25M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.47K
+ 94.16%
$22.01 - $66.82 $98.3K - $299K
9.21K $209K
AMAT
Applied Materials Inc

Technology
1.54K
+ 17.06%
$161.44 - $213.89 $249K - $330K
10.6K $1.72M
ELV
Elevance Health, Inc.

Healthcare
114
+ 11.48%
$365.96 - $514.62 $41.7K - $58.7K
1.11K $408K
VALE
Vale S.A.

Basic Materials
8.12K
+ 12.54%
$8.74 - $11.78 $70.9K - $95.6K
72.9K $646K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.09K
+ 9.21%
$87.1 - $98.49 $356K - $402K
48.5K $4.23M
AMD
Advanced Micro Devices Inc

Technology
3.91K
+ 28.55%
$118.88 - $172.8 $465K - $676K
17.6K $2.13M
NKE
Nike, Inc.

Consumer Cyclical
1.59K
+ 7.62%
$73.36 - $89.13 $116K - $141K
22.4K $1.7M
ETR
Entergy Corp

Utilities
1.27K
+ 28.07%
$73.19 - $156.4 $92.8K - $198K
5.79K $438K
DVN
Devon Energy Corp

Energy
4.34K
+ 9.03%
$30.52 - $42.96 $132K - $186K
52.4K $1.71M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
356
+ 0.71%
$44.04 - $49.49 $15.7K - $17.6K
50.8K $2.24M
PG
Procter & Gamble CO

Consumer Defensive
330
+ 0.72%
$161.05 - $179.7 $53.1K - $59.3K
46.2K $7.75M
TSCO
Tractor Supply CO

Consumer Cyclical
3.7K
+ 208.15%
$52.59 - $303.74 $195K - $1.12M
5.48K $290K
CI
Cigna Corp

Healthcare
149
+ 3.84%
$265.59 - $358.58 $39.6K - $53.4K
4.03K $1.11M
CAG
Conagra Brands Inc.

Consumer Defensive
600
+ 1.14%
$26.48 - $32.72 $15.9K - $19.6K
53.4K $1.48M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
1.38K
+ 5.19%
$36.84 - $53.4 $50.8K - $73.6K
28K $1.04M
MRNA
Moderna, Inc.

Healthcare
836
+ 7.31%
$36.85 - $63.93 $30.8K - $53.4K
12.3K $509K
INTC
Intel Corp

Technology
1.12K
+ 1.31%
$19.07 - $26.23 $21.3K - $29.3K
86.4K $1.73M
MDT
Medtronic PLC

Healthcare
3.9K
+ 6.42%
$79.61 - $92.24 $310K - $360K
64.6K $5.16M
CCI
Crown Castle International Corp

Real Estate
338
+ 2.79%
$89.78 - $119.11 $30.3K - $40.3K
12.4K $1.13M
GIS
General Mills Inc

Consumer Defensive
392
+ 1.09%
$62.78 - $74.62 $24.6K - $29.3K
36.4K $2.32M
SO
Southern CO

Utilities
5.01K
+ 4.82%
$81.5 - $94.15 $409K - $472K
109K $8.97M
FCX
Freeport Mcmoran Inc

Basic Materials
624
+ 1.73%
$38.08 - $50.82 $23.8K - $31.7K
36.8K $1.4M
UBER
Uber Technologies, Inc

Technology
686
+ 2.19%
$59.93 - $86.34 $41.1K - $59.2K
32K $1.93M
VZ
Verizon Communications Inc

Communication Services
1.09K
+ 1.04%
$39.6 - $45.21 $43K - $49.1K
106K $4.23M
XOM
Exxon Mobil Corp

Energy
3.98K
+ 4.07%
$105.51 - $125.37 $420K - $499K
102K $11M
LMT
Lockheed Martin Corp

Industrials
658
+ 7.26%
$479.66 - $614.62 $316K - $404K
9.72K $4.72M
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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