Arkadios Wealth Advisors Purchases in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
17.4K
+ 19.34%
$49.66 - $52.63 $866K - $917K
108K $5.37M
BITO
Proshares Tr Bitcoin Strategy

ETFs
34.6K
New
$16.99 - $27.42 $588K - $949K
34.6K $788K
USB
Us Bancorp \De\

Financial Services
12.2K
+ 13.23%
$43.98 - $53.66 $535K - $653K
104K $4.98M
MSFT
Microsoft Corp

Technology
3.59K
+ 4.21%
$406.35 - $454.46 $1.46M - $1.63M
88.8K $37.4M
FEX
First Tr Large Cap Core Alphde

ETFs
7.19K
+ 109.94%
$103.29 - $112.88 $742K - $811K
13.7K $1.43M
TFC
Truist Financial Corp

Financial Services
15.5K
+ 13.96%
$41.51 - $48.1 $643K - $746K
127K $5.49M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
15.7K
+ 196.74%
$47.11 - $50.8 $739K - $797K
23.7K $1.12M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
5.81K
New
$107.32 - $127.74 $624K - $742K
5.81K $715K
FTNT
Fortinet, Inc.

Technology
569
+ 1.5%
$76.49 - $99.21 $43.5K - $56.5K
38.5K $3.63M
CMI
Cummins Inc

Industrials
1.47K
+ 24.1%
$324.93 - $383.42 $476K - $562K
7.54K $2.63M
PECO
Phillips Edison & Company, Inc.

Real Estate
17.2K
+ 49.17%
$35.96 - $39.8 $618K - $684K
52.2K $1.95M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
13K
New
$47.07 - $48.75 $614K - $636K
13K $623K
VONG
Vanguard Russell 1000 Growth E

ETFs
5.91K
New
$95.27 - $107.82 $563K - $638K
5.91K $610K
APD
Air Products & Chemicals, Inc.

Basic Materials
2.38K
+ 22.11%
$285.5 - $335.62 $679K - $798K
13.1K $3.81M
MSTR
Microstrategy Inc

Technology
894
+ 31.26%
$162.69 - $473.83 $145K - $424K
3.75K $1.09M
DIS
Walt Disney CO

Communication Services
1.42K
+ 5.03%
$92.39 - $117.6 $132K - $167K
29.7K $3.31M
MET
Metlife Inc

Financial Services
7.61K
+ 12.94%
$78.15 - $88.25 $594K - $671K
66.4K $5.44M
VUG
Vanguard Growth ETF

ETFs
735
+ 7.25%
$378.79 - $428.11 $278K - $315K
10.9K $4.46M
WIX
Wix.Com Ltd.

Technology
1.33K
+ 22.73%
$156.75 - $229.35 $209K - $305K
7.19K $1.54M
GS
Goldman Sachs Group Inc

Financial Services
205
+ 3.69%
$486.1 - $608.57 $99.7K - $125K
5.77K $3.3M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
13K
New
$41.08 - $42.6 $534K - $554K
13K $545K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.18K
+ 8.0%
$174.22 - $187.62 $728K - $784K
56.4K $9.88M
AAP
Advance Auto Parts Inc

Consumer Cyclical
7.87K
+ 45.56%
$35.69 - $47.44 $281K - $373K
25.1K $1.19M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
59.9K
+ 226.7%
$18.41 - $40.87 $1.1M - $2.45M
86.4K $1.6M
PAYC
Paycom Software, Inc.

Technology
1.51K
+ 28.86%
$159.94 - $240.25 $242K - $363K
6.75K $1.38M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.85K
+ 27.28%
$56.06 - $61.35 $552K - $604K
46K $2.6M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
6.54K
New
$73.49 - $86.09 $480K - $563K
6.54K $503K
GPC
Genuine Parts CO

Consumer Cyclical
4.18K
New
$113.11 - $143.63 $473K - $601K
4.18K $488K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
46.2K
+ 185.61%
$10.65 - $11.42 $492K - $528K
71.1K $765K
SOFI
So Fi Technologies, Inc.

Financial Services
1.78K
+ 2.94%
$7.63 - $16.88 $13.6K - $30.1K
62.3K $959K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
17.2K
+ 187.88%
$24.76 - $27.53 $425K - $472K
26.3K $711K
IWM
Ishares Russell 2000 ETF

ETFs
2.16K
+ 5.19%
$216.13 - $242.4 $467K - $524K
43.8K $9.67M
WPC
W. P. Carey Inc.

Real Estate
11.5K
+ 60.69%
$53.44 - $61.33 $613K - $704K
30.4K $1.66M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.27K
+ 17.33%
$53.94 - $58.15 $392K - $422K
49.2K $2.77M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.74K
+ 30.0%
$126.68 - $134.74 $473K - $504K
16.2K $2.07M
SMB
Vaneck Short Muni ETF

ETFs
27.3K
New
$17.07 - $17.26 $466K - $471K
27.3K $466K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
370
New
$1124.26 - $1344.96 $416K - $498K
370 $466K
MSI
Motorola Solutions, Inc.

Technology
904
+ 25.13%
$449.08 - $504.6 $406K - $456K
4.5K $2.08M
DECK
Deckers Outdoor Corp

Consumer Cyclical
4
+ 0.04%
$152.04 - $211.12 $608 - $844
10.5K $2.14M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
23.9K
+ 14.54%
$58.88 - $64.8 $1.41M - $1.55M
189K $11.1M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
30.3K
+ 106.5%
$13.61 - $14.58 $412K - $442K
58.8K $846K
APO
Apollo Global Management, Inc.

Financial Services
141
+ 1.32%
$131.36 - $178.61 $18.5K - $25.2K
10.8K $1.78M
OMCL
Omnicell, Inc

Healthcare
9.4K
+ 27.62%
$39.5 - $53.05 $371K - $499K
43.5K $1.93M
VGSH
Vanguard

ETFs
7.85K
+ 83.09%
$58.02 - $58.88 $456K - $462K
17.3K $1.01M
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
94.8K
+ 244.64%
$5.01 - $5.7 $475K - $541K
134K $669K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
23.9K
New
$18.28 - $18.87 $438K - $452K
23.9K $439K
SMR
Nuscale Power Corp

Industrials
24.5K
New
$11.69 - $30.21 $286K - $739K
24.5K $438K
WFC
Wells Fargo & Company

Financial Services
2.31K
+ 11.67%
$54.98 - $77.35 $127K - $179K
22.1K $1.55M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
13.1K
New
$31.55 - $32.84 $414K - $431K
13.1K $425K
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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