Arkadios Wealth Advisors Purchases in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
4.81K
+ 168.7%
$181.96 - $405.9 $875K - $1.95M
7.66K $1.39M
PYPL
Pay Pal Holdings, Inc.

Financial Services
199
+ 0.36%
$77.25 - $91.3 $15.4K - $18.2K
54.9K $4.68M
MU
Micron Technology Inc

Technology
6.78K
+ 81.91%
$84.16 - $113.41 $571K - $769K
15.1K $1.27M
XLI
Industrial Sector Spdr

ETFs
3.34K
+ 34.88%
$131.76 - $143.99 $440K - $481K
12.9K $1.7M
HGER
Harbor ETF Tr All Weather Infl
21.8K
+ 12.95%
$21.78 - $23.27 $475K - $508K
190K $4.21M
ITW
Illinois Tool Works Inc

Industrials
2.22K
+ 11.68%
$253.56 - $278.5 $562K - $617K
21.2K $5.38M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
792
+ 7.82%
$172.07 - $207.36 $136K - $164K
10.9K $2.16M
IYW
Ishares Dj Us Tech ETF

ETFs
1.91K
+ 16.92%
$148.14 - $166.23 $283K - $317K
13.2K $2.11M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
47.1K
New
$8.17 - $8.66 $384K - $408K
47.1K $384K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.72K
+ 26.77%
$178.39 - $215.0 $306K - $369K
8.14K $1.57M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.31K
+ 26.56%
$78.5 - $102.01 $181K - $235K
11K $1.09M
RACE
Ferrari N.V.

Consumer Cyclical
887
New
$422.83 - $490.34 $375K - $435K
887 $376K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
244
+ 9.81%
$260.53 - $404.79 $63.6K - $98.8K
2.73K $1.04M
XLY
Select Sector Spdr Consumer Di

ETFs
668
+ 7.38%
$194.8 - $239.43 $130K - $160K
9.71K $2.18M
MTD
Mettler Toledo International Inc

Healthcare
285
New
$1160.67 - $1498.12 $331K - $427K
285 $348K
POST
Post Holdings, Inc.

Consumer Defensive
2.97K
New
$106.14 - $120.72 $315K - $358K
2.97K $339K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.46K
+ 27.82%
$238.25 - $261.28 $347K - $381K
6.7K $1.62M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
41.7K
+ 54.25%
$8.36 - $8.71 $349K - $363K
119K $998K
TT
Trane Technologies PLC

Industrials
896
New
$369.35 - $419.14 $331K - $376K
896 $330K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
7.67K
New
$42.25 - $43.54 $324K - $334K
7.67K $329K
EPD
Enterprise Products Partners L.P.

Energy
7.09K
+ 15.21%
$28.66 - $34.43 $203K - $244K
53.7K $1.68M
IOT
Samsara Inc.

Technology
10K
+ 37.95%
$42.67 - $56.35 $427K - $564K
36.4K $1.59M
HYD
Vaneck High Yield Muni ETF

ETFs
6.08K
New
$51.09 - $53.06 $310K - $322K
6.08K $315K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.24K
+ 25.79%
$124.26 - $134.12 $279K - $301K
10.9K $1.41M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
24.7K
+ 23.49%
$27.09 - $32.06 $668K - $790K
130K $3.63M
C
Citigroup Inc

Financial Services
1.37K
+ 4.95%
$61.31 - $72.5 $83.9K - $99.2K
29K $2.04M
MARA
Marathon Digital Holdings, Inc.

Financial Services
13.8K
New
N/A
13.8K $310K
XLP
Consumer Staples Sector Spdr

ETFs
4.08K
+ 17.09%
N/A
27.9K $2.12M
LNG
Cheniere Energy, Inc.

Energy
1.2K
+ 82.32%
$181.07 - $225.92 $217K - $271K
2.66K $571K
FYX
First Tr Small Cap Core Alphad

ETFs
3.01K
New
$96.51 - $110.53 $290K - $332K
3.01K $303K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.87K
+ 5.78%
$61.68 - $67.87 $300K - $330K
89.1K $5.55M
ORCC
Owl Rock Capital Corp

Financial Services
22.4K
+ 80.85%
N/A
50.2K $672K
TRMD
Torm PLC

Energy
15.5K
New
$17.97 - $33.22 $278K - $513K
15.5K $300K
DT
Dynatrace, Inc.

Technology
5.51K
New
$51.09 - $59.6 $282K - $329K
5.51K $299K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
10.3K
+ 23.58%
$24.94 - $25.74 $258K - $266K
54.1K $1.38M
MAIN
Main Street Capital Corp

Financial Services
462
+ 1.53%
$49.95 - $58.58 $23.1K - $27.1K
30.7K $1.8M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.78K
New
$101.22 - $107.72 $281K - $299K
2.78K $283K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.5K
New
$80.13 - $83.77 $280K - $293K
3.5K $280K
LPLA
Lpl Financial Holdings Inc.

Financial Services
847
New
$229.85 - $335.91 $195K - $285K
847 $276K
ALLE
Allegion PLC

Industrials
2.12K
New
$130.63 - $153.36 $277K - $325K
2.12K $276K
FDT
First Trust Developed Markets

ETFs
5.36K
+ 130.52%
$53.27 - $57.72 $285K - $309K
9.46K $511K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
5.57K
+ 49.32%
$47.66 - $51.97 $265K - $289K
16.9K $822K
TD
Toronto Dominion Bank

Financial Services
5.03K
New
$51.56 - $63.8 $259K - $321K
5.03K $267K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.1K
+ 36.36%
$69.58 - $74.87 $285K - $307K
15.4K $1.08M
DG
Dollar General Corp

Consumer Defensive
3.98K
+ 98.42%
$73.27 - $84.47 $292K - $336K
8.03K $608K
NECB
North East Community Bancorp, Inc.

Financial Services
10.8K
New
$24.13 - $31.11 $261K - $337K
10.8K $264K
SHYD
Vaneck Short High Yield Muni E

ETFs
11.8K
New
$22.45 - $22.81 $264K - $268K
11.8K $264K
MUB
Ishares National Muni Bond ETF

ETFs
2.72K
+ 21.58%
$105.78 - $108.7 $287K - $295K
15.3K $1.63M
PWR
Quanta Services, Inc.

Industrials
822
New
$296.05 - $346.6 $243K - $285K
822 $259K
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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