Arkadios Wealth Advisors Purchases in Q3 2024

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
16.8K
New
$38.04 - $45.36 $640K - $764K
16.8K $751K
TJX
Tjx Companies Inc

Consumer Cyclical
4.99K
+ 23.01%
$107.93 - $120.23 $539K - $600K
26.7K $3.14M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.24K
+ 13.06%
$247.34 - $300.11 $307K - $373K
10.7K $3.2M
V
Visa Inc.

Financial Services
1.97K
+ 11.97%
$253.74 - $291.56 $500K - $574K
18.4K $5.07M
ACN
Accenture PLC

Technology
1.68K
+ 56.46%
$295.44 - $355.81 $496K - $597K
4.65K $1.64M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
198
+ 0.48%
$41.77 - $67.84 $8.27K - $13.4K
41.4K $2.65M
APH
Amphenol Corp

Technology
12.2K
+ 35.96%
$58.39 - $70.41 $710K - $856K
46K $3M
VST
Vistra Corp.

Utilities
5.77K
New
$69.0 - $119.06 $398K - $687K
5.77K $683K
NEE
Nextera Energy Inc

Utilities
5.2K
+ 29.46%
$69.9 - $84.97 $363K - $442K
22.8K $1.93M
FEX
First Tr Large Cap Core Alphde

ETFs
6.54K
New
$94.21 - $104.17 $616K - $681K
6.54K $680K
ADI
Analog Devices Inc

Technology
2.92K
+ 156.07%
$200.56 - $243.33 $586K - $711K
4.79K $1.1M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
13.3K
New
$44.07 - $50.57 $588K - $674K
13.3K $674K
CPRT
Copart Inc

Consumer Cyclical
14.1K
+ 35.13%
$49.19 - $55.54 $694K - $784K
54.3K $2.85M
SVOL
Simplify ETF Simplify Volatili

ETFs
30.4K
New
$20.05 - $22.81 $609K - $693K
30.4K $667K
GTO
Invesco Actively Managed ETF T

ETFs
13.7K
New
$46.22 - $48.77 $635K - $670K
13.7K $663K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.4K
+ 30.93%
$60.84 - $67.51 $511K - $567K
35.5K $2.4M
WMB
Williams Companies, Inc.

Energy
13.9K
+ 228.24%
$41.24 - $46.22 $574K - $643K
20K $913K
AZN
Astrazeneca PLC

Healthcare
8.12K
+ 174.92%
$76.67 - $87.62 $623K - $711K
12.8K $994K
FSTA
Fidelity Covington Tr Msci Con

ETFs
10.3K
+ 34.54%
$47.12 - $51.72 $483K - $531K
40K $2.04M
VZ
Verizon Communications Inc

Communication Services
5.89K
+ 5.96%
$38.89 - $45.0 $229K - $265K
105K $4.7M
PFF
Ishares Trust Ishares Pfd And

ETFs
14.6K
+ 18.4%
$31.18 - $33.5 $456K - $490K
94.1K $3.13M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.67K
+ 103.65%
$211.47 - $281.27 $564K - $750K
5.24K $1.29M
USB
Us Bancorp \De\

Financial Services
1.36K
+ 1.5%
$39.04 - $47.23 $52.9K - $64K
91.9K $4.2M
XSMO
Invesco S&P Smallcap Momentum

ETFs
9.12K
New
$59.5 - $67.14 $542K - $612K
9.12K $603K
C
Citigroup Inc

Financial Services
9.78K
+ 54.69%
$56.11 - $67.61 $549K - $661K
27.7K $1.73M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.92K
+ 17.82%
$127.29 - $141.5 $372K - $414K
19.3K $2.7M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
8.1K
New
$65.4 - $72.79 $530K - $590K
8.1K $588K
PDP
Invesco Exchange Traded Fd Tr

ETFs
5.42K
+ 112.58%
$91.9 - $103.31 $498K - $560K
10.2K $1.06M
BNDX
Vanguard Total International B

ETFs
11.6K
New
$48.42 - $50.35 $564K - $586K
11.6K $585K
FTC
First Tr Lge Cap Growth

ETFs
4.44K
New
$115.51 - $131.45 $513K - $584K
4.44K $583K
MNST
Monster Beverage Corp

Consumer Defensive
9.82K
+ 31.26%
$45.01 - $52.47 $442K - $515K
41.2K $2.15M
FDX
Fedex Corp

Industrials
2.33K
+ 105.63%
$254.64 - $313.52 $592K - $729K
4.53K $1.24M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.67K
+ 7.05%
$138.06 - $172.74 $231K - $289K
25.4K $4.17M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
4.56K
+ 124.02%
$110.22 - $120.89 $502K - $551K
8.24K $990K
MO
Altria Group, Inc.

Consumer Defensive
2.57K
+ 3.22%
$45.95 - $54.71 $118K - $140K
82.2K $4.19M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.88K
+ 22.55%
$77.02 - $85.06 $376K - $415K
26.5K $2.24M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.97K
+ 4.94%
$57.32 - $62.65 $227K - $248K
84.2K $5.25M
CNQ
Canadian Natural Resources LTD

Energy
16.6K
New
$31.97 - $37.41 $531K - $621K
16.6K $551K
ITW
Illinois Tool Works Inc

Industrials
315
+ 1.69%
$233.14 - $263.97 $73.4K - $83.2K
19K $4.98M
ABT
Abbott Laboratories

Healthcare
3.76K
+ 31.63%
$100.07 - $118.13 $376K - $444K
15.7K $1.78M
PAPR
Innovator U.S. Equity Power Bu

ETFs
14.8K
+ 227.66%
$33.61 - $35.94 $499K - $533K
21.3K $767K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
8.9K
+ 9.27%
$28.08 - $32.61 $250K - $290K
105K $3.32M
EMN
Eastman Chemical CO

Basic Materials
4.67K
New
$93.82 - $113.74 $438K - $531K
4.67K $522K
PGR
Progressive Corp

Financial Services
1.73K
+ 113.76%
$209.46 - $259.24 $362K - $448K
3.25K $823K
TYL
Tyler Technologies Inc

Technology
671
+ 47.39%
$499.52 - $595.46 $335K - $400K
2.09K $1.22M
TFC
Truist Financial Corp

Financial Services
1.82K
+ 1.66%
$38.22 - $44.94 $69.4K - $81.7K
111K $4.75M
EA
Electronic Arts Inc.

Communication Services
3.51K
New
$137.32 - $151.82 $482K - $533K
3.51K $503K
BOND
Pimco Active Bond Exchange Tra

ETFs
5.22K
New
$90.01 - $95.32 $470K - $498K
5.22K $494K
CAT
Caterpillar Inc

Industrials
301
+ 4.73%
$316.8 - $391.12 $95.4K - $118K
6.67K $2.61M
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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