Arkadios Wealth Advisors Purchases in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FCOM
Fidelity Covington Tr Msci Com

ETFs
4.42K
New
$54.65 - $61.96 $241K - $274K
4.42K $259K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
5.18K
New
$47.71 - $49.76 $247K - $258K
5.18K $253K
CPT
Camden Property Trust

Real Estate
2.17K
New
$112.52 - $127.03 $244K - $276K
2.17K $251K
XLE
Energy Sector Spdr

ETFs
5.12K
+ 5.77%
$83.32 - $97.27 $427K - $498K
93.8K $8.04M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.31K
New
$47.29 - $84.74 $157K - $281K
3.31K $246K
BST
Black Rock Science & Technology Trust

Financial Services
6.66K
New
$34.86 - $38.04 $232K - $253K
6.66K $243K
CAH
Cardinal Health Inc

Healthcare
2.05K
New
$107.89 - $125.33 $221K - $257K
2.05K $242K
SLAB
Silicon Laboratories Inc.

Technology
1.91K
New
$98.4 - $131.12 $188K - $251K
1.91K $237K
PODD
Insulet Corp

Healthcare
770
+ 59.88%
$227.79 - $275.7 $175K - $212K
2.06K $536K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
6.39K
New
$36.3 - $37.43 $232K - $239K
6.39K $237K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.01K
+ 1.54%
$100.22 - $100.73 $301K - $303K
198K $19.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.88K
+ 84.58%
$48.33 - $49.08 $236K - $239K
10.6K $515K
MSCI
Msci Inc.

Financial Services
383
New
$569.09 - $635.99 $218K - $244K
383 $229K
GOLD
Barrick Gold Corp

Basic Materials
14.5K
New
$15.23 - $21.19 $221K - $308K
14.5K $224K
NOCT
Innovator Growth 100 Power Buf

ETFs
4.34K
New
$49.49 - $52.11 $215K - $226K
4.34K $222K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.67K
New
$42.05 - $48.31 $196K - $226K
4.67K $216K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.84K
New
$69.93 - $77.36 $199K - $220K
2.84K $215K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
5.43K
New
$38.63 - $39.95 $210K - $217K
5.43K $213K
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.54K
New
$54.89 - $64.32 $194K - $228K
3.54K $213K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
959
+ 92.84%
$198.04 - $221.51 $190K - $212K
1.99K $419K
NTNX
Nutanix, Inc.

Technology
2.67K
+ 11.49%
$56.46 - $73.18 $151K - $195K
25.9K $1.58M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.41K
New
$83.09 - $89.28 $200K - $215K
2.41K $204K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.64K
+ 25.99%
$81.68 - $82.93 $216K - $219K
12.8K $1.05M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.96K
New
$63.19 - $73.31 $187K - $217K
2.96K $203K
FE
Firstenergy Corp

Utilities
5.08K
New
$39.14 - $44.52 $199K - $226K
5.08K $202K
PAVE
Global X Fds Us Infrastructure

ETFs
5.36K
+ 26.63%
$40.41 - $45.95 $217K - $246K
25.5K $1.03M
IQLT
Ishares Msci Intl Quality Fact

ETFs
7.57K
+ 37.38%
$37.12 - $41.23 $281K - $312K
27.8K $1.03M
SE
Sea LTD

Consumer Cyclical
1.49K
+ 60.94%
$93.56 - $117.41 $139K - $175K
3.93K $416K
HDV
Ishares Core High Dividend ETF

ETFs
2.88K
+ 11.13%
$110.82 - $121.28 $319K - $349K
28.7K $3.23M
SHEL
Shell PLC

Energy
3.53K
+ 28.29%
$60.63 - $70.23 $214K - $248K
16K $1M
SCHW
Schwab Charles Corp

Financial Services
1.1K
+ 10.21%
$63.31 - $82.85 $69.6K - $91.1K
11.9K $878K
URI
United Rentals, Inc.

Industrials
302
+ 99.02%
$704.44 - $880.32 $213K - $266K
607 $427K
EFV
Msci Eafe Value ETF

ETFs
4.74K
+ 33.55%
$51.78 - $57.15 $246K - $271K
18.9K $990K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.99K
+ 35.86%
$98.47 - $109.35 $196K - $218K
7.56K $743K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.95K
+ 34.85%
$50.14 - $52.56 $198K - $208K
15.3K $768K
GDDY
Go Daddy Inc.

Technology
602
+ 45.71%
$153.16 - $209.03 $92.2K - $126K
1.92K $378K
VGT
Vanguard Information Technolog

ETFs
143
+ 6.16%
$571.78 - $647.97 $81.8K - $92.7K
2.46K $1.53M
IEF
Ishares Barclays

ETFs
2.38K
+ 26.35%
$92.08 - $98.18 $220K - $234K
11.4K $1.06M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.45K
+ 10.95%
$49.03 - $53.35 $120K - $130K
24.8K $1.27M
CVX
Chevron Corp

Energy
2.45K
+ 3.1%
$141.15 - $162.53 $345K - $397K
81.4K $11.8M
RDW
Redwire Corp

Industrials
10K
New
$6.41 - $17.65 $64.1K - $177K
10K $164K
QBTS
D Wave Quantum Inc.

Technology
19.2K
New
$0.89 - $9.91 $17.1K - $191K
19.2K $161K
AXON
Axon Enterprise, Inc.

Industrials
8
+ 1.0%
$399.22 - $689.78 $3.19K - $5.52K
809 $480K
XLV
Select Sector Spdr Fund Health

ETFs
5.21K
+ 15.36%
$136.28 - $154.74 $711K - $807K
39.2K $5.39M
IWY
Ishares Tr Russell 200 Growth

ETFs
302
+ 5.37%
$216.72 - $244.71 $65.4K - $73.9K
5.93K $1.39M
ADP
Automatic Data Processing Inc

Industrials
270
+ 5.7%
$280.08 - $307.97 $75.6K - $83.2K
5K $1.46M
VMC
Vulcan Materials CO

Basic Materials
555
+ 51.82%
$237.95 - $292.31 $132K - $162K
1.63K $418K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.25K
+ 10.11%
$123.69 - $133.68 $155K - $167K
13.6K $1.7M
NFE
New Fortress Energy Inc.

Utilities
10K
New
$8.0 - $15.12 $80K - $151K
10K $151K
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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