Arkadios Wealth Advisors Purchases in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.81K
+ 9.75%
$45.07 - $47.1 $262K - $274K
65.4K $2.96M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
20.2K
New
$7.17 - $12.28 $145K - $249K
20.2K $149K
CYBR
Cyber Ark Software Ltd.

Technology
287
+ 24.02%
$274.1 - $333.15 $78.7K - $95.6K
1.48K $493K
TTD
Trade Desk, Inc.

Technology
1.03K
+ 37.33%
$108.7 - $139.51 $112K - $143K
3.78K $444K
TAP
Molson Coors Beverage CO

Consumer Defensive
2.54K
+ 27.89%
$53.97 - $63.88 $137K - $162K
11.6K $666K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
2.94K
+ 44.59%
$42.89 - $48.05 $126K - $141K
9.53K $429K
IVE
Ishares S&P 500 Value ETF

ETFs
921
+ 16.43%
$189.5 - $206.17 $175K - $190K
6.53K $1.25M
DELL
Dell Technologies Inc.

Technology
1.58K
+ 12.06%
$111.96 - $144.21 $177K - $228K
14.7K $1.69M
HYLB
Xtrackers Usd High Yield Corp

ETFs
4.07K
+ 35.6%
$35.95 - $36.76 $146K - $149K
15.5K $558K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
2.79K
+ 40.7%
$45.35 - $47.21 $126K - $131K
9.63K $448K
LOW
Lowes Companies Inc

Consumer Cyclical
1.28K
+ 16.96%
$244.52 - $284.07 $313K - $363K
8.82K $2.18M
FTC
First Tr Lge Cap Growth

ETFs
768
+ 17.3%
$130.13 - $149.09 $99.9K - $115K
5.21K $716K
VOOV
Vanguard S&P 500 Value ETF

ETFs
762
+ 56.87%
$184.21 - $199.29 $140K - $152K
2.1K $387K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.67K
+ 13.8%
$71.75 - $75.11 $191K - $200K
22K $1.58M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.1K
+ 14.96%
$113.79 - $124.5 $125K - $137K
8.44K $967K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
410
+ 61.1%
$396.64 - $516.74 $163K - $212K
1.08K $435K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.83K
+ 63.82%
$70.31 - $77.39 $129K - $142K
4.7K $330K
FGBI
First Guaranty Bancshares, Inc.

Financial Services
10.7K
New
$10.12 - $14.75 $109K - $158K
10.7K $121K
FTGC
First Trust Global Tactical CO

ETFs
4.61K
+ 10.32%
$23.23 - $24.25 $107K - $112K
49.3K $1.18M
NVS
Novartis Ag

Healthcare
2.34K
+ 37.98%
$96.78 - $117.18 $226K - $274K
8.49K $825K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
766
+ 7.38%
$89.97 - $98.59 $68.9K - $75.5K
11.1K $1.06M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.33K
+ 14.23%
$54.6 - $68.9 $72.7K - $91.8K
10.7K $645K
FLNG
Flex Lng Ltd.

Energy
5.95K
+ 70.39%
$21.13 - $26.93 $126K - $160K
14.4K $330K
SCHG
Schwab Strategic Tr Us Large C

ETFs
53.9K
+ 296.28%
$25.93 - $105.3 $1.4M - $5.68M
72.1K $2.01M
TDOC
Teladoc Health, Inc.

Healthcare
12.6K
New
$8.57 - $12.02 $108K - $152K
12.6K $114K
MO
Altria Group, Inc.

Consumer Defensive
158
+ 0.19%
$49.06 - $57.74 $7.75K - $9.12K
82.3K $4.31M
CGUS
Capital Group Core Equity ETF
2.96K
+ 29.03%
$33.96 - $36.24 $101K - $107K
13.2K $460K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.21K
+ 17.95%
$23.29 - $23.93 $121K - $125K
34.2K $803K
SRE
Sempra Energy

Utilities
975
+ 23.2%
$80.81 - $94.77 $78.8K - $92.4K
5.18K $454K
IYE
Ishares Tr

ETFs
2.37K
+ 22.69%
$43.93 - $51.37 $104K - $122K
12.8K $583K
DUK
Duke Energy Corp

Utilities
1.69K
+ 15.26%
$105.76 - $120.76 $179K - $204K
12.8K $1.38M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.15K
+ 5.55%
$91.29 - $91.8 $105K - $106K
21.9K $2M
KCE
Spdr S&P Capital Markets ETF

ETFs
297
+ 6.83%
$124.2 - $148.51 $36.9K - $44.1K
4.64K $639K
IGM
Ishares Expanded Tech Sector E

ETFs
579
+ 9.64%
$94.19 - $106.95 $54.5K - $61.9K
6.58K $672K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.03K
+ 15.85%
$36.54 - $37.53 $111K - $114K
22.1K $814K
TTE
Total Energies Se

Energy
1.38K
+ 16.28%
N/A
9.83K $674K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.01%
$136.18 - $158.26 $136 - $158
9.4K $1.4M
EME
Emcor Group, Inc.

Industrials
169
+ 26.78%
$427.96 - $526.95 $72.3K - $89.1K
800 $363K
CLOI
Vaneck ETF Tr

ETFs
1.71K
+ 29.8%
$52.7 - $53.15 $90K - $90.8K
7.44K $392K
OPTT
Ocean Power Technologies, Inc.

Industrials
100K
New
$0.14 - $0.88 $14K - $88K
100K $87K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
12.4K
New
$5.7 - $8.27 $70.9K - $103K
12.4K $84K
XLB
Select Sector Spdr Fd Material

ETFs
1.51K
+ 42.56%
$83.8 - $97.58 $127K - $148K
5.07K $426K
IYF
Ishares Tr

ETFs
400
+ 6.88%
$102.7 - $119.05 $41.1K - $47.6K
6.22K $687K
AMP
Ameriprise Financial Inc

Financial Services
6
+ 0.47%
$473.15 - $574.01 $2.84K - $3.44K
1.27K $677K
WDC
Western Digital Corp

Technology
3.73K
+ 23.0%
$59.62 - $73.43 $222K - $274K
20K $1.19M
HCA
Hca Healthcare, Inc.

Healthcare
1.1K
+ 46.86%
$297.52 - $415.61 $326K - $456K
3.44K $1.03M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
11.5K
New
N/A
11.5K $81K
BRBR
Bellring Brands, Inc.

Consumer Defensive
83
+ 1.64%
$60.38 - $78.79 $5.01K - $6.54K
5.14K $387K
EA
Electronic Arts Inc.

Communication Services
471
+ 13.41%
$140.69 - $167.97 $66.3K - $79.1K
3.98K $582K
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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