Arkadios Wealth Advisors Purchases in Q3 2024

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KRE
Spdr S&P Regional Banking ETF

ETFs
1.16K
+ 14.13%
$47.94 - $59.23 $55.6K - $68.6K
9.36K $529K
HYLB
Xtrackers Usd High Yield Corp

ETFs
3.05K
+ 36.42%
$35.26 - $36.92 $108K - $113K
11.4K $421K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.73K
+ 35.27%
$49.83 - $62.75 $136K - $171K
10.5K $602K
MHO
M/I Homes, Inc.

Consumer Cyclical
99
+ 4.86%
$116.02 - $172.21 $11.5K - $17K
2.14K $366K
SOFI
So Fi Technologies, Inc.

Financial Services
6.31K
+ 11.63%
$6.32 - $8.19 $39.8K - $51.6K
60.5K $475K
DHR
Danaher Corp

Healthcare
64
+ 1.82%
$239.25 - $280.76 $15.3K - $18K
3.57K $992K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
641
+ 4.74%
$71.1 - $80.12 $45.6K - $51.4K
14.2K $1.12M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
10.2K
New
$11.03 - $18.11 $112K - $184K
10.2K $114K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
919
+ 9.72%
$79.58 - $91.64 $73.1K - $84.2K
10.4K $940K
LVHD
Franklin U.S. Low Volatility H

ETFs
1.8K
+ 23.72%
$35.49 - $40.72 $64K - $73.4K
9.4K $382K
AMGN
Amgen Inc

Healthcare
215
+ 5.79%
$309.38 - $337.38 $66.5K - $72.5K
3.93K $1.27M
VEA
Vanguard Ftse Developed Market

ETFs
541
+ 2.39%
$47.6 - $53.31 $25.8K - $28.8K
23.2K $1.22M
XLP
Consumer Staples Sector Spdr

ETFs
1.52K
+ 6.8%
$76.04 - $76.04 $116K - $116K
23.9K $1.81M
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
3.2K
+ 7.74%
$11.74 - $16.42 $37.5K - $52.5K
44.5K $617K
MU
Micron Technology Inc

Technology
2.54K
+ 44.14%
$86.27 - $136.82 $219K - $347K
8.28K $858K
BDX
Becton Dickinson & CO

Healthcare
246
+ 4.36%
$221.47 - $242.41 $54.5K - $59.6K
5.89K $1.42M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.32K
+ 21.87%
$50.64 - $55.7 $67K - $73.7K
7.38K $411K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
581
+ 16.52%
$194.69 - $239.18 $113K - $139K
4.1K $855K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
554
+ 28.65%
$233.4 - $302.36 $129K - $168K
2.49K $675K
PODD
Insulet Corp

Healthcare
288
+ 28.86%
$180.69 - $239.01 $52K - $68.8K
1.29K $299K
TMO
Thermo Fisher Scientific Inc.

Healthcare
26
+ 2.09%
$531.86 - $624.21 $13.8K - $16.2K
1.27K $787K
IRM
Iron Mountain Inc

Real Estate
158
+ 5.95%
$89.69 - $119.32 $14.2K - $18.9K
2.81K $334K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.64K
+ 15.94%
$47.95 - $49.61 $78.7K - $81.4K
11.9K $589K
KCE
Spdr S&P Capital Markets ETF

ETFs
271
+ 6.65%
$110.03 - $126.01 $29.8K - $34.1K
4.35K $542K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
268
+ 4.61%
$95.1 - $106.76 $25.5K - $28.6K
6.09K $649K
VHT
Vanguard Health Care ETF

ETFs
182
+ 7.56%
$261.88 - $288.1 $47.7K - $52.4K
2.59K $730K
AFL
Aflac Inc

Financial Services
239
+ 8.65%
$88.52 - $111.8 $21.2K - $26.7K
3K $335K
FSIG
First Tr ETF Iv LTD Duration I
4.37K
+ 36.4%
$18.72 - $19.32 $81.9K - $84.5K
16.4K $314K
LVHI
Franklin International Low Vol

ETFs
2.53K
+ 35.41%
$28.72 - $31.28 $72.6K - $79.1K
9.67K $300K
AXON
Axon Enterprise, Inc.

Industrials
10
+ 1.26%
$286.16 - $399.6 $2.86K - $4K
801 $320K
GLNG
Golar Lng LTD

Energy
10
+ 0.06%
$31.02 - $37.5 $310 - $375
16.2K $595K
NSA
National Storage Affiliates Trust

Real Estate
700
+ 9.01%
$39.73 - $49.13 $27.8K - $34.4K
8.47K $408K
ICF
Ishares Tr

ETFs
11
+ 0.11%
$56.77 - $67.33 $624 - $741
10.2K $671K
ALGN
Align Technology Inc

Healthcare
293
+ 31.17%
$204.03 - $257.2 $59.8K - $75.4K
1.23K $313K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
917
+ 3.4%
$51.02 - $52.74 $46.8K - $48.4K
27.9K $1.47M
KHC
Kraft Heinz CO

Consumer Defensive
675
+ 3.22%
$31.86 - $36.13 $21.5K - $24.4K
21.6K $759K
IQLT
Ishares Msci Intl Quality Fact

ETFs
908
+ 4.69%
$37.37 - $41.82 $33.9K - $38K
20.2K $840K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1.73K
+ 35.65%
$38.33 - $44.95 $66.4K - $77.9K
6.59K $288K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
601
+ 21.74%
$114.73 - $120.23 $69K - $72.3K
3.37K $402K
LUMN
Lumen Technologies, Inc.

Communication Services
2.55K
+ 23.62%
$1.03 - $7.28 $2.63K - $18.6K
13.4K $94K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.62K
+ 5.34%
$28.11 - $29.42 $45.4K - $47.5K
31.9K $936K
FXL
First Tr Exchange Traded Fd Fi

ETFs
430
+ 4.79%
$122.48 - $142.51 $52.7K - $61.3K
9.4K $1.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
47
+ 0.96%
$218.05 - $243.47 $10.2K - $11.4K
4.95K $1.21M
CYBR
Cyber Ark Software Ltd.

Technology
214
+ 21.81%
$241.52 - $291.61 $51.7K - $62.4K
1.2K $348K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
316
+ 16.75%
$175.46 - $203.3 $55.4K - $64.2K
2.2K $446K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
34
+ 0.3%
$64.57 - $71.76 $2.2K - $2.44K
11.3K $808K
AMT
American Tower Corp

Real Estate
67
+ 4.01%
$192.27 - $242.73 $12.9K - $16.3K
1.74K $403K
GENI
Genius Sports LTD

Communication Services
10.1K
New
$5.35 - $8.44 $53.8K - $84.8K
10.1K $78K
XLC
Select Sector Spdr Tr Communic

ETFs
688
+ 21.01%
$82.16 - $90.4 $56.5K - $62.2K
3.96K $358K
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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