Arkadios Wealth Advisors Purchases in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Linde PLC Shs
1
+ 0.08%
N/A
1.3K $0
Ft Vest Us Equity Moderate Buffer ETF February
21.7K
New
N/A
21.7K $0
Peakstone Realty Trust Common Shares
476
+ 2.84%
N/A
17.2K $0
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
15
+ 0.54%
$77.23 - $82.11 $1.16K - $1.23K
2.81K $218K
SNY
Sanofi

Healthcare
751
+ 18.97%
$45.89 - $57.31 $34.5K - $43K
4.71K $227K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.01K
+ 3.24%
$51.09 - $55.27 $51.8K - $56K
32.3K $1.65M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
122
+ 4.43%
$209.89 - $233.24 $25.6K - $28.5K
2.87K $610K
SVOL
Simplify ETF Simplify Volatili

ETFs
1.6K
+ 5.25%
$20.4 - $21.93 $32.5K - $35K
32K $664K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
42
+ 0.18%
$19.42 - $19.76 $816 - $830
23K $448K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2
+ 0.04%
$57.38 - $61.11 $115 - $122
5.7K $332K
SU
Suncor Energy Inc

Energy
487
+ 2.62%
$34.5 - $41.53 $16.8K - $20.2K
19.1K $680K
JHMM
John Hancock Multifactor Mid C

ETFs
174
+ 0.5%
$59.61 - $64.8 $10.4K - $11.3K
35.2K $2.11M
FXR
First Trust Industrials/Produc

ETFs
6
+ 0.1%
$74.81 - $83.27 $449 - $500
6.24K $466K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
222
+ 2.01%
$17.21 - $18.41 $3.82K - $4.09K
11.3K $194K
ENTG
Entegris Inc

Technology
191
+ 10.1%
$97.67 - $112.92 $18.7K - $21.6K
2.08K $206K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
72
+ 0.32%
$20.08 - $20.61 $1.45K - $1.48K
22.3K $448K
NOC
Northrop Grumman Corp

Industrials
194
+ 11.42%
$466.52 - $543.88 $90.5K - $106K
1.89K $888K
RODM
Hartford Multifactor Developed

ETFs
796
+ 5.33%
$28.36 - $30.42 $22.6K - $24.2K
15.7K $447K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1
+ 0.01%
$44.33 - $49.55 $44.3 - $49.6
13.6K $612K
HNDL
Strategy Shs

ETFs
39
+ 0.38%
$21.25 - $22.4 $829 - $874
10.4K $222K
GXO
Gxo Logistics, Inc.

Industrials
909
+ 16.26%
$41.93 - $63.02 $38.1K - $57.3K
6.5K $282K
CUBE
Cube Smart

Real Estate
1.42K
+ 22.47%
$41.74 - $53.03 $59.1K - $75K
7.71K $330K
PEG
Public Service Enterprise Group Inc

Utilities
192
+ 3.56%
$81.87 - $94.51 $15.7K - $18.1K
5.58K $471K
LHX
L3 Harris Technologies, Inc.

Industrials
127
+ 9.58%
$208.94 - $264.22 $26.5K - $33.6K
1.45K $305K
VDC
Vanguard Consumer Staples ETF

ETFs
324
+ 2.97%
$210.96 - $223.62 $68.4K - $72.5K
11.2K $2.38M
FDL
First Tr Morningstar Dividend

ETFs
749
+ 3.13%
$39.59 - $43.95 $29.7K - $32.9K
24.7K $994K
VOE
Vanguard Mid Cap Value Index F

ETFs
17
+ 0.72%
$160.89 - $176.18 $2.74K - $3K
2.38K $384K
SITE
Site One Landscape Supply, Inc.

Industrials
178
+ 9.66%
$131.3 - $156.31 $23.4K - $27.8K
2.02K $266K
CL
Colgate Palmolive CO

Consumer Defensive
678
+ 11.69%
$90.22 - $102.31 $61.2K - $69.4K
6.48K $588K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.25K
+ 1.5%
$42.33 - $43.3 $52.8K - $54K
84.4K $3.6M
IFV
First Trust Dorsey Wright Inte

ETFs
2.33K
+ 7.55%
$19.09 - $20.83 $44.5K - $48.6K
33.2K $636K
HAL
Halliburton CO

Energy
108
+ 1.18%
$25.77 - $31.99 $2.78K - $3.45K
9.29K $252K
BWA
Borgwarner Inc

Consumer Cyclical
1.18K
+ 10.16%
$31.48 - $35.49 $37.2K - $41.9K
12.8K $407K
CLF
Cleveland Cliffs Inc.

Basic Materials
16.3K
+ 31.38%
$9.24 - $13.94 $151K - $227K
68.3K $641K
CGGO
Capital Group Global Growth Eq

ETFs
294
+ 0.9%
$29.21 - $30.67 $8.59K - $9.02K
33.1K $965K
ALGN
Align Technology Inc

Healthcare
164
+ 13.3%
$205.03 - $245.32 $33.6K - $40.2K
1.4K $291K
RIG
Transocean Ltd.

Energy
12K
+ 8.79%
$3.47 - $4.67 $41.5K - $55.9K
148K $555K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
4.14K
+ 6.25%
$12.1 - $13.52 $50.1K - $55.9K
70.3K $862K
IXUS
Ishares Tr

ETFs
10
+ 0.27%
$65.95 - $72.56 $660 - $726
3.75K $247K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8
+ 0.03%
$51.54 - $52.55 $412 - $420
27.9K $1.44M
RY
Royal Bank Of Canada

Financial Services
73
+ 0.89%
$119.72 - $128.02 $8.74K - $9.35K
8.28K $997K
EFG
Msci Eafe Growth ETF

ETFs
854
+ 8.41%
$96.83 - $106.88 $82.7K - $91.3K
11K $1.07M
YOU
Clear Secure, Inc.

Technology
1.85K
+ 15.54%
$25.61 - $38.45 $47.3K - $71.1K
13.7K $366K
GNL
Global Net Lease, Inc.

Real Estate
4.72K
+ 8.55%
$7.02 - $8.61 $33.2K - $40.7K
59.9K $437K
CELH
Celsius Holdings, Inc.

Consumer Defensive
622
+ 6.83%
$25.66 - $34.91 $16K - $21.7K
9.73K $256K
ON
On Semiconductor Corp

Technology
23
+ 0.66%
$63.05 - $74.7 $1.45K - $1.72K
3.48K $219K
VEU
Vanguard Ftse All World Ex Us

ETFs
66
+ 0.96%
$57.29 - $63.1 $3.78K - $4.16K
6.97K $400K
KLAC
Kla Corp

Technology
65
+ 12.38%
$614.46 - $829.55 $39.9K - $53.9K
590 $371K
CNQ
Canadian Natural Resources LTD

Energy
109
+ 0.66%
$29.51 - $37.6 $3.22K - $4.1K
16.7K $515K
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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