Arkadios Wealth Advisors Incresed Positions in Q1 2024

Arkadios Wealth Advisors

  • $1.23 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
653
+ 0.39%
$144.57 - $180.38 $94.4K - $118K
169K $30.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.83K
+ 52.54%
$359.29 - $420.52 $3.17M - $3.71M
25.6K $10.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
59.2K
+ 212.71%
$76.34 - $77.25 $4.52M - $4.57M
87K $6.67M
VTV
Vanguard Value ETF

ETFs
18.4K
+ 36.23%
$147.46 - $162.86 $2.71M - $2.99M
69.1K $11.3M
RPG
Invesco Exchange Traded Fd Tr

ETFs
45.4K
+ 10.27%
$30.98 - $36.93 $1.41M - $1.68M
487K $17.9M
MSFT
Microsoft Corp

Technology
455
+ 0.66%
$367.75 - $429.37 $167K - $195K
68.9K $29M
OMFL
Invesco Exchange Traded Self I

ETFs
20.6K
+ 3.95%
$48.96 - $55.23 $1.01M - $1.14M
541K $29.9M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
31.7K
+ 487.18%
$87.05 - $102.89 $2.76M - $3.26M
38.2K $3.62M
XLE
Energy Sector Spdr

ETFs
23.1K
+ 55.05%
$79.91 - $94.41 $1.84M - $2.18M
65K $6.14M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
6.68K
+ 2.27%
$82.14 - $90.99 $549K - $608K
301K $27.4M
KIE
Spdr S&P Insurance ETF

ETFs
37.1K
+ 361.63%
$45.35 - $52.07 $1.68M - $1.93M
47.3K $2.47M
USO
United States Oil Fund, LP

ETFs
19.6K
+ 90.99%
$65.77 - $78.73 $1.29M - $1.54M
41.1K $3.23M
APD
Air Products & Chemicals, Inc.

Basic Materials
7.16K
+ 761.11%
$215.38 - $273.47 $1.54M - $1.96M
8.1K $1.96M
JPM
Jpmorgan Chase & CO

Financial Services
384
+ 0.73%
$167.09 - $200.3 $64.2K - $76.9K
52.7K $10.6M
VO
Vanguard Mid Cap ETF

ETFs
3.56K
+ 8.49%
$225.86 - $249.86 $804K - $890K
45.5K $11.4M
WMT
Walmart Inc.

Consumer Defensive
114K
+ 209.54%
$58.61 - $175.86 $6.69M - $20.1M
169K $10.1M
CVX
Chevron Corp

Energy
6.54K
+ 14.0%
$141.82 - $157.74 $928K - $1.03M
53.3K $8.4M
MRK
Merck & Co., Inc.

Healthcare
6.25K
+ 24.47%
$113.24 - $131.95 $708K - $825K
31.8K $4.2M
CRM
Salesforce, Inc.

Technology
459
+ 1.46%
$251.12 - $316.88 $115K - $145K
32K $9.63M
TGT
Target Corp

Consumer Defensive
4.47K
+ 32.85%
$137.4 - $177.21 $614K - $792K
18.1K $3.2M
GOOGL
Alphabet Inc.

Communication Services
1.75K
+ 2.4%
$131.4 - $153.51 $230K - $268K
74.7K $11.3M
PFE
Pfizer Inc

Healthcare
43.3K
+ 35.79%
$25.89 - $29.73 $1.12M - $1.29M
164K $4.56M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
8.24K
+ 2.83%
$50.5 - $53.71 $416K - $443K
300K $16.1M
DG
Dollar General Corp

Consumer Defensive
6.04K
+ 161.62%
$130.67 - $161.22 $790K - $974K
9.78K $1.53M
VBR
Vanguard Small Cap Value ETF

ETFs
3.79K
+ 21.42%
$172.45 - $191.88 $653K - $726K
21.5K $4.12M
KO
Coca Cola CO

Consumer Defensive
9.52K
+ 6.55%
$58.91 - $61.24 $561K - $583K
155K $9.48M
SLV
I Shares Silver Trust

ETFs
27.7K
+ 10.82%
$20.2 - $23.29 $560K - $646K
284K $6.46M
GDVD
Northern Lts Fd Tr Iv Global D
14.3K
+ 1.95%
$22.81 - $24.34 $327K - $349K
748K $18.1M
LLY
Eli Lilly & CO

Healthcare
107
+ 2.81%
$592.2 - $792.28 $63.4K - $84.8K
3.91K $3.04M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.77K
+ 6.14%
$55.74 - $60.35 $433K - $469K
134K $8.1M
NVO
Novo Nordisk A S

Healthcare
3.22K
+ 30.27%
$102.11 - $135.92 $329K - $438K
13.9K $1.78M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
16K
+ 30.49%
$31.21 - $34.82 $500K - $558K
68.6K $2.39M
AMD
Advanced Micro Devices Inc

Technology
1.9K
+ 19.6%
$135.32 - $211.38 $257K - $401K
11.6K $2.09M
FSK
Fs Kkr Capital Corp

Financial Services
42.4K
+ 25.95%
$18.36 - $20.89 $778K - $885K
206K $3.92M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.69K
+ 90.53%
$99.13 - $149.2 $366K - $550K
7.76K $1.06M
ILMN
Illumina, Inc.

Healthcare
4.66K
+ 108.83%
$127.73 - $147.2 $595K - $686K
8.94K $1.23M
JNJ
Johnson & Johnson

Healthcare
2.88K
+ 3.74%
$155.22 - $162.74 $447K - $469K
79.9K $12.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
112
+ 0.78%
$294.43 - $339.01 $33K - $38K
14.4K $4.86M
MET
Metlife Inc

Financial Services
772
+ 1.35%
$65.35 - $74.11 $50.5K - $57.2K
57.9K $4.29M
GIS
General Mills Inc

Consumer Defensive
5.98K
+ 30.28%
$62.34 - $69.97 $373K - $419K
25.7K $1.8M
MMM
3 M CO

Industrials
5.19K
+ 35.64%
$91.25 - $110.0 $474K - $571K
19.8K $2.1M
HDV
Ishares Core High Dividend ETF

ETFs
2.96K
+ 14.52%
$101.8 - $110.21 $301K - $326K
23.3K $2.57M
IBM
International Business Machines Corp

Technology
316
+ 2.1%
$159.16 - $197.78 $50.3K - $62.5K
15.4K $2.93M
BMY
Bristol Myers Squibb CO

Healthcare
7.06K
+ 23.09%
$47.98 - $54.4 $339K - $384K
37.6K $2.04M
VZ
Verizon Communications Inc

Communication Services
2.72K
+ 3.26%
$37.9 - $42.49 $103K - $116K
86.2K $3.62M
PFF
Ishares Trust Ishares Pfd And

ETFs
13.3K
+ 60.62%
$31.12 - $32.54 $414K - $432K
35.2K $1.13M
FDVV
Fidelity High Dividend ETF

ETFs
6.43K
+ 14.08%
$41.93 - $45.31 $269K - $291K
52.1K $2.36M
VTI
Vanguard Total Stock Market Et

ETFs
283
+ 1.89%
$232.77 - $260.14 $65.9K - $73.6K
15.3K $3.97M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
15.8K
+ 134.84%
$23.19 - $24.9 $367K - $394K
27.6K $684K
Activity Summary
Buys All Purchases 304 New Holdings 52 Increased Positions 252 Sells All Sells 345 Reductions 345 Sold out 0 Options Calls 2 Puts 1
Track This Portfolio

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email