Arkadios Wealth Advisors Incresed Positions in Q3 2024

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
7.91K
+ 37.22%
N/A
29.2K $0
Dimensional Ultrashort Fixed Income ETF
6.31K
+ 2.27%
N/A
284K $0
Ishares Bitcoin Trust ETF
3.08K
+ 12.49%
N/A
27.7K $0
Tcw Flexible Income ETF
961
+ 6.19%
N/A
16.5K $0
Annaly Capital Management Inc Com New
411
+ 1.15%
N/A
36.1K $0
CARY
Angel Oak Fds Tr Income Etf(De
257K
+ 14.52%
N/A
2.03M $0
Angel Oak High Yield Opportunities ETF
536K
+ 58.02%
N/A
1.46M $0
BYLD
Ishares Tr Yield Optimized Bd
20K
+ 71.86%
N/A
47.9K $0
Innovator Growth 100 Power Buffer ETF April
10.1K
+ 67.75%
N/A
25.1K $0
Linde PLC Shs
65
+ 5.27%
N/A
1.3K $0
VDE
Vanguard Energy ETF

ETFs
58
+ 2.49%
$117.44 - $131.06 $6.81K - $7.6K
2.39K $292K
ICLR
Icon PLC

Healthcare
62
+ 5.04%
$280.48 - $346.2 $17.4K - $21.5K
1.29K $371K
SNPS
Synopsys Inc

Technology
106
+ 13.15%
$463.97 - $621.3 $49.2K - $65.9K
912 $461K
ENTG
Entegris Inc

Technology
150
+ 8.61%
$98.09 - $146.48 $14.7K - $22K
1.89K $213K
HTGC
Hercules Capital, Inc.

Financial Services
900
+ 1.64%
$17.71 - $21.67 $15.9K - $19.5K
55.8K $1.1M
SLB
Schlumberger Limited

Energy
2.12K
+ 9.42%
$39.57 - $49.67 $83.8K - $105K
24.6K $1.03M
X
United States Steel Corp

Basic Materials
306
+ 1.67%
$29.38 - $42.28 $8.99K - $12.9K
18.6K $658K
CRSP
Crispr Therapeutics Ag

Healthcare
524
+ 4.86%
$44.62 - $62.75 $23.4K - $32.9K
11.3K $530K
COP
Conocophillips

Energy
725
+ 5.16%
$102.3 - $116.61 $74.2K - $84.5K
14.8K $1.55M
RRC
Range Resources Corp

Energy
28
+ 0.13%
$27.91 - $34.84 $781 - $976
21.6K $665K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
968
+ 0.54%
$15.5 - $16.99 $15K - $16.4K
181K $3M
AMAT
Applied Materials Inc

Technology
916
+ 11.27%
$174.88 - $254.97 $160K - $234K
9.05K $1.83M
COIN
Coinbase Global, Inc.

Technology
36
+ 1.28%
$147.09 - $265.15 $5.3K - $9.55K
2.85K $507K
ATKR
Atkore Inc.

Industrials
696
+ 19.53%
$82.81 - $152.57 $57.6K - $106K
4.26K $360K
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.86K
+ 25.57%
$31.02 - $58.9 $57.5K - $109K
9.11K $285K
FANG
Diamondback Energy, Inc.

Energy
157
+ 2.75%
$168.46 - $210.94 $26.4K - $33.1K
5.87K $1.01M
MRK
Merck & Co., Inc.

Healthcare
757
+ 1.81%
$111.15 - $128.97 $84.1K - $97.6K
42.6K $4.84M
INTC
Intel Corp

Technology
9.17K
+ 12.05%
$18.9 - $34.87 $173K - $320K
85.3K $2M
PSX
Phillips 66

Energy
246
+ 0.58%
$125.0 - $147.17 $30.8K - $36.2K
42.8K $5.63M
MRNA
Moderna, Inc.

Healthcare
243
+ 2.17%
$63.64 - $125.14 $15.5K - $30.4K
11.4K $763K
GOOGL
Alphabet Inc.

Communication Services
3.94K
+ 4.36%
$148.65 - $191.18 $585K - $752K
94.2K $15.6M
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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