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
BKNG
Booking Holdings Inc.

Consumer Cyclical
285
+ 37.25%
$3305.62 - $4268.05 $942K - $1.22M
1.05K $4.42M
XLF
Financial Sector Spdr

ETFs
17.3K
+ 11.95%
$40.84 - $45.74 $705K - $790K
162K $7.33M
COST
Costco Wholesale Corp

Consumer Defensive
1.42K
+ 41.96%
$801.83 - $917.05 $1.14M - $1.31M
4.82K $4.27M
MA
Mastercard Inc

Financial Services
1.72K
+ 17.41%
$429.6 - $500.99 $740K - $863K
11.6K $5.74M
MCD
Mcdonalds Corp

Consumer Cyclical
2.56K
+ 22.62%
$245.82 - $304.51 $628K - $778K
13.8K $4.22M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
38.2K
+ 323.15%
$31.27 - $34.17 $1.19M - $1.3M
50K $1.65M
GS
Goldman Sachs Group Inc

Financial Services
2.23K
+ 67.03%
$459.02 - $510.25 $1.02M - $1.14M
5.56K $2.75M
DELL
Dell Technologies Inc.

Technology
10.8K
+ 461.45%
$87.89 - $145.97 $948K - $1.57M
13.1K $1.56M
UBER
Uber Technologies, Inc

Technology
15.6K
+ 99.56%
$58.48 - $77.47 $914K - $1.21M
31.3K $2.35M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.3K
+ 163.51%
$92.63 - $105.69 $1.05M - $1.19M
18.2K $1.9M
AZO
Autozone Inc

Consumer Cyclical
333
+ 42.58%
$2815.0 - $3212.87 $937K - $1.07M
1.12K $3.51M
IBM
International Business Machines Corp

Technology
1.38K
+ 7.95%
$175.1 - $223.38 $242K - $308K
18.7K $4.14M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.41K
+ 4.05%
$58.03 - $65.37 $372K - $419K
165K $10.7M
EXPO
Exponent Inc

Industrials
6.67K
+ 40.29%
$93.45 - $115.28 $623K - $768K
23.2K $2.68M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
8.49K
+ 218.04%
$114.52 - $127.8 $972K - $1.08M
12.4K $1.55M
VTI
Vanguard Total Stock Market Et

ETFs
1.88K
+ 5.61%
$255.18 - $283.2 $479K - $532K
35.4K $10M
FDVV
Fidelity High Dividend ETF

ETFs
14.7K
+ 19.54%
$46.26 - $50.65 $681K - $746K
90.1K $4.56M
ODFL
Old Dominion Freight Line, Inc.

Industrials
3.88K
+ 32.85%
$178.41 - $210.18 $692K - $815K
15.7K $3.11M
CI
Cigna Corp

Healthcare
2.87K
+ 284.36%
$319.12 - $367.1 $917K - $1.05M
3.88K $1.34M
FTNT
Fortinet, Inc.

Technology
5.66K
+ 17.55%
$55.39 - $77.55 $313K - $439K
37.9K $2.94M
XOM
Exxon Mobil Corp

Energy
6.79K
+ 7.45%
$109.72 - $119.0 $745K - $808K
98K $11.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
7.6K
+ 60.46%
$103.87 - $117.59 $789K - $894K
20.2K $2.37M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.2K
+ 254.25%
$44.65 - $47.21 $901K - $953K
28.1K $1.31M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
28.5K
+ 28.34%
$28.1 - $29.89 $800K - $851K
129K $3.86M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
14.8K
+ 69.21%
$53.41 - $57.9 $789K - $855K
36.1K $2.09M
DGRO
Ishares Core Dividend Growth E

ETFs
4.17K
+ 3.2%
$57.47 - $62.76 $239K - $261K
134K $8.42M
ETN
Eaton Corp PLC

Industrials
2.71K
+ 247.53%
$272.52 - $333.02 $738K - $902K
3.8K $1.26M
IEFA
Ishares Tr

ETFs
7.27K
+ 11.74%
$70.09 - $78.74 $510K - $573K
69.2K $5.4M
MSI
Motorola Solutions, Inc.

Technology
1.74K
+ 93.39%
$385.65 - $450.49 $670K - $783K
3.6K $1.62M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.25K
+ 3.78%
$105.53 - $118.34 $237K - $266K
61.7K $7.22M
LLY
Eli Lilly & CO

Healthcare
1.09K
+ 19.97%
$772.14 - $960.02 $841K - $1.05M
6.54K $5.79M
TMUS
T Mobile Us, Inc.

Communication Services
3.59K
+ 94.79%
$175.14 - $206.36 $628K - $740K
7.37K $1.52M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.24K
+ 194.94%
$156.14 - $187.2 $662K - $794K
6.42K $1.19M
MET
Metlife Inc

Financial Services
1.6K
+ 2.8%
$67.96 - $82.48 $109K - $132K
58.8K $4.85M
GOOG
Alphabet Inc.

Communication Services
9.14K
+ 20.9%
$149.54 - $192.66 $1.37M - $1.76M
52.9K $8.84M
ROST
Ross Stores, Inc.

Consumer Cyclical
4.72K
+ 36.55%
$136.06 - $155.24 $642K - $732K
17.6K $2.65M
PAYX
Paychex Inc

Industrials
2.01K
+ 6.24%
$116.17 - $135.19 $233K - $272K
34.2K $4.59M
NOW
Service Now, Inc.

Technology
614
+ 30.28%
$730.87 - $937.36 $449K - $576K
2.64K $2.36M
FVD
First Tr Value Line Divid Inde

ETFs
5.46K
+ 5.05%
$40.45 - $45.49 $221K - $248K
114K $5.17M
TJX
Tjx Companies Inc

Consumer Cyclical
4.99K
+ 23.01%
$107.93 - $120.23 $539K - $600K
26.7K $3.14M
V
Visa Inc.

Financial Services
1.97K
+ 11.97%
$253.74 - $291.56 $500K - $574K
18.4K $5.07M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.24K
+ 13.06%
$247.34 - $300.11 $307K - $373K
10.7K $3.2M
ACN
Accenture PLC

Technology
1.68K
+ 56.46%
$295.44 - $355.81 $496K - $597K
4.65K $1.64M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
198
+ 0.48%
$41.77 - $67.84 $8.27K - $13.4K
41.4K $2.65M
APH
Amphenol Corp

Technology
12.2K
+ 35.96%
$58.39 - $70.41 $710K - $856K
46K $3M
NEE
Nextera Energy Inc

Utilities
5.2K
+ 29.46%
$69.9 - $84.97 $363K - $442K
22.8K $1.93M
CVX
Chevron Corp

Energy
8.97K
+ 12.82%
$137.88 - $161.97 $1.24M - $1.45M
79K $11.6M
ADI
Analog Devices Inc

Technology
2.92K
+ 156.07%
$200.56 - $243.33 $586K - $711K
4.79K $1.1M
CPRT
Copart Inc

Consumer Cyclical
14.1K
+ 35.13%
$49.19 - $55.54 $694K - $784K
54.3K $2.85M
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
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