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
SPSC
Sps Commerce Inc

Technology
1.66K
+ 44.2%
$185.76 - $215.42 $308K - $358K
5.42K $1.05M
DUK
Duke Energy Corp

Utilities
1.75K
+ 18.7%
$99.35 - $117.71 $174K - $206K
11.1K $1.28M
CB
Chubb LTD

Financial Services
977
+ 58.12%
$252.51 - $292.2 $247K - $285K
2.66K $766K
WBS
Webster Financial Corp

Financial Services
2.17K
+ 2.77%
$42.49 - $49.62 $92.3K - $108K
80.5K $3.75M
AAP
Advance Auto Parts Inc

Consumer Cyclical
12K
+ 225.03%
$38.53 - $64.44 $461K - $770K
17.3K $673K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
564
+ 3.32%
$125.95 - $142.04 $71K - $80.1K
17.5K $2.49M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.53K
+ 20.42%
$50.52 - $50.95 $330K - $333K
38.5K $1.96M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.62K
+ 5.99%
$50.99 - $57.81 $134K - $151K
46.4K $2.65M
MLM
Martin Marietta Materials Inc

Basic Materials
615
+ 46.63%
$502.48 - $593.35 $309K - $365K
1.93K $1.04M
WPC
W. P. Carey Inc.

Real Estate
3.43K
+ 22.15%
$54.63 - $63.96 $187K - $219K
18.9K $1.18M
SBUX
Starbucks Corp

Consumer Cyclical
1.4K
+ 15.29%
$72.51 - $98.6 $102K - $138K
10.6K $1.03M
IBP
Installed Building Products, Inc.

Consumer Cyclical
853
+ 33.52%
$198.8 - $270.35 $170K - $231K
3.4K $836K
SPGI
S&P Global Inc.

Financial Services
367
+ 21.24%
$446.32 - $527.38 $164K - $194K
2.1K $1.08M
FDS
Factset Research Systems Inc

Financial Services
423
+ 19.47%
$397.04 - $469.48 $168K - $199K
2.6K $1.19M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.5K
+ 4.41%
$75.32 - $84.37 $113K - $127K
35.6K $2.98M
PANW
Palo Alto Networks Inc

Technology
871
+ 44.01%
$294.18 - $368.01 $256K - $321K
2.85K $974K
IT
Gartner Inc

Technology
332
+ 14.4%
$441.32 - $516.47 $147K - $171K
2.64K $1.34M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.25K
+ 18.63%
$91.42 - $91.82 $297K - $299K
20.7K $1.9M
ILMN
Illumina, Inc.

Healthcare
433
+ 4.67%
$105.28 - $135.9 $45.6K - $58.8K
9.7K $1.27M
WDAY
Workday, Inc.

Technology
1.03K
+ 47.83%
$207.75 - $264.68 $213K - $271K
3.17K $774K
SKY
Skyline Champion Corp

Consumer Cyclical
1.54K
+ 28.87%
$65.6 - $95.65 $101K - $148K
6.89K $654K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.68K
+ 14.15%
$54.98 - $59.51 $202K - $219K
29.7K $1.77M
CEG
Constellation Energy Corp

Utilities
790
+ 56.07%
$167.08 - $262.86 $132K - $208K
2.2K $571K
TSCO
Tractor Supply CO

Consumer Cyclical
924
+ 108.07%
$251.95 - $290.93 $233K - $269K
1.78K $517K
VDC
Vanguard Consumer Staples ETF

ETFs
571
+ 5.52%
$201.77 - $221.32 $115K - $126K
10.9K $2.39M
CEIX
Consol Energy Inc.

Energy
2.62K
+ 86.14%
$88.45 - $107.31 $232K - $281K
5.67K $593K
BLD
Top Build Corp

Industrials
601
+ 35.0%
$360.4 - $479.09 $217K - $288K
2.32K $942K
JHMM
John Hancock Multifactor Mid C

ETFs
1.6K
+ 4.77%
$54.25 - $60.2 $86.7K - $96.2K
35.1K $2.11M
ALL
Allstate Corp

Financial Services
701
+ 15.48%
$158.43 - $192.86 $111K - $135K
5.23K $991K
CRAI
Cra International, Inc.

Industrials
1.46K
+ 48.67%
$152.32 - $183.71 $222K - $268K
4.46K $783K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
16.5K
+ 33.21%
$12.25 - $13.39 $202K - $221K
66.2K $886K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.06K
+ 23.67%
$36.98 - $41.55 $187K - $210K
26.4K $1.09M
PAVE
Global X Fds Us Infrastructure

ETFs
4.82K
+ 31.43%
$36.39 - $41.16 $175K - $198K
20.1K $828K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
830
+ 3.22%
$36.99 - $50.09 $30.7K - $41.6K
26.6K $1.29M
INTU
Intuit Inc

Technology
486
+ 33.36%
$602.97 - $670.49 $293K - $326K
1.94K $1.21M
WM
Waste Management Inc

Industrials
1.36K
+ 20.98%
$196.96 - $223.45 $268K - $304K
7.84K $1.63M
XLE
Energy Sector Spdr

ETFs
5.95K
+ 7.19%
$84.35 - $93.39 $502K - $556K
88.7K $7.79M
FPE
First Tr Pfd Secs & Income ETF

ETFs
12.9K
+ 111.04%
$17.35 - $18.22 $223K - $234K
24.4K $442K
XEL
Xcel Energy Inc

Utilities
2.39K
+ 33.69%
$52.11 - $65.3 $125K - $156K
9.5K $620K
GM
General Motors CO

Consumer Cyclical
5.64K
+ 59.83%
$39.95 - $49.9 $225K - $281K
15.1K $675K
MTH
Meritage Homes Corp

Consumer Cyclical
740
+ 36.91%
$152.23 - $213.69 $113K - $158K
2.75K $562K
MBB
Ishares Tr

ETFs
1.51K
+ 6.6%
$90.85 - $96.66 $137K - $146K
24.4K $2.34M
CTVA
Corteva, Inc.

Basic Materials
3.5K
+ 65.0%
$50.72 - $58.78 $178K - $206K
8.89K $522K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.11K
+ 3.88%
$41.95 - $43.42 $130K - $135K
83.2K $3.61M
T
At&T Inc.

Communication Services
1.29K
+ 1.85%
$18.21 - $22.28 $23.6K - $28.8K
71.2K $1.57M
KMI
Kinder Morgan, Inc.

Energy
2.45K
+ 3.1%
$19.72 - $22.22 $48.2K - $54.4K
81.4K $1.8M
SQ
Block, Inc.

Technology
2.18K
+ 6.92%
$57.21 - $72.07 $124K - $157K
33.6K $2.26M
STZ
Constellation Brands, Inc.

Consumer Defensive
888
+ 60.2%
$236.42 - $259.82 $210K - $231K
2.36K $608K
CAG
Conagra Brands Inc.

Consumer Defensive
376
+ 0.72%
$28.13 - $32.83 $10.6K - $12.3K
52.8K $1.72M
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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