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
EMR
Emerson Electric CO

Industrials
2.07K
+ 87.46%
$98.19 - $118.87 $203K - $246K
4.44K $485K
DE
Deere & CO

Industrials
65
+ 1.43%
$344.84 - $418.0 $22.4K - $27.2K
4.6K $1.92M
CRUS
Cirrus Logic, Inc.

Technology
1.92K
+ 43.58%
$112.86 - $145.69 $217K - $280K
6.34K $786K
CARR
Carrier Global Corp

Industrials
159
+ 1.32%
$61.9 - $80.88 $9.84K - $12.9K
12.2K $981K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.23K
+ 87.87%
$56.47 - $63.69 $182K - $206K
6.91K $435K
ARCC
Ares Capital Corp

Financial Services
9.75K
+ 9.06%
$19.8 - $21.28 $193K - $208K
117K $2.46M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.14K
+ 12.46%
$71.45 - $75.64 $153K - $162K
19.3K $1.45M
SUN
Sunoco LP

Energy
4.24K
+ 95.36%
$50.23 - $58.53 $213K - $248K
8.68K $465K
SHOP
Shopify Inc.

Technology
367
+ 2.8%
$52.26 - $80.75 $19.2K - $29.6K
13.5K $1.08M
TRNS
Transcat Inc

Industrials
1.71K
+ 38.7%
$107.6 - $144.07 $184K - $246K
6.12K $738K
EOG
Eog Resources Inc

Energy
1.9K
+ 19.29%
$117.9 - $132.65 $224K - $252K
11.8K $1.45M
HCA
Hca Healthcare, Inc.

Healthcare
15
+ 0.65%
$315.12 - $406.43 $4.73K - $6.1K
2.34K $950K
CGCP
Capital Group Core Plus Income

ETFs
8.16K
+ 67.97%
$22.12 - $23.31 $180K - $190K
20.2K $466K
GE
General Electric CO

Industrials
140
+ 2.38%
$156.66 - $189.66 $21.9K - $26.6K
6.02K $1.14M
WPM
Wheaton Precious Metals Corp.

Basic Materials
210
+ 0.98%
$52.04 - $64.22 $10.9K - $13.5K
21.6K $1.32M
AGNC
Agnc Investment Corp.

Real Estate
16.4K
+ 57.81%
$9.48 - $10.66 $156K - $175K
44.8K $469K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
1.96K
+ 41.39%
$78.05 - $88.63 $153K - $174K
6.7K $585K
UL
Unilever PLC

Consumer Defensive
2.33K
+ 55.94%
$54.7 - $65.59 $127K - $152K
6.48K $421K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.43K
+ 14.85%
$96.25 - $101.98 $138K - $146K
11K $1.12M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.51K
+ 56.28%
$111.59 - $129.08 $169K - $195K
4.19K $497K
SHW
Sherwin Williams CO

Basic Materials
53
+ 2.7%
$294.65 - $384.0 $15.6K - $20.4K
2.02K $769K
VB
Vanguard Small Cap ETF

ETFs
603
+ 29.4%
$214.77 - $237.72 $130K - $143K
2.65K $629K
UFPI
Ufp Industries Inc

Basic Materials
912
+ 27.59%
$107.65 - $135.34 $98.2K - $123K
4.22K $552K
GWW
W.W. Grainger, Inc.

Industrials
103
+ 19.04%
$896.19 - $1044.18 $92.3K - $108K
644 $668K
IWY
Ishares Tr Russell 200 Growth

ETFs
666
+ 13.44%
$194.66 - $225.97 $130K - $150K
5.62K $1.24M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
3.09K
+ 37.64%
$43.42 - $48.95 $134K - $151K
11.3K $550K
MCHP
Microchip Technology Inc

Technology
2.66K
+ 74.65%
$72.0 - $95.98 $191K - $255K
6.21K $498K
VFC
V F Corp

Consumer Cyclical
1.22K
+ 5.32%
$12.74 - $19.95 $15.5K - $24.3K
24.1K $480K
VIG
Vanguard Dividend Appreciation

ETFs
954
+ 13.38%
$182.15 - $182.15 $174K - $174K
8.09K $1.47M
RY
Royal Bank Of Canada

Financial Services
176
+ 2.19%
$105.65 - $124.73 $18.6K - $22K
8.2K $1.02M
IAU
Ishares Gold Trust

ETFs
1.88K
+ 14.63%
$44.06 - $50.5 $82.6K - $94.7K
14.7K $729K
OEF
Ishares S&P 100 ETF

ETFs
614
+ 51.68%
$266.03 - $266.03 $163K - $163K
1.8K $479K
IVE
Ishares S&P 500 Value ETF

ETFs
437
+ 8.46%
$181.06 - $197.17 $79.1K - $86.2K
5.61K $1.11M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
18.2K
+ 26.89%
$13.62 - $15.59 $248K - $284K
85.9K $1.18M
MCK
Mckesson Corp

Healthcare
571
+ 43.65%
$479.06 - $630.38 $274K - $360K
1.88K $928K
FDL
First Tr Morningstar Dividend

ETFs
1.73K
+ 7.79%
$37.66 - $42.06 $65.2K - $72.8K
23.9K $1M
CUZ
Cousins Properties Inc

Real Estate
19
+ 0.08%
$22.4 - $30.21 $426 - $574
25K $737K
BAC
Bank Of America Corp

Financial Services
4.19K
+ 3.87%
$36.65 - $44.13 $154K - $185K
112K $4.46M
VEEV
Veeva Systems Inc

Healthcare
406
+ 15.33%
$180.43 - $223.9 $73.3K - $90.9K
3.05K $641K
VBR
Vanguard Small Cap Value ETF

ETFs
179
+ 2.72%
$179.99 - $201.6 $32.2K - $36.1K
6.77K $1.36M
SYY
Sysco Corp

Consumer Defensive
1.72K
+ 49.33%
$69.16 - $78.98 $119K - $136K
5.21K $406K
IEMG
Ishares Inc

ETFs
2.82K
+ 8.05%
$53.64 - $53.64 $151K - $151K
37.8K $2.03M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
2.32K
+ 32.72%
$47.99 - $54.43 $111K - $126K
9.4K $506K
HYG
Ishares Tr

ETFs
1.33K
+ 9.25%
$76.72 - $80.36 $102K - $107K
15.7K $1.26M
DVN
Devon Energy Corp

Energy
11.6K
+ 31.83%
$37.87 - $48.65 $439K - $564K
48K $1.88M
EFV
Msci Eafe Value ETF

ETFs
1.66K
+ 13.31%
$51.72 - $57.96 $85.9K - $96.3K
14.1K $813K
VUG
Vanguard Growth ETF

ETFs
133
+ 1.33%
$341.08 - $391.94 $45.4K - $52.1K
10.1K $3.89M
ETR
Entergy Corp

Utilities
358
+ 8.61%
$104.75 - $131.61 $37.5K - $47.1K
4.52K $594K
PULS
Pgim ETF Tr

ETFs
2.96K
+ 10.48%
$49.47 - $49.8 $147K - $148K
31.2K $1.55M
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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