Arkadios Wealth Advisors Incresed Positions in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
465
+ 4.45%
$55.73 - $66.16 $25.9K - $30.8K
10.9K $658K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
4.04K
+ 9.08%
$12.55 - $17.22 $50.7K - $69.6K
48.6K $673K
WST
West Pharmaceutical Services Inc

Healthcare
66
+ 5.51%
$285.69 - $344.0 $18.9K - $22.7K
1.26K $414K
AJG
Arthur J. Gallagher & Co.

Financial Services
185
+ 16.67%
$278.49 - $315.16 $51.5K - $58.3K
1.3K $367K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
2.21K
+ 12.88%
$24.13 - $24.45 $53.3K - $54K
19.4K $469K
CGGR
Capital Group Growth ETF Shs C

ETFs
13
+ 0.06%
$34.49 - $39.24 $448 - $510
21.9K $813K
IWR
Ishares Russell Mid Cap ETF

ETFs
572
+ 17.53%
$87.25 - $95.52 $49.9K - $54.6K
3.84K $339K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
122
+ 2.77%
$90.31 - $106.37 $11K - $13K
4.53K $451K
XLC
Select Sector Spdr Tr Communic

ETFs
258
+ 6.51%
$89.66 - $102.16 $23.1K - $26.4K
4.22K $408K
EMLP
First Tr Exchange Traded Iv

ETFs
199
+ 0.96%
$33.69 - $38.24 $6.7K - $7.61K
20.9K $745K
ILMN
Illumina, Inc.

Healthcare
131
+ 1.35%
$128.99 - $155.15 $16.9K - $20.3K
9.83K $1.31M
VRT
Vertiv Holdings CO

Industrials
530
+ 9.29%
N/A
6.24K $540K
XLU
Utilities Sector Spdr

ETFs
1.7K
+ 10.42%
$74.89 - $82.93 $128K - $141K
18.1K $1.37M
IAU
Ishares Gold Trust

ETFs
948
+ 6.45%
$48.37 - $52.65 $45.9K - $49.9K
15.6K $774K
OMF
One Main Holdings, Inc.

Financial Services
439
+ 9.78%
$45.27 - $57.43 $19.9K - $25.2K
4.93K $256K
PDP
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.09%
$102.88 - $117.55 $926 - $1.06K
10.2K $1.1M
FDX
Fedex Corp

Industrials
33
+ 0.73%
$260.5 - $305.15 $8.6K - $10.1K
4.56K $1.28M
SJNK
Spdr Bloomberg Short Term High

ETFs
2.07K
+ 12.05%
$25.09 - $25.69 $52K - $53.2K
19.3K $486K
KHC
Kraft Heinz CO

Consumer Defensive
4.5K
+ 20.81%
$30.1 - $36.02 $135K - $162K
26.1K $802K
ADSK
Autodesk, Inc.

Technology
175
+ 7.24%
N/A
2.59K $636K
IYJ
Ishares Tr

ETFs
329
+ 11.45%
$132.97 - $143.93 $43.7K - $47.4K
3.2K $427K
ABNB
Airbnb, Inc.

Consumer Cyclical
225
+ 8.21%
$125.36 - $147.37 $28.2K - $33.2K
2.97K $389K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
49
+ 2.8%
$229.83 - $258.46 $11.3K - $12.7K
1.8K $444K
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
4.02K
+ 12.87%
$7.11 - $9.0 $28.5K - $36.1K
35.2K $287K
ENB
Enbridge Inc

Energy
483
+ 4.81%
$40.4 - $43.92 $19.5K - $21.2K
10.5K $446K
NRG
Nrg Energy, Inc.

Utilities
475
+ 8.87%
$85.3 - $101.61 $40.5K - $48.3K
5.83K $525K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
16
+ 1.12%
$340.59 - $380.5 $5.45K - $6.09K
1.44K $527K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
184
+ 10.49%
$159.11 - $178.39 $29.3K - $32.8K
1.94K $318K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
62
+ 4.75%
$563.99 - $620.12 $35K - $38.4K
1.37K $779K
EEM
Ishares Msci Emerging Markets

ETFs
1.5K
+ 22.97%
$41.82 - $47.36 $62.5K - $70.8K
8K $334K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
551
+ 13.88%
$80.93 - $85.66 $44.6K - $47.2K
4.52K $365K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
230
+ 0.98%
$28.37 - $30.25 $6.53K - $6.96K
23.6K $702K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
108
+ 3.96%
$194.9 - $214.12 $21K - $23.1K
2.84K $572K
BOTZ
Global X Fds

ETFs
1.1K
+ 7.46%
$31.11 - $34.18 $34.1K - $37.4K
15.8K $503K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
745
+ 1.93%
$50.62 - $50.97 $37.7K - $38K
39.3K $1.99M
PGR
Progressive Corp

Financial Services
318
+ 9.79%
$239.6 - $268.88 $76.2K - $85.5K
3.57K $854K
SAP
Sap Se

Technology
28
+ 2.09%
$218.13 - $255.54 $6.11K - $7.16K
1.37K $337K
CDNS
Cadence Design Systems Inc

Technology
24
+ 3.23%
$249.1 - $324.54 $5.98K - $7.79K
767 $230K
EOG
Eog Resources Inc

Energy
270
+ 2.3%
$118.22 - $136.54 $31.9K - $36.9K
12K $1.48M
ABC
Amerisourcebergen Corp

Healthcare
151
+ 6.8%
N/A
2.37K $439K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.13%
$328.51 - $401.37 $329 - $401
799 $299K
VDE
Vanguard Energy ETF

ETFs
253
+ 10.58%
$116.67 - $136.78 $29.5K - $34.6K
2.65K $320K
CTRA
Coterra Energy Inc.

Energy
413
+ 3.8%
$22.71 - $27.63 $9.38K - $11.4K
11.3K $288K
AIG
American International Group, Inc.

Financial Services
408
+ 13.76%
$70.0 - $79.22 $28.6K - $32.3K
3.37K $245K
VIG
Vanguard Dividend Appreciation

ETFs
155
+ 1.92%
N/A
8.24K $1.5M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
472
+ 4.64%
$9.71 - $15.34 $4.58K - $7.24K
10.6K $141K
FOVL
Ishares Tr Focused Value Facto

ETFs
294
+ 8.48%
$67.4 - $76.06 $19.8K - $22.4K
3.76K $263K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
56.6K
+ 213.13%
$26.93 - $84.95 $1.52M - $4.81M
83.1K $2.27M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
655
+ 12.7%
$47.68 - $48.67 $31.2K - $31.9K
5.81K $277K
Activity Summary
Buys All Purchases 502 New Holdings 90 Increased Positions 412 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 1 Puts 0
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