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
ALGN
Align Technology Inc

Healthcare
293
+ 31.17%
$204.03 - $257.2 $59.8K - $75.4K
1.23K $313K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
917
+ 3.4%
$51.02 - $52.74 $46.8K - $48.4K
27.9K $1.47M
KHC
Kraft Heinz CO

Consumer Defensive
675
+ 3.22%
$31.86 - $36.13 $21.5K - $24.4K
21.6K $759K
IQLT
Ishares Msci Intl Quality Fact

ETFs
908
+ 4.69%
$37.37 - $41.82 $33.9K - $38K
20.2K $840K
LUMN
Lumen Technologies, Inc.

Communication Services
2.55K
+ 23.62%
$1.03 - $7.28 $2.63K - $18.6K
13.4K $94K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1.73K
+ 35.65%
$38.33 - $44.95 $66.4K - $77.9K
6.59K $288K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
601
+ 21.74%
$114.73 - $120.23 $69K - $72.3K
3.37K $402K
FXL
First Tr Exchange Traded Fd Fi

ETFs
430
+ 4.79%
$122.48 - $142.51 $52.7K - $61.3K
9.4K $1.3M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.62K
+ 5.34%
$28.11 - $29.42 $45.4K - $47.5K
31.9K $936K
CYBR
Cyber Ark Software Ltd.

Technology
214
+ 21.81%
$241.52 - $291.61 $51.7K - $62.4K
1.2K $348K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
316
+ 16.75%
$175.46 - $203.3 $55.4K - $64.2K
2.2K $446K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
34
+ 0.3%
$64.57 - $71.76 $2.2K - $2.44K
11.3K $808K
AMT
American Tower Corp

Real Estate
67
+ 4.01%
$192.27 - $242.73 $12.9K - $16.3K
1.74K $403K
RIOT
Riot Blockchain, Inc.

Technology
13.6K
+ 104.38%
$6.38 - $12.7 $86.9K - $173K
26.7K $197K
XLC
Select Sector Spdr Tr Communic

ETFs
688
+ 21.01%
$82.16 - $90.4 $56.5K - $62.2K
3.96K $358K
NSP
Insperity, Inc.

Industrials
1.02K
+ 27.13%
$85.48 - $103.18 $86.9K - $105K
4.77K $419K
NRG
Nrg Energy, Inc.

Utilities
83
+ 1.57%
$68.89 - $91.22 $5.72K - $7.57K
5.35K $487K
CLOI
Vaneck ETF Tr

ETFs
1.44K
+ 33.47%
$52.65 - $53.04 $75.7K - $76.2K
5.73K $303K
IYF
Ishares Tr

ETFs
225
+ 4.02%
$93.83 - $105.05 $21.1K - $23.6K
5.82K $604K
OKE
Oneok Inc

Energy
525
+ 18.82%
$78.62 - $95.27 $41.3K - $50K
3.32K $302K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.02K
+ 12.0%
$50.85 - $53.88 $51.8K - $54.9K
9.51K $510K
AMP
Ameriprise Financial Inc

Financial Services
48
+ 3.94%
$391.53 - $469.81 $18.8K - $22.6K
1.27K $595K
VGT
Vanguard Information Technolog

ETFs
88
+ 3.94%
$514.43 - $606.85 $45.3K - $53.4K
2.32K $1.36M
ROP
Roper Technologies Inc

Industrials
147
+ 11.85%
$515.25 - $576.55 $75.7K - $84.8K
1.39K $771K
FV
First Trust Dorsey Wright Focu

ETFs
473
+ 1.05%
$51.35 - $59.82 $24.3K - $28.3K
45.4K $2.64M
MTN
Vail Resorts Inc

Consumer Cyclical
477
+ 25.85%
$167.58 - $188.32 $79.9K - $89.8K
2.32K $404K
SAP
Sap Se

Technology
172
+ 14.7%
$197.21 - $231.0 $33.9K - $39.7K
1.34K $307K
EME
Emcor Group, Inc.

Industrials
80
+ 14.52%
$340.22 - $435.6 $27.2K - $34.8K
631 $271K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
364
+ 1.84%
$15.15 - $19.2 $5.51K - $6.99K
20.1K $374K
VRT
Vertiv Holdings CO

Industrials
787
+ 16.0%
$86.66 - $86.66 $68.2K - $68.2K
5.71K $494K
PRU
Prudential Financial Inc

Financial Services
400
+ 7.96%
$105.53 - $127.32 $42.2K - $50.9K
5.42K $656K
SITE
Site One Landscape Supply, Inc.

Industrials
106
+ 6.11%
$115.64 - $153.52 $12.3K - $16.3K
1.84K $277K
WSO
Watsco Inc

Industrials
105
+ 19.48%
$448.73 - $519.89 $47.1K - $54.6K
644 $316K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
433
+ 6.2%
$66.31 - $74.08 $28.7K - $32.1K
7.42K $544K
DAL
Delta Air Lines, Inc.

Industrials
465
+ 3.65%
$37.32 - $51.8 $17.4K - $24.1K
13.2K $670K
BWA
Borgwarner Inc

Consumer Cyclical
596
+ 5.4%
$31.19 - $36.75 $18.6K - $21.9K
11.6K $422K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.05K
+ 8.34%
$50.15 - $51.27 $52.8K - $53.9K
13.7K $700K
LQD
Ishares Iboxx $ Investment Gra

ETFs
392
+ 11.82%
$106.11 - $113.72 $41.6K - $44.6K
3.71K $419K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.58K
+ 3.92%
$49.7 - $56.11 $78.6K - $88.7K
41.9K $2.3M
VGSH
Vanguard

ETFs
932
+ 10.94%
$57.74 - $59.13 $53.8K - $55.1K
9.45K $557K
SYK
Stryker Corp

Healthcare
137
+ 23.03%
$315.94 - $371.96 $43.3K - $51K
732 $264K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
740
+ 14.92%
$54.38 - $59.77 $40.2K - $44.2K
5.7K $337K
FXR
First Trust Industrials/Produc

ETFs
162
+ 2.67%
$66.85 - $75.76 $10.8K - $12.3K
6.24K $472K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
342
+ 3.49%
$147.95 - $191.05 $50.6K - $65.3K
10.1K $1.76M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
114
+ 4.32%
$210.25 - $231.86 $24K - $26.4K
2.75K $613K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
36
+ 1.65%
$256.4 - $289.78 $9.23K - $10.4K
2.22K $630K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
62
+ 0.46%
$41.02 - $46.01 $2.54K - $2.85K
13.6K $620K
ORCC
Owl Rock Capital Corp

Financial Services
4.2K
+ 17.83%
N/A
27.8K $371K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
116
+ 8.87%
$305.34 - $350.41 $35.4K - $40.6K
1.42K $491K
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