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
IJS
Ishares S&P Smallcap 600 Value

ETFs
106
+ 2.5%
$95.81 - $109.03 $10.2K - $11.6K
4.35K $467K
YYY
Amplify ETF Tr High Income ETF

ETFs
4.1K
+ 36.59%
$11.48 - $12.36 $47.1K - $50.7K
15.3K $188K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
525
+ 4.86%
$49.82 - $52.8 $26.2K - $27.7K
11.3K $595K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.31K
+ 10.85%
$20.47 - $20.71 $47.3K - $47.9K
23.6K $487K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.67K
+ 12.06%
$24.39 - $25.28 $40.7K - $42.2K
15.5K $389K
RODM
Hartford Multifactor Developed

ETFs
291
+ 1.99%
$27.35 - $30.82 $7.96K - $8.97K
14.9K $455K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
15
+ 0.24%
$43.67 - $51.82 $655 - $777
6.29K $325K
D
Dominion Energy, Inc

Utilities
220
+ 5.31%
$48.01 - $58.53 $10.6K - $12.9K
4.36K $252K
FIW
First Trust Water ETF

ETFs
15
+ 0.3%
$98.0 - $109.33 $1.47K - $1.64K
4.98K $544K
ON
On Semiconductor Corp

Technology
493
+ 16.62%
$66.39 - $78.74 $32.7K - $38.8K
3.46K $251K
MGV
Vanguard Mega Cap Value

ETFs
2
+ 0.04%
$118.0 - $128.28 $236 - $257
4.87K $624K
ELV
Elevance Health, Inc.

Healthcare
125
+ 14.4%
$500.12 - $562.29 $62.5K - $70.3K
993 $516K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
747
+ 13.2%
$42.87 - $45.76 $32K - $34.2K
6.41K $289K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.27K
+ 6.95%
$22.38 - $23.66 $28.4K - $30K
19.5K $457K
CL
Colgate Palmolive CO

Consumer Defensive
45
+ 0.78%
$95.54 - $108.77 $4.3K - $4.89K
5.8K $601K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 1.61%
$1015.62 - $1159.62 $6.09K - $6.96K
378 $435K
ADBE
Adobe Inc.

Technology
254
+ 10.74%
$508.13 - $586.55 $129K - $149K
2.62K $1.36M
BPOP
Popular, Inc.

Financial Services
37
+ 1.18%
$85.64 - $104.28 $3.17K - $3.86K
3.16K $317K
BAH
Booz Allen Hamilton Holding Corp

Industrials
174
+ 11.98%
$138.82 - $162.76 $24.2K - $28.3K
1.63K $264K
EMB
Ishares Tr

ETFs
274
+ 9.5%
$87.75 - $93.74 $24K - $25.7K
3.16K $295K
SCHW
Schwab Charles Corp

Financial Services
1.84K
+ 20.56%
$61.74 - $76.08 $113K - $140K
10.8K $697K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
9
+ 0.42%
$138.85 - $182.81 $1.25K - $1.65K
2.18K $385K
PGF
Invesco Exchange Traded Fd Tr

ETFs
1.72K
+ 13.5%
$14.7 - $15.89 $25.3K - $27.4K
14.5K $226K
SPMD
Spdr Portfolio

ETFs
19
+ 0.17%
$50.29 - $54.92 $956 - $1.04K
11K $598K
CGUS
Capital Group Core Equity ETF
531
+ 5.49%
$31.19 - $34.33 $16.6K - $18.2K
10.2K $349K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
70
+ 4.17%
$201.82 - $234.36 $14.1K - $16.4K
1.75K $403K
SJNK
Spdr Bloomberg Short Term High

ETFs
923
+ 5.67%
$24.8 - $25.75 $22.9K - $23.8K
17.2K $442K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.38K
+ 6.02%
$19.2 - $19.63 $26.5K - $27.1K
24.3K $475K
KR
Kroger CO

Consumer Defensive
41
+ 0.89%
$50.43 - $57.3 $2.07K - $2.35K
4.63K $265K
WST
West Pharmaceutical Services Inc

Healthcare
211
+ 21.38%
$277.16 - $333.3 $58.5K - $70.3K
1.2K $359K
IQV
Iqvia Holdings Inc.

Healthcare
41
+ 4.28%
$206.81 - $251.55 $8.48K - $10.3K
1K $236K
SPYG
Spdr Portfolio

ETFs
294
+ 9.11%
$73.38 - $84.1 $21.6K - $24.7K
3.52K $291K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
89
+ 0.71%
$11.57 - $14.32 $1.03K - $1.27K
12.5K $177K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
41
+ 0.05%
$7.74 - $8.68 $317 - $356
76.9K $667K
CSX
Csx Corp

Industrials
74
+ 0.27%
$32.48 - $35.45 $2.4K - $2.62K
27.7K $956K
VLUE
Ishares Msci Usa Value Factor

ETFs
19
+ 0.35%
$99.14 - $109.18 $1.88K - $2.07K
5.46K $594K
HYLS
First Tr Tactical High Yield L

ETFs
289
+ 1.88%
$40.54 - $42.23 $11.7K - $12.2K
15.7K $657K
TTE
Total Energies Se

Energy
242
+ 2.95%
$68.61 - $68.61 $16.6K - $16.6K
8.45K $579K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.13%
$94.31 - $103.26 $660 - $723
5.56K $570K
FOVL
Ishares Tr Focused Value Facto

ETFs
57
+ 1.67%
$59.36 - $68.16 $3.38K - $3.89K
3.47K $236K
COF
Capital One Financial Corp

Financial Services
66
+ 3.85%
$131.42 - $153.05 $8.67K - $10.1K
1.78K $266K
BHM
Bluerock Homes Trust, Inc.
9.5K
+ 21.42%
$13.43 - $18.99 $128K - $180K
53.9K $805K
VCR
Vanguard Consumer Discretionar

ETFs
23
+ 2.97%
$291.88 - $341.94 $6.71K - $7.86K
798 $271K
FUBO
Fubo Tv Inc.

Communication Services
12K
+ 19.46%
$1.16 - $2.07 $13.9K - $24.8K
73.7K $104K
CGGO
Capital Group Global Growth Eq

ETFs
172
+ 0.53%
$27.25 - $30.52 $4.69K - $5.25K
32.8K $987K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
352
+ 4.62%
$43.21 - $49.0 $15.2K - $17.2K
7.98K $385K
RFV
Invesco Exchange Traded Fd Tr

ETFs
49
+ 1.61%
$108.97 - $119.83 $5.34K - $5.87K
3.1K $367K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.04%
$102.34 - $114.52 $102 - $115
2.5K $286K
NUE
Nucor Corp

Basic Materials
310
+ 11.91%
$137.77 - $166.14 $42.7K - $51.5K
2.91K $437K
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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