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
AJG
Arthur J. Gallagher & Co.

Financial Services
6
+ 0.54%
$259.22 - $299.75 $1.56K - $1.8K
1.11K $312K
YMAR
First Tr Ex Tr Viii Cboe Vest
500
+ 4.32%
$22.76 - $24.37 $11.4K - $12.2K
12.1K $292K
DFS
Discover Financial Services

Financial Services
44
+ 2.49%
$123.41 - $144.72 $5.43K - $6.37K
1.81K $254K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
27
+ 1.56%
$141.31 - $161.48 $3.82K - $4.36K
1.75K $282K
YJUN
First Tr Exchange Traded Fd Vi
440
+ 3.63%
$21.48 - $23.09 $9.45K - $10.2K
12.6K $287K
KMB
Kimberly Clark Corp

Consumer Defensive
72
+ 2.4%
$135.05 - $148.35 $9.72K - $10.7K
3.08K $437K
HOOD
Robinhood Markets, Inc.

Technology
646
+ 8.85%
$16.42 - $24.63 $10.6K - $15.9K
7.95K $186K
VOOV
Vanguard S&P 500 Value ETF

ETFs
4
+ 0.3%
$175.0 - $190.72 $700 - $763
1.34K $255K
PMAR
Innovator U.S. Equity Power Bu

ETFs
141
+ 1.33%
$36.89 - $39.25 $5.2K - $5.53K
10.7K $420K
MRVL
Marvell Technology, Inc.

Technology
78
+ 1.34%
$56.15 - $76.24 $4.38K - $5.95K
5.92K $426K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
15
+ 0.54%
$71.86 - $78.56 $1.08K - $1.18K
2.8K $219K
HNDL
Strategy Shs

ETFs
236
+ 2.33%
$20.96 - $22.29 $4.95K - $5.26K
10.4K $231K
RE
Everest Re Group LTD

Financial Services
47
+ 5.49%
N/A
903 $334K
VV
Vanguard Large Cap ETF

ETFs
13
+ 1.3%
$236.92 - $263.4 $3.08K - $3.42K
1.01K $266K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
111
+ 0.28%
$50.25 - $50.74 $5.58K - $5.63K
39.2K $1.99M
IGM
Ishares Expanded Tech Sector E

ETFs
59
+ 0.99%
$84.03 - $98.62 $4.96K - $5.82K
6.01K $576K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
51
+ 2.64%
$116.79 - $133.54 $5.96K - $6.81K
1.98K $261K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
195
+ 0.86%
$19.2 - $19.82 $3.74K - $3.86K
23K $453K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
25.2K
+ 32.6%
$8.08 - $11.02 $204K - $278K
102K $849K
OFS
Ofs Capital Corp

Financial Services
5.58K
+ 7.3%
$7.85 - $9.33 $43.8K - $52K
82K $692K
HWC
Hancock Whitney Corp

Financial Services
6
+ 0.14%
$45.51 - $57.12 $273 - $343
4.4K $224K
TIP
Ishares Tr Tips Bd ETF

ETFs
4
+ 0.11%
$105.92 - $110.83 $424 - $443
3.65K $403K
ABC
Amerisourcebergen Corp

Healthcare
76
+ 3.54%
N/A
2.22K $411K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
287
+ 1.38%
$12.28 - $14.02 $3.52K - $4.02K
21.2K $276K
OCCI
Ofs Credit Company, Inc.

Financial Services
866
+ 2.61%
$7.04 - $7.78 $6.1K - $6.74K
34.1K $252K
CTXR
Citius Pharmaceuticals, Inc.

Healthcare
50K
+ 33.33%
$0.48 - $1.02 $24K - $51K
200K $100K
IGV
Ishares Expanded Tech Software

ETFs
75
+ 3.19%
$77.94 - $89.37 $5.85K - $6.7K
2.43K $216K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
73
+ 0.62%
$11.52 - $12.52 $841 - $914
11.9K $146K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
55
+ 0.54%
$9.33 - $10.18 $513 - $560
10.1K $103K
LNG
Cheniere Energy, Inc.

Energy
10
+ 0.69%
$172.24 - $186.09 $1.72K - $1.86K
1.46K $262K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
370
+ 1.76%
$21.05 - $21.17 $7.79K - $7.83K
21.3K $450K
PSLV
Sprott Physical Silver Trust

Financial Services
318
+ 2.89%
$9.17 - $10.84 $2.92K - $3.45K
11.3K $118K
PLUG
Plug Power Inc

Industrials
5.08K
+ 18.16%
$1.61 - $3.34 $8.17K - $17K
33K $74K
EPD
Enterprise Products Partners L.P.

Energy
20
+ 0.04%
$27.88 - $30.0 $558 - $600
46.6K $1.36M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
244
+ 0.82%
$23.88 - $24.01 $5.83K - $5.86K
30.1K $722K
CDW
Cdw Corp

Technology
13
+ 1.32%
$206.67 - $239.84 $2.69K - $3.12K
999 $226K
VMC
Vulcan Materials CO

Basic Materials
13
+ 1.23%
$231.83 - $274.51 $3.01K - $3.57K
1.07K $267K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
121
+ 1.5%
$25.19 - $25.5 $3.05K - $3.09K
8.17K $208K
MVIS
Microvision, Inc.

Technology
3.4K
+ 18.63%
$1.05 - $1.05 $3.57K - $3.57K
21.7K $22K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
213
+ 1.26%
$24.05 - $24.42 $5.12K - $5.2K
17.1K $416K
URA
Global X Uranium ETF

ETFs
278
+ 1.54%
$23.18 - $31.26 $6.44K - $8.69K
18.4K $525K
VRIG
Invesco Actively Managed ETF F

ETFs
63
+ 0.25%
$25.05 - $25.21 $1.58K - $1.59K
25K $628K
OXLC
Oxford Lane Capital Corp.

Financial Services
610
+ 4.83%
$5.15 - $5.67 $3.14K - $3.46K
13.3K $69K
Ge Vernova Inc Com
17.2K
+ 1277.02%
N/A
18.6K $0
Peakstone Realty Trust Common Shares
1.66K
+ 11.0%
N/A
16.8K $0
Innovator Premium Income 30 Barrier ETF April
4
+ 0.05%
N/A
8.29K $0
Jacobs Solutions Inc Com
16
+ 0.37%
N/A
4.3K $0
MODL
Victory Portfolios Ii Victorys
700
+ 10.77%
N/A
7.2K $0
Arm Holdings PLC Sponsored Ads
333
+ 9.2%
N/A
3.95K $0
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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