Arkadios Wealth Advisors New Holdings in Q3 2024

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IDV
Ishares Tr

ETFs
675K
New
$27.62 - $30.64 $18.7M - $20.7M
675K $20.4M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8.43K
New
$386.81 - $423.12 $3.26M - $3.57M
8.43K $3.57M
FMAG
Fidelity Covington Tr

ETFs
106K
New
$27.46 - $30.77 $2.92M - $3.27M
106K $3.25M
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
168K
New
$9.86 - $12.2 $1.66M - $2.05M
168K $1.95M
APO
Apollo Global Management, Inc.

Financial Services
10.7K
New
$99.16 - $125.81 $1.06M - $1.34M
10.7K $1.33M
WDC
Western Digital Corp

Technology
16.2K
New
$56.25 - $80.24 $913K - $1.3M
16.2K $1.11M
GBIL
Goldman Sachs Access Treasury

ETFs
9.14K
New
$99.7 - $100.3 $911K - $917K
9.14K $916K
AVUV
American Centy ETF Tr Avantis

ETFs
9.09K
New
$88.24 - $99.7 $802K - $906K
9.09K $872K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
15.2K
New
$51.29 - $56.57 $777K - $857K
15.2K $857K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
18.3K
New
$39.37 - $41.68 $720K - $762K
18.3K $757K
VST
Vistra Corp.

Utilities
5.77K
New
$69.0 - $119.06 $398K - $687K
5.77K $683K
FEX
First Tr Large Cap Core Alphde

ETFs
6.54K
New
$94.21 - $104.17 $616K - $681K
6.54K $680K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
13.3K
New
$44.07 - $50.57 $588K - $674K
13.3K $674K
SVOL
Simplify ETF Simplify Volatili

ETFs
30.4K
New
$20.05 - $22.81 $609K - $693K
30.4K $667K
GTO
Invesco Actively Managed ETF T

ETFs
13.7K
New
$46.22 - $48.77 $635K - $670K
13.7K $663K
XSMO
Invesco S&P Smallcap Momentum

ETFs
9.12K
New
$59.5 - $67.14 $542K - $612K
9.12K $603K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
8.1K
New
$65.4 - $72.79 $530K - $590K
8.1K $588K
BNDX
Vanguard Total International B

ETFs
11.6K
New
$48.42 - $50.35 $564K - $586K
11.6K $585K
FTC
First Tr Lge Cap Growth

ETFs
4.44K
New
$115.51 - $131.45 $513K - $584K
4.44K $583K
CNQ
Canadian Natural Resources LTD

Energy
16.6K
New
$31.97 - $37.41 $531K - $621K
16.6K $551K
EMN
Eastman Chemical CO

Basic Materials
4.67K
New
$93.82 - $113.74 $438K - $531K
4.67K $522K
EA
Electronic Arts Inc.

Communication Services
3.51K
New
$137.32 - $151.82 $482K - $533K
3.51K $503K
BOND
Pimco Active Bond Exchange Tra

ETFs
5.22K
New
$90.01 - $95.32 $470K - $498K
5.22K $494K
PPTY
ETF Ser Solutions

ETFs
14K
New
$30.14 - $34.74 $423K - $488K
14K $482K
BOTZ
Global X Fds

ETFs
14.7K
New
$27.68 - $32.27 $406K - $474K
14.7K $471K
USFR
Wisdomtree Floating Rate Treas

ETFs
9.14K
New
$50.2 - $50.48 $459K - $461K
9.14K $458K
EQIX
Equinix Inc

Real Estate
512
New
$749.0 - $890.01 $383K - $456K
512 $454K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
4.41K
New
$80.24 - $91.14 $354K - $402K
4.41K $401K
LEN
Lennar Corp

Consumer Cyclical
2.07K
New
$142.5 - $192.45 $295K - $398K
2.07K $387K
SRE
Sempra Energy

Utilities
4.2K
New
$74.97 - $84.04 $315K - $353K
4.2K $351K
CHKP
Check Point Software Technologies LTD

Technology
1.79K
New
$165.0 - $195.47 $296K - $351K
1.79K $345K
CUBE
Cube Smart

Real Estate
6.3K
New
$43.74 - $54.55 $275K - $344K
6.3K $339K
BK
Bank Of New York Mellon Corp

Financial Services
4.72K
New
$59.54 - $72.17 $281K - $340K
4.72K $338K
DEO
Diageo PLC

Consumer Defensive
2.41K
New
$120.02 - $140.77 $289K - $339K
2.41K $337K
WD
Walker & Dunlop, Inc.

Financial Services
2.92K
New
$93.87 - $113.96 $274K - $333K
2.92K $331K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.97K
New
$75.88 - $83.21 $301K - $330K
3.97K $330K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
22.6K
New
$13.31 - $15.65 $301K - $354K
22.6K $326K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
6.88K
New
$45.6 - $46.83 $314K - $322K
6.88K $321K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
14.8K
New
$19.97 - $21.77 $296K - $323K
14.8K $320K
JBL
Jabil Inc

Technology
2.63K
New
$97.55 - $126.65 $256K - $333K
2.63K $315K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
12.5K
New
$25.04 - $25.21 $313K - $315K
12.5K $315K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
671
New
$460.0 - $505.78 $309K - $339K
671 $312K
TTD
Trade Desk, Inc.

Technology
2.75K
New
$83.08 - $110.79 $229K - $305K
2.75K $301K
NTES
Net Ease, Inc.

Communication Services
3.18K
New
$76.41 - $96.46 $243K - $307K
3.18K $297K
NJUL
Innovator Growth 100 Power Buf

Technology
4.88K
New
$56.73 - $60.88 $277K - $297K
4.88K $297K
APP
App Lovin Corp

Technology
2.24K
New
$67.14 - $130.65 $150K - $293K
2.24K $292K
GXO
Gxo Logistics, Inc.

Industrials
5.59K
New
$46.45 - $55.98 $260K - $313K
5.59K $291K
FICO
Fair Isaac Corp

Technology
145
New
$1496.51 - $1947.38 $217K - $282K
145 $282K
FTSL
First Trust Senior Ln Fund

ETFs
6.14K
New
$45.51 - $46.26 $280K - $284K
6.14K $281K
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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