Arkadios Wealth Advisors New Holdings in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IRBO
Ishares Robotics & Artificial

ETFs
214K
New
N/A
214K $6.87M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
77.5K
New
$43.61 - $45.3 $3.38M - $3.51M
77.5K $3.46M
WHR
Whirlpool Corp

Consumer Cyclical
17.2K
New
$99.28 - $124.45 $1.71M - $2.14M
17.2K $1.97M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
38K
New
$42.26 - $43.93 $1.61M - $1.67M
38K $1.64M
RGTI
Rigetti Computing, Inc.

Technology
106K
New
$0.74 - $17.08 $78.7K - $1.82M
106K $1.64M
CHK
Chesapeake Energy Corp

Energy
15.3K
New
$81.46 - $87.57 $1.24M - $1.34M
15.3K $1.31M
CG
Carlyle Group Inc.

Financial Services
20.1K
New
$43.2 - $54.81 $870K - $1.1M
20.1K $1.02M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
18.1K
New
$50.07 - $52.35 $907K - $948K
18.1K $930K
BITO
Proshares Tr Bitcoin Strategy

ETFs
34.6K
New
$16.99 - $27.42 $588K - $949K
34.6K $788K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
5.81K
New
$107.32 - $127.74 $624K - $742K
5.81K $715K
VONG
Vanguard Russell 1000 Growth E

ETFs
5.91K
New
$95.27 - $107.82 $563K - $638K
5.91K $610K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
13K
New
$41.08 - $42.6 $534K - $554K
13K $545K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
6.54K
New
$73.49 - $86.09 $480K - $563K
6.54K $503K
GPC
Genuine Parts CO

Consumer Cyclical
4.18K
New
$113.11 - $143.63 $473K - $601K
4.18K $488K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
370
New
$1124.26 - $1344.96 $416K - $498K
370 $466K
SMB
Vaneck Short Muni ETF

ETFs
27.3K
New
$17.07 - $17.26 $466K - $471K
27.3K $466K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
23.9K
New
$18.28 - $18.87 $438K - $452K
23.9K $439K
SMR
Nuscale Power Corp

Industrials
24.5K
New
$11.69 - $30.21 $286K - $739K
24.5K $438K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
13.1K
New
$31.55 - $32.84 $414K - $431K
13.1K $425K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
47.1K
New
$8.17 - $8.66 $384K - $408K
47.1K $384K
RACE
Ferrari N.V.

Consumer Cyclical
887
New
$422.83 - $490.34 $375K - $435K
887 $376K
MTD
Mettler Toledo International Inc

Healthcare
285
New
$1160.67 - $1498.12 $331K - $427K
285 $348K
POST
Post Holdings, Inc.

Consumer Defensive
2.97K
New
$106.14 - $120.72 $315K - $358K
2.97K $339K
TT
Trane Technologies PLC

Industrials
896
New
$369.35 - $419.14 $331K - $376K
896 $330K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
7.67K
New
$42.25 - $43.54 $324K - $334K
7.67K $329K
HYD
Vaneck High Yield Muni ETF

ETFs
6.08K
New
$51.09 - $53.06 $310K - $322K
6.08K $315K
MARA
Marathon Digital Holdings, Inc.

Financial Services
13.8K
New
N/A
13.8K $310K
FYX
First Tr Small Cap Core Alphad

ETFs
3.01K
New
$96.51 - $110.53 $290K - $332K
3.01K $303K
TRMD
Torm PLC

Energy
15.5K
New
$17.97 - $33.22 $278K - $513K
15.5K $300K
DT
Dynatrace, Inc.

Technology
5.51K
New
$51.09 - $59.6 $282K - $329K
5.51K $299K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.78K
New
$101.22 - $107.72 $281K - $299K
2.78K $283K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.5K
New
$80.13 - $83.77 $280K - $293K
3.5K $280K
LPLA
Lpl Financial Holdings Inc.

Financial Services
847
New
$229.85 - $335.91 $195K - $285K
847 $276K
ALLE
Allegion PLC

Industrials
2.12K
New
$130.63 - $153.36 $277K - $325K
2.12K $276K
TD
Toronto Dominion Bank

Financial Services
5.03K
New
$51.56 - $63.8 $259K - $321K
5.03K $267K
SHYD
Vaneck Short High Yield Muni E

ETFs
11.8K
New
$22.45 - $22.81 $264K - $268K
11.8K $264K
NECB
North East Community Bancorp, Inc.

Financial Services
10.8K
New
$24.13 - $31.11 $261K - $337K
10.8K $264K
FCOM
Fidelity Covington Tr Msci Com

ETFs
4.42K
New
$54.65 - $61.96 $241K - $274K
4.42K $259K
PWR
Quanta Services, Inc.

Industrials
822
New
$296.05 - $346.6 $243K - $285K
822 $259K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
5.18K
New
$47.71 - $49.76 $247K - $258K
5.18K $253K
CPT
Camden Property Trust

Real Estate
2.17K
New
$112.52 - $127.03 $244K - $276K
2.17K $251K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.31K
New
$47.29 - $84.74 $157K - $281K
3.31K $246K
BST
Black Rock Science & Technology Trust

Financial Services
6.66K
New
$34.86 - $38.04 $232K - $253K
6.66K $243K
CAH
Cardinal Health Inc

Healthcare
2.05K
New
$107.89 - $125.33 $221K - $257K
2.05K $242K
SLAB
Silicon Laboratories Inc.

Technology
1.91K
New
$98.4 - $131.12 $188K - $251K
1.91K $237K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
6.39K
New
$36.3 - $37.43 $232K - $239K
6.39K $237K
MSCI
Msci Inc.

Financial Services
383
New
$569.09 - $635.99 $218K - $244K
383 $229K
GOLD
Barrick Gold Corp

Basic Materials
14.5K
New
$15.23 - $21.19 $221K - $308K
14.5K $224K
NOCT
Innovator Growth 100 Power Buf

ETFs
4.34K
New
$49.49 - $52.11 $215K - $226K
4.34K $222K
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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