Arkadios Wealth Advisors Reduced Holdings in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RPG
Invesco Exchange Traded Fd Tr

ETFs
-319K
- 59.62%
$38.88 - $44.07 $12.4M - $14.1M
216K $8.92M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-33.1K
- 83.67%
$89.81 - $104.0 $2.98M - $3.45M
6.47K $582K
JNJ
Johnson & Johnson

Healthcare
-15.3K
- 24.85%
$143.34 - $165.86 $2.19M - $2.53M
46.2K $6.68M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-82.4K
- 93.29%
$36.71 - $37.55 $3.03M - $3.1M
5.93K $221K
ASML
Asml Holding Nv

Technology
-3.46K
- 79.05%
$658.43 - $872.27 $2.28M - $3.02M
917 $635K
WBS
Webster Financial Corp

Financial Services
-66.7K
- 82.77%
$44.33 - $62.82 $2.95M - $4.19M
13.9K $766K
IDV
Ishares Tr

ETFs
-3.48K
- 0.52%
$27.03 - $29.92 $94.2K - $104K
672K $18.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-5.76K
- 54.51%
$311.11 - $335.64 $1.79M - $1.93M
4.81K $1.55M
VO
Vanguard Mid Cap ETF

ETFs
-6.59K
- 34.32%
$261.5 - $284.63 $1.72M - $1.88M
12.6K $3.33M
VTV
Vanguard Value ETF

ETFs
-8.43K
- 14.81%
$168.32 - $181.87 $1.42M - $1.53M
48.5K $8.2M
FTA
First Tr Large Cap Value

ETFs
-18.9K
- 30.75%
$75.21 - $83.49 $1.42M - $1.58M
42.5K $3.25M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-36.7K
- 73.37%
$32.85 - $34.26 $1.2M - $1.26M
13.3K $440K
MRK
Merck & Co., Inc.

Healthcare
-6.02K
- 14.12%
$96.31 - $114.76 $580K - $691K
36.6K $3.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.19K
- 7.65%
$442.29 - $483.08 $969K - $1.06M
26.4K $12M
CVS
Cvs Health Corp

Healthcare
-10.2K
- 24.92%
$43.78 - $67.46 $445K - $685K
30.6K $1.37M
FTCS
First Trust Capital Strength E

ETFs
-9.77K
- 9.0%
$87.62 - $94.03 $856K - $918K
98.7K $8.67M
KO
Coca Cola CO

Consumer Defensive
-2.63K
- 2.69%
$61.74 - $71.71 $162K - $189K
95.3K $5.93M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.84K
- 6.36%
$521.84 - $558.82 $1.48M - $1.59M
41.8K $22.5M
HD
Home Depot, Inc.

Consumer Cyclical
-1.27K
- 5.13%
$385.02 - $431.37 $489K - $547K
23.5K $9.12M
UPS
United Parcel Service Inc

Industrials
-4.9K
- 21.88%
$122.65 - $138.35 $600K - $677K
17.5K $2.2M
IEFA
Ishares Tr

ETFs
-4.3K
- 6.21%
$70.06 - $77.43 $301K - $333K
64.9K $4.56M
EXPO
Exponent Inc

Industrials
-2.25K
- 9.67%
$88.94 - $114.63 $200K - $257K
21K $1.87M
NEM
Newmont Corp

Basic Materials
-7.17K
- 21.55%
$37.0 - $58.68 $265K - $421K
26.1K $972K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
-57.9K
- 34.45%
$10.51 - $12.35 $609K - $715K
110K $1.18M
NVO
Novo Nordisk A S

Healthcare
-1.36K
- 7.24%
$85.0 - $120.04 $115K - $163K
17.4K $1.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.83K
- 13.18%
$288.47 - $316.54 $526K - $578K
12K $3.49M
RTX
Raytheon Technologies Corp

Industrials
-5.04K
- 19.75%
$114.45 - $127.21 $576K - $641K
20.5K $2.37M
SECT
Sector 10, Inc.

ETFs
-13.3K
- 74.77%
$53.17 - $57.82 $707K - $769K
4.49K $246K
ABBV
Abb Vie Inc.

Healthcare
-109
- 0.32%
$164.99 - $203.87 $18K - $22.2K
33.9K $6.02M
SLV
I Shares Silver Trust

ETFs
-10.7K
- 5.46%
$26.33 - $31.74 $282K - $340K
186K $4.89M
PFF
Ishares Trust Ishares Pfd And

ETFs
-16.4K
- 17.42%
$31.23 - $33.51 $512K - $549K
77.7K $2.44M
GILD
Gilead Sciences, Inc.

Healthcare
-10.5K
- 30.82%
$83.95 - $97.9 $879K - $1.03M
23.5K $2.17M
MMM
3 M CO

Industrials
-3.39K
- 10.95%
$124.74 - $137.12 $423K - $465K
27.6K $3.56M
TXN
Texas Instruments Inc

Technology
-3.29K
- 23.55%
N/A
10.7K $2.08M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.47K
- 12.56%
$75.1 - $82.99 $336K - $371K
31.1K $2.35M
ORCL
Oracle Corp

Technology
-3.25K
- 15.6%
$165.41 - $192.43 $537K - $625K
17.6K $2.93M
DOW
Dow Inc.

Basic Materials
-2.91K
- 9.08%
$39.1 - $55.34 $114K - $161K
29.2K $1.17M
PEP
Pepsico Inc

Consumer Defensive
-1.98K
- 12.87%
$151.29 - $176.1 $299K - $348K
13.4K $2.04M
PFE
Pfizer Inc

Healthcare
-5.4K
- 3.2%
$24.8 - $30.19 $134K - $163K
163K $4.33M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-1.05K
- 6.67%
$176.4 - $231.84 $185K - $243K
14.6K $2.58M
NEE
Nextera Energy Inc

Utilities
-3.22K
- 14.11%
$69.77 - $85.43 $225K - $275K
19.6K $1.41M
TSN
Tyson Foods, Inc.

Consumer Defensive
-7.99K
- 55.01%
$57.14 - $64.54 $456K - $515K
6.53K $375K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-8.42K
- 21.08%
$49.28 - $52.29 $415K - $440K
31.5K $1.56M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.32K
- 39.13%
$96.64 - $101.23 $418K - $438K
6.73K $651K
AEP
American Electric Power CO Inc

Utilities
-1.99K
- 7.41%
$90.91 - $102.21 $181K - $203K
24.8K $2.29M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-22
- 0.1%
$82.28 - $117.52 $1.81K - $2.59K
21.2K $1.8M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-6.73K
- 19.57%
$63.01 - $68.55 $424K - $461K
27.6K $1.75M
PLD
Prologis, Inc.

Real Estate
-1.32K
- 8.66%
$101.4 - $126.96 $133K - $167K
13.9K $1.47M
ADI
Analog Devices Inc

Technology
-1.68K
- 35.02%
$206.35 - $236.48 $346K - $397K
3.11K $661K
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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