Arkadios Wealth Advisors Reduced Holdings in Q3 2024

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VICI
Vici Properties Inc.

Real Estate
-7.78K
- 34.59%
$27.64 - $34.08 $215K - $265K
14.7K $490K
SOXX
Ishares Semiconductor ETF

ETFs
-550
- 33.8%
$199.29 - $265.49 $110K - $146K
1.08K $248K
AI
C3.Ai, Inc.

Technology
-1.51K
- 6.5%
$21.12 - $30.58 $31.8K - $46.1K
21.7K $525K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-7.24K
- 14.19%
$23.78 - $25.04 $172K - $181K
43.8K $1.1M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-238
- 2.99%
$126.87 - $148.36 $30.2K - $35.3K
7.73K $1.02M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.53K
- 6.86%
$59.61 - $60.15 $151K - $152K
34.4K $2.06M
CLF
Cleveland Cliffs Inc.

Basic Materials
-200
- 0.38%
$10.91 - $16.21 $2.18K - $3.24K
52K $663K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.03K
- 18.81%
$51.58 - $53.79 $156K - $163K
13.1K $701K
IEF
Ishares Barclays

ETFs
-1.85K
- 16.94%
$92.67 - $99.14 $171K - $183K
9.05K $887K
MRO
Marathon Oil Corp

Energy
-1.96K
- 5.26%
$25.87 - $29.26 $50.8K - $57.4K
35.4K $941K
IHF
Ishares Tr

ETFs
-2.87K
- 33.16%
$51.37 - $58.67 $147K - $168K
5.78K $330K
APA
Apa Corp

Energy
-284
- 1.26%
$23.34 - $32.22 $6.63K - $9.15K
22.3K $545K
EVN
Eaton Vance Municipal Income Trust

Financial Services
-12.4K
- 38.97%
$10.28 - $11.24 $127K - $139K
19.3K $212K
MPC
Marathon Petroleum Corp

Energy
-41
- 0.4%
$158.61 - $180.75 $6.5K - $7.41K
10.2K $1.67M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.89K
- 7.58%
$44.83 - $47.42 $219K - $232K
59.6K $2.81M
FIVE
Five Below, Inc

Consumer Cyclical
-36
- 0.71%
$64.97 - $108.47 $2.34K - $3.9K
5.04K $445K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.3K
- 28.52%
$48.06 - $49.39 $111K - $114K
5.77K $284K
SUB
Ishares Short Term National Mu

ETFs
-1.06K
- 35.62%
$104.3 - $106.3 $110K - $112K
1.91K $202K
WEN
Wendy'S CO

Consumer Cyclical
-6.57K
- 36.59%
$15.83 - $18.24 $104K - $120K
11.4K $199K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-1.13K
- 27.73%
$86.85 - $98.91 $98.3K - $112K
2.95K $291K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.79K
- 19.59%
$102.05 - $114.97 $182K - $206K
7.34K $843K
IFV
First Trust Dorsey Wright Inte

ETFs
-6.76K
- 17.95%
$19.04 - $21.37 $129K - $144K
30.9K $650K
IYW
Ishares Dj Us Tech ETF

ETFs
-678
- 5.66%
$133.16 - $158.73 $90.3K - $108K
11.3K $1.71M
TXN
Texas Instruments Inc

Technology
-452
- 3.14%
$194.6 - $194.6 $88K - $88K
14K $2.72M
FTA
First Tr Large Cap Value

ETFs
-5.79K
- 8.61%
$72.76 - $79.13 $421K - $458K
61.4K $4.86M
ABNB
Airbnb, Inc.

Consumer Cyclical
-85
- 3.01%
$113.01 - $154.34 $9.61K - $13.1K
2.74K $347K
MMLG
First Tr Exc Viii First Multi

Technology
-2.96K
- 10.7%
$24.97 - $29.01 $73.9K - $85.9K
24.7K $702K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-15
- 1.78%
$402.52 - $505.35 $6.04K - $7.58K
830 $357K
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.11K
- 14.28%
$32.34 - $35.85 $68.1K - $75.5K
12.6K $447K
YUM
Yum Brands Inc

Consumer Cyclical
-683
- 21.23%
$125.95 - $139.96 $86K - $95.6K
2.53K $353K
TAP
Molson Coors Beverage CO

Consumer Defensive
-2.56K
- 21.98%
$49.94 - $57.52 $128K - $147K
9.1K $523K
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.47K
- 15.74%
$57.8 - $60.8 $85K - $89.4K
7.87K $475K
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
-1.88K
- 5.68%
$7.22 - $11.0 $13.6K - $20.7K
31.2K $247K
PSEC
Prospect Capital Corp

Financial Services
-11K
- 48.09%
$4.75 - $5.6 $52.4K - $61.7K
11.9K $63K
NTNX
Nutanix, Inc.

Technology
-2.07K
- 8.19%
$46.0 - $63.19 $95.2K - $131K
23.2K $1.38M
LPG
Dorian Lpg Ltd.

Energy
-385
- 6.13%
$33.05 - $43.68 $12.7K - $16.8K
5.9K $203K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-1.7K
- 16.39%
$72.01 - $84.34 $122K - $143K
8.68K $704K
DDOG
Datadog, Inc.

Technology
-223
- 10.63%
$104.97 - $134.56 $23.4K - $30K
1.87K $215K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.3K
- 15.43%
$39.47 - $49.4 $90.9K - $114K
12.6K $600K
TSN
Tyson Foods, Inc.

Consumer Defensive
-1.57K
- 9.74%
$55.91 - $65.87 $87.6K - $103K
14.5K $864K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-533
- 6.55%
$100.3 - $100.74 $53.5K - $53.7K
7.61K $765K
CVE
Cenovus Energy Inc.

Energy
-320
- 1.93%
$16.17 - $20.65 $5.17K - $6.61K
16.2K $271K
RIO
Rio Tinto PLC

Basic Materials
-1.03K
- 21.35%
$59.71 - $71.21 $61.7K - $73.6K
3.81K $271K
HAL
Halliburton CO

Energy
-84
- 0.91%
$27.81 - $36.44 $2.34K - $3.06K
9.18K $266K
SECT
Sector 10, Inc.

ETFs
-1.81K
- 9.22%
$48.64 - $53.77 $87.9K - $97.2K
17.8K $956K
BLNK
Blink Charging Co.

Industrials
-8.82K
- 31.67%
$1.57 - $3.7 $13.8K - $32.6K
19K $32K
IYE
Ishares Tr

ETFs
-499
- 4.56%
$44.44 - $49.18 $22.2K - $24.5K
10.4K $483K
NVS
Novartis Ag

Healthcare
-870
- 12.39%
$106.13 - $120.89 $92.3K - $105K
6.15K $707K
GNRC
Generac Holdings Inc.

Industrials
-1.52K
- 19.79%
$133.16 - $159.78 $202K - $242K
6.14K $975K
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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