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
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-4.69K
- 23.27%
$16.73 - $19.67 $78.4K - $92.2K
15.5K $267K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-164
- 0.3%
$41.17 - $43.34 $6.75K - $7.11K
54.3K $2.25M
AMT
American Tower Corp

Real Estate
-110
- 6.33%
$179.4 - $232.01 $19.7K - $25.5K
1.63K $298K
IT
Gartner Inc

Technology
-93
- 3.53%
$481.22 - $551.8 $44.8K - $51.3K
2.54K $1.23M
TYL
Tyler Technologies Inc

Technology
-150
- 7.19%
$576.64 - $635.69 $86.5K - $95.4K
1.94K $1.12M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-1.94K
- 21.51%
$50.93 - $53.77 $99K - $105K
7.1K $364K
IHF
Ishares Tr

ETFs
-1K
- 17.33%
$47.41 - $56.83 $47.5K - $56.9K
4.78K $229K
EVN
Eaton Vance Municipal Income Trust

Financial Services
-8.16K
- 42.16%
$9.93 - $11.06 $81K - $90.2K
11.2K $113K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.85K
- 15.49%
$48.48 - $49.47 $89.6K - $91.5K
10.1K $490K
PSA
Public Storage

Real Estate
-24
- 1.7%
$289.33 - $360.21 $6.94K - $8.65K
1.39K $414K
F
Ford Motor CO

Consumer Cyclical
-2.06K
- 1.87%
$9.69 - $11.4 $20K - $23.5K
108K $1.07M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.05K
- 12.45%
$77.02 - $78.58 $81.1K - $82.7K
7.4K $572K
IP
International Paper CO

Consumer Cyclical
-4.74K
- 14.33%
$46.64 - $59.57 $221K - $283K
28.4K $1.53M
VOD
Vodafone Group Public LTD CO

Communication Services
-5.94K
- 22.99%
$8.37 - $9.95 $49.7K - $59.1K
19.9K $168K
PH
Parker Hannifin Corp

Industrials
-149
- 10.18%
$621.74 - $709.46 $92.6K - $106K
1.31K $835K
SHV
Ishares Tr

ETFs
-771
- 12.5%
$109.92 - $110.57 $84.7K - $85.2K
5.4K $594K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.4K
- 22.42%
$39.04 - $40.41 $93.8K - $97.1K
8.31K $334K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-1.57K
- 20.74%
$44.21 - $46.46 $69.3K - $72.8K
5.99K $265K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.19K
- 6.5%
$39.3 - $41.34 $46.7K - $49.1K
17.1K $673K
APA
Apa Corp

Energy
-2.29K
- 10.28%
$20.47 - $27.07 $46.9K - $62K
20K $462K
VHT
Vanguard Health Care ETF

ETFs
-34
- 1.31%
$250.81 - $283.3 $8.53K - $9.63K
2.56K $648K
HLN
Haleon PLC

Healthcare
-26
- 0.03%
$9.23 - $10.71 $240 - $278
75.8K $724K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-241
- 3.51%
$103.53 - $112.72 $25K - $27.2K
6.62K $689K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-307
- 1.03%
$57.53 - $60.83 $17.7K - $18.7K
29.4K $1.69M
VICI
Vici Properties Inc.

Real Estate
-535
- 3.64%
$28.27 - $33.19 $15.1K - $17.8K
14.2K $414K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.87K
- 14.69%
$22.39 - $23.45 $64.2K - $67.3K
16.7K $382K
ICF
Ishares Tr

ETFs
-258
- 2.53%
$58.8 - $66.61 $15.2K - $17.2K
9.94K $598K
XEL
Xcel Energy Inc

Utilities
-1.4K
- 14.71%
$62.16 - $72.92 $86.9K - $102K
8.1K $547K
LDOS
Leidos Holdings, Inc.

Technology
-27
- 0.73%
$143.17 - $201.39 $3.87K - $5.44K
3.65K $526K
VB
Vanguard Small Cap ETF

ETFs
-338
- 12.74%
$233.76 - $261.58 $79K - $88.4K
2.32K $556K
POOL
Pool Corp

Industrials
-95
- 8.61%
$339.32 - $390.03 $32.2K - $37.1K
1.01K $343K
UL
Unilever PLC

Consumer Defensive
-304
- 4.69%
$56.7 - $64.64 $17.2K - $19.7K
6.18K $350K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-845
- 6.34%
$47.77 - $51.75 $40.4K - $43.7K
12.5K $603K
FSIG
First Tr ETF Iv LTD Duration I
-3.42K
- 20.88%
$18.8 - $19.23 $64.3K - $65.8K
13K $244K
FV
First Trust Dorsey Wright Focu

ETFs
-1.79K
- 3.94%
$57.47 - $62.82 $103K - $112K
43.6K $2.57M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-966
- 10.16%
$51.33 - $53.74 $49.6K - $51.9K
8.55K $440K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.32K
- 12.75%
$35.32 - $44.84 $46.5K - $59K
9.01K $335K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-1K
- 15.91%
$48.17 - $53.38 $48.2K - $53.4K
5.29K $257K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-1.66K
- 17.39%
N/A
7.89K $308K
IBB
Ishares Biotechnology ETF

ETFs
-64
- 1.54%
$131.21 - $148.85 $8.4K - $9.53K
4.09K $541K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-976
- 13.23%
$54.15 - $58.81 $52.9K - $57.4K
6.4K $347K
APH
Amphenol Corp

Technology
-3.74K
- 8.13%
$62.07 - $75.35 $232K - $282K
42.2K $2.93M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-603
- 21.35%
$100.24 - $101.35 $60.4K - $61.1K
2.22K $223K
SPY
Spdr S&P 500 ETF Trust

ETFs
-519
- 2.64%
$567.81 - $607.81 $295K - $315K
19.2K $11.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
-429
- 11.75%
$106.33 - $110.69 $45.6K - $47.5K
3.22K $343K
NSP
Insperity, Inc.

Industrials
-129
- 2.71%
$72.51 - $88.91 $9.35K - $11.5K
4.64K $359K
GWW
W.W. Grainger, Inc.

Industrials
-67
- 10.4%
$1023.06 - $1220.93 $68.5K - $81.8K
577 $608K
ROP
Roper Technologies Inc

Industrials
-16
- 1.15%
$519.85 - $575.95 $8.32K - $9.22K
1.37K $712K
KMB
Kimberly Clark Corp

Consumer Defensive
-174
- 5.65%
$130.37 - $146.09 $22.7K - $25.4K
2.9K $380K
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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