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
FDRR
Fidelity Covington Tr Divid Et

ETFs
-4
- 0.04%
$46.51 - $51.5 $186 - $206
9.04K $465K
MAA
Mid America Apartment Communities Inc.

Real Estate
-249
- 5.94%
$138.8 - $166.65 $34.6K - $41.5K
3.94K $626K
ROKU
Roku, Inc

Communication Services
-679
- 12.23%
$51.67 - $77.48 $35.1K - $52.6K
4.87K $363K
TRV
Travelers Companies, Inc.

Financial Services
-15
- 1.18%
$201.87 - $242.35 $3.03K - $3.64K
1.26K $293K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-412
- 1.81%
$44.24 - $49.47 $18.2K - $20.4K
22.3K $1.1M
MS
Morgan Stanley

Financial Services
-116
- 1.62%
$92.07 - $106.96 $10.7K - $12.4K
7.04K $733K
ENB
Enbridge Inc

Energy
-343
- 3.3%
$35.27 - $41.18 $12.1K - $14.1K
10K $407K
BHP
Bhp Group LTD

Basic Materials
-530
- 3.74%
$51.32 - $62.11 $27.2K - $32.9K
13.6K $846K
VOE
Vanguard Mid Cap Value Index F

ETFs
-9
- 0.38%
$149.02 - $167.67 $1.34K - $1.51K
2.36K $395K
GNL
Global Net Lease, Inc.

Real Estate
-2.8K
- 4.82%
$7.3 - $8.96 $20.4K - $25.1K
55.2K $465K
DOW
Dow Inc.

Basic Materials
-169
- 0.52%
$50.15 - $55.41 $8.48K - $9.36K
32.1K $1.75M
IDU
Ishares Tr U S Utils ETF

ETFs
-174
- 4.03%
$87.2 - $102.21 $15.2K - $17.8K
4.14K $422K
SUI
Sun Communities Inc

Real Estate
-229
- 4.24%
$117.46 - $147.6 $26.9K - $33.8K
5.17K $698K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-680
- 4.91%
$61.04 - $71.27 $41.5K - $48.5K
13.2K $912K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-556
- 4.27%
$117.9 - $128.2 $65.6K - $71.3K
12.5K $1.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-72
- 0.87%
$162.64 - $179.3 $11.7K - $12.9K
8.18K $1.47M
IDCC
Inter Digital, Inc.

Communication Services
-108
- 3.77%
$116.28 - $141.69 $12.6K - $15.3K
2.76K $391K
NJR
New Jersey Resources Corp

Utilities
-44
- 0.34%
$42.03 - $48.02 $1.85K - $2.11K
13.1K $617K
CMI
Cummins Inc

Industrials
-816
- 11.83%
$266.63 - $326.4 $218K - $266K
6.08K $1.97M
LDOS
Leidos Holdings, Inc.

Technology
-28
- 0.76%
$142.66 - $163.02 $3.99K - $4.56K
3.68K $599K
GWRE
Guidewire Software, Inc.

Technology
-370
- 13.05%
$137.04 - $182.94 $50.7K - $67.7K
2.47K $451K
PKG
Packaging Corp Of America

Consumer Cyclical
-45
- 2.08%
$176.32 - $215.7 $7.93K - $9.71K
2.12K $456K
DVY
Ishares Tr

ETFs
-566
- 5.77%
$119.99 - $135.74 $67.9K - $76.8K
9.24K $1.25M
PEG
Public Service Enterprise Group Inc

Utilities
-145
- 2.62%
$73.58 - $89.21 $10.7K - $12.9K
5.39K $481K
PSA
Public Storage

Real Estate
-97
- 6.44%
$283.13 - $365.01 $27.5K - $35.4K
1.41K $512K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-852
- 2.65%
$48.51 - $52.86 $41.3K - $45K
31.3K $1.65M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-1.3K
- 3.65%
$58.75 - $64.07 $76.5K - $83.4K
34.4K $2.2M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.59K
- 3.87%
$90.87 - $102.43 $145K - $163K
39.6K $3.91M
WELL
Welltower Inc.

Real Estate
-577
- 8.17%
$104.0 - $129.74 $60K - $74.9K
6.49K $830K
CNX
Cnx Resources Corp

Energy
-251
- 1.86%
$24.01 - $32.57 $6.03K - $8.18K
13.2K $430K
SWK
Stanley Black & Decker, Inc.

Industrials
-271
- 6.05%
$77.75 - $110.17 $21.1K - $29.9K
4.21K $463K
WY
Weyerhaeuser CO

Real Estate
-1.74K
- 5.04%
$27.05 - $33.84 $47K - $58.8K
32.7K $1.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.63K
- 3.13%
$41.9 - $48.26 $68.2K - $78.5K
50.4K $2.41M
NOC
Northrop Grumman Corp

Industrials
-36
- 2.07%
$423.73 - $533.14 $15.3K - $19.2K
1.7K $896K
HDV
Ishares Core High Dividend ETF

ETFs
-788
- 2.96%
$107.62 - $118.76 $84.8K - $93.6K
25.9K $3.04M
PECO
Phillips Edison & Company, Inc.

Real Estate
-617
- 1.73%
$32.1 - $38.93 $19.8K - $24K
35K $1.32M
YOU
Clear Secure, Inc.

Technology
-532
- 4.28%
$18.66 - $33.15 $9.93K - $17.6K
11.9K $394K
HLN
Haleon PLC

Healthcare
-1.22K
- 1.58%
$8.32 - $10.7 $10.1K - $13K
75.9K $802K
ADP
Automatic Data Processing Inc

Industrials
-34
- 0.71%
$233.44 - $279.45 $7.94K - $9.5K
4.73K $1.31M
DUOL
Duolingo, Inc.

Technology
-230
- 7.13%
$158.85 - $287.54 $36.5K - $66.1K
3K $845K
IP
International Paper CO

Consumer Cyclical
-147
- 0.44%
$42.55 - $49.98 $6.25K - $7.35K
33.1K $1.62M
PH
Parker Hannifin Corp

Industrials
-3
- 0.2%
$501.01 - $635.92 $1.5K - $1.91K
1.46K $924K
CCI
Crown Castle International Corp

Real Estate
-498
- 3.95%
$95.29 - $120.24 $47.5K - $59.9K
12.1K $1.44M
FVRR
Fiverr International Ltd.

Communication Services
-2.8K
- 2.42%
$21.29 - $26.73 $59.7K - $74.9K
113K $2.92M
GILD
Gilead Sciences, Inc.

Healthcare
-4.14K
- 10.86%
$66.59 - $83.99 $276K - $348K
34K $2.85M
DHI
Horton D R Inc

Consumer Cyclical
-79
- 1.58%
$135.21 - $197.06 $10.7K - $15.6K
4.94K $941K
CSCO
Cisco Systems, Inc.

Technology
-6.88K
- 6.36%
$44.74 - $53.22 $308K - $366K
101K $5.39M
PM
Philip Morris International Inc.

Consumer Defensive
-2.03K
- 7.58%
$101.25 - $127.45 $205K - $259K
24.7K $3M
KO
Coca Cola CO

Consumer Defensive
-7.99K
- 7.54%
$62.69 - $73.01 $501K - $583K
97.9K $7.04M
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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