Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q4 2021 Filed on Feb 03, 2022
675
$50.36 - $50.49 $34K - $34.1K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q4 2021 Filed on Feb 03, 2022
653
$54.48 - $55.71 $35.6K - $36.4K
JHMF
John Hancock Multifactor Finls

ETFs
Q4 2021 Filed on Feb 03, 2022
1,367
$50.04 - $55.35 $68.4K - $75.7K
ZD
Ziff Davis, Inc.

Communication Services
Q4 2021 Filed on Feb 03, 2022
40
$106.43 - $132.98 $4.26K - $5.32K
KB
Kb Financial Group Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
884
$44.38 - $50.17 $39.2K - $44.4K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
11
$47.41 - $61.01 $522 - $671
LYFT
Lyft, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
309
$37.46 - $56.26 $11.6K - $17.4K
Mgm Growth Pptys LLC Cl A Com
Q4 2021 Filed on Feb 03, 2022
1,150
N/A
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
40
$146.27 - $171.08 $5.85K - $6.84K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
629
$4.83 - $5.53 $3.04K - $3.48K
NEWR
New Relic, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
100
$70.58 - $125.97 $7.06K - $12.6K
Nuveen Global High Income Fd Shs
Q4 2021 Filed on Feb 03, 2022
790
N/A
O'Shares U.S. Small Cap Quality Dividend ETF
Q4 2021 Filed on Feb 03, 2022
475
N/A
DOC
Physicians Realty Trust

Real Estate
Q4 2021 Filed on Feb 03, 2022
8,142
$17.52 - $19.23 $143K - $157K
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,715
$9.31 - $10.12 $16K - $17.4K
Pimco Dynamic Cr Income Fd Com Shs
Q4 2021 Filed on Feb 03, 2022
10,072
N/A
QLD
Proshares Ultra Qqq

ETFs
Q4 2021 Filed on Feb 03, 2022
2,492
$70.69 - $92.38 $176K - $230K
SVXY
Pro Shares Trust Ii

ETFs
Q4 2021 Filed on Feb 03, 2022
371
$51.07 - $63.91 $18.9K - $23.7K
Proshares Ultrashort Bloomberg Crude Oil
Q4 2021 Filed on Feb 03, 2022
6,805
N/A
HDG
Proshares Trust Proshares He

ETFs
Q4 2021 Filed on Feb 03, 2022
33
$50.63 - $52.97 $1.67K - $1.75K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
150
$6.87 - $11.32 $1.03K - $1.7K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
Q4 2021 Filed on Feb 03, 2022
4,400
$5.05 - $8.07 $22.2K - $35.5K
RDFN
Redfin Corp

Real Estate
Q4 2021 Filed on Feb 03, 2022
2,140
$37.95 - $53.56 $81.2K - $115K
Sk Telecom LTD Sponsored Adr
Q4 2021 Filed on Feb 03, 2022
33
N/A
RWO
Spdr Dow Jones Global Real Est

ETFs
Q4 2021 Filed on Feb 03, 2022
85
$51.43 - $56.53 $4.37K - $4.81K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q4 2021 Filed on Feb 03, 2022
996
$87.48 - $96.13 $87.1K - $95.7K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
620
$66.5 - $72.84 $41.2K - $45.2K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2021 Filed on Feb 03, 2022
16,408
$5.96 - $6.63 $97.8K - $109K
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
488
$146.39 - $173.51 $71.4K - $84.7K
SNN
Smith & Nephew PLC

Healthcare
Q4 2021 Filed on Feb 03, 2022
977
$31.98 - $37.15 $31.2K - $36.3K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
3,728
$6.47 - $7.04 $24.1K - $26.2K
TWLO
Twilio Inc

Communication Services
Q4 2021 Filed on Feb 03, 2022
192
$248.17 - $369.23 $47.6K - $70.9K
TWO
Two Harbors Investment Corp.

Real Estate
Q4 2021 Filed on Feb 03, 2022
75
$5.64 - $6.75 $423 - $506
TWOU
2 U, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
515
$20.0 - $34.34 $10.3K - $17.7K
UNM
Unum Group

Financial Services
Q4 2021 Filed on Feb 03, 2022
709
$22.38 - $28.63 $15.9K - $20.3K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q4 2021 Filed on Feb 03, 2022
3,630
$17.39 - $19.73 $63.1K - $71.6K
VFH
Vanguard Financial ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
651
$92.72 - $100.95 $60.4K - $65.7K
VONE
Vanguard Russell 1000 ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
125
$199.65 - $219.99 $25K - $27.5K
VVX
V2 X, Inc.

Industrials
Q4 2021 Filed on Feb 03, 2022
400
$41.24 - $52.48 $16.5K - $21K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
2,072
$5.78 - $6.3 $12K - $13.1K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
551
$12.84 - $13.89 $7.07K - $7.65K
WRK
West Rock CO

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
4,381
$42.48 - $51.63 $186K - $226K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q4 2021 Filed on Feb 03, 2022
374
$37.59 - $41.1 $14.1K - $15.4K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
1,132
$47.2 - $61.06 $53.4K - $69.1K
Zynga Inc Cl A
Q4 2021 Filed on Feb 03, 2022
2,506
N/A
AMBA
Ambarella Inc

Technology
Q4 2021 Filed on Feb 03, 2022
100
$148.83 - $216.84 $14.9K - $21.7K
NOMD
Nomad Foods LTD

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
6,841
$23.83 - $28.79 $163K - $197K
PAGS
Pag Seguro Digital Ltd.

Technology
Q4 2021 Filed on Feb 03, 2022
1,580
$24.15 - $52.79 $38.2K - $83.4K
PRGO
Perrigo CO PLC

Healthcare
Q4 2021 Filed on Feb 03, 2022
54
$35.79 - $48.56 $1.93K - $2.62K
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