Arcadia Investment Advisors LLC Closed Holding Positions

Arcadia Investment Advisors LLC

  • $184 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TFC
Truist Financial Corp

Financial Services
Q3 2021 Filed on Dec 19, 2024
15
$52.18 - $60.15 $783 - $902
TXG
10x Genomics, Inc.

Healthcare
Q3 2021 Filed on Dec 19, 2024
3
$145.58 - $192.14 $437 - $576
SNAP
Snap Inc

Communication Services
Q3 2021 Filed on Dec 19, 2024
9
$59.31 - $83.11 $534 - $748
NOW
Service Now, Inc.

Technology
Q3 2021 Filed on Dec 19, 2024
2
$545.17 - $678.63 $1.09K - $1.36K
SGEN
Seagen Inc.

Healthcare
Q3 2021 Filed on Dec 19, 2024
3
$142.45 - $169.82 $427 - $509
SNY
Sanofi

Healthcare
Q3 2021 Filed on Dec 19, 2024
28
$47.89 - $53.12 $1.34K - $1.49K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q3 2021 Filed on Dec 19, 2024
4
$117.01 - $138.8 $468 - $555
EMR
Emerson Electric CO

Industrials
Q1 2021 Filed on Dec 19, 2024
135
$78.01 - $92.2 $10.5K - $12.4K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2020 Filed on Dec 19, 2024
11
$78.67 - $82.51 $865 - $908
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q2 2020 Filed on Dec 19, 2024
1,808
$14.77 - $20.35 $26.7K - $36.8K
PG
Procter & Gamble CO

Consumer Defensive
Q3 2021 Filed on Dec 19, 2024
13
$135.24 - $145.68 $1.76K - $1.89K
Mcdermott Intl Inc
Q1 2020 Filed on Dec 19, 2024
81
N/A
ACWI
Ishares Msci Acwi ETF

ETFs
Q3 2020 Filed on Dec 19, 2024
87
$74.27 - $84.01 $6.46K - $7.31K
DFS
Discover Financial Services

Financial Services
Q4 2019 Filed on Dec 19, 2024
96
$75.17 - $86.7 $7.22K - $8.32K
DHR
Danaher Corp

Healthcare
Q3 2021 Filed on Dec 19, 2024
4
$272.21 - $332.43 $1.09K - $1.33K
Celgene Corp
Q4 2019 Filed on Dec 19, 2024
1,400
N/A
BA
Boeing CO

Industrials
Q3 2021 Filed on Dec 19, 2024
13
$206.99 - $239.73 $2.69K - $3.12K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q1 2019 Filed on Dec 19, 2024
595
N/A
VB
Vanguard Small Cap ETF

ETFs
Q4 2020 Filed on Dec 19, 2024
73
$156.0 - $196.91 $11.4K - $14.4K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q1 2020 Filed on Dec 19, 2024
100
$75.03 - $159.42 $7.5K - $15.9K
Bristol Myers Squibb Rts
Q1 2021 Filed on Dec 19, 2024
717
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q3 2021 Filed on Dec 19, 2024
16
$59.17 - $69.31 $947 - $1.11K
CRM
Salesforce, Inc.

Technology
Q4 2019 Filed on Dec 19, 2024
912
$142.33 - $164.98 $130K - $150K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q3 2021 Filed on Dec 19, 2024
459
$100.54 - $106.29 $46.1K - $48.8K
QRVO
Qorvo, Inc.

Technology
Q4 2019 Filed on Dec 19, 2024
62
$71.37 - $117.96 $4.42K - $7.31K
Powershares Buyback
Q4 2019 Filed on Dec 19, 2024
285
N/A
Ishares Ibonds Dec
Q4 2021 Filed on Dec 19, 2024
42,261
N/A
Ishares Ibonds Dec
Q4 2020 Filed on Dec 19, 2024
3,973
N/A
Google Inc Class A
Q4 2019 Filed on Dec 19, 2024
40
N/A
META
Meta Platforms, Inc.

Communication Services
Q3 2021 Filed on Dec 19, 2024
11
$336.95 - $382.18 $3.71K - $4.2K
GOOG
Alphabet Inc.

Communication Services
Q3 2021 Filed on Dec 19, 2024
2
$126.37 - $145.84 $253 - $292
SCHK
Schwab Strategic Tr 1000 Index

ETFs
Q1 2019 Filed on Dec 19, 2024
1,131
N/A
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q1 2019 Filed on Dec 19, 2024
87
N/A
BSJM
Invesco Et Self Idxd Fd Tr Bul
Q3 2018 Filed on Dec 19, 2024
2,242
N/A
FTV
Fortive Corp

Technology
Q3 2018 Filed on Dec 19, 2024
218
$63.75 - $73.12 $13.9K - $15.9K
Glaxo Smith Kline PLC Sponsored Adr(Frm. Glaxo Well)
Q3 2022 Filed on Dec 19, 2024
500
N/A
Blackrock 2022 Global In
Q3 2018 Filed on Dec 19, 2024
730
N/A
Advent/Claymore Enhanced
Q3 2018 Filed on Dec 19, 2024
333
N/A
CDK
Cdk Global, Inc.

Technology
Q1 2018 Filed on Dec 19, 2024
10,662
$62.74 - $75.77 $669K - $808K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2018 Filed on Dec 19, 2024
64
N/A
SNPS
Synopsys Inc

Technology
Q1 2018 Filed on Dec 19, 2024
1,500
$82.3 - $93.38 $123K - $140K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2018 Filed on Dec 19, 2024
4,520
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2018 Filed on Dec 19, 2024
244
N/A
EMB
Ishares Tr

ETFs
Q3 2022 Filed on Dec 19, 2024
26
$78.71 - $90.17 $2.05K - $2.34K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q3 2022 Filed on Dec 19, 2024
67
$81.04 - $83.06 $5.43K - $5.57K
Igs Capital Group Li
Q1 2018 Filed on Dec 19, 2024
1
N/A
Powershs Exch Trad Fd Tr
Q1 2018 Filed on Dec 19, 2024
32
N/A
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2018 Filed on Dec 19, 2024
2,473
$20.17 - $20.35 $49.9K - $50.3K
BSJN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2018 Filed on Dec 19, 2024
1,923
$25.87 - $26.3 $49.7K - $50.6K
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