Arcadia Investment Advisors LLC Closed Holding Positions

Arcadia Investment Advisors LLC

  • $184 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Invesco Bulletshares
Q3 2018 Filed on Dec 19, 2024
1,825
N/A
Invesco Bulletshares
Q3 2018 Filed on Dec 19, 2024
824
N/A
OKE
Oneok Inc

Energy
Q3 2018 Filed on Dec 19, 2024
2,433
$64.56 - $71.4 $157K - $174K
CNSL
Consolidated Communications Holdings, Inc.

Communication Services
Q3 2018 Filed on Dec 19, 2024
7,002
$10.83 - $13.5 $75.8K - $94.5K
Vector Group Ltd.
Q3 2018 Filed on Dec 19, 2024
14,924
N/A
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q4 2018 Filed on Dec 19, 2024
4,046
N/A
SIE.DE
Siemens Aktiengesellschaft

Industrials
Q1 2019 Filed on Dec 19, 2024
275
N/A
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2018 Filed on Dec 19, 2024
694
N/A
Guggenheim ETF
Q1 2018 Filed on Dec 19, 2024
160
N/A
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2022 Filed on Dec 19, 2024
239
$95.54 - $104.23 $22.8K - $24.9K
Schwab Value Advantage Investor Shares
Q1 2020 Filed on Dec 19, 2024
648,100
N/A
EL
Estee Lauder Companies Inc

Consumer Defensive
Q3 2021 Filed on Dec 19, 2024
3
$299.93 - $344.31 $900 - $1.03K
ECL
Ecolab Inc.

Basic Materials
Q3 2021 Filed on Dec 19, 2024
3
$208.62 - $229.6 $626 - $689
Eaton Corporation
Q3 2021 Filed on Dec 19, 2024
10
N/A
EGP
Eastgroup Properties Inc

Real Estate
Q3 2021 Filed on Dec 19, 2024
7
$164.52 - $184.52 $1.15K - $1.29K
DE
Deere & CO

Industrials
Q3 2021 Filed on Dec 19, 2024
2
$334.95 - $389.34 $670 - $779
CVX
Chevron Corp

Energy
Q3 2021 Filed on Dec 19, 2024
15
$94.29 - $106.21 $1.41K - $1.59K
CHGG
Chegg, Inc

Consumer Defensive
Q3 2021 Filed on Dec 19, 2024
4
$67.96 - $89.9 $272 - $360
CRL
Charles River Laboratories International, Inc.

Healthcare
Q3 2021 Filed on Dec 19, 2024
2
$372.64 - $458.3 $745 - $917
CAT
Caterpillar Inc

Industrials
Q3 2021 Filed on Dec 19, 2024
5
$189.84 - $221.66 $949 - $1.11K
CMS
Cms Energy Corp

Utilities
Q3 2021 Filed on Dec 19, 2024
17
$58.86 - $65.61 $1K - $1.12K
BSX
Boston Scientific Corp

Healthcare
Q3 2021 Filed on Dec 19, 2024
22
$41.23 - $45.88 $907 - $1.01K
EIX
Edison International

Utilities
Q3 2021 Filed on Dec 19, 2024
27
$54.5 - $59.53 $1.47K - $1.61K
EEFT
Euronet Worldwide, Inc.

Technology
Q3 2021 Filed on Dec 19, 2024
4
$123.7 - $142.82 $495 - $571
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2021 Filed on Dec 19, 2024
6
$35.59 - $53.13 $214 - $319
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2021 Filed on Dec 19, 2024
7
$60.37 - $80.82 $423 - $566
KEY
Keycorp

Financial Services
Q3 2021 Filed on Dec 19, 2024
62
$18.49 - $21.99 $1.15K - $1.36K
ILMN
Illumina, Inc.

Healthcare
Q3 2021 Filed on Dec 19, 2024
2
$405.61 - $524.84 $811 - $1.05K
HUM
Humana Inc

Healthcare
Q3 2021 Filed on Dec 19, 2024
2
$389.15 - $471.22 $778 - $942
HUBS
Hubspot Inc

Technology
Q3 2021 Filed on Dec 19, 2024
1
$550.72 - $734.28 $551 - $734
HD
Home Depot, Inc.

Consumer Cyclical
Q3 2021 Filed on Dec 19, 2024
3
$317.05 - $341.41 $951 - $1.02K
HXL
Hexcel Corp

Industrials
Q3 2021 Filed on Dec 19, 2024
19
$53.26 - $62.25 $1.01K - $1.18K
GMAB
Genmab A/S

Healthcare
Q3 2021 Filed on Dec 19, 2024
14
$41.55 - $48.72 $582 - $682
GIS
General Mills Inc

Consumer Defensive
Q3 2021 Filed on Dec 19, 2024
11
$56.79 - $60.86 $625 - $669
FMC
Fmc Corp

Basic Materials
Q3 2021 Filed on Dec 19, 2024
8
$87.77 - $108.77 $702 - $870
BILL
Bill.Com Holdings, Inc.

Technology
Q3 2021 Filed on Dec 19, 2024
2
$179.65 - $297.53 $359 - $595
ALL
Allstate Corp

Financial Services
Q3 2021 Filed on Dec 19, 2024
12
$127.31 - $137.87 $1.53K - $1.65K
MRK
Merck & Co., Inc.

Healthcare
Q1 2021 Filed on Dec 19, 2024
61
$68.86 - $81.11 $4.2K - $4.95K
Fiat Chrysler Auto
Q4 2020 Filed on Dec 19, 2024
200
N/A
RACE
Ferrari N.V.

Consumer Cyclical
Q4 2020 Filed on Dec 19, 2024
10
$176.49 - $229.69 $1.76K - $2.3K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q3 2022 Filed on Dec 19, 2024
106
$31.11 - $33.37 $3.3K - $3.54K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q2 2020 Filed on Dec 19, 2024
6,213
$42.67 - $54.57 $265K - $339K
DXC
Dxc Technology CO

Technology
Q4 2020 Filed on Dec 19, 2024
87
$17.64 - $25.75 $1.53K - $2.24K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2021 Filed on Dec 19, 2024
13
$78.14 - $90.62 $1.02K - $1.18K
Perspecta Inc
Q2 2021 Filed on Dec 19, 2024
34
N/A
Mil Global Telco Inc
Q3 2021 Filed on Dec 19, 2024
1
N/A
Micro Focus Interntnl
Q3 2021 Filed on Dec 19, 2024
90
N/A
KSS
Kohls Corp

Consumer Cyclical
Q3 2021 Filed on Dec 19, 2024
50
$47.09 - $60.18 $2.35K - $3.01K
USA
Liberty All Star Equity Fund

Financial Services
Q2 2022 Filed on Dec 19, 2024
97
$5.89 - $8.16 $571 - $792
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