Arkadios Wealth Advisors Purchases in Q3 2024

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
747
+ 13.2%
$42.87 - $45.76 $32K - $34.2K
6.41K $289K
ADBE
Adobe Inc.

Technology
254
+ 10.74%
$508.13 - $586.55 $129K - $149K
2.62K $1.36M
CL
Colgate Palmolive CO

Consumer Defensive
45
+ 0.78%
$95.54 - $108.77 $4.3K - $4.89K
5.8K $601K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 1.61%
$1015.62 - $1159.62 $6.09K - $6.96K
378 $435K
LYG
Lloyds Banking Group PLC

Financial Services
13.6K
New
$2.73 - $3.17 $37.2K - $43.2K
13.6K $42K
BPOP
Popular, Inc.

Financial Services
37
+ 1.18%
$85.64 - $104.28 $3.17K - $3.86K
3.16K $317K
BAH
Booz Allen Hamilton Holding Corp

Industrials
174
+ 11.98%
$138.82 - $162.76 $24.2K - $28.3K
1.63K $264K
SCHW
Schwab Charles Corp

Financial Services
1.84K
+ 20.56%
$61.74 - $76.08 $113K - $140K
10.8K $697K
EMB
Ishares Tr

ETFs
274
+ 9.5%
$87.75 - $93.74 $24K - $25.7K
3.16K $295K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
9
+ 0.42%
$138.85 - $182.81 $1.25K - $1.65K
2.18K $385K
CGUS
Capital Group Core Equity ETF
531
+ 5.49%
$31.19 - $34.33 $16.6K - $18.2K
10.2K $349K
PGF
Invesco Exchange Traded Fd Tr

ETFs
1.72K
+ 13.5%
$14.7 - $15.89 $25.3K - $27.4K
14.5K $226K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
70
+ 4.17%
$201.82 - $234.36 $14.1K - $16.4K
1.75K $403K
SJNK
Spdr Bloomberg Short Term High

ETFs
923
+ 5.67%
$24.8 - $25.75 $22.9K - $23.8K
17.2K $442K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.38K
+ 6.02%
$19.2 - $19.63 $26.5K - $27.1K
24.3K $475K
KR
Kroger CO

Consumer Defensive
41
+ 0.89%
$50.43 - $57.3 $2.07K - $2.35K
4.63K $265K
IQV
Iqvia Holdings Inc.

Healthcare
41
+ 4.28%
$206.81 - $251.55 $8.48K - $10.3K
1K $236K
WST
West Pharmaceutical Services Inc

Healthcare
211
+ 21.38%
$277.16 - $333.3 $58.5K - $70.3K
1.2K $359K
SPYG
Spdr Portfolio

ETFs
294
+ 9.11%
$73.38 - $84.1 $21.6K - $24.7K
3.52K $291K
VLUE
Ishares Msci Usa Value Factor

ETFs
19
+ 0.35%
$99.14 - $109.18 $1.88K - $2.07K
5.46K $594K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
41
+ 0.05%
$7.74 - $8.68 $317 - $356
76.9K $667K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.13%
$94.31 - $103.26 $660 - $723
5.56K $570K
HYLS
First Tr Tactical High Yield L

ETFs
289
+ 1.88%
$40.54 - $42.23 $11.7K - $12.2K
15.7K $657K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
89
+ 0.71%
$11.57 - $14.32 $1.03K - $1.27K
12.5K $177K
TTE
Total Energies Se

Energy
242
+ 2.95%
$68.61 - $68.61 $16.6K - $16.6K
8.45K $579K
CSX
Csx Corp

Industrials
74
+ 0.27%
$32.48 - $35.45 $2.4K - $2.62K
27.7K $956K
FOVL
Ishares Tr Focused Value Facto

ETFs
57
+ 1.67%
$59.36 - $68.16 $3.38K - $3.89K
3.47K $236K
COF
Capital One Financial Corp

Financial Services
66
+ 3.85%
$131.42 - $153.05 $8.67K - $10.1K
1.78K $266K
VCR
Vanguard Consumer Discretionar

ETFs
23
+ 2.97%
$291.88 - $341.94 $6.71K - $7.86K
798 $271K
BHM
Bluerock Homes Trust, Inc.
9.5K
+ 21.42%
$13.43 - $18.99 $128K - $180K
53.9K $805K
CGGO
Capital Group Global Growth Eq

ETFs
172
+ 0.53%
$27.25 - $30.52 $4.69K - $5.25K
32.8K $987K
FUBO
Fubo Tv Inc.

Communication Services
12K
+ 19.46%
$1.16 - $2.07 $13.9K - $24.8K
73.7K $104K
RFV
Invesco Exchange Traded Fd Tr

ETFs
49
+ 1.61%
$108.97 - $119.83 $5.34K - $5.87K
3.1K $367K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.04%
$102.34 - $114.52 $102 - $115
2.5K $286K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
352
+ 4.62%
$43.21 - $49.0 $15.2K - $17.2K
7.98K $385K
AJG
Arthur J. Gallagher & Co.

Financial Services
6
+ 0.54%
$259.22 - $299.75 $1.56K - $1.8K
1.11K $312K
NUE
Nucor Corp

Basic Materials
310
+ 11.91%
$137.77 - $166.14 $42.7K - $51.5K
2.91K $437K
YMAR
First Tr Ex Tr Viii Cboe Vest
500
+ 4.32%
$22.76 - $24.37 $11.4K - $12.2K
12.1K $292K
DFS
Discover Financial Services

Financial Services
44
+ 2.49%
$123.41 - $144.72 $5.43K - $6.37K
1.81K $254K
YJUN
First Tr Exchange Traded Fd Vi
440
+ 3.63%
$21.48 - $23.09 $9.45K - $10.2K
12.6K $287K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
27
+ 1.56%
$141.31 - $161.48 $3.82K - $4.36K
1.75K $282K
KMB
Kimberly Clark Corp

Consumer Defensive
72
+ 2.4%
$135.05 - $148.35 $9.72K - $10.7K
3.08K $437K
VOOV
Vanguard S&P 500 Value ETF

ETFs
4
+ 0.3%
$175.0 - $190.72 $700 - $763
1.34K $255K
HOOD
Robinhood Markets, Inc.

Technology
646
+ 8.85%
$16.42 - $24.63 $10.6K - $15.9K
7.95K $186K
PMAR
Innovator U.S. Equity Power Bu

ETFs
141
+ 1.33%
$36.89 - $39.25 $5.2K - $5.53K
10.7K $420K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
231
+ 1.05%
$19.92 - $20.67 $4.6K - $4.77K
22.2K $456K
MRVL
Marvell Technology, Inc.

Technology
78
+ 1.34%
$56.15 - $76.24 $4.38K - $5.95K
5.92K $426K
VV
Vanguard Large Cap ETF

ETFs
13
+ 1.3%
$236.92 - $263.4 $3.08K - $3.42K
1.01K $266K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
15
+ 0.54%
$71.86 - $78.56 $1.08K - $1.18K
2.8K $219K
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
Track This Portfolio

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email