Arkadios Wealth Advisors Purchases in Q3 2024

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PPTY
ETF Ser Solutions

ETFs
14K
New
$30.14 - $34.74 $423K - $488K
14K $482K
BOTZ
Global X Fds

ETFs
14.7K
New
$27.68 - $32.27 $406K - $474K
14.7K $471K
AXP
American Express CO

Financial Services
732
+ 11.16%
$225.92 - $271.17 $165K - $198K
7.29K $1.98M
USFR
Wisdomtree Floating Rate Treas

ETFs
9.14K
New
$50.2 - $50.48 $459K - $461K
9.14K $458K
ZM
Zoom Video Communications, Inc.

Technology
2.5K
+ 9.35%
$55.32 - $71.9 $138K - $180K
29.2K $2.04M
EQIX
Equinix Inc

Real Estate
512
New
$749.0 - $890.01 $383K - $456K
512 $454K
BALT
Innovator Etfs Tr
13.7K
+ 37.22%
$29.76 - $30.83 $407K - $422K
50.4K $1.55M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.26K
+ 60.0%
$113.41 - $125.62 $370K - $410K
8.7K $1.09M
TDIV
First Trust Nasdaq Technology

ETFs
5.27K
+ 107.75%
$70.51 - $81.07 $372K - $427K
10.2K $816K
NFLX
Netflix Inc

Communication Services
475
+ 16.21%
$598.55 - $722.26 $284K - $343K
3.41K $2.42M
NKE
Nike, Inc.

Consumer Cyclical
2.01K
+ 10.68%
$71.09 - $89.44 $143K - $180K
20.8K $1.84M
FSK
Fs Kkr Capital Corp

Financial Services
21.3K
+ 10.29%
$18.74 - $20.43 $399K - $435K
228K $4.5M
PLD
Prologis, Inc.

Real Estate
1.86K
+ 13.95%
$111.95 - $132.43 $208K - $246K
15.2K $1.92M
TTEK
Tetra Tech Inc

Industrials
19.2K
+ 615.75%
$45.59 - $237.74 $875K - $4.56M
22.3K $1.05M
GD
General Dynamics Corp

Industrials
675
+ 3.92%
$279.51 - $308.09 $189K - $208K
17.9K $5.4M
O
Realty Income Corp

Real Estate
3.56K
+ 21.04%
$52.36 - $63.42 $186K - $226K
20.5K $1.3M
BBY
Best Buy CO Inc

Consumer Cyclical
3.27K
+ 95.75%
$80.23 - $103.29 $262K - $338K
6.68K $690K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
4.41K
New
$80.24 - $91.14 $354K - $402K
4.41K $401K
XLU
Utilities Sector Spdr

ETFs
2.74K
+ 20.14%
$67.67 - $80.78 $185K - $221K
16.4K $1.32M
ANET
Arista Networks, Inc.

Technology
891
+ 63.1%
$311.42 - $388.21 $277K - $346K
2.3K $883K
LEN
Lennar Corp

Consumer Cyclical
2.07K
New
$142.5 - $192.45 $295K - $398K
2.07K $387K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
15.5K
+ 114.31%
$23.04 - $24.06 $356K - $372K
29K $697K
DECK
Deckers Outdoor Corp

Consumer Cyclical
9.17K
+ 683.82%
$150.73 - $974.56 $1.38M - $8.94M
10.5K $1.68M
XLY
Select Sector Spdr Consumer Di

ETFs
1.14K
+ 14.45%
$170.05 - $200.86 $194K - $229K
9.05K $1.81M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
9.17K
+ 92.2%
$36.06 - $37.66 $331K - $345K
19.1K $719K
UNP
Union Pacific Corp

Industrials
1.24K
+ 51.69%
$221.78 - $256.09 $275K - $317K
3.64K $895K
SRE
Sempra Energy

Utilities
4.2K
New
$74.97 - $84.04 $315K - $353K
4.2K $351K
ANSS
Ansys Inc

Technology
1.12K
+ 30.51%
$296.54 - $331.25 $333K - $372K
4.8K $1.53M
VNQ
Vanguard Specialized Funds Van

ETFs
1.48K
+ 10.03%
$82.97 - $98.97 $123K - $146K
16.2K $1.58M
CPRI
Capri Holdings LTD

Consumer Cyclical
3.01K
+ 12.92%
$29.61 - $42.44 $89.2K - $128K
26.3K $1.12M
CHKP
Check Point Software Technologies LTD

Technology
1.79K
New
$165.0 - $195.47 $296K - $351K
1.79K $345K
SPSC
Sps Commerce Inc

Technology
1.66K
+ 44.2%
$185.76 - $215.42 $308K - $358K
5.42K $1.05M
DUK
Duke Energy Corp

Utilities
1.75K
+ 18.7%
$99.35 - $117.71 $174K - $206K
11.1K $1.28M
CUBE
Cube Smart

Real Estate
6.3K
New
$43.74 - $54.55 $275K - $344K
6.3K $339K
BK
Bank Of New York Mellon Corp

Financial Services
4.72K
New
$59.54 - $72.17 $281K - $340K
4.72K $338K
WBS
Webster Financial Corp

Financial Services
2.17K
+ 2.77%
$42.49 - $49.62 $92.3K - $108K
80.5K $3.75M
CB
Chubb LTD

Financial Services
977
+ 58.12%
$252.51 - $292.2 $247K - $285K
2.66K $766K
AAP
Advance Auto Parts Inc

Consumer Cyclical
12K
+ 225.03%
$38.53 - $64.44 $461K - $770K
17.3K $673K
DEO
Diageo PLC

Consumer Defensive
2.41K
New
$120.02 - $140.77 $289K - $339K
2.41K $337K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
564
+ 3.32%
$125.95 - $142.04 $71K - $80.1K
17.5K $2.49M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.53K
+ 20.42%
$50.52 - $50.95 $330K - $333K
38.5K $1.96M
WD
Walker & Dunlop, Inc.

Financial Services
2.92K
New
$93.87 - $113.96 $274K - $333K
2.92K $331K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.97K
New
$75.88 - $83.21 $301K - $330K
3.97K $330K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.62K
+ 5.99%
$50.99 - $57.81 $134K - $151K
46.4K $2.65M
MLM
Martin Marietta Materials Inc

Basic Materials
615
+ 46.63%
$502.48 - $593.35 $309K - $365K
1.93K $1.04M
WPC
W. P. Carey Inc.

Real Estate
3.43K
+ 22.15%
$54.63 - $63.96 $187K - $219K
18.9K $1.18M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
22.6K
New
$13.31 - $15.65 $301K - $354K
22.6K $326K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.76K
+ 64.0%
$64.35 - $75.71 $242K - $285K
9.64K $709K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
6.88K
New
$45.6 - $46.83 $314K - $322K
6.88K $321K
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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