Arkadios Wealth Advisors Purchases in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
X
United States Steel Corp

Basic Materials
3K
+ 16.1%
$30.14 - $42.31 $90.4K - $127K
21.6K $735K
GIL
Gildan Activewear Inc.

Consumer Cyclical
1.64K
+ 36.36%
$46.28 - $50.23 $75.8K - $82.2K
6.14K $288K
HRTX
Heron Therapeutics, Inc.

Healthcare
50K
New
$1.06 - $2.12 $53K - $106K
50K $76K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
5.7K
+ 13.28%
$6.27 - $8.49 $35.8K - $48.4K
48.6K $354K
CRUS
Cirrus Logic, Inc.

Technology
2.29K
+ 36.17%
$99.58 - $125.3 $228K - $287K
8.63K $859K
IWN
Ishares Russell2000 Val ETF

ETFs
517
+ 11.21%
$162.69 - $181.35 $84.1K - $93.8K
5.13K $842K
BHM
Bluerock Homes Trust, Inc.
12.4K
+ 23.06%
$13.23 - $16.48 $164K - $205K
66.3K $878K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
365
+ 4.43%
$119.61 - $136.3 $43.7K - $49.7K
8.6K $1.06M
EXC
Exelon Corp

Utilities
2.31K
+ 43.33%
$36.22 - $40.97 $83.7K - $94.7K
7.65K $287K
OXY
Occidental Petroleum Corp

Energy
2.66K
+ 8.95%
$45.36 - $55.91 $120K - $148K
32.3K $1.6M
WOLF
Wolfspeed, Inc.

Technology
10K
New
$6.44 - $16.2 $64.4K - $162K
10K $66K
CTVA
Corteva, Inc.

Basic Materials
1.4K
+ 15.76%
$55.21 - $64.13 $77.3K - $89.8K
10.3K $586K
OKE
Oneok Inc

Energy
284
+ 8.57%
$92.28 - $117.05 $26.2K - $33.2K
3.6K $361K
AGNC
Agnc Investment Corp.

Real Estate
12.6K
+ 28.01%
$9.21 - $10.59 $116K - $133K
57.4K $528K
PLUG
Plug Power Inc

Industrials
29.1K
+ 88.01%
$1.87 - $2.67 $54.3K - $77.6K
62.1K $132K
VBR
Vanguard Small Cap Value ETF

ETFs
376
+ 5.55%
$197.36 - $217.3 $74.2K - $81.7K
7.15K $1.42M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
465
+ 4.45%
$55.73 - $66.16 $25.9K - $30.8K
10.9K $658K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
4.04K
+ 9.08%
$12.55 - $17.22 $50.7K - $69.6K
48.6K $673K
RFV
Invesco Exchange Traded Fd Tr

ETFs
393
+ 12.68%
$116.09 - $131.23 $45.6K - $51.6K
3.49K $423K
WST
West Pharmaceutical Services Inc

Healthcare
66
+ 5.51%
$285.69 - $344.0 $18.9K - $22.7K
1.26K $414K
AJG
Arthur J. Gallagher & Co.

Financial Services
185
+ 16.67%
$278.49 - $315.16 $51.5K - $58.3K
1.3K $367K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
2.21K
+ 12.88%
$24.13 - $24.45 $53.3K - $54K
19.4K $469K
CGGR
Capital Group Growth ETF Shs C

ETFs
13
+ 0.06%
$34.49 - $39.24 $448 - $510
21.9K $813K
IWR
Ishares Russell Mid Cap ETF

ETFs
572
+ 17.53%
$87.25 - $95.52 $49.9K - $54.6K
3.84K $339K
XLC
Select Sector Spdr Tr Communic

ETFs
258
+ 6.51%
$89.66 - $102.16 $23.1K - $26.4K
4.22K $408K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
122
+ 2.77%
$90.31 - $106.37 $11K - $13K
4.53K $451K
INTU
Intuit Inc

Technology
55
+ 2.83%
$602.01 - $706.25 $33.1K - $38.8K
2K $1.26M
EMLP
First Tr Exchange Traded Iv

ETFs
199
+ 0.96%
$33.69 - $38.24 $6.7K - $7.61K
20.9K $745K
ILMN
Illumina, Inc.

Healthcare
131
+ 1.35%
$128.99 - $155.15 $16.9K - $20.3K
9.83K $1.31M
AUTL
Autolus Therapeutics PLC

Healthcare
20K
New
$2.18 - $4.8 $43.6K - $96K
20K $47K
SGHT
Sight Sciences, Inc.

Healthcare
12.9K
New
$3.36 - $6.18 $43.3K - $79.7K
12.9K $46K
VRT
Vertiv Holdings CO

Industrials
530
+ 9.29%
N/A
6.24K $540K
IAU
Ishares Gold Trust

ETFs
948
+ 6.45%
$48.37 - $52.65 $45.9K - $49.9K
15.6K $774K
XLU
Utilities Sector Spdr

ETFs
1.7K
+ 10.42%
$74.89 - $82.93 $128K - $141K
18.1K $1.37M
PDP
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.09%
$102.88 - $117.55 $926 - $1.06K
10.2K $1.1M
OMF
One Main Holdings, Inc.

Financial Services
439
+ 9.78%
$45.27 - $57.43 $19.9K - $25.2K
4.93K $256K
SJNK
Spdr Bloomberg Short Term High

ETFs
2.07K
+ 12.05%
$25.09 - $25.69 $52K - $53.2K
19.3K $486K
FDX
Fedex Corp

Industrials
33
+ 0.73%
$260.5 - $305.15 $8.6K - $10.1K
4.56K $1.28M
ADSK
Autodesk, Inc.

Technology
175
+ 7.24%
N/A
2.59K $636K
IYJ
Ishares Tr

ETFs
329
+ 11.45%
$132.97 - $143.93 $43.7K - $47.4K
3.2K $427K
KHC
Kraft Heinz CO

Consumer Defensive
4.5K
+ 20.81%
$30.1 - $36.02 $135K - $162K
26.1K $802K
ABNB
Airbnb, Inc.

Consumer Cyclical
225
+ 8.21%
$125.36 - $147.37 $28.2K - $33.2K
2.97K $389K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
49
+ 2.8%
$229.83 - $258.46 $11.3K - $12.7K
1.8K $444K
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
4.02K
+ 12.87%
$7.11 - $9.0 $28.5K - $36.1K
35.2K $287K
NOTE
Fiscal Note Holdings, Inc.

Technology
37.3K
New
$0.77 - $1.23 $28.7K - $45.9K
37.3K $39K
ENB
Enbridge Inc

Energy
483
+ 4.81%
$40.4 - $43.92 $19.5K - $21.2K
10.5K $446K
NRG
Nrg Energy, Inc.

Utilities
475
+ 8.87%
$85.3 - $101.61 $40.5K - $48.3K
5.83K $525K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
184
+ 10.49%
$159.11 - $178.39 $29.3K - $32.8K
1.94K $318K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
16
+ 1.12%
$340.59 - $380.5 $5.45K - $6.09K
1.44K $527K
Activity Summary
Buys All Purchases 502 New Holdings 90 Increased Positions 412 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 1 Puts 0
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