Arkadios Wealth Advisors Purchases in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
62
+ 4.75%
$563.99 - $620.12 $35K - $38.4K
1.37K $779K
EEM
Ishares Msci Emerging Markets

ETFs
1.5K
+ 22.97%
$41.82 - $47.36 $62.5K - $70.8K
8K $334K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
551
+ 13.88%
$80.93 - $85.66 $44.6K - $47.2K
4.52K $365K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
108
+ 3.96%
$194.9 - $214.12 $21K - $23.1K
2.84K $572K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
230
+ 0.98%
$28.37 - $30.25 $6.53K - $6.96K
23.6K $702K
BOTZ
Global X Fds

ETFs
1.1K
+ 7.46%
$31.11 - $34.18 $34.1K - $37.4K
15.8K $503K
PGR
Progressive Corp

Financial Services
318
+ 9.79%
$239.6 - $268.88 $76.2K - $85.5K
3.57K $854K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
745
+ 1.93%
$50.62 - $50.97 $37.7K - $38K
39.3K $1.99M
SAP
Sap Se

Technology
28
+ 2.09%
$218.13 - $255.54 $6.11K - $7.16K
1.37K $337K
EOG
Eog Resources Inc

Energy
270
+ 2.3%
$118.22 - $136.54 $31.9K - $36.9K
12K $1.48M
AIG
American International Group, Inc.

Financial Services
408
+ 13.76%
$70.0 - $79.22 $28.6K - $32.3K
3.37K $245K
VIG
Vanguard Dividend Appreciation

ETFs
155
+ 1.92%
N/A
8.24K $1.5M
ABC
Amerisourcebergen Corp

Healthcare
151
+ 6.8%
N/A
2.37K $439K
VDE
Vanguard Energy ETF

ETFs
253
+ 10.58%
$116.67 - $136.78 $29.5K - $34.6K
2.65K $320K
CTRA
Coterra Energy Inc.

Energy
413
+ 3.8%
$22.71 - $27.63 $9.38K - $11.4K
11.3K $288K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.13%
$328.51 - $401.37 $329 - $401
799 $299K
FOVL
Ishares Tr Focused Value Facto

ETFs
294
+ 8.48%
$67.4 - $76.06 $19.8K - $22.4K
3.76K $263K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
472
+ 4.64%
$9.71 - $15.34 $4.58K - $7.24K
10.6K $141K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
56.6K
+ 213.13%
$26.93 - $84.95 $1.52M - $4.81M
83.1K $2.27M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
655
+ 12.7%
$47.68 - $48.67 $31.2K - $31.9K
5.81K $277K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
981
+ 5.35%
$25.34 - $25.59 $24.9K - $25.1K
19.3K $490K
NEWT
Newtek Business Services Corp.

Financial Services
678
+ 1.59%
$12.14 - $15.46 $8.23K - $10.5K
43.3K $552K
SUI
Sun Communities Inc

Real Estate
678
+ 13.12%
$119.89 - $139.05 $81.3K - $94.3K
5.85K $719K
OFS
Ofs Capital Corp

Financial Services
6.33K
+ 7.73%
$7.91 - $8.85 $50.1K - $56K
88.3K $712K
HYDB
Ishares Tr Edge High Yield Def

ETFs
614
+ 6.86%
$46.68 - $47.95 $28.7K - $29.4K
9.57K $449K
LVHD
Franklin U.S. Low Volatility H

ETFs
1.07K
+ 11.42%
$38.29 - $41.26 $41.1K - $44.3K
10.5K $401K
CGCP
Capital Group Core Plus Income

ETFs
1.7K
+ 8.43%
$22.13 - $23.17 $37.6K - $39.4K
21.9K $485K
CME
Cme Group Inc.

Financial Services
10
+ 0.72%
$221.17 - $246.02 $2.21K - $2.46K
1.4K $325K
OTIS
Otis Worldwide Corp

Industrials
499
+ 19.98%
$92.57 - $106.01 $46.2K - $52.9K
3K $277K
MNST
Monster Beverage Corp

Consumer Defensive
61
+ 0.15%
$49.24 - $56.38 $3K - $3.44K
41.3K $2.17M
PAA
Plains All American Pipeline LP

Energy
1.38K
+ 5.8%
$16.27 - $18.67 $22.4K - $25.7K
25.1K $428K
OPEN
Opendoor Technologies Inc.

Real Estate
11.1K
New
$1.6 - $2.34 $17.7K - $25.9K
11.1K $17K
SLB
Schlumberger Limited

Energy
2.75K
+ 11.18%
$36.83 - $45.59 $101K - $125K
27.4K $1.05M
IJS
Ishares S&P Smallcap 600 Value

ETFs
115
+ 2.65%
$104.59 - $118.05 $12K - $13.6K
4.46K $484K
DSI
Ishares Msci Kld 400 Social Et

ETFs
83
+ 1.72%
$107.41 - $115.71 $8.92K - $9.6K
4.91K $541K
GWRE
Guidewire Software, Inc.

Technology
301
+ 12.21%
$168.58 - $207.12 $50.7K - $62.3K
2.77K $466K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
23
+ 0.28%
$69.3 - $74.3 $1.59K - $1.71K
8.21K $586K
D
Dominion Energy, Inc

Utilities
569
+ 13.05%
$52.63 - $60.92 $29.9K - $34.7K
4.93K $265K
VEEV
Veeva Systems Inc

Healthcare
58
+ 1.9%
$201.81 - $250.45 $11.7K - $14.5K
3.11K $654K
IWS
Ishares Russell Midcap Value E

ETFs
236
+ 3.88%
$128.08 - $140.32 $30.2K - $33.1K
6.31K $816K
PPTY
ETF Ser Solutions

ETFs
1.33K
+ 9.43%
$31.64 - $34.71 $41.9K - $46K
15.4K $494K
GTO
Invesco Actively Managed ETF T

ETFs
781
+ 5.68%
$46.33 - $48.41 $36.2K - $37.8K
14.5K $673K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
25
+ 0.34%
$46.48 - $51.32 $1.16K - $1.28K
7.37K $354K
SUB
Ishares Short Term National Mu

ETFs
83
+ 4.35%
$104.94 - $106.2 $8.71K - $8.81K
1.99K $210K
OFC
Corporate Office Properties Trust

Real Estate
291
+ 3.75%
N/A
8.06K $194K
PNNT
Pennantpark Investment Corp

Financial Services
352
+ 0.88%
$6.64 - $7.08 $2.34K - $2.49K
40.4K $286K
BOND
Pimco Active Bond Exchange Tra

ETFs
320
+ 6.13%
$90.42 - $94.5 $28.9K - $30.2K
5.54K $501K
XSMO
Invesco S&P Smallcap Momentum

ETFs
113
+ 1.24%
$65.08 - $73.72 $7.35K - $8.33K
9.23K $610K
LVHI
Franklin International Low Vol

ETFs
407
+ 4.21%
$29.98 - $31.57 $12.2K - $12.8K
10.1K $307K
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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