Arkadios Wealth Advisors Incresed Positions in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
7.49K
+ 50.73%
$95.12 - $114.72 $713K - $859K
22.3K $2.21M
PECO
Phillips Edison & Company, Inc.

Real Estate
17.2K
+ 49.17%
$35.96 - $39.8 $618K - $684K
52.2K $1.95M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.38K
+ 22.11%
$285.5 - $335.62 $679K - $798K
13.1K $3.81M
MSTR
Microstrategy Inc

Technology
894
+ 31.26%
$162.69 - $473.83 $145K - $424K
3.75K $1.09M
MET
Metlife Inc

Financial Services
7.61K
+ 12.94%
$78.15 - $88.25 $594K - $671K
66.4K $5.44M
DIS
Walt Disney CO

Communication Services
1.42K
+ 5.03%
$92.39 - $117.6 $132K - $167K
29.7K $3.31M
VUG
Vanguard Growth ETF

ETFs
735
+ 7.25%
$378.79 - $428.11 $278K - $315K
10.9K $4.46M
WIX
Wix.Com Ltd.

Technology
1.33K
+ 22.73%
$156.75 - $229.35 $209K - $305K
7.19K $1.54M
GS
Goldman Sachs Group Inc

Financial Services
205
+ 3.69%
$486.1 - $608.57 $99.7K - $125K
5.77K $3.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.18K
+ 8.0%
$174.22 - $187.62 $728K - $784K
56.4K $9.88M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
59.9K
+ 226.7%
$18.41 - $40.87 $1.1M - $2.45M
86.4K $1.6M
PAYC
Paycom Software, Inc.

Technology
1.51K
+ 28.86%
$159.94 - $240.25 $242K - $363K
6.75K $1.38M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.85K
+ 27.28%
$56.06 - $61.35 $552K - $604K
46K $2.6M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
46.2K
+ 185.61%
$10.65 - $11.42 $492K - $528K
71.1K $765K
SOFI
So Fi Technologies, Inc.

Financial Services
1.78K
+ 2.94%
$7.63 - $16.88 $13.6K - $30.1K
62.3K $959K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
17.2K
+ 187.88%
$24.76 - $27.53 $425K - $472K
26.3K $711K
IWM
Ishares Russell 2000 ETF

ETFs
2.16K
+ 5.19%
$216.13 - $242.4 $467K - $524K
43.8K $9.67M
WPC
W. P. Carey Inc.

Real Estate
11.5K
+ 60.69%
$53.44 - $61.33 $613K - $704K
30.4K $1.66M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.74K
+ 30.0%
$126.68 - $134.74 $473K - $504K
16.2K $2.07M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.27K
+ 17.33%
$53.94 - $58.15 $392K - $422K
49.2K $2.77M
MSI
Motorola Solutions, Inc.

Technology
904
+ 25.13%
$449.08 - $504.6 $406K - $456K
4.5K $2.08M
DECK
Deckers Outdoor Corp

Consumer Cyclical
4
+ 0.04%
$152.04 - $211.12 $608 - $844
10.5K $2.14M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
30.3K
+ 106.5%
$13.61 - $14.58 $412K - $442K
58.8K $846K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
23.9K
+ 14.54%
$58.88 - $64.8 $1.41M - $1.55M
189K $11.1M
APO
Apollo Global Management, Inc.

Financial Services
141
+ 1.32%
$131.36 - $178.61 $18.5K - $25.2K
10.8K $1.78M
VGSH
Vanguard

ETFs
7.85K
+ 83.09%
$58.02 - $58.88 $456K - $462K
17.3K $1.01M
OMCL
Omnicell, Inc

Healthcare
9.4K
+ 27.62%
$39.5 - $53.05 $371K - $499K
43.5K $1.93M
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
94.8K
+ 244.64%
$5.01 - $5.7 $475K - $541K
134K $669K
WFC
Wells Fargo & Company

Financial Services
2.31K
+ 11.67%
$54.98 - $77.35 $127K - $179K
22.1K $1.55M
PANW
Palo Alto Networks Inc

Technology
4.81K
+ 168.7%
$181.96 - $405.9 $875K - $1.95M
7.66K $1.39M
PYPL
Pay Pal Holdings, Inc.

Financial Services
199
+ 0.36%
$77.25 - $91.3 $15.4K - $18.2K
54.9K $4.68M
MU
Micron Technology Inc

Technology
6.78K
+ 81.91%
$84.16 - $113.41 $571K - $769K
15.1K $1.27M
XLI
Industrial Sector Spdr

ETFs
3.34K
+ 34.88%
$131.76 - $143.99 $440K - $481K
12.9K $1.7M
HGER
Harbor ETF Tr All Weather Infl
21.8K
+ 12.95%
$21.78 - $23.27 $475K - $508K
190K $4.21M
ITW
Illinois Tool Works Inc

Industrials
2.22K
+ 11.68%
$253.56 - $278.5 $562K - $617K
21.2K $5.38M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
792
+ 7.82%
$172.07 - $207.36 $136K - $164K
10.9K $2.16M
IYW
Ishares Dj Us Tech ETF

ETFs
1.91K
+ 16.92%
$148.14 - $166.23 $283K - $317K
13.2K $2.11M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.72K
+ 26.77%
$178.39 - $215.0 $306K - $369K
8.14K $1.57M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.31K
+ 26.56%
$78.5 - $102.01 $181K - $235K
11K $1.09M
KKR
Kkr & Co. Inc.

Financial Services
648
+ 3.94%
$129.87 - $162.87 $84.2K - $106K
17.1K $2.53M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
244
+ 9.81%
$260.53 - $404.79 $63.6K - $98.8K
2.73K $1.04M
XLY
Select Sector Spdr Consumer Di

ETFs
668
+ 7.38%
$194.8 - $239.43 $130K - $160K
9.71K $2.18M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.46K
+ 27.82%
$238.25 - $261.28 $347K - $381K
6.7K $1.62M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
41.7K
+ 54.25%
$8.36 - $8.71 $349K - $363K
119K $998K
EPD
Enterprise Products Partners L.P.

Energy
7.09K
+ 15.21%
$28.66 - $34.43 $203K - $244K
53.7K $1.68M
IOT
Samsara Inc.

Technology
10K
+ 37.95%
$42.67 - $56.35 $427K - $564K
36.4K $1.59M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.24K
+ 25.79%
$124.26 - $134.12 $279K - $301K
10.9K $1.41M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
24.7K
+ 23.49%
$27.09 - $32.06 $668K - $790K
130K $3.63M
C
Citigroup Inc

Financial Services
1.37K
+ 4.95%
$61.31 - $72.5 $83.9K - $99.2K
29K $2.04M
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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