Arkadios Wealth Advisors Incresed Positions in Q3 2024

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.4K
+ 30.93%
$60.84 - $67.51 $511K - $567K
35.5K $2.4M
WMB
Williams Companies, Inc.

Energy
13.9K
+ 228.24%
$41.24 - $46.22 $574K - $643K
20K $913K
AZN
Astrazeneca PLC

Healthcare
8.12K
+ 174.92%
$76.67 - $87.62 $623K - $711K
12.8K $994K
FSTA
Fidelity Covington Tr Msci Con

ETFs
10.3K
+ 34.54%
$47.12 - $51.72 $483K - $531K
40K $2.04M
VZ
Verizon Communications Inc

Communication Services
5.89K
+ 5.96%
$38.89 - $45.0 $229K - $265K
105K $4.7M
PFF
Ishares Trust Ishares Pfd And

ETFs
14.6K
+ 18.4%
$31.18 - $33.5 $456K - $490K
94.1K $3.13M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.67K
+ 103.65%
$211.47 - $281.27 $564K - $750K
5.24K $1.29M
USB
Us Bancorp \De\

Financial Services
1.36K
+ 1.5%
$39.04 - $47.23 $52.9K - $64K
91.9K $4.2M
C
Citigroup Inc

Financial Services
9.78K
+ 54.69%
$56.11 - $67.61 $549K - $661K
27.7K $1.73M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.92K
+ 17.82%
$127.29 - $141.5 $372K - $414K
19.3K $2.7M
MNST
Monster Beverage Corp

Consumer Defensive
9.82K
+ 31.26%
$45.01 - $52.47 $442K - $515K
41.2K $2.15M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.67K
+ 7.05%
$138.06 - $172.74 $231K - $289K
25.4K $4.17M
FDX
Fedex Corp

Industrials
2.33K
+ 105.63%
$254.64 - $313.52 $592K - $729K
4.53K $1.24M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
4.56K
+ 124.02%
$110.22 - $120.89 $502K - $551K
8.24K $990K
MO
Altria Group, Inc.

Consumer Defensive
2.57K
+ 3.22%
$45.95 - $54.71 $118K - $140K
82.2K $4.19M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.88K
+ 22.55%
$77.02 - $85.06 $376K - $415K
26.5K $2.24M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.97K
+ 4.94%
$57.32 - $62.65 $227K - $248K
84.2K $5.25M
ITW
Illinois Tool Works Inc

Industrials
315
+ 1.69%
$233.14 - $263.97 $73.4K - $83.2K
19K $4.98M
ABT
Abbott Laboratories

Healthcare
3.76K
+ 31.63%
$100.07 - $118.13 $376K - $444K
15.7K $1.78M
PAPR
Innovator U.S. Equity Power Bu

ETFs
14.8K
+ 227.66%
$33.61 - $35.94 $499K - $533K
21.3K $767K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
8.9K
+ 9.27%
$28.08 - $32.61 $250K - $290K
105K $3.32M
PGR
Progressive Corp

Financial Services
1.73K
+ 113.76%
$209.46 - $259.24 $362K - $448K
3.25K $823K
TYL
Tyler Technologies Inc

Technology
671
+ 47.39%
$499.52 - $595.46 $335K - $400K
2.09K $1.22M
TFC
Truist Financial Corp

Financial Services
1.82K
+ 1.66%
$38.22 - $44.94 $69.4K - $81.7K
111K $4.75M
CAT
Caterpillar Inc

Industrials
301
+ 4.73%
$316.8 - $391.12 $95.4K - $118K
6.67K $2.61M
AXP
American Express CO

Financial Services
732
+ 11.16%
$225.92 - $271.17 $165K - $198K
7.29K $1.98M
ZM
Zoom Video Communications, Inc.

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

Consumer Defensive
2.13K
+ 16.12%
$161.9 - $179.3 $345K - $382K
15.4K $2.61M
FSK
Fs Kkr Capital Corp

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

Consumer Cyclical
2.01K
+ 10.68%
$71.09 - $89.44 $143K - $180K
20.8K $1.84M
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
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
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
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
ANSS
Ansys Inc

Technology
1.12K
+ 30.51%
$296.54 - $331.25 $333K - $372K
4.8K $1.53M
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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