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
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
2.79K
+ 40.7%
$45.35 - $47.21 $126K - $131K
9.63K $448K
FTC
First Tr Lge Cap Growth

ETFs
768
+ 17.3%
$130.13 - $149.09 $99.9K - $115K
5.21K $716K
VOOV
Vanguard S&P 500 Value ETF

ETFs
762
+ 56.87%
$184.21 - $199.29 $140K - $152K
2.1K $387K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.67K
+ 13.8%
$71.75 - $75.11 $191K - $200K
22K $1.58M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.1K
+ 14.96%
$113.79 - $124.5 $125K - $137K
8.44K $967K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
410
+ 61.1%
$396.64 - $516.74 $163K - $212K
1.08K $435K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.83K
+ 63.82%
$70.31 - $77.39 $129K - $142K
4.7K $330K
FTGC
First Trust Global Tactical CO

ETFs
4.61K
+ 10.32%
$23.23 - $24.25 $107K - $112K
49.3K $1.18M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
766
+ 7.38%
$89.97 - $98.59 $68.9K - $75.5K
11.1K $1.06M
NVS
Novartis Ag

Healthcare
2.34K
+ 37.98%
$96.78 - $117.18 $226K - $274K
8.49K $825K
FLNG
Flex Lng Ltd.

Energy
5.95K
+ 70.39%
$21.13 - $26.93 $126K - $160K
14.4K $330K
SCHG
Schwab Strategic Tr Us Large C

ETFs
53.9K
+ 296.28%
$25.93 - $105.3 $1.4M - $5.68M
72.1K $2.01M
MO
Altria Group, Inc.

Consumer Defensive
158
+ 0.19%
$49.06 - $57.74 $7.75K - $9.12K
82.3K $4.31M
CGUS
Capital Group Core Equity ETF
2.96K
+ 29.03%
$33.96 - $36.24 $101K - $107K
13.2K $460K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.21K
+ 17.95%
$23.29 - $23.93 $121K - $125K
34.2K $803K
SRE
Sempra Energy

Utilities
975
+ 23.2%
$80.81 - $94.77 $78.8K - $92.4K
5.18K $454K
IYE
Ishares Tr

ETFs
2.37K
+ 22.69%
$43.93 - $51.37 $104K - $122K
12.8K $583K
DUK
Duke Energy Corp

Utilities
1.69K
+ 15.26%
$105.76 - $120.76 $179K - $204K
12.8K $1.38M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.15K
+ 5.55%
$91.29 - $91.8 $105K - $106K
21.9K $2M
KCE
Spdr S&P Capital Markets ETF

ETFs
297
+ 6.83%
$124.2 - $148.51 $36.9K - $44.1K
4.64K $639K
IGM
Ishares Expanded Tech Sector E

ETFs
579
+ 9.64%
$94.19 - $106.95 $54.5K - $61.9K
6.58K $672K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.03K
+ 15.85%
$36.54 - $37.53 $111K - $114K
22.1K $814K
TTE
Total Energies Se

Energy
1.38K
+ 16.28%
N/A
9.83K $674K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.01%
$136.18 - $158.26 $136 - $158
9.4K $1.4M
EME
Emcor Group, Inc.

Industrials
169
+ 26.78%
$427.96 - $526.95 $72.3K - $89.1K
800 $363K
CLOI
Vaneck ETF Tr

ETFs
1.71K
+ 29.8%
$52.7 - $53.15 $90K - $90.8K
7.44K $392K
XLB
Select Sector Spdr Fd Material

ETFs
1.51K
+ 42.56%
$83.8 - $97.58 $127K - $148K
5.07K $426K
IYF
Ishares Tr

ETFs
400
+ 6.88%
$102.7 - $119.05 $41.1K - $47.6K
6.22K $687K
WDC
Western Digital Corp

Technology
3.73K
+ 23.0%
$59.62 - $73.43 $222K - $274K
20K $1.19M
AMP
Ameriprise Financial Inc

Financial Services
6
+ 0.47%
$473.15 - $574.01 $2.84K - $3.44K
1.27K $677K
HCA
Hca Healthcare, Inc.

Healthcare
1.1K
+ 46.86%
$297.52 - $415.61 $326K - $456K
3.44K $1.03M
BRBR
Bellring Brands, Inc.

Consumer Defensive
83
+ 1.64%
$60.38 - $78.79 $5.01K - $6.54K
5.14K $387K
EA
Electronic Arts Inc.

Communication Services
471
+ 13.41%
$140.69 - $167.97 $66.3K - $79.1K
3.98K $582K
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
MCW
Mister Car Wash, Inc.

Consumer Cyclical
5.7K
+ 13.28%
$6.27 - $8.49 $35.8K - $48.4K
48.6K $354K
BHM
Bluerock Homes Trust, Inc.
12.4K
+ 23.06%
$13.23 - $16.48 $164K - $205K
66.3K $878K
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
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
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.3K
+ 19.61%
$40.06 - $45.21 $132K - $149K
20.1K $818K
CTVA
Corteva, Inc.

Basic Materials
1.4K
+ 15.76%
$55.21 - $64.13 $77.3K - $89.8K
10.3K $586K
AGNC
Agnc Investment Corp.

Real Estate
12.6K
+ 28.01%
$9.21 - $10.59 $116K - $133K
57.4K $528K
OKE
Oneok Inc

Energy
284
+ 8.57%
$92.28 - $117.05 $26.2K - $33.2K
3.6K $361K
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
RFV
Invesco Exchange Traded Fd Tr

ETFs
393
+ 12.68%
$116.09 - $131.23 $45.6K - $51.6K
3.49K $423K
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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