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
CMCSA
Comcast Corp

Communication Services
2.21K
+ 10.6%
$37.33 - $41.78 $82.5K - $92.4K
23.1K $963K
IWS
Ishares Russell Midcap Value E

ETFs
612
+ 11.2%
$119.52 - $132.25 $73.1K - $80.9K
6.08K $803K
MSTR
Microstrategy Inc

Technology
2.61K
+ 1057.89%
$114.3 - $1800.09 $299K - $4.7M
2.86K $482K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.69K
+ 42.85%
$46.14 - $48.06 $124K - $129K
8.95K $430K
AINV
Apollo Investment Corp

Financial Services
12.5K
+ 12.1%
N/A
116K $1.29M
XLI
Industrial Sector Spdr

ETFs
61
+ 0.64%
$120.56 - $135.44 $7.35K - $8.26K
9.58K $1.3M
MFC
Manulife Financial Corp

Financial Services
547
+ 1.32%
$24.13 - $29.63 $13.2K - $16.2K
41.8K $1.24M
FCX
Freeport Mcmoran Inc

Basic Materials
1.81K
+ 5.28%
$39.52 - $51.92 $71.6K - $94K
36.1K $1.8M
IBKR
Interactive Brokers Group, Inc.

Financial Services
240
+ 3.97%
$108.65 - $139.41 $26.1K - $33.5K
6.28K $875K
POOL
Pool Corp

Industrials
188
+ 20.55%
$296.17 - $376.8 $55.7K - $70.8K
1.1K $415K
WFC
Wells Fargo & Company

Financial Services
3.23K
+ 19.48%
$51.58 - $60.97 $167K - $197K
19.8K $1.12M
ZTS
Zoetis Inc.

Healthcare
121
+ 2.46%
$172.58 - $196.48 $20.9K - $23.8K
5.05K $985K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
266
+ 6.3%
$97.96 - $124.99 $26.1K - $33.2K
4.49K $558K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
2.34K
+ 22.47%
$49.07 - $50.44 $115K - $118K
12.7K $642K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.01K
+ 26.29%
$97.81 - $108.79 $98.3K - $109K
4.83K $525K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.8K
+ 20.39%
$56.04 - $62.99 $101K - $113K
10.6K $649K
KRE
Spdr S&P Regional Banking ETF

ETFs
1.16K
+ 14.13%
$47.94 - $59.23 $55.6K - $68.6K
9.36K $529K
HYLB
Xtrackers Usd High Yield Corp

ETFs
3.05K
+ 36.42%
$35.26 - $36.92 $108K - $113K
11.4K $421K
MHO
M/I Homes, Inc.

Consumer Cyclical
99
+ 4.86%
$116.02 - $172.21 $11.5K - $17K
2.14K $366K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.73K
+ 35.27%
$49.83 - $62.75 $136K - $171K
10.5K $602K
SOFI
So Fi Technologies, Inc.

Financial Services
6.31K
+ 11.63%
$6.32 - $8.19 $39.8K - $51.6K
60.5K $475K
DHR
Danaher Corp

Healthcare
64
+ 1.82%
$239.25 - $280.76 $15.3K - $18K
3.57K $992K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
641
+ 4.74%
$71.1 - $80.12 $45.6K - $51.4K
14.2K $1.12M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
919
+ 9.72%
$79.58 - $91.64 $73.1K - $84.2K
10.4K $940K
LVHD
Franklin U.S. Low Volatility H

ETFs
1.8K
+ 23.72%
$35.49 - $40.72 $64K - $73.4K
9.4K $382K
QLYS
Qualys, Inc.

Technology
1.18K
+ 38.14%
$120.88 - $149.14 $142K - $175K
4.26K $547K
VEA
Vanguard Ftse Developed Market

ETFs
541
+ 2.39%
$47.6 - $53.31 $25.8K - $28.8K
23.2K $1.22M
AMGN
Amgen Inc

Healthcare
215
+ 5.79%
$309.38 - $337.38 $66.5K - $72.5K
3.93K $1.27M
XLP
Consumer Staples Sector Spdr

ETFs
1.52K
+ 6.8%
$76.04 - $76.04 $116K - $116K
23.9K $1.81M
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
3.2K
+ 7.74%
$11.74 - $16.42 $37.5K - $52.5K
44.5K $617K
MU
Micron Technology Inc

Technology
2.54K
+ 44.14%
$86.27 - $136.82 $219K - $347K
8.28K $858K
BDX
Becton Dickinson & CO

Healthcare
246
+ 4.36%
$221.47 - $242.41 $54.5K - $59.6K
5.89K $1.42M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.32K
+ 21.87%
$50.64 - $55.7 $67K - $73.7K
7.38K $411K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
581
+ 16.52%
$194.69 - $239.18 $113K - $139K
4.1K $855K
PODD
Insulet Corp

Healthcare
288
+ 28.86%
$180.69 - $239.01 $52K - $68.8K
1.29K $299K
TMO
Thermo Fisher Scientific Inc.

Healthcare
26
+ 2.09%
$531.86 - $624.21 $13.8K - $16.2K
1.27K $787K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
554
+ 28.65%
$233.4 - $302.36 $129K - $168K
2.49K $675K
IRM
Iron Mountain Inc

Real Estate
158
+ 5.95%
$89.69 - $119.32 $14.2K - $18.9K
2.81K $334K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.64K
+ 15.94%
$47.95 - $49.61 $78.7K - $81.4K
11.9K $589K
KCE
Spdr S&P Capital Markets ETF

ETFs
271
+ 6.65%
$110.03 - $126.01 $29.8K - $34.1K
4.35K $542K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
268
+ 4.61%
$95.1 - $106.76 $25.5K - $28.6K
6.09K $649K
VHT
Vanguard Health Care ETF

ETFs
182
+ 7.56%
$261.88 - $288.1 $47.7K - $52.4K
2.59K $730K
FSIG
First Tr ETF Iv LTD Duration I
4.37K
+ 36.4%
$18.72 - $19.32 $81.9K - $84.5K
16.4K $314K
LVHI
Franklin International Low Vol

ETFs
2.53K
+ 35.41%
$28.72 - $31.28 $72.6K - $79.1K
9.67K $300K
AFL
Aflac Inc

Financial Services
239
+ 8.65%
$88.52 - $111.8 $21.2K - $26.7K
3K $335K
ICF
Ishares Tr

ETFs
11
+ 0.11%
$56.77 - $67.33 $624 - $741
10.2K $671K
AXON
Axon Enterprise, Inc.

Industrials
10
+ 1.26%
$286.16 - $399.6 $2.86K - $4K
801 $320K
GLNG
Golar Lng LTD

Energy
10
+ 0.06%
$31.02 - $37.5 $310 - $375
16.2K $595K
NSA
National Storage Affiliates Trust

Real Estate
700
+ 9.01%
$39.73 - $49.13 $27.8K - $34.4K
8.47K $408K
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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