Arkadios Wealth Advisors Sells in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
URA
Global X Uranium ETF

ETFs
-846
- 4.61%
$26.78 - $33.46 $22.7K - $28.3K
17.5K $469K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-516
- 3.92%
$67.38 - $75.88 $34.8K - $39.2K
12.7K $856K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.95K
- 9.15%
$35.71 - $37.1 $69.7K - $72.5K
19.4K $711K
IDU
Ishares Tr U S Utils ETF

ETFs
-323
- 7.8%
$94.65 - $105.73 $30.6K - $34.2K
3.82K $367K
VLUE
Ishares Msci Usa Value Factor

ETFs
-335
- 6.14%
$104.01 - $115.38 $34.8K - $38.7K
5.12K $540K
NSC
Norfolk Southern Corp

Industrials
-40
- 1.29%
$230.6 - $277.0 $9.22K - $11.1K
3.06K $717K
RIO
Rio Tinto PLC

Basic Materials
-82
- 2.15%
$58.59 - $71.15 $4.8K - $5.83K
3.73K $219K
HON
Honeywell International Inc

Industrials
-763
- 12.05%
$202.84 - $236.0 $155K - $180K
5.57K $1.26M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-235
- 2.04%
$88.59 - $94.57 $20.8K - $22.2K
11.3K $1M
DD
Du Pont De Nemours, Inc.

Basic Materials
-83
- 2.44%
$75.95 - $88.05 $6.3K - $7.31K
3.31K $252K
SYY
Sysco Corp

Consumer Defensive
-530
- 10.17%
$73.63 - $81.77 $39K - $43.3K
4.68K $357K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.18K
- 9.29%
$34.42 - $35.88 $40.4K - $42.2K
11.5K $398K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-904
- 11.16%
$71.55 - $82.8 $64.7K - $74.9K
7.2K $540K
EQR
Equity Residential

Real Estate
-340
- 4.08%
$69.12 - $77.48 $23.5K - $26.3K
8K $574K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-289
- 8.59%
$115.08 - $119.55 $33.3K - $34.5K
3.08K $355K
FIW
First Trust Water ETF

ETFs
-95
- 1.91%
$102.02 - $110.91 $9.69K - $10.5K
4.89K $498K
MAA
Mid America Apartment Communities Inc.

Real Estate
-183
- 4.64%
$149.17 - $165.2 $27.3K - $30.2K
3.76K $580K
PR
Permian Resources Corporation

Energy
-3.88K
- 26.16%
$13.41 - $16.21 $52K - $62.8K
10.9K $157K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.27K
- 18.44%
$36.63 - $37.8 $46.7K - $48.2K
5.63K $211K
EMB
Ishares Tr

ETFs
-322
- 10.2%
$88.94 - $93.46 $28.6K - $30.1K
2.84K $252K
USFR
Wisdomtree Floating Rate Treas

ETFs
-874
- 9.56%
$50.23 - $50.46 $43.9K - $44.1K
8.26K $415K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-181
- 8.15%
$278.19 - $315.36 $50.4K - $57.1K
2.04K $587K
SNPS
Synopsys Inc

Technology
-48
- 5.26%
$485.36 - $588.0 $23.3K - $28.2K
864 $419K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-1.54K
- 4.1%
$18.62 - $19.05 $28.7K - $29.3K
36K $673K
PM
Philip Morris International Inc.

Consumer Defensive
-127
- 0.51%
$118.38 - $133.06 $15K - $16.9K
24.6K $2.96M
ALL
Allstate Corp

Financial Services
-297
- 5.68%
$181.25 - $208.2 $53.8K - $61.8K
4.93K $950K
ATKR
Atkore Inc.

Industrials
-419
- 9.84%
$82.02 - $104.45 $34.4K - $43.8K
3.84K $320K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-1.71K
- 11.76%
$14.4 - $15.83 $24.6K - $27K
12.8K $186K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-15
- 0.13%
$185.87 - $204.12 $2.79K - $3.06K
11.1K $2.09M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.02K
- 3.82%
$112.15 - $127.2 $114K - $130K
25.7K $3.1M
ALB
Albemarle Corp

Basic Materials
-110
- 3.76%
$86.08 - $111.3 $9.47K - $12.2K
2.82K $242K
NJR
New Jersey Resources Corp

Utilities
-594
- 4.54%
$45.17 - $51.61 $26.8K - $30.7K
12.5K $582K
SOXX
Ishares Semiconductor ETF

ETFs
-76
- 7.06%
$211.27 - $239.8 $16.1K - $18.2K
1K $215K
FICO
Fair Isaac Corp

Technology
-19
- 13.1%
$1911.01 - $2382.4 $36.3K - $45.3K
126 $250K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-8.65K
- 8.44%
$7.8 - $9.54 $67.5K - $82.5K
93.8K $817K
CUZ
Cousins Properties Inc

Real Estate
-1.99K
- 7.95%
$28.63 - $31.94 $56.9K - $63.5K
23K $705K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-468
- 3.67%
$49.58 - $50.28 $23.2K - $23.5K
12.3K $610K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-3.7K
- 10.25%
$16.22 - $18.28 $60K - $67.6K
32.4K $581K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-371
- 5.79%
$42.84 - $45.38 $15.9K - $16.8K
6.03K $259K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.29K
- 5.32%
$19.38 - $19.58 $25K - $25.3K
23K $446K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-460
- 2.2%
$20.92 - $23.57 $9.62K - $10.8K
20.4K $436K
YYY
Amplify ETF Tr High Income ETF

ETFs
-1.38K
- 9.03%
$11.52 - $12.3 $15.9K - $17K
13.9K $160K
WSO
Watsco Inc

Industrials
-36
- 5.59%
$466.57 - $568.78 $16.8K - $20.5K
608 $288K
CRAI
Cra International, Inc.

Industrials
-426
- 9.55%
$168.27 - $206.55 $71.7K - $88K
4.03K $755K
DOV
Dover Corp

Industrials
-114
- 6.97%
$184.72 - $206.51 $21.1K - $23.5K
1.52K $285K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-784
- 5.06%
$24.55 - $25.16 $19.2K - $19.7K
14.7K $362K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
-1.1K
- 5.21%
$18.43 - $19.57 $20.2K - $21.4K
19.9K $375K
LUMN
Lumen Technologies, Inc.

Communication Services
-407
- 3.04%
$5.31 - $10.12 $2.16K - $4.12K
13K $68K
WCN
Waste Connections, Inc.

Industrials
-84
- 5.48%
$171.06 - $193.25 $14.4K - $16.2K
1.45K $248K
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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