Arkadios Wealth Advisors Sells in Q4 2024

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-32
- 8.47%
$1146.59 - $1270.6 $36.7K - $40.7K
346 $410K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-66
- 0.21%
$28.6 - $29.27 $1.89K - $1.93K
31.8K $911K
OCCI
Ofs Credit Company, Inc.

Financial Services
-2.04K
- 5.99%
$6.94 - $7.57 $14.2K - $15.5K
32K $227K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-2.18K
- 1.2%
$15.9 - $17.05 $34.7K - $37.2K
179K $2.98M
WELL
Welltower Inc.

Real Estate
-68
- 1.05%
$123.11 - $139.3 $8.37K - $9.47K
6.42K $808K
FITB
Fifth Third Bancorp

Financial Services
-433
- 5.78%
$41.76 - $48.44 $18.1K - $21K
7.05K $298K
FISV
Fiserv Inc

Technology
-173
- 6.87%
N/A
2.34K $293K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-209
- 4.15%
$86.65 - $94.9 $18.1K - $19.8K
4.82K $419K
YMAR
First Tr Ex Tr Viii Cboe Vest
-148
- 1.23%
$22.79 - $24.1 $3.37K - $3.57K
11.9K $271K
SYK
Stryker Corp

Healthcare
-52
- 7.1%
$345.14 - $392.15 $17.9K - $20.4K
680 $244K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-523
- 2.47%
$12.43 - $13.36 $6.5K - $6.99K
20.6K $258K
CHKP
Check Point Software Technologies LTD

Technology
-33
- 1.84%
$170.18 - $209.01 $5.62K - $6.9K
1.76K $328K
MGV
Vanguard Mega Cap Value

ETFs
-2
- 0.04%
$124.06 - $133.48 $248 - $267
4.87K $608K
HYLS
First Tr Tactical High Yield L

ETFs
-165
- 1.05%
$41.29 - $42.03 $6.81K - $6.93K
15.5K $641K
YUM
Yum Brands Inc

Consumer Cyclical
-16
- 0.63%
$130.36 - $139.54 $2.09K - $2.23K
2.52K $337K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-45
- 1.29%
$58.61 - $64.79 $2.64K - $2.92K
3.44K $201K
HWC
Hancock Whitney Corp

Financial Services
-542
- 12.33%
$49.12 - $61.04 $26.6K - $33.1K
3.86K $210K
VFC
V F Corp

Consumer Cyclical
-2.35K
- 9.74%
$16.7 - $22.59 $39.2K - $53K
21.8K $466K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-214
- 7.25%
$98.04 - $108.11 $21K - $23.1K
2.74K $278K
BLNK
Blink Charging Co.

Industrials
-5.1K
- 26.8%
$1.39 - $2.25 $7.09K - $11.5K
13.9K $19K
BBDC
Barings Bdc, Inc.

Financial Services
-727
- 2.72%
$9.27 - $10.33 $6.74K - $7.51K
26K $249K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-97
- 1.03%
$49.84 - $59.6 $4.83K - $5.78K
9.3K $493K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-82
- 1.19%
$45.38 - $46.88 $3.72K - $3.84K
6.79K $309K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-14
- 0.17%
$176.42 - $186.91 $2.47K - $2.62K
8.16K $1.45M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-4
- 0.48%
$408.59 - $476.19 $1.63K - $1.9K
826 $346K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-24
- 0.34%
$90.66 - $99.46 $2.18K - $2.39K
7.1K $645K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-362
- 6.1%
$44.7 - $46.74 $16.2K - $16.9K
5.58K $257K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-172
- 8.67%
$129.96 - $144.97 $22.4K - $24.9K
1.81K $252K
KIE
Spdr S&P Insurance ETF

ETFs
-98
- 0.67%
$55.65 - $62.03 $5.45K - $6.08K
14.5K $821K
LYG
Lloyds Banking Group PLC

Financial Services
-841
- 6.17%
$2.67 - $3.23 $2.25K - $2.72K
12.8K $34K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-1.73K
- 11.59%
$1.07 - $1.47 $1.85K - $2.54K
13.2K $14K
REI
Ring Energy, Inc.

Energy
-2.42K
- 16.93%
$1.22 - $1.8 $2.95K - $4.35K
11.9K $16K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-127
- 7.18%
$153.8 - $176.52 $19.5K - $22.4K
1.64K $272K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-57
- 1.93%
N/A
2.89K $247K
NJUL
Innovator Growth 100 Power Buf

Technology
-220
- 4.5%
$60.22 - $63.94 $13.2K - $14.1K
4.66K $292K
ARCC
Ares Capital Corp

Financial Services
-5.36K
- 4.57%
$20.74 - $22.27 $111K - $119K
112K $2.45M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-211
- 0.89%
$20.6 - $20.71 $4.35K - $4.37K
23.4K $483K
KMX
Carmax Inc

Consumer Cyclical
-201
- 7.05%
$71.11 - $87.2 $14.3K - $17.5K
2.65K $216K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-76
- 0.98%
$125.5 - $148.67 $9.54K - $11.3K
7.66K $1.01M
FTSL
First Trust Senior Ln Fund

ETFs
-113
- 1.84%
$45.9 - $46.48 $5.19K - $5.25K
6.03K $278K
SLF
Sun Life Financial Inc

Financial Services
-129
- 3.65%
$55.43 - $62.69 $7.15K - $8.09K
3.4K $201K
OXLC
Oxford Lane Capital Corp.

Financial Services
-166
- 1.25%
$5.05 - $5.45 $838 - $905
13.1K $66K
OEF
Ishares S&P 100 ETF

ETFs
-11
- 0.61%
N/A
1.79K $476K
KEY
Keycorp

Financial Services
-419
- 3.19%
$16.21 - $19.97 $6.79K - $8.37K
12.7K $217K
UNIT
Uniti Group Inc.

Real Estate
-34
- 0.23%
$5.07 - $6.12 $172 - $208
14.5K $79K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.18K
- 5.2%
$8.24 - $11.07 $9.74K - $13.1K
21.6K $201K
DGX
Quest Diagnostics Inc

Healthcare
-1
- 0.02%
N/A
5.48K $750K
FSCO
Fs Cr Opportunities Corp Com
-2.87K
- 4.45%
N/A
61.7K $0
Annaly Capital Management Inc Com New
-6.67K
- 18.49%
N/A
29.4K $0
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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