Arq Wealth Advisors, LLC Incresed Positions in Q4 2024

Arq Wealth Advisors, LLC

  • $255 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.16K
+ 10.51%
$221.69 - $259.02 $478K - $559K
22.7K $5.68M
AUSF
Global X Fds Adaptive U S Fact

ETFs
19.4K
+ 16.16%
$41.71 - $45.09 $810K - $875K
140K $5.86M
MGV
Vanguard Mega Cap Value

ETFs
7.06K
+ 8.74%
$124.06 - $133.48 $875K - $942K
87.8K $11M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
8.92K
+ 68.69%
$56.06 - $61.35 $500K - $547K
21.9K $1.24M
AVUV
American Centy ETF Tr Avantis

ETFs
4.21K
+ 3.97%
$94.37 - $106.41 $398K - $448K
110K $10.7M
RECS
Columbia ETF Tr I

ETFs
9.36K
+ 5.2%
$33.61 - $36.42 $314K - $341K
189K $6.55M
QWLD
Spdr Index Shs Fds

ETFs
3.63K
+ 39.92%
$123.39 - $130.49 $447K - $473K
12.7K $1.57M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
2.99K
+ 11.45%
$154.42 - $163.91 $462K - $490K
29.1K $4.51M
GOOG
Alphabet Inc.

Communication Services
1.4K
+ 39.28%
$163.08 - $198.16 $228K - $277K
4.96K $945K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
4.51K
+ 3.68%
N/A
127K $9.5M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
11.7K
+ 12.61%
$17.93 - $18.8 $210K - $220K
104K $1.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
688
+ 0.6%
$66.77 - $71.52 $45.9K - $49.2K
116K $7.97M
HEQT
Simplify Exchange Traded Fds H
2.27K
+ 0.95%
$28.73 - $30.22 $65.3K - $68.7K
242K $7.13M
SVOL
Simplify ETF Simplify Volatili

ETFs
12.1K
+ 21.66%
$20.4 - $21.93 $247K - $265K
67.9K $1.41M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.54K
+ 9.81%
$126.68 - $134.74 $195K - $207K
17.2K $2.2M
EMLP
First Tr Exchange Traded Iv

ETFs
2.29K
+ 5.5%
$33.69 - $38.24 $77K - $87.5K
43.9K $1.56M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.12K
+ 17.23%
$67.29 - $73.38 $278K - $303K
28.1K $1.9M
JPMB
J P Morgan Usd Emerging Market

ETFs
5.95K
+ 18.59%
$38.04 - $40.49 $226K - $241K
37.9K $1.44M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
5.23K
+ 2.6%
$49.39 - $52.31 $258K - $273K
207K $10.3M
META
Meta Platforms, Inc.

Communication Services
200
+ 36.3%
$554.08 - $632.68 $111K - $127K
751 $442K
AMZN
Amazon Com Inc

Consumer Cyclical
118
+ 4.25%
$180.88 - $232.93 $21.3K - $27.5K
2.89K $634K
IVV
Ishares Core S&P 500 ETF

ETFs
121
+ 3.63%
$570.51 - $610.59 $69K - $73.9K
3.46K $2.03M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
10K
+ 13.89%
$20.04 - $22.53 $201K - $226K
82.4K $1.66M
FYLD
Cambria Foreign Shareholder Yi

ETFs
9.54K
+ 17.29%
$24.86 - $27.99 $237K - $267K
64.7K $1.63M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6
+ 0.08%
$58.39 - $67.04 $350 - $402
7.55K $478K
AIQ
Global X Funds Global X Artifi

ETFs
295
+ 2.42%
$36.57 - $40.57 $10.8K - $12K
12.5K $482K
PPA
Invesco Exchange Traded Fd Tr

ETFs
272
+ 6.79%
$113.79 - $124.5 $31K - $33.9K
4.28K $490K
SPY
Spdr S&P 500 ETF Trust

ETFs
16
+ 0.96%
$567.81 - $607.81 $9.08K - $9.72K
1.68K $981K
KAPR
Innovator U.S. Small Cap Power

ETFs
779
+ 12.3%
$32.06 - $34.27 $25K - $26.7K
7.11K $232K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
278
+ 3.46%
N/A
8.31K $713K
FIW
First Trust Water ETF

ETFs
498
+ 12.15%
$102.02 - $110.91 $50.8K - $55.2K
4.6K $469K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
7.64K
+ 13.94%
N/A
62.4K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
1.59K
+ 15.09%
N/A
12.1K $0
DGT
Spdr Global Dow ETF
535
+ 9.71%
N/A
6.05K $0
IVE
Ishares S&P 500 Value ETF

ETFs
69
+ 1.95%
$189.5 - $206.17 $13.1K - $14.2K
3.61K $688K
MELI
Mercadolibre Inc

Consumer Cyclical
24
+ 16.0%
$1666.0 - $2117.3 $40K - $50.8K
174 $295K
XCEM
Columbia ETF Tr Ii

ETFs
13.2K
+ 10.08%
$29.6 - $32.67 $391K - $432K
144K $4.27M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.69K
+ 80.93%
$25.33 - $51.16 $93.5K - $189K
8.26K $213K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.83K
+ 6.18%
$55.45 - $61.08 $157K - $173K
48.5K $2.69M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.2K
+ 82.37%
$18.41 - $40.87 $262K - $582K
31.5K $583K
EMGF
Ishares Msci Emerging Markets

ETFs
2.5K
+ 2.68%
$45.23 - $51.49 $113K - $129K
95.8K $4.33M
AVEM
American Centy ETF Tr Avantis

ETFs
1.61K
+ 2.19%
$58.59 - $66.14 $94K - $106K
75K $4.41M
Activity Summary
Buys All Purchases 56 New Holdings 13 Increased Positions 43 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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