Arq Wealth Advisors, LLC Sells in Q4 2024

Arq Wealth Advisors, LLC

  • $255 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-224K
- 49.85%
$34.13 - $37.35 $7.65M - $8.38M
226K $7.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-45.7K
- 44.35%
$176.42 - $186.91 $8.07M - $8.55M
57.4K $10.2M
AVDE
American Centy ETF Tr Avantis

ETFs
-26.1K
- 17.18%
$60.9 - $66.69 $1.59M - $1.74M
126K $7.72M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-12.7K
- 20.29%
$58.46 - $65.6 $744K - $835K
50K $2.93M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-19.8K
- 16.87%
$38.37 - $42.82 $760K - $848K
97.6K $3.75M
VEA
Vanguard Ftse Developed Market

ETFs
-7.29K
- 7.81%
$47.57 - $52.44 $347K - $382K
86K $4.11M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-10.2K
- 35.97%
$41.16 - $44.07 $419K - $449K
18.1K $762K
OMFL
Invesco Exchange Traded Self I

ETFs
-7.01K
- 53.91%
$52.49 - $56.58 $368K - $397K
5.99K $324K
AVUS
American Centy ETF Tr Avantis

ETFs
-4.89K
- 3.65%
$94.36 - $102.06 $462K - $499K
129K $12.5M
MSFT
Microsoft Corp

Technology
-356
- 5.33%
$406.35 - $454.46 $145K - $162K
6.33K $2.67M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-1K
- 26.57%
$164.89 - $177.66 $165K - $178K
2.77K $456K
VXF
Vanguard Extended Market ETF

ETFs
-1.45K
- 11.28%
$179.17 - $207.15 $259K - $299K
11.4K $2.16M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-834
- 0.55%
$63.01 - $68.55 $52.6K - $57.2K
151K $9.53M
SPMD
Spdr Portfolio

ETFs
-2.55K
- 2.13%
$54.13 - $59.56 $138K - $152K
117K $6.4M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-928
- 5.39%
$201.32 - $217.44 $187K - $202K
16.3K $3.37M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-613
- 17.4%
$75.65 - $83.47 $46.4K - $51.2K
2.91K $221K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-993
- 12.49%
$78.43 - $87.17 $77.9K - $86.6K
6.96K $558K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-211
- 3.07%
$75.1 - $82.99 $15.8K - $17.5K
6.66K $503K
LLY
Eli Lilly & CO

Healthcare
-2
- 0.54%
$727.2 - $932.06 $1.45K - $1.86K
370 $285K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-77
- 11.21%
$442.29 - $483.08 $34.1K - $37.2K
610 $276K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-625
- 2.57%
$61.68 - $67.87 $38.6K - $42.4K
23.7K $1.48M
VIG
Vanguard Dividend Appreciation

ETFs
-125
- 1.52%
N/A
8.1K $1.48M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-287
- 7.93%
$65.67 - $69.79 $18.8K - $20K
3.33K $223K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-92
- 2.39%
$90.66 - $99.46 $8.34K - $9.15K
3.75K $340K
V
Visa Inc.

Financial Services
-185
- 16.0%
$273.87 - $320.91 $50.7K - $59.4K
971 $306K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-25
- 1.82%
$174.22 - $187.62 $4.36K - $4.69K
1.35K $235K
IWM
Ishares Russell 2000 ETF

ETFs
-15
- 0.64%
$216.13 - $242.4 $3.24K - $3.64K
2.32K $512K
HIGH
Simplify Exchange Traded Fds E
-89.6K
- 39.77%
N/A
136K $0
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-42
- 0.74%
$69.3 - $74.3 $2.91K - $3.12K
5.63K $401K
GOOGL
Alphabet Inc.

Communication Services
-69
- 3.79%
$161.86 - $196.66 $11.2K - $13.6K
1.75K $331K
NVDA
Nvidia Corp

Technology
-1.24K
- 6.25%
$117.0 - $148.88 $145K - $184K
18.6K $2.49M
VUG
Vanguard Growth ETF

ETFs
-29
- 0.77%
$378.79 - $428.11 $11K - $12.4K
3.75K $1.54M
VTI
Vanguard Total Stock Market Et

ETFs
-143
- 0.5%
$280.04 - $302.45 $40K - $43.3K
28.7K $8.31M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-373
- 0.21%
$56.7 - $62.15 $21.1K - $23.2K
178K $10.4M
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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