Arkadios Wealth Advisors Purchases in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.73K
New
$48.02 - $53.02 $275K - $304K
5.73K $283K
WM
Waste Management Inc

Industrials
298
+ 4.19%
$200.54 - $233.78 $59.8K - $69.7K
7.42K $1.72M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
13.6K
New
$20.7 - $21.15 $281K - $287K
13.6K $280K
STM
St Microelectronics N.V.

Technology
12.7K
New
$21.64 - $28.22 $274K - $357K
12.7K $278K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.61K
+ 88.07%
$119.38 - $161.42 $312K - $422K
5.58K $666K
MPC
Marathon Petroleum Corp

Energy
1.46K
+ 14.91%
$134.72 - $159.03 $197K - $232K
11.3K $1.64M
DVY
Ishares Tr

ETFs
1.84K
+ 21.58%
$128.58 - $138.1 $237K - $255K
10.4K $1.39M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
5.88K
New
$46.12 - $52.9 $271K - $311K
5.88K $273K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
8.41K
+ 10.84%
$42.86 - $45.92 $360K - $386K
85.9K $3.73M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
3.55K
New
$75.92 - $84.67 $270K - $301K
3.55K $272K
HYG
Ishares Tr

ETFs
3.37K
+ 21.05%
$78.51 - $80.11 $265K - $270K
19.4K $1.53M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.38K
New
$77.7 - $78.94 $262K - $267K
3.38K $266K
ABEV
Ambev S.A.

Consumer Defensive
113K
New
$1.77 - $2.37 $201K - $269K
113K $264K
HALO
Halozyme Therapeutics, Inc.

Healthcare
4.13K
New
$47.74 - $65.16 $197K - $269K
4.13K $263K
IRT
Independence Realty Trust, Inc.

Real Estate
12.4K
New
$18.23 - $21.8 $226K - $271K
12.4K $263K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
9.53K
+ 2.68%
$91.45 - $100.11 $872K - $954K
366K $34.2M
NOC
Northrop Grumman Corp

Industrials
352
+ 18.59%
$433.45 - $513.82 $153K - $181K
2.25K $1.15M
CME
Cme Group Inc.

Financial Services
805
+ 57.38%
$225.82 - $266.54 $182K - $215K
2.21K $585K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
409
New
$634.14 - $744.83 $259K - $305K
409 $259K
MCHP
Microchip Technology Inc

Technology
5.33K
New
$48.41 - $64.3 $258K - $343K
5.33K $258K
HUM
Humana Inc

Healthcare
974
New
$249.11 - $303.11 $243K - $295K
974 $257K
SPMD
Spdr Portfolio

ETFs
5.76K
+ 52.45%
$50.21 - $57.73 $289K - $333K
16.8K $857K
BP
Bp PLC

Energy
1.7K
+ 3.61%
$29.93 - $35.31 $50.8K - $59.9K
48.7K $1.65M
MKC
Mccormick & CO Inc

Consumer Defensive
3.12K
New
$71.24 - $84.73 $222K - $264K
3.12K $256K
OEF
Ishares S&P 100 ETF

ETFs
959
+ 53.55%
N/A
2.75K $731K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.56K
New
$34.58 - $45.97 $192K - $256K
5.56K $255K
ELAN
Elanco Animal Health Inc

Healthcare
24.3K
New
$10.04 - $12.47 $244K - $303K
24.3K $254K
NI
Nisource Inc.

Utilities
6.26K
New
$35.57 - $41.23 $223K - $258K
6.26K $251K
TSCO
Tractor Supply CO

Consumer Cyclical
4.35K
+ 79.31%
$51.66 - $57.94 $225K - $252K
9.83K $541K
SCHO
Schwab Short Term Us Treasury

ETFs
10.3K
New
$24.1 - $24.34 $248K - $250K
10.3K $250K
SBUX
Starbucks Corp

Consumer Cyclical
1.88K
+ 19.72%
$91.75 - $115.81 $172K - $217K
11.4K $1.12M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.88K
+ 12.43%
$50.48 - $51.04 $246K - $249K
44.1K $2.24M
APA
Apa Corp

Energy
13.7K
+ 68.37%
$18.54 - $25.45 $253K - $348K
33.7K $707K
TJX
Tjx Companies Inc

Consumer Cyclical
1.8K
+ 7.0%
$112.81 - $126.16 $203K - $227K
27.5K $3.35M
BR
Broadridge Financial Solutions, Inc.

Technology
1.01K
New
$221.46 - $244.83 $223K - $247K
1.01K $244K
IYR
Ishares Tr

ETFs
2.54K
New
$89.49 - $98.98 $227K - $251K
2.54K $243K
SNX
Td Synnex Corp

Technology
2.33K
New
$103.96 - $144.69 $243K - $338K
2.33K $242K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
9.7K
New
$24.21 - $25.09 $235K - $243K
9.7K $242K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.45K
+ 37.75%
$54.25 - $57.64 $241K - $256K
16.2K $894K
AGZ
Ishares Agency Bond ETF

ETFs
2.21K
New
$107.46 - $109.48 $238K - $242K
2.21K $241K
CVNA
Carvana Co.

Consumer Cyclical
1.16K
New
$166.52 - $285.33 $192K - $330K
1.16K $241K
ADM
Archer Daniels Midland CO

Consumer Defensive
5.01K
New
$45.22 - $52.17 $226K - $261K
5.01K $240K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.5K
+ 51.65%
$20.05 - $20.4 $231K - $235K
33.8K $686K
LEN
Lennar Corp

Consumer Cyclical
2.42K
+ 126.51%
$113.93 - $141.54 $276K - $343K
4.34K $498K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
5.64K
New
$39.65 - $43.35 $224K - $244K
5.64K $237K
IBB
Ishares Biotechnology ETF

ETFs
2K
+ 48.8%
$127.9 - $140.56 $255K - $281K
6.09K $778K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.38K
New
$96.9 - $104.39 $230K - $248K
2.38K $236K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
6.62K
New
$34.14 - $37.91 $226K - $251K
6.62K $236K
LKFN
Lakeland Financial Corp

Financial Services
3.94K
New
$59.44 - $69.54 $234K - $274K
3.94K $234K
Activity Summary
Buys All Purchases 881 New Holdings 245 Increased Positions 636 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 15 Puts 5
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