Arkadios Wealth Advisors Purchases in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
1.96K
+ 17.82%
$96.1 - $106.37 $189K - $209K
13K $1.3M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.7K
+ 50.73%
$19.43 - $19.62 $227K - $229K
34.7K $680K
LNT
Alliant Energy Corp

Utilities
3.61K
New
$56.66 - $66.04 $204K - $238K
3.61K $231K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
10.5K
+ 21.57%
$13.04 - $17.59 $137K - $184K
59K $904K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.8K
+ 25.11%
$91.76 - $103.26 $257K - $289K
13.9K $1.29M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.8K
+ 51.1%
$19.42 - $19.54 $228K - $230K
34.7K $676K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
11.1K
+ 47.27%
$20.64 - $20.73 $228K - $229K
34.5K $712K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.08K
New
$106.46 - $114.75 $221K - $239K
2.08K $229K
MTB
M&T Bank Corp

Financial Services
1.25K
New
$170.47 - $201.98 $213K - $252K
1.25K $223K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.01K
+ 77.4%
$105.1 - $109.61 $211K - $220K
4.6K $499K
WFC
Wells Fargo & Company

Financial Services
2.61K
+ 11.81%
$66.78 - $81.42 $174K - $213K
24.7K $1.77M
TRGP
Targa Resources Corp.

Energy
1.1K
New
$178.44 - $217.22 $197K - $240K
1.1K $221K
GM
General Motors CO

Consumer Cyclical
6.69K
+ 44.88%
$45.22 - $54.92 $303K - $367K
21.6K $1.02M
BBY
Best Buy CO Inc

Consumer Cyclical
3.56K
+ 106.62%
$70.3 - $91.1 $250K - $324K
6.9K $507K
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.59K
New
$82.77 - $101.84 $214K - $264K
2.59K $218K
TDIV
First Trust Nasdaq Technology

ETFs
3.29K
+ 63.46%
$73.39 - $83.95 $241K - $276K
8.47K $623K
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.64K
New
$58.79 - $65.0 $214K - $236K
3.64K $216K
SLM
Slm Corp

Financial Services
7.38K
New
$26.95 - $32.54 $199K - $240K
7.38K $216K
IVT
Inven Trust Properties Corp.

Real Estate
7.34K
New
$28.36 - $30.77 $208K - $226K
7.34K $215K
PDI
Pimco Dynamic Income Fund

Financial Services
10.9K
New
$18.51 - $20.05 $201K - $218K
10.9K $215K
EOG
Eog Resources Inc

Energy
1.15K
+ 9.52%
$120.54 - $138.05 $138K - $158K
13.2K $1.69M
KFY
Korn Ferry

Industrials
3.15K
New
$62.52 - $71.6 $197K - $226K
3.15K $213K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
11.3K
+ 47.11%
$18.18 - $18.58 $205K - $210K
35.2K $652K
GXO
Gxo Logistics, Inc.

Industrials
6.16K
+ 94.8%
$36.31 - $46.18 $224K - $284K
12.7K $494K
IBN
Icici Bank LTD

Financial Services
6.71K
New
$27.55 - $31.67 $185K - $212K
6.71K $211K
MELI
Mercadolibre Inc

Consumer Cyclical
108
New
$1739.0 - $2260.0 $188K - $244K
108 $210K
PAYC
Paycom Software, Inc.

Technology
541
+ 8.02%
$199.42 - $225.82 $108K - $122K
7.29K $1.59M
AZZ
Azz Inc

Industrials
2.51K
New
$82.13 - $99.01 $206K - $248K
2.51K $209K
IYJ
Ishares Tr

ETFs
1.68K
+ 52.53%
$127.48 - $142.0 $214K - $239K
4.88K $635K
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.39K
+ 45.92%
$46.82 - $47.8 $206K - $210K
14K $657K
IR
Ingersoll Rand Inc.

Industrials
2.58K
New
$79.44 - $94.23 $205K - $243K
2.58K $206K
AN
Autonation, Inc.

Consumer Cyclical
1.27K
New
$156.67 - $195.15 $199K - $248K
1.27K $205K
PVH
Pvh Corp.

Consumer Cyclical
3.17K
New
$63.81 - $107.78 $202K - $342K
3.17K $205K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.2K
New
$37.07 - $40.63 $193K - $211K
5.2K $204K
ITB
Ishares Tr

ETFs
2.15K
New
$93.86 - $111.45 $201K - $239K
2.15K $204K
TDG
Trans Digm Group Inc

Industrials
147
New
$1251.32 - $1394.11 $184K - $205K
147 $203K
FLIN
Franklin Templeton ETF Tr

ETFs
5.5K
New
$34.0 - $38.4 $187K - $211K
5.5K $202K
TDY
Teledyne Technologies Inc

Technology
405
New
$455.51 - $518.84 $184K - $210K
405 $201K
LVHD
Franklin U.S. Low Volatility H

ETFs
4.13K
+ 39.46%
$37.44 - $41.02 $155K - $169K
14.6K $598K
IDU
Ishares Tr U S Utils ETF

ETFs
1.75K
+ 45.73%
$95.33 - $102.77 $167K - $180K
5.57K $564K
SUI
Sun Communities Inc

Real Estate
1.27K
+ 21.79%
$120.53 - $136.43 $154K - $174K
7.12K $916K
HST
Host Hotels & Resorts, Inc.

Real Estate
13.8K
New
$14.21 - $17.45 $196K - $240K
13.8K $195K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.09K
+ 16.44%
$51.45 - $58.51 $416K - $473K
57.3K $2.97M
LHX
L3 Harris Technologies, Inc.

Industrials
921
+ 63.43%
$194.65 - $222.86 $179K - $205K
2.37K $496K
DHR
Danaher Corp

Healthcare
1.33K
+ 39.64%
$201.62 - $250.59 $268K - $333K
4.69K $960K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.69K
+ 32.95%
$104.89 - $113.56 $177K - $192K
6.81K $725K
FTNT
Fortinet, Inc.

Technology
1.21K
+ 3.13%
$92.49 - $114.57 $111K - $138K
39.7K $3.82M
FANG
Diamondback Energy, Inc.

Energy
1.29K
+ 23.35%
$139.9 - $180.18 $180K - $232K
6.79K $1.09M
CAH
Cardinal Health Inc

Healthcare
1.03K
+ 50.2%
$118.02 - $137.77 $121K - $142K
3.08K $424K
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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