Arkadios Wealth Advisors Purchases in Q2 2025

Arkadios Wealth Advisors

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
783
+ 22.48%
$141.87 - $164.49 $111K - $129K
4.27K $701K
HCA
Hca Healthcare, Inc.

Healthcare
21
+ 0.6%
$317.61 - $387.52 $6.67K - $8.14K
3.5K $1.34M
FEX
First Tr Large Cap Core Alphde

ETFs
37
+ 0.21%
$90.17 - $109.96 $3.34K - $4.07K
17.8K $1.96M
PGR
Progressive Corp

Financial Services
703
+ 21.73%
$255.27 - $288.74 $179K - $203K
3.94K $1.05M
GIL
Gildan Activewear Inc.

Consumer Cyclical
2.11K
+ 33.26%
$37.68 - $50.22 $79.4K - $106K
8.44K $415K
BOTZ
Global X Fds

ETFs
1.35K
+ 6.31%
$24.51 - $32.65 $33.1K - $44K
22.7K $742K
HYG
Ishares Tr

ETFs
1.23K
+ 6.33%
$75.75 - $80.65 $92.9K - $99K
20.6K $1.66M
TROW
Price T Rowe Group Inc

Financial Services
852
+ 8.39%
$80.27 - $98.06 $68.4K - $83.5K
11K $1.06M
DK
Delek Us Holdings, Inc.

Energy
254
+ 1.25%
$11.55 - $22.77 $2.93K - $5.78K
20.5K $434K
ARCC
Ares Capital Corp

Financial Services
6.92K
+ 5.93%
$18.91 - $22.43 $131K - $155K
124K $2.72M
ENB
Enbridge Inc

Energy
2.47K
+ 20.92%
$41.09 - $47.16 $101K - $116K
14.3K $646K
GBIL
Goldman Sachs Access Treasury

ETFs
1.23K
+ 38.4%
$99.83 - $100.19 $123K - $123K
4.43K $443K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.33K
+ 2.61%
$45.12 - $46.23 $105K - $108K
91.6K $4.24M
ECL
Ecolab Inc.

Basic Materials
179
+ 3.95%
$225.65 - $270.95 $40.4K - $48.5K
4.72K $1.27M
VLO
Valero Energy Corp

Energy
754
+ 9.54%
$104.69 - $141.77 $78.9K - $107K
8.66K $1.16M
MAIN
Main Street Capital Corp

Financial Services
639
+ 2.0%
$49.15 - $59.32 $31.4K - $37.9K
32.6K $1.93M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.16K
+ 9.97%
$96.84 - $99.46 $112K - $115K
12.8K $1.27M
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.18K
+ 8.58%
$30.7 - $44.12 $36.1K - $51.8K
14.9K $646K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
1.84K
+ 20.49%
$30.25 - $38.85 $55.5K - $71.3K
10.8K $418K
ROST
Ross Stores, Inc.

Consumer Cyclical
933
+ 6.01%
$126.62 - $154.26 $118K - $144K
16.5K $2.1M
EXR
Extra Space Storage Inc.

Real Estate
855
+ 6.82%
$126.61 - $152.99 $108K - $131K
13.4K $1.97M
D
Dominion Energy, Inc

Utilities
1.79K
+ 7.04%
$49.66 - $58.0 $88.8K - $104K
27.2K $1.54M
WM
Waste Management Inc

Industrials
579
+ 7.81%
$216.47 - $242.1 $125K - $140K
8K $1.83M
ICLR
Icon PLC

Healthcare
2.35K
+ 30.07%
$126.62 - $168.7 $298K - $397K
10.2K $1.48M
MELI
Mercadolibre Inc

Consumer Cyclical
15
+ 13.89%
$1794.73 - $2613.63 $26.9K - $39.2K
123 $321K
HNDL
Strategy Shs

ETFs
4.83K
+ 50.56%
$19.2 - $21.66 $92.8K - $105K
14.4K $311K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.03K
+ 14.91%
$20.16 - $20.49 $101K - $103K
38.8K $794K
SNPS
Synopsys Inc

Technology
69
+ 8.02%
$380.9 - $517.66 $26.3K - $35.7K
929 $476K
HQY
Healthequity, Inc.

Healthcare
446
+ 12.09%
$76.77 - $113.06 $34.2K - $50.4K
4.14K $433K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.77K
+ 9.72%
$33.46 - $38.01 $59.2K - $67.3K
20K $759K
CNI
Canadian National Railway CO

Industrials
833
+ 25.93%
$92.66 - $108.13 $77.2K - $90.1K
4.05K $420K
OTIS
Otis Worldwide Corp

Industrials
1.33K
+ 21.57%
$90.88 - $104.3 $121K - $139K
7.51K $744K
IXUS
Ishares Tr

ETFs
402
+ 4.05%
$62.37 - $77.63 $25.1K - $31.2K
10.3K $799K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
4.09K
+ 23.65%
$25.85 - $26.19 $106K - $107K
21.4K $555K
ORCC
Owl Rock Capital Corp

Financial Services
7.74K
+ 5.12%
N/A
159K $2.13M
SOXX
Ishares Semiconductor ETF

ETFs
7
+ 0.35%
$154.86 - $239.07 $1.08K - $1.67K
2.01K $480K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.64K
+ 62.16%
$53.23 - $70.65 $140K - $186K
6.88K $398K
IFV
First Trust Dorsey Wright Inte

ETFs
326
+ 1.05%
$17.98 - $22.92 $5.86K - $7.47K
31.5K $721K
AZN
Astrazeneca PLC

Healthcare
1.88K
+ 20.23%
$64.87 - $75.0 $122K - $141K
11.2K $782K
CPER
United States Copper Index Fun

ETFs
2.96K
+ 2.69%
$25.72 - $31.7 $76.2K - $93.9K
113K $3.57M
WDAY
Workday, Inc.

Technology
317
+ 9.39%
$210.47 - $274.71 $66.7K - $87.1K
3.69K $886K
MFA
Mfa Financial, Inc.

Real Estate
10.4K
New
$8.17 - $10.35 $85.3K - $108K
10.4K $98K
IBB
Ishares Biotechnology ETF

ETFs
828
+ 13.6%
$112.02 - $129.0 $92.8K - $107K
6.92K $875K
AI
C3.Ai, Inc.

Technology
1.28K
+ 7.1%
$18.24 - $27.8 $23.4K - $35.6K
19.3K $474K
RIOT
Riot Blockchain, Inc.

Technology
377
+ 1.75%
$6.29 - $11.3 $2.37K - $4.26K
21.9K $247K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.46K
+ 16.17%
$66.5 - $71.25 $97.4K - $104K
10.5K $731K
TDG
Trans Digm Group Inc

Industrials
48
+ 32.65%
$1231.75 - $1520.64 $59.1K - $73K
195 $296K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
8.36K
+ 12.2%
$14.92 - $20.09 $125K - $168K
76.9K $1.23M
EFX
Equifax Inc

Industrials
262
+ 17.27%
$205.5 - $280.54 $53.8K - $73.5K
1.78K $461K
Activity Summary
Buys All Purchases 933 New Holdings 192 Increased Positions 741 Sells All Sells 259 Reductions 259 Sold out 0 Options Calls 51 Puts 19
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