Arkadios Wealth Advisors Purchases in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.58K
+ 11.07%
$49.78 - $53.19 $178K - $190K
35.9K $1.83M
IYF
Ishares Tr

ETFs
1.47K
+ 23.62%
$107.69 - $119.37 $158K - $175K
7.69K $867K
X
United States Steel Corp

Basic Materials
1
+ 0.0%
$30.47 - $43.0 $30.5 - $43
21.6K $914K
MBB
Ishares Tr

ETFs
1.37K
+ 5.82%
$90.37 - $94.08 $123K - $128K
24.8K $2.33M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
343
+ 11.93%
$208.48 - $244.03 $71.5K - $83.7K
3.22K $785K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.11K
+ 46.59%
$156.61 - $168.02 $173K - $186K
3.48K $559K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.76K
+ 51.04%
$57.44 - $59.4 $159K - $164K
8.17K $485K
HCA
Hca Healthcare, Inc.

Healthcare
45
+ 1.31%
$296.7 - $345.55 $13.4K - $15.5K
3.48K $1.2M
SWK
Stanley Black & Decker, Inc.

Industrials
2.43K
+ 45.76%
$76.43 - $90.41 $186K - $220K
7.75K $595K
ETR
Entergy Corp

Utilities
1.27K
+ 21.98%
$75.26 - $87.89 $95.7K - $112K
7.06K $603K
HEFA
Ishares Currency Hedged Msci E

ETFs
3.98K
+ 34.7%
$34.83 - $37.52 $139K - $149K
15.5K $560K
SOXX
Ishares Semiconductor ETF

ETFs
1.01K
+ 100.4%
$188.17 - $235.81 $189K - $237K
2.01K $377K
RIO
Rio Tinto PLC

Basic Materials
2.62K
+ 70.25%
$58.19 - $64.29 $152K - $168K
6.35K $381K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
5.32K
+ 16.74%
$28.55 - $29.09 $152K - $155K
37.1K $1.07M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.88K
+ 14.52%
$114.9 - $139.6 $330K - $401K
22.7K $2.66M
ALLE
Allegion PLC

Industrials
1.18K
+ 55.83%
$123.79 - $135.5 $146K - $160K
3.3K $430K
RIOT
Riot Blockchain, Inc.

Technology
21.5K
New
$7.12 - $13.54 $153K - $292K
21.5K $153K
NUE
Nucor Corp

Basic Materials
1.18K
+ 45.85%
$114.48 - $142.52 $135K - $168K
3.74K $450K
BEP
Brookfield Renewable Partners L.P.

Utilities
8.19K
+ 15.63%
$20.03 - $23.79 $164K - $195K
60.6K $1.34M
TRV
Travelers Companies, Inc.

Financial Services
445
+ 36.03%
$232.43 - $265.13 $103K - $118K
1.68K $444K
IWB
Ishares Tr Russell 1000 ETF

ETFs
720
+ 14.98%
$302.31 - $337.54 $218K - $243K
5.53K $1.7M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
5.56K
+ 41.76%
$30.75 - $33.98 $171K - $189K
18.9K $587K
GWRE
Guidewire Software, Inc.

Technology
485
+ 17.53%
$166.74 - $218.22 $80.9K - $106K
3.25K $609K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.85K
+ 5.27%
$25.77 - $27.6 $99.1K - $106K
76.8K $2.04M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
23.1K
New
$5.93 - $6.2 $137K - $143K
23.1K $138K
EMB
Ishares Tr

ETFs
1.46K
+ 51.5%
$88.64 - $92.03 $129K - $134K
4.3K $389K
KIE
Spdr S&P Insurance ETF

ETFs
1.26K
+ 8.7%
$54.24 - $60.81 $68.6K - $76.9K
15.8K $956K
ARCC
Ares Capital Corp

Financial Services
4.73K
+ 4.22%
$21.28 - $23.81 $101K - $113K
117K $2.59M
VICI
Vici Properties Inc.

Real Estate
2.66K
+ 18.74%
$28.21 - $32.68 $75K - $86.9K
16.8K $549K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.21K
+ 7.43%
$59.78 - $60.03 $132K - $133K
32K $1.91M
EXC
Exelon Corp

Utilities
1.32K
+ 17.24%
$37.3 - $46.08 $49.2K - $60.7K
8.96K $413K
NOCT
Innovator Growth 100 Power Buf

ETFs
2.67K
+ 61.54%
$49.54 - $52.84 $132K - $141K
7.01K $348K
AMD
Advanced Micro Devices Inc

Technology
4.32K
+ 24.49%
$96.63 - $129.55 $417K - $559K
21.9K $2.25M
GOLD
Barrick Gold Corp

Basic Materials
3.08K
+ 21.23%
$15.45 - $19.56 $47.6K - $60.3K
17.6K $342K
DOV
Dover Corp

Industrials
759
+ 49.87%
$174.65 - $206.43 $133K - $157K
2.28K $400K
BTBT
Bit Digital, Inc

Financial Services
55.4K
New
$2.02 - $3.88 $112K - $215K
55.4K $111K
VEEV
Veeva Systems Inc

Healthcare
193
+ 6.2%
$210.58 - $246.8 $40.6K - $47.6K
3.31K $765K
MSCI
Msci Inc.

Financial Services
217
+ 56.66%
$541.46 - $628.34 $117K - $136K
600 $339K
ET
Energy Transfer LP

Energy
11.7K
+ 10.67%
$17.26 - $21.08 $202K - $247K
122K $2.26M
CYBR
Cyber Ark Software Ltd.

Technology
295
+ 19.91%
$312.8 - $414.31 $92.3K - $122K
1.78K $600K
CHKP
Check Point Software Technologies LTD

Technology
151
+ 8.57%
$179.88 - $231.31 $27.2K - $34.9K
1.91K $435K
BOTZ
Global X Fds

ETFs
5.61K
+ 35.54%
$28.46 - $34.53 $160K - $194K
21.4K $608K
WHR
Whirlpool Corp

Consumer Cyclical
5.81K
+ 33.76%
$88.58 - $133.14 $515K - $774K
23K $2.07M
GS
Goldman Sachs Group Inc

Financial Services
467
+ 8.1%
$524.81 - $672.19 $245K - $314K
6.23K $3.41M
PSEC
Prospect Capital Corp

Financial Services
25.4K
+ 213.71%
$4.1 - $4.45 $104K - $113K
37.3K $153K
KULR
Kulr Technology Group, Inc.

Technology
78K
New
$1.13 - $3.47 $88.1K - $271K
78K $102K
DPZ
Dominos Pizza Inc

Consumer Cyclical
148
+ 17.92%
$402.33 - $489.71 $59.5K - $72.5K
974 $447K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.15K
+ 39.81%
N/A
4.04K $346K
PSA
Public Storage

Real Estate
330
+ 23.83%
$288.99 - $313.98 $95.4K - $104K
1.72K $513K
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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