Arkadios Wealth Advisors Purchases in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UL
Unilever PLC

Consumer Defensive
1.35K
+ 21.9%
$54.72 - $60.29 $74K - $81.6K
7.53K $448K
FCX
Freeport Mcmoran Inc

Basic Materials
2.73K
+ 7.43%
$34.5 - $43.01 $94.2K - $117K
39.5K $1.5M
AZN
Astrazeneca PLC

Healthcare
335
+ 3.73%
$65.37 - $77.96 $21.9K - $26.1K
9.31K $684K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.92K
+ 57.89%
$62.43 - $84.12 $120K - $161K
5.23K $340K
ADSK
Autodesk, Inc.

Technology
371
+ 14.32%
N/A
2.96K $728K
CUBE
Cube Smart

Real Estate
2.17K
+ 28.07%
$40.23 - $43.23 $87.1K - $93.6K
9.88K $421K
BHM
Bluerock Homes Trust, Inc.
18.9K
+ 28.51%
$11.18 - $13.41 $211K - $253K
85.2K $968K
SJNK
Spdr Bloomberg Short Term High

ETFs
3.62K
+ 18.81%
$25.08 - $25.64 $90.8K - $92.9K
22.9K $575K
EEM
Ishares Msci Emerging Markets

ETFs
1.67K
+ 20.88%
$40.81 - $45.34 $68.2K - $75.8K
9.68K $422K
RRC
Range Resources Corp

Energy
42
+ 0.19%
$35.22 - $41.29 $1.48K - $1.73K
21.6K $863K
OFC
Corporate Office Properties Trust

Real Estate
3.52K
+ 43.61%
N/A
11.6K $279K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.44K
+ 25.23%
$40.03 - $46.81 $138K - $161K
17.1K $696K
CLOI
Vaneck ETF Tr

ETFs
1.57K
+ 21.13%
$52.68 - $53.16 $82.8K - $83.6K
9.01K $476K
CB
Chubb LTD

Financial Services
103
+ 5.04%
$257.71 - $301.99 $26.5K - $31.1K
2.15K $647K
LNG
Cheniere Energy, Inc.

Energy
164
+ 6.17%
$209.32 - $253.66 $34.3K - $41.6K
2.82K $653K
EQR
Equity Residential

Real Estate
1.17K
+ 14.61%
$66.98 - $75.02 $78.3K - $87.7K
9.17K $656K
CSX
Csx Corp

Industrials
4.77K
+ 22.2%
$29.11 - $33.67 $139K - $161K
26.3K $773K
GTO
Invesco Actively Managed ETF T

ETFs
1.51K
+ 10.4%
$45.9 - $47.37 $69.4K - $71.6K
16K $752K
ENB
Enbridge Inc

Energy
1.27K
+ 12.03%
$41.54 - $45.45 $52.6K - $57.6K
11.8K $522K
ALL
Allstate Corp

Financial Services
24
+ 0.49%
$180.99 - $210.18 $4.34K - $5.04K
4.96K $1.03M
PAA
Plains All American Pipeline LP

Energy
159
+ 0.63%
$17.32 - $20.96 $2.75K - $3.33K
25.2K $504K
ETN
Eaton Corp PLC

Industrials
929
+ 31.28%
$271.83 - $371.23 $253K - $345K
3.9K $1.06M
PFE
Pfizer Inc

Healthcare
10.6K
+ 6.48%
$25.01 - $27.13 $264K - $287K
174K $4.4M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
1.57K
+ 6.64%
$46.53 - $53.12 $73.2K - $83.6K
25.2K $1.19M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
9.33K
+ 12.42%
$11.63 - $13.3 $108K - $124K
84.4K $981K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.49K
+ 18.16%
$67.03 - $74.61 $99.9K - $111K
9.7K $659K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
671
+ 24.18%
$100.56 - $108.28 $67.5K - $72.7K
3.45K $355K
ALB
Albemarle Corp

Basic Materials
1.53K
+ 54.22%
$69.95 - $97.49 $107K - $149K
4.35K $312K
DIS
Walt Disney CO

Communication Services
4.52K
+ 15.2%
$96.87 - $114.0 $437K - $515K
34.2K $3.38M
SKY
Skyline Champion Corp

Consumer Cyclical
295
+ 4.83%
$85.72 - $108.14 $25.3K - $31.9K
6.4K $606K
XLB
Select Sector Spdr Fd Material

ETFs
690
+ 13.61%
$83.19 - $90.99 $57.4K - $62.8K
5.76K $495K
GNL
Global Net Lease, Inc.

Real Estate
2.92K
+ 4.87%
$6.91 - $8.26 $20.2K - $24.1K
62.9K $505K
SMB
Vaneck Short Muni ETF

ETFs
3.9K
+ 14.29%
$17.08 - $17.25 $66.6K - $67.3K
31.2K $534K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
1.78K
+ 13.62%
$46.06 - $49.24 $81.8K - $87.5K
14.8K $691K
RLAY
Relay Therapeutics, Inc.

Healthcare
25.7K
New
$2.62 - $4.92 $67.3K - $126K
25.7K $67K
YUM
Yum Brands Inc

Consumer Cyclical
49
+ 1.95%
$123.25 - $162.53 $6.04K - $7.96K
2.57K $403K
BRSP
Bright Spire Capital, Inc.

Real Estate
11.6K
New
$5.48 - $6.23 $63.7K - $72.4K
11.6K $64K
LVHI
Franklin International Low Vol

ETFs
1.42K
+ 14.05%
$30.53 - $32.85 $43.2K - $46.5K
11.5K $371K
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
24.2K
+ 68.63%
$5.53 - $9.09 $134K - $220K
59.4K $350K
NSC
Norfolk Southern Corp

Industrials
236
+ 7.71%
$227.69 - $259.76 $53.7K - $61.3K
3.3K $780K
SYY
Sysco Corp

Consumer Defensive
919
+ 19.64%
$70.0 - $77.13 $64.3K - $70.9K
5.6K $420K
CPT
Camden Property Trust

Real Estate
396
+ 18.25%
$109.16 - $125.53 $43.2K - $49.7K
2.57K $313K
RIG
Transocean Ltd.

Energy
46.2K
+ 31.22%
$2.67 - $4.28 $123K - $198K
194K $615K
ICF
Ishares Tr

ETFs
739
+ 7.44%
$57.98 - $63.8 $42.8K - $47.1K
10.7K $656K
RC
Ready Capital Corp

Real Estate
11.5K
New
$4.9 - $7.05 $56.2K - $80.9K
11.5K $58K
WSO
Watsco Inc

Industrials
71
+ 11.68%
$463.86 - $530.75 $32.9K - $37.7K
679 $345K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
2.15K
+ 16.36%
$31.51 - $33.34 $67.7K - $71.6K
15.3K $482K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
844
+ 18.97%
$92.51 - $102.81 $78.1K - $86.8K
5.29K $489K
MLPX
Global X Mlp & Energy Infrastr

ETFs
682
+ 19.27%
$59.6 - $67.2 $40.6K - $45.8K
4.22K $269K
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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