Arkadios Wealth Advisors Purchases in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
124
+ 13.52%
$662.63 - $776.99 $82.2K - $96.3K
1.04K $689K
VOT
Vanguard Mid Cap Growth Index

ETFs
400
+ 8.11%
$237.72 - $276.98 $95.1K - $111K
5.33K $1.3M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
731
+ 24.69%
$66.3 - $74.17 $48.5K - $54.2K
3.69K $256K
FDT
First Trust Developed Markets

ETFs
212
+ 2.24%
$53.51 - $60.98 $11.3K - $12.9K
9.68K $563K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.21K
+ 13.26%
$22.25 - $23.0 $49.2K - $50.8K
18.9K $433K
IWN
Ishares Russell2000 Val ETF

ETFs
785
+ 15.3%
$149.27 - $169.4 $117K - $133K
5.92K $893K
BPOP
Popular, Inc.

Financial Services
564
+ 25.42%
$87.14 - $106.33 $49.1K - $60K
2.78K $257K
ICVT
Ishares Tr Convertible Bond Et

ETFs
594
+ 24.69%
$83.18 - $89.27 $49.4K - $53K
3K $250K
LPLA
Lpl Financial Holdings Inc.

Financial Services
139
+ 16.41%
$308.87 - $383.33 $42.9K - $53.3K
986 $322K
CTRA
Coterra Energy Inc.

Energy
237
+ 2.1%
$25.51 - $29.83 $6.05K - $7.07K
11.5K $333K
POOL
Pool Corp

Industrials
212
+ 21.03%
$314.92 - $364.31 $66.8K - $77.2K
1.22K $388K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
975
+ 4.78%
$21.48 - $22.98 $20.9K - $22.4K
21.4K $481K
NMG
Nouveau Monde Graphite Inc.

Basic Materials
30K
New
$1.42 - $2.34 $42.6K - $70.2K
30K $45K
EQIX
Equinix Inc

Real Estate
88
+ 40.18%
$803.0 - $959.97 $70.7K - $84.5K
307 $250K
XEL
Xcel Energy Inc

Utilities
235
+ 2.9%
$63.37 - $72.1 $14.9K - $16.9K
8.34K $590K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
455
+ 22.78%
$203.38 - $274.79 $92.5K - $125K
2.45K $503K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
737
+ 7.31%
$48.31 - $49.23 $35.6K - $36.3K
10.8K $532K
BITF
Bitfarms LTD

Financial Services
50K
New
$0.79 - $1.76 $39.5K - $88K
50K $39K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
61K
New
$0.63 - $2.2 $38.4K - $134K
61K $39K
WCN
Waste Connections, Inc.

Industrials
17
+ 1.17%
$169.89 - $195.19 $2.89K - $3.32K
1.47K $286K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
715
+ 17.78%
$95.53 - $112.45 $68.3K - $80.4K
4.74K $458K
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.12K
+ 25.5%
$27.56 - $32.1 $58.5K - $68.1K
10.4K $294K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
530
+ 3.1%
$38.99 - $40.37 $20.7K - $21.4K
17.6K $710K
KMX
Carmax Inc

Consumer Cyclical
603
+ 22.75%
$69.25 - $89.19 $41.8K - $53.8K
3.25K $253K
FOVL
Ishares Tr Focused Value Facto

ETFs
548
+ 14.57%
$67.41 - $74.14 $36.9K - $40.6K
4.31K $300K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
491
+ 3.21%
$49.67 - $51.43 $24.4K - $25.3K
15.8K $805K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
186
+ 2.29%
$65.44 - $70.64 $12.2K - $13.1K
8.32K $568K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
326
+ 11.49%
$191.06 - $228.87 $62.3K - $74.6K
3.16K $606K
MGV
Vanguard Mega Cap Value

ETFs
116
+ 2.38%
$123.61 - $133.01 $14.3K - $15.4K
4.99K $642K
IWX
Ishares Tr Russell 200 Value E

ETFs
186
+ 3.2%
$78.54 - $84.86 $14.6K - $15.8K
6K $493K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.79K
+ 4.97%
$18.54 - $18.88 $33.2K - $33.8K
37.8K $706K
FITB
Fifth Third Bancorp

Financial Services
1.37K
+ 19.37%
$37.48 - $44.96 $51.2K - $61.4K
8.42K $330K
COIN
Coinbase Global, Inc.

Technology
910
+ 54.98%
$172.23 - $301.3 $157K - $274K
2.57K $441K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.98K
+ 21.49%
$21.23 - $23.75 $42K - $47K
11.2K $240K
PMAR
Innovator U.S. Equity Power Bu

ETFs
805
+ 9.69%
$39.51 - $41.0 $31.8K - $33K
9.12K $364K
BST
Black Rock Science & Technology Trust

Financial Services
1.48K
+ 22.23%
$32.99 - $38.94 $48.9K - $57.7K
8.14K $268K
SRE
Sempra Energy

Utilities
1.54K
+ 29.72%
$67.85 - $87.67 $104K - $135K
6.72K $479K
FLNG
Flex Lng Ltd.

Energy
960
+ 6.67%
$21.46 - $26.35 $20.6K - $25.3K
15.4K $353K
LYG
Lloyds Banking Group PLC

Financial Services
2.06K
+ 16.12%
$2.58 - $3.9 $5.31K - $8.03K
14.8K $56K
FSK
Fs Kkr Capital Corp

Financial Services
8.77K
+ 4.18%
$20.47 - $24.06 $180K - $211K
219K $4.58M
PPTY
ETF Ser Solutions

ETFs
978
+ 6.36%
$30.67 - $33.06 $30K - $32.3K
16.4K $516K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
276
+ 1.39%
$18.9 - $20.05 $5.22K - $5.53K
20.2K $396K
FISV
Fiserv Inc

Technology
169
+ 7.21%
N/A
2.51K $314K
SITE
Site One Landscape Supply, Inc.

Industrials
338
+ 16.73%
$120.25 - $147.7 $40.6K - $49.9K
2.36K $286K
CGCP
Capital Group Core Plus Income

ETFs
579
+ 2.65%
$21.94 - $22.64 $12.7K - $13.1K
22.4K $503K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
599
+ 4.4%
$119.84 - $136.1 $71.8K - $81.5K
14.2K $1.72M
YMAR
First Tr Ex Tr Viii Cboe Vest
80
+ 0.67%
$22.77 - $24.61 $1.82K - $1.97K
12K $287K
PAVE
Global X Fds Us Infrastructure

ETFs
2.23K
+ 8.75%
$37.31 - $43.82 $83.3K - $97.8K
27.7K $1.05M
FIW
First Trust Water ETF

ETFs
225
+ 4.6%
$99.48 - $106.74 $22.4K - $24K
5.11K $514K
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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