Arkadios Wealth Advisors Purchases in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
13
+ 0.4%
$106.22 - $111.09 $1.38K - $1.44K
3.24K $359K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
565
+ 0.8%
$12.18 - $12.91 $6.88K - $7.29K
70.9K $877K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
685
+ 3.54%
$23.9 - $24.43 $16.4K - $16.7K
20K $482K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
236
+ 10.55%
$113.22 - $126.36 $26.7K - $29.8K
2.47K $284K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.65K
+ 15.48%
$10.61 - $16.49 $17.5K - $27.2K
12.3K $153K
BHP
Bhp Group LTD

Basic Materials
301
+ 2.52%
$48.18 - $52.11 $14.5K - $15.7K
12.3K $595K
DFS
Discover Financial Services

Financial Services
86
+ 4.97%
$152.99 - $203.25 $13.2K - $17.5K
1.82K $310K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
1.5K
+ 13.04%
N/A
13K $92K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
227
+ 3.91%
$47.41 - $48.44 $10.8K - $11K
6.04K $287K
MAIN
Main Street Capital Corp

Financial Services
1.27K
+ 4.15%
$54.71 - $63.1 $69.7K - $80.4K
32K $1.81M
XAR
Spdr S&P Aerospace & Defense E

ETFs
111
+ 6.76%
$157.71 - $180.77 $17.5K - $20.1K
1.75K $281K
XSMO
Invesco S&P Smallcap Momentum

ETFs
607
+ 6.58%
$59.97 - $70.03 $36.4K - $42.5K
9.84K $617K
CVE
Cenovus Energy Inc.

Energy
2.04K
+ 11.36%
$12.24 - $15.63 $24.9K - $31.8K
19.9K $277K
BLD
Top Build Corp

Industrials
67
+ 2.99%
$295.17 - $354.82 $19.8K - $23.8K
2.31K $704K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
48
+ 1.27%
$100.34 - $100.68 $4.82K - $4.83K
3.82K $384K
YYY
Amplify ETF Tr High Income ETF

ETFs
682
+ 4.9%
$11.38 - $12.01 $7.76K - $8.19K
14.6K $166K
KCE
Spdr S&P Capital Markets ETF

ETFs
472
+ 10.17%
$122.39 - $146.44 $57.8K - $69.1K
5.12K $645K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
12
+ 0.43%
$76.77 - $82.22 $921 - $987
2.83K $224K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
204
+ 10.53%
$147.38 - $176.39 $30.1K - $36K
2.14K $324K
IP
International Paper CO

Consumer Cyclical
349
+ 1.23%
$49.38 - $60.09 $17.2K - $21K
28.7K $1.53M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
54
+ 0.5%
$9.62 - $10.03 $519 - $542
10.8K $106K
BBDC
Barings Bdc, Inc.

Financial Services
347
+ 1.33%
$9.36 - $10.78 $3.25K - $3.74K
26.4K $251K
FYX
First Tr Small Cap Core Alphad

ETFs
372
+ 12.37%
$89.26 - $104.61 $33.2K - $38.9K
3.38K $304K
SENS
Senseonics Holdings, Inc.

Healthcare
50
+ 0.49%
$0.43 - $1.31 $21.5 - $65.5
10.2K $6K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.72K
+ 4.91%
$64.88 - $72.1 $111K - $124K
36.7K $2.41M
MODL
Victory Portfolios Ii Victorys
4K
+ 55.56%
N/A
11.2K $0
Ab Short Duration High Yield ETF
93.4K
New
N/A
93.4K $0
WOOD
Ishares Global Timber & Forest
5.7K
New
N/A
5.7K $0
Mackenzie Rlty Cap Inc Com
36K
New
N/A
36K $0
Qxo Inc Com New
13.3K
New
N/A
13.3K $0
Serve Robotics Inc Com
12.8K
New
N/A
12.8K $0
Ge Vernova Inc Com
470
+ 23.36%
N/A
2.48K $0
Franklin Income Focus ETF Income Focus ETF
61.2K
New
N/A
61.2K $0
Jacobs Solutions Inc Com
4.49K
+ 108.35%
N/A
8.63K $0
Blackrock Income Tr Inc Com New
46
+ 0.11%
N/A
43.6K $0
Ft Vest U.S. Equity Moderate Buffer ETF October
1.76K
+ 8.69%
N/A
22K $0
Amplify Cybersecurity ETF
35K
New
N/A
35K $0
PNOV
Innovator U.S. Equity Power Bu
13.7K
+ 136.49%
N/A
23.7K $0
Chimera Invt Corp Com Shs
611
+ 4.05%
N/A
15.7K $0
Digi Pwr X Inc Com Sub Vtg
11.7K
New
N/A
11.7K $0
UTES
Virtus Reaves Utilities ETF
1.79K
+ 46.69%
N/A
5.64K $0
Franklin U.S. Core Dividend Tilt Index ETF
762
+ 1.1%
N/A
69.8K $0
Brookstone Value Stock ETF
42.6K
New
N/A
42.6K $0
Brookstone Growth Stock ETF
51.9K
New
N/A
51.9K $0
Smurfit Westrock PLC Shs
8.74K
New
N/A
8.74K $0
Innovator U.S. Equity Buffer ETF February
21.2K
New
N/A
21.2K $0
Atac Us Rotation ETF
10.2K
New
N/A
10.2K $0
Gsk PLC Sponsored Adr
7.47K
+ 13.69%
N/A
62K $0
Ft Vest U.S. Equity Max Buffer ETF March
8.85K
New
N/A
8.85K $0
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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