Arkadios Wealth Advisors Purchases in Q2 2025

Arkadios Wealth Advisors

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WCN
Waste Connections, Inc.

Industrials
147
+ 10.03%
$183.26 - $199.95 $26.9K - $29.4K
1.61K $301K
SCHO
Schwab Short Term Us Treasury

ETFs
610
+ 5.93%
$24.19 - $24.45 $14.8K - $14.9K
10.9K $265K
IMMR
Immersion Corp

Technology
418
+ 1.04%
$6.63 - $7.98 $2.77K - $3.34K
40.5K $318K
BTBT
Bit Digital, Inc

Financial Services
1.97K
+ 3.56%
$1.73 - $2.69 $3.41K - $5.3K
57.4K $125K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
300
+ 5.11%
$40.64 - $47.27 $12.2K - $14.2K
6.18K $287K
DPZ
Dominos Pizza Inc

Consumer Cyclical
50
+ 5.13%
$430.72 - $497.52 $21.5K - $24.9K
1.02K $461K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
10.3K
New
$1.14 - $1.91 $11.8K - $19.7K
10.3K $13K
OFC
Corporate Office Properties Trust

Real Estate
557
+ 4.81%
N/A
12.1K $292K
IYR
Ishares Tr

ETFs
161
+ 6.34%
$84.48 - $96.25 $13.6K - $15.5K
2.7K $255K
SJNK
Spdr Bloomberg Short Term High

ETFs
138
+ 0.6%
$24.12 - $25.48 $3.33K - $3.52K
23K $586K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
80
+ 0.63%
$65.75 - $71.57 $5.26K - $5.73K
12.8K $915K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
16
+ 0.57%
$70.7 - $82.14 $1.13K - $1.31K
2.84K $233K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
205
+ 4.11%
$42.72 - $44.24 $8.76K - $9.07K
5.19K $227K
LUMN
Lumen Technologies, Inc.

Communication Services
510
+ 4.14%
$3.07 - $4.51 $1.57K - $2.3K
12.8K $56K
LKFN
Lakeland Financial Corp

Financial Services
5
+ 0.13%
$51.45 - $61.84 $257 - $309
3.95K $242K
LYG
Lloyds Banking Group PLC

Financial Services
166
+ 1.12%
$3.32 - $4.29 $551 - $712
15K $63K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
428
+ 3.97%
$8.72 - $10.05 $3.73K - $4.3K
11.2K $112K
WPC
W. P. Carey Inc.

Real Estate
504
+ 1.42%
$56.12 - $64.53 $28.3K - $32.5K
35.9K $2.24M
AVB
Avalonbay Communities Inc

Real Estate
151
+ 6.6%
$187.23 - $215.61 $28.3K - $32.6K
2.44K $496K
MKC
Mccormick & CO Inc

Consumer Defensive
331
+ 10.62%
$71.11 - $82.25 $23.5K - $27.2K
3.45K $261K
NJR
New Jersey Resources Corp

Utilities
1.22K
+ 9.88%
$44.23 - $49.97 $53.8K - $60.8K
13.5K $606K
XEL
Xcel Energy Inc

Utilities
368
+ 4.41%
$65.65 - $72.39 $24.2K - $26.6K
8.71K $592K
GTO
Invesco Actively Managed ETF T

ETFs
68
+ 0.42%
$45.73 - $47.2 $3.11K - $3.21K
16.1K $754K
PDI
Pimco Dynamic Income Fund

Financial Services
555
+ 5.1%
$17.02 - $19.87 $9.45K - $11K
11.4K $216K
PDEC
Innovator U.S. Equity Power Bu
2.43K
+ 13.91%
N/A
19.9K $0
Lam Research Corp Com New
1.24K
+ 2.56%
N/A
49.5K $0
Innovator U.S. Equity Buffer ETF December
226
+ 1.0%
N/A
22.9K $0
Amplify Ai Powered Equity ETF
5.22K
New
N/A
5.22K $0
Brookfield Corp Cl A LTD Vt Sh
10K
New
N/A
10K $0
UTES
Virtus Reaves Utilities ETF
449
+ 7.97%
N/A
6.09K $0
PSEP
Innovator U.S. Equity Power Bu
13.3K
New
N/A
13.3K $0
Core Laboratories Inc Com
84.9K
New
N/A
84.9K $0
QTUM
ETF Ser Solutions Defiance Qua
20
+ 0.23%
N/A
8.72K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
1.11K
+ 7.0%
N/A
16.9K $0
CGSD
Capital Grp Core Plus Income E
8.24K
New
N/A
8.24K $0
Labcorp Holdings Inc Com Shs
404
+ 19.24%
N/A
2.5K $0
Arista Networks Inc Com Shs
13.8K
+ 14.53%
N/A
109K $0
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
6
+ 0.05%
N/A
13K $92K
Blackrock Inc Com
1.82K
+ 49.59%
N/A
5.48K $0
Linde PLC Shs
272
+ 15.67%
N/A
2.01K $0
Gsk PLC Sponsored Adr
6.73K
+ 10.86%
N/A
68.8K $0
Ferguson Enterprises Inc Common Stock New
1.09K
New
N/A
1.09K $0
WOOD
Ishares Global Timber & Forest
700
+ 12.29%
N/A
6.4K $0
Brookstone Value Stock ETF
4.5K
+ 10.55%
N/A
47.1K $0
First Trust Core Investment Grade ETF
38.7K
New
N/A
38.7K $0
Ishares Bitcoin Trust ETF
94.3K
+ 108.54%
N/A
181K $0
Fidelity Wise Origin Bitcoin Fund
3.8K
New
N/A
3.8K $0
Ft Vest U.S. Equity Moderate Buffer ETF December
13K
+ 103.28%
N/A
25.5K $0
Liberty Global LTD Com Cl C
1.52K
+ 13.91%
N/A
12.5K $0
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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