Arkadios Wealth Advisors Purchases in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Sandisk Corp Com
8.9K
New
N/A
8.9K $0
Invesco S&P Smallcap Energy ETF
5.82K
New
N/A
5.82K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
8.22K
+ 26.66%
N/A
39K $0
Ft Vest Us Equity Moderate Buffer ETF February
1.23K
+ 5.68%
N/A
22.9K $0
Knife River Corp Common Stock
5.15K
New
N/A
5.15K $0
Ft Vest U.S. Equity Enhance & Moderate Buffer ETF March
1.36K
+ 3.5%
N/A
40.1K $0
Te Connectivity PLC Ord Shs
1.81K
New
N/A
1.81K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
5.11K
New
N/A
5.11K $0
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
34
+ 0.5%
$44.81 - $46.22 $1.52K - $1.57K
6.83K $307K
UWMC
Uwm Holdings Corp

Financial Services
463
+ 4.57%
$5.43 - $6.63 $2.51K - $3.07K
10.6K $57K
PWB
Invesco Exchange Traded Fd Tr

ETFs
123
+ 4.5%
$94.5 - $110.71 $11.6K - $13.6K
2.86K $274K
RFV
Invesco Exchange Traded Fd Tr

ETFs
177
+ 5.07%
$111.51 - $128.61 $19.7K - $22.8K
3.67K $418K
VCR
Vanguard Consumer Discretionar

ETFs
99
+ 12.39%
$318.51 - $391.75 $31.5K - $38.8K
898 $292K
HWC
Hancock Whitney Corp

Financial Services
19
+ 0.49%
$49.61 - $61.03 $943 - $1.16K
3.87K $203K
FDRR
Fidelity Covington Tr Divid Et

ETFs
37
+ 0.52%
$49.65 - $53.98 $1.84K - $2K
7.13K $356K
GIL
Gildan Activewear Inc.

Consumer Cyclical
196
+ 3.19%
$44.19 - $55.09 $8.66K - $10.8K
6.34K $280K
MAR
Marriott International Inc

Consumer Cyclical
178
+ 14.27%
$237.01 - $304.45 $42.2K - $54.2K
1.43K $339K
HTGC
Hercules Capital, Inc.

Financial Services
2.01K
+ 3.61%
$18.01 - $22.0 $36.1K - $44.1K
57.6K $1.11M
ASX
Ase Technology Holding Co., Ltd.

Technology
534
+ 4.82%
$8.76 - $11.36 $4.68K - $6.07K
11.6K $101K
OMF
One Main Holdings, Inc.

Financial Services
109
+ 2.21%
$45.35 - $58.06 $4.94K - $6.33K
5.04K $246K
AVUV
American Centy ETF Tr Avantis

ETFs
842
+ 9.25%
$84.95 - $100.62 $71.5K - $84.7K
9.94K $866K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
209
+ 10.25%
$254.58 - $302.92 $53.2K - $63.3K
2.25K $574K
SLAB
Silicon Laboratories Inc.

Technology
67
+ 3.51%
$112.57 - $158.7 $7.54K - $10.6K
1.98K $222K
INTU
Intuit Inc

Technology
20
+ 1.0%
$555.63 - $630.23 $11.1K - $12.6K
2.02K $1.24M
SGHT
Sight Sciences, Inc.

Healthcare
16
+ 0.12%
$2.36 - $3.58 $37.8 - $57.3
12.9K $30K
UFPI
Ufp Industries Inc

Basic Materials
39
+ 0.92%
$103.91 - $118.67 $4.05K - $4.63K
4.27K $457K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
560
+ 6.51%
$110.9 - $132.93 $62.1K - $74.4K
9.16K $1.04M
VXF
Vanguard Extended Market ETF

ETFs
11
+ 0.87%
$170.36 - $201.04 $1.87K - $2.21K
1.28K $219K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4
+ 0.22%
$126.86 - $146.45 $507 - $586
1.82K $230K
OCCI
Ofs Credit Company, Inc.

Financial Services
1.35K
+ 4.22%
$6.12 - $7.33 $8.27K - $9.91K
33.4K $204K
DAL
Delta Air Lines, Inc.

Industrials
4.23K
+ 34.47%
$43.6 - $69.06 $184K - $292K
16.5K $719K
FGBI
First Guaranty Bancshares, Inc.

Financial Services
1.5K
+ 13.99%
$6.7 - $11.3 $10.1K - $17K
12.2K $94K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
43
+ 3.14%
$522.96 - $601.18 $22.5K - $25.9K
1.41K $752K
DT
Dynatrace, Inc.

Technology
253
+ 4.59%
$47.15 - $62.42 $11.9K - $15.8K
5.77K $271K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
247
+ 3.27%
$89.18 - $104.04 $22K - $25.7K
7.8K $714K
WOLF
Wolfspeed, Inc.

Technology
2K
+ 20.0%
$2.59 - $7.48 $5.18K - $15K
12K $36K
NEWT
Newtek Business Services Corp.

Financial Services
260
+ 0.6%
$11.86 - $13.34 $3.08K - $3.47K
43.6K $520K
MTH
Meritage Homes Corp

Consumer Cyclical
2.7K
+ 100.37%
$69.41 - $152.01 $187K - $410K
5.38K $381K
VTRS
Viatris Inc

Healthcare
2.06K
+ 14.75%
$8.68 - $12.42 $17.9K - $25.6K
16K $139K
DKNG
Draft Kings Inc.

Consumer Cyclical
6
+ 0.07%
$33.21 - $53.49 $199 - $321
9.01K $299K
CION
Cion Investment Corp

Financial Services
26K
+ 8.88%
$10.35 - $12.55 $269K - $327K
319K $3.3M
IGM
Ishares Expanded Tech Sector E

ETFs
397
+ 6.03%
$90.67 - $108.46 $36K - $43.1K
6.98K $632K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
2.69K
+ 2.86%
$7.72 - $9.45 $20.7K - $25.4K
96.5K $773K
MLM
Martin Marietta Materials Inc

Basic Materials
37
+ 2.16%
$460.39 - $552.64 $17K - $20.4K
1.75K $838K
IJK
Ishares S&P Midcap 400 Growth

ETFs
73
+ 1.03%
$81.62 - $96.63 $5.96K - $7.05K
7.18K $597K
PLUG
Plug Power Inc

Industrials
5
+ 0.01%
$1.34 - $3.15 $6.7 - $15.8
62.1K $83K
CRAI
Cra International, Inc.

Industrials
39
+ 0.97%
$172.33 - $210.97 $6.72K - $8.23K
4.07K $705K
URA
Global X Uranium ETF

ETFs
770
+ 4.39%
$22.92 - $30.98 $17.6K - $23.9K
18.3K $419K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
6K
+ 21.46%
$26.24 - $38.48 $157K - $231K
34K $984K
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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