Arkadios Wealth Advisors Purchases in Q2 2025

Arkadios Wealth Advisors

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FSCO
Fs Cr Opportunities Corp Com
27.5K
+ 38.58%
N/A
98.9K $0
Proshares Short S&P500
8.12K
New
N/A
8.12K $0
Blackrock Income Tr Inc Com New
48
+ 0.11%
N/A
43.6K $0
Ge Healthcare Technologies Inc Common Stock
5.33K
+ 43.4%
N/A
17.6K $0
Sandisk Corp Com
942
+ 10.59%
N/A
9.84K $0
Venture Global Inc Com Cl A
14.3K
+ 71.05%
N/A
34.5K $0
Ishares High Yield Muni Active ETF
7.21K
New
N/A
7.21K $0
BFB
Brown Forman Corp Cl B
12.1K
+ 103.64%
N/A
23.8K $0
Te Connectivity PLC Ord Shs
5
+ 0.28%
N/A
1.82K $0
MDU
Mdu Resources Group Inc

Industrials
320
+ 1.27%
$15.6 - $17.76 $4.99K - $5.68K
25.6K $426K
Bunge Global Sa Com Shs
4.93K
New
N/A
4.93K $0
Mfs Active Value ETF
10.6K
New
N/A
10.6K $0
Coreweave Inc Com Cl A
8.25K
New
N/A
8.25K $0
Alger Ai Enablers & Adopters ETF
545K
New
N/A
545K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
20.7K
New
N/A
20.7K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
17.7K
New
N/A
17.7K $0
Brookfield Renewable Corp Cl A Ex Sub Vtg
92
+ 0.21%
N/A
43.6K $0
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
32
+ 0.47%
$43.63 - $45.4 $1.4K - $1.45K
6.86K $306K
ET
Energy Transfer LP

Energy
3.05K
+ 2.51%
$15.65 - $18.93 $47.8K - $57.8K
125K $2.26M
IYE
Ishares Tr

ETFs
1K
+ 8.62%
$40.36 - $49.67 $40.5K - $49.9K
12.7K $572K
FLNG
Flex Lng Ltd.

Energy
613
+ 3.99%
$20.21 - $24.88 $12.4K - $15.3K
16K $351K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
31
+ 0.18%
$39.34 - $40.41 $1.22K - $1.25K
17.7K $708K
ICF
Ishares Tr

ETFs
1
+ 0.01%
$54.56 - $62.47 $54.6 - $62.5
10.7K $653K
OXLC
Oxford Lane Capital Corp.

Financial Services
871
+ 6.2%
$4.01 - $4.96 $3.49K - $4.32K
14.9K $62K
WST
West Pharmaceutical Services Inc

Healthcare
10
+ 0.8%
$190.39 - $227.7 $1.9K - $2.28K
1.27K $276K
KIE
Spdr S&P Insurance ETF

ETFs
142
+ 0.9%
$53.63 - $61.12 $7.62K - $8.68K
15.9K $952K
TRGP
Targa Resources Corp.

Energy
145
+ 13.15%
$157.32 - $205.72 $22.8K - $29.8K
1.25K $217K
GNL
Global Net Lease, Inc.

Real Estate
3.45K
+ 5.49%
$6.82 - $8.08 $23.5K - $27.9K
66.3K $500K
BRSP
Bright Spire Capital, Inc.

Real Estate
29
+ 0.25%
$4.3 - $5.59 $125 - $162
11.6K $58K
MTN
Vail Resorts Inc

Consumer Cyclical
3
+ 0.13%
$131.42 - $164.64 $394 - $494
2.27K $356K
BBDC
Barings Bdc, Inc.

Financial Services
374
+ 1.42%
$7.89 - $9.51 $2.95K - $3.56K
26.7K $244K
MTH
Meritage Homes Corp

Consumer Cyclical
186
+ 3.46%
$62.44 - $71.44 $11.6K - $13.3K
5.57K $372K
STZ
Constellation Brands, Inc.

Consumer Defensive
764
+ 11.79%
$160.0 - $195.62 $122K - $149K
7.24K $1.18M
MSI
Motorola Solutions, Inc.

Technology
165
+ 3.58%
$394.72 - $440.39 $65.1K - $72.7K
4.78K $2.01M
KMX
Carmax Inc

Consumer Cyclical
350
+ 10.76%
$62.27 - $82.77 $21.8K - $29K
3.6K $242K
PKG
Packaging Corp Of America

Consumer Cyclical
46
+ 2.26%
$175.97 - $201.36 $8.09K - $9.26K
2.08K $391K
AON
Aon PLC

Financial Services
161
+ 9.84%
$335.85 - $398.81 $54.1K - $64.2K
1.8K $641K
OHI
Omega Healthcare Investors Inc

Real Estate
39
+ 0.43%
$35.55 - $39.05 $1.39K - $1.52K
9.03K $330K
PSEC
Prospect Capital Corp

Financial Services
6.88K
+ 18.44%
$3.14 - $4.06 $21.6K - $27.9K
44.2K $140K
UWMC
Uwm Holdings Corp

Financial Services
249
+ 2.35%
$3.94 - $5.79 $981 - $1.44K
10.9K $44K
SUN
Sunoco LP

Energy
295
+ 4.15%
$50.38 - $59.13 $14.9K - $17.4K
7.4K $396K
YUM
Yum Brands Inc

Consumer Cyclical
20
+ 0.78%
$138.36 - $161.45 $2.77K - $3.23K
2.59K $383K
UFPI
Ufp Industries Inc

Basic Materials
123
+ 2.88%
$94.93 - $109.1 $11.7K - $13.4K
4.39K $436K
BKH
Black Hills Corp

Utilities
121
+ 1.77%
$55.66 - $61.75 $6.73K - $7.47K
6.96K $390K
CTRA
Coterra Energy Inc.

Energy
279
+ 2.42%
$22.6 - $29.07 $6.31K - $8.11K
11.8K $299K
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.62K
+ 5.59%
$20.83 - $25.75 $54.5K - $67.4K
49.4K $1.16M
FANG
Diamondback Energy, Inc.

Energy
839
+ 12.36%
$119.25 - $161.49 $100K - $135K
7.63K $1.05M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
394
+ 1.92%
$10.68 - $12.73 $4.21K - $5.02K
20.9K $223K
BBY
Best Buy CO Inc

Consumer Cyclical
100
+ 1.45%
$56.17 - $75.73 $5.62K - $7.57K
7K $469K
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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