Arkadios Wealth Advisors Purchases in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PJT
Pjt Partners Inc.

Financial Services
15.4K
+ 366.62%
$165.08 - $188.27 $2.54M - $2.9M
19.6K $3.48M
OTEX
Open Text Corp

Technology
71.2K
+ 596.58%
$27.93 - $38.16 $1.99M - $2.72M
83.2K $3.11M
CAT
Caterpillar Inc

Industrials
2.12K
+ 10.89%
$390.92 - $477.15 $830K - $1.01M
21.6K $10.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.05K
+ 4.24%
$181.56 - $190.33 $1.28M - $1.34M
173K $32.9M
LLY
Eli Lilly & CO

Healthcare
3.76K
+ 21.31%
$625.65 - $812.69 $2.35M - $3.06M
21.4K $16.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.17K
+ 2.94%
$567.77 - $614.76 $667K - $722K
41.1K $25.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
26.3K
+ 26.29%
$91.44 - $91.77 $2.41M - $2.42M
126K $11.6M
FDN
First Tr Fd Dow Jones

ETFs
8.19K
+ 70.87%
$264.06 - $287.34 $2.16M - $2.35M
19.7K $5.53M
BK
Bank Of New York Mellon Corp

Financial Services
12.8K
+ 22.59%
$90.65 - $109.75 $1.16M - $1.41M
69.5K $7.57M
VTI
Vanguard Total Stock Market Et

ETFs
1.8K
+ 2.41%
$303.93 - $329.86 $548K - $595K
76.5K $25.1M
BXSL
Blackstone Secured Lending Fund

Financial Services
86.3K
+ 976.0%
$26.07 - $32.55 $2.25M - $2.81M
95.2K $2.48M
CGDV
Capital Group Divid Value ETF

ETFs
52.4K
New
$39.59 - $42.21 $2.08M - $2.21M
52.4K $2.2M
IDCC
Inter Digital, Inc.

Communication Services
1.4K
+ 10.11%
$221.35 - $349.23 $311K - $490K
15.3K $5.28M
VO
Vanguard Mid Cap ETF

ETFs
5.65K
+ 19.33%
$279.83 - $293.74 $1.58M - $1.66M
34.9K $10.2M
PANW
Palo Alto Networks Inc

Technology
10.3K
+ 25.77%
$167.06 - $208.19 $1.72M - $2.14M
50.2K $10.2M
WELL
Welltower Inc.

Real Estate
10.2K
+ 104.64%
$150.71 - $178.14 $1.53M - $1.81M
19.9K $3.54M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
15.9K
+ 7.2%
$30.06 - $36.69 $478K - $584K
237K $8.69M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
29.2K
+ 33.65%
$49.43 - $54.52 $1.44M - $1.59M
116K $6.28M
NEE
Nextera Energy Inc

Utilities
17.8K
+ 16.91%
$69.77 - $77.54 $1.24M - $1.38M
123K $9.28M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19.1K
+ 8.75%
$62.09 - $66.51 $1.19M - $1.27M
238K $15.5M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
22.2K
+ 166.17%
$79.76 - $85.78 $1.77M - $1.91M
35.6K $3.01M
IEFA
Ishares Tr

ETFs
18.7K
+ 24.03%
$81.7 - $87.53 $1.53M - $1.63M
96.3K $8.41M
COST
Costco Wholesale Corp

Consumer Defensive
2.75K
+ 27.29%
$915.95 - $994.57 $2.52M - $2.73M
12.8K $11.9M
VNQ
Vanguard Specialized Funds Van

ETFs
18.4K
+ 31.85%
$88.47 - $93.24 $1.63M - $1.71M
76.1K $6.96M
SO
Southern CO

Utilities
15K
+ 11.62%
$90.83 - $96.0 $1.37M - $1.44M
145K $13.7M
RTX
Raytheon Technologies Corp

Industrials
3.58K
+ 6.38%
$144.19 - $167.33 $516K - $599K
59.7K $10M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
22.6K
+ 59.32%
$78.11 - $79.07 $1.77M - $1.79M
60.8K $4.8M
MU
Micron Technology Inc

Technology
2.02K
+ 6.16%
$104.88 - $168.89 $212K - $341K
34.8K $5.83M
V
Visa Inc.

Financial Services
6.74K
+ 17.53%
$332.09 - $358.86 $2.24M - $2.42M
45.2K $15.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
15.9K
+ 510.02%
$109.11 - $111.88 $1.73M - $1.78M
19K $2.11M
TLT
Ishares Barclays 20+ Year Trea

ETFs
19K
+ 33.36%
$85.01 - $90.35 $1.62M - $1.72M
76K $6.79M
PG
Procter & Gamble CO

Consumer Defensive
14.1K
+ 19.74%
$150.47 - $161.22 $2.12M - $2.27M
85.4K $13.1M
VBR
Vanguard Small Cap Value ETF

ETFs
7.1K
+ 39.01%
$195.41 - $212.37 $1.39M - $1.51M
25.3K $5.28M
QBTS
D Wave Quantum Inc.

Technology
2.87K
+ 1.75%
$14.81 - $27.72 $42.5K - $79.6K
167K $4.13M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
19K
New
$86.07 - $90.74 $1.63M - $1.72M
19K $1.7M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
12.8K
+ 8.48%
$62.88 - $68.43 $807K - $879K
164K $11.2M
VZ
Verizon Communications Inc

Communication Services
35.1K
+ 18.22%
$40.84 - $45.06 $1.43M - $1.58M
228K $10M
URI
United Rentals, Inc.

Industrials
454
+ 7.46%
$774.14 - $975.23 $351K - $443K
6.54K $6.24M
HGER
Harbor ETF Tr All Weather Infl
52.3K
+ 27.12%
$24.26 - $25.91 $1.27M - $1.36M
245K $6.33M
MDT
Medtronic PLC

Healthcare
9.24K
+ 9.87%
$87.67 - $95.74 $810K - $885K
103K $9.8M
UNH
Unitedhealth Group Inc

Healthcare
2.85K
+ 14.68%
$237.77 - $353.61 $678K - $1.01M
22.3K $7.69M
PH
Parker Hannifin Corp

Industrials
2.04K
+ 176.1%
$697.13 - $769.67 $1.42M - $1.57M
3.2K $2.43M
NFLX
Netflix Inc

Communication Services
2.15K
+ 30.55%
$1147.87 - $1297.18 $2.47M - $2.79M
9.18K $11M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
20K
+ 10.79%
$55.15 - $58.11 $1.1M - $1.16M
205K $11.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
27.3K
+ 34.19%
$55.61 - $57.37 $1.52M - $1.56M
107K $6.11M
BAC
Bank Of America Corp

Financial Services
15.5K
+ 8.73%
$44.92 - $52.42 $695K - $811K
193K $9.94M
GE
General Electric CO

Industrials
2.23K
+ 11.12%
$244.75 - $305.63 $546K - $682K
22.3K $6.71M
WFC
Wells Fargo & Company

Financial Services
17.2K
+ 65.24%
$77.05 - $85.16 $1.33M - $1.47M
43.6K $3.66M
VONG
Vanguard Russell 1000 Growth E

ETFs
12.4K
+ 461.65%
$108.08 - $121.73 $1.35M - $1.52M
15.1K $1.82M
Activity Summary
Buys All Purchases 1016 New Holdings 198 Increased Positions 818 Sells All Sells 310 Reductions 310 Sold out 0 Options Calls 31 Puts 14
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