Arkadios Wealth Advisors Purchases in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
3.93K
+ 128.98%
$783.83 - $1170.39 $3.08M - $4.6M
6.98K $5.56M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
29.9K
+ 194.6%
$68.32 - $75.06 $2.04M - $2.24M
45.3K $3.38M
KMI
Kinder Morgan, Inc.

Energy
76.7K
+ 94.54%
$26.1 - $31.22 $2M - $2.39M
158K $4.5M
CRM
Salesforce, Inc.

Technology
18.8K
+ 44.61%
$268.36 - $359.95 $5.03M - $6.75M
60.8K $16.3M
CSCO
Cisco Systems, Inc.

Technology
32.5K
+ 32.71%
$58.74 - $64.87 $1.91M - $2.11M
132K $8.14M
VGT
Vanguard Information Technolog

ETFs
4.52K
+ 183.32%
$542.38 - $646.34 $2.45M - $2.92M
6.98K $3.79M
PAYX
Paychex Inc

Industrials
11K
+ 28.38%
$136.06 - $154.52 $1.5M - $1.7M
49.7K $7.67M
LDOS
Leidos Holdings, Inc.

Technology
16.7K
+ 458.14%
$126.82 - $161.11 $2.12M - $2.7M
20.4K $2.75M
PLTR
Palantir Technologies Inc.

Technology
12.8K
+ 9.87%
$64.98 - $124.62 $831K - $1.59M
142K $12M
JPIE
J P Morgan Exchange Traded Fd
47.8K
New
$45.46 - $46.18 $2.17M - $2.21M
47.8K $2.2M
PG
Procter & Gamble CO

Consumer Defensive
11.4K
+ 24.73%
$158.56 - $176.26 $1.81M - $2.01M
57.6K $9.82M
DE
Deere & CO

Industrials
4.05K
+ 114.31%
$408.57 - $509.27 $1.65M - $2.06M
7.59K $3.56M
HON
Honeywell International Inc

Industrials
10.1K
+ 181.16%
$202.75 - $226.52 $2.05M - $2.28M
15.7K $3.31M
ITA
Ishares Tr

ETFs
12K
+ 40.94%
$144.84 - $159.5 $1.73M - $1.91M
41.1K $6.3M
ORCL
Oracle Corp

Technology
18K
+ 102.5%
$139.81 - $186.47 $2.52M - $3.36M
35.6K $4.97M
COP
Conocophillips

Energy
18.2K
+ 81.69%
$88.6 - $105.85 $1.61M - $1.92M
40.4K $4.25M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
30.5K
New
$60.44 - $69.57 $1.84M - $2.12M
30.5K $2.03M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7.24K
+ 34.15%
$80.53 - $147.57 $583K - $1.07M
28.4K $3.76M
MNST
Monster Beverage Corp

Consumer Defensive
29.2K
+ 70.66%
$46.16 - $58.58 $1.35M - $1.71M
70.5K $4.12M
ABBV
Abb Vie Inc.

Healthcare
4.18K
+ 12.34%
$169.2 - $216.66 $707K - $905K
38K $7.97M
XLC
Select Sector Spdr Tr Communic

ETFs
20.1K
+ 476.57%
$94.84 - $105.31 $1.91M - $2.12M
24.3K $2.35M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
28.3K
+ 602.68%
$67.43 - $75.54 $1.91M - $2.14M
33K $2.26M
BSX
Boston Scientific Corp

Healthcare
19.1K
New
$89.38 - $106.18 $1.71M - $2.03M
19.1K $1.93M
CI
Cigna Corp

Healthcare
5.11K
+ 126.69%
$274.49 - $329.0 $1.4M - $1.68M
9.14K $3.01M
MA
Mastercard Inc

Financial Services
3.01K
+ 27.3%
$504.67 - $576.31 $1.52M - $1.73M
14K $7.68M
MDT
Medtronic PLC

Healthcare
13.8K
+ 21.28%
$79.84 - $94.5 $1.1M - $1.3M
78.4K $7.04M
DFAT
Dimensional ETF Tr U S Target

ETFs
36.2K
New
$50.44 - $58.1 $1.83M - $2.11M
36.2K $1.87M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
46.3K
+ 485.49%
$40.67 - $48.92 $1.88M - $2.26M
55.8K $2.27M
CAT
Caterpillar Inc

Industrials
6.19K
+ 96.16%
$326.75 - $407.63 $2.02M - $2.52M
12.6K $4.16M
SAP
Sap Se

Technology
6.64K
+ 484.82%
$241.4 - $293.69 $1.6M - $1.95M
8.01K $2.15M
NECB
North East Community Bancorp, Inc.

Financial Services
77.4K
+ 714.81%
$21.63 - $25.71 $1.67M - $1.99M
88.2K $2.07M
IXJ
Ishares Global Healthcare ETF

ETFs
19.7K
New
$86.01 - $94.19 $1.69M - $1.85M
19.7K $1.79M
RTX
Raytheon Technologies Corp

Industrials
10.9K
+ 53.47%
$114.1 - $135.66 $1.25M - $1.48M
31.4K $4.16M
SO
Southern CO

Utilities
8.07K
+ 7.4%
$80.96 - $92.96 $653K - $750K
117K $10.8M
VBR
Vanguard Small Cap Value ETF

ETFs
10.1K
+ 140.92%
$183.02 - $207.75 $1.84M - $2.09M
17.2K $3.21M
T
At&T Inc.

Communication Services
48.3K
+ 68.12%
$21.56 - $28.28 $1.04M - $1.37M
119K $3.37M
MCK
Mckesson Corp

Healthcare
2.29K
+ 124.16%
$566.21 - $672.99 $1.3M - $1.54M
4.14K $2.78M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
64.1K
+ 36.13%
$32.49 - $37.99 $2.08M - $2.43M
241K $8.09M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
120K
New
$10.88 - $14.75 $1.3M - $1.77M
120K $1.73M
TFC
Truist Financial Corp

Financial Services
48.6K
+ 38.42%
$39.48 - $48.15 $1.92M - $2.34M
175K $7.21M
ABT
Abbott Laboratories

Healthcare
11.2K
+ 93.83%
$111.1 - $140.22 $1.24M - $1.57M
23.1K $3.06M
SHEL
Shell PLC

Energy
21K
+ 131.45%
$62.84 - $73.29 $1.32M - $1.54M
37K $2.71M
HPQ
Hp Inc

Technology
61K
New
$27.69 - $34.72 $1.69M - $2.12M
61K $1.69M
IT
Gartner Inc

Technology
4.35K
+ 171.07%
$418.25 - $548.38 $1.82M - $2.39M
6.9K $2.89M
COF
Capital One Financial Corp

Financial Services
9.15K
+ 515.26%
$163.87 - $209.82 $1.5M - $1.92M
10.9K $1.96M
ITOT
Ishares Core S&P Total U.S. St

ETFs
13.9K
+ 127.13%
$120.29 - $134.6 $1.67M - $1.87M
24.8K $3.03M
TMUS
T Mobile Us, Inc.

Communication Services
4.99K
+ 80.46%
$211.3 - $272.83 $1.05M - $1.36M
11.2K $2.99M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
34.2K
+ 67.34%
$42.5 - $46.71 $1.45M - $1.6M
85K $3.85M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.41K
+ 340.54%
$275.89 - $345.24 $1.22M - $1.52M
5.71K $1.97M
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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