Arkadios Wealth Advisors Purchases in Q2 2025

Arkadios Wealth Advisors

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
5.46K
+ 15.95%
$81.72 - $124.01 $446K - $677K
39.7K $4.92M
KRE
Spdr S&P Regional Banking ETF

ETFs
24.6K
+ 78.27%
$48.81 - $59.48 $1.2M - $1.46M
56.1K $3.33M
CMI
Cummins Inc

Industrials
4.4K
+ 59.91%
$267.12 - $336.65 $1.17M - $1.48M
11.7K $3.84M
VEU
Vanguard Ftse All World Ex Us

ETFs
22.1K
+ 320.42%
$54.19 - $67.22 $1.19M - $1.48M
28.9K $1.94M
ISRG
Intuitive Surgical Inc

Healthcare
1.32K
+ 8.19%
$451.58 - $565.94 $597K - $749K
17.5K $9.5M
SLB
Schlumberger Limited

Energy
57.7K
+ 100.87%
$31.95 - $42.2 $1.84M - $2.43M
115K $3.88M
VGSH
Vanguard

ETFs
25K
+ 15.13%
$58.32 - $58.95 $1.46M - $1.47M
190K $11.2M
COF
Capital One Financial Corp

Financial Services
5.18K
+ 47.44%
$150.57 - $212.76 $781K - $1.1M
16.1K $3.43M
PAGP
Plains Gp Holdings LP

Energy
75.3K
New
$17.24 - $21.61 $1.3M - $1.63M
75.3K $1.46M
RIG
Transocean Ltd.

Energy
600K
+ 309.03%
$2.13 - $3.32 $1.28M - $1.99M
795K $2.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.7K
+ 5.13%
$51.16 - $62.02 $545K - $661K
219K $13.6M
IBM
International Business Machines Corp

Technology
815
+ 3.2%
$221.03 - $294.78 $180K - $240K
26.3K $7.75M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.74K
+ 29.23%
$376.48 - $440.65 $1.03M - $1.21M
12.1K $5.34M
NVO
Novo Nordisk A S

Healthcare
20.4K
+ 141.71%
$58.08 - $81.05 $1.18M - $1.65M
34.8K $2.4M
PSX
Phillips 66

Energy
12.7K
+ 41.96%
$92.87 - $125.73 $1.18M - $1.59M
42.9K $5.11M
VXF
Vanguard Extended Market ETF

ETFs
7K
+ 548.08%
$150.43 - $192.71 $1.05M - $1.35M
8.28K $1.59M
JNJ
Johnson & Johnson

Healthcare
14.2K
+ 23.35%
$146.36 - $159.82 $2.08M - $2.27M
75K $11.5M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
7.53K
+ 13.07%
$61.92 - $81.5 $466K - $614K
65.2K $5.3M
QCOM
Qualcomm Inc

Technology
6.68K
+ 12.71%
$124.66 - $159.48 $833K - $1.07M
59.2K $9.44M
LNC
Lincoln National Corp

Financial Services
39.2K
New
$28.95 - $37.27 $1.14M - $1.46M
39.2K $1.36M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
26.1K
+ 10.81%
$29.52 - $35.31 $771K - $922K
267K $9.44M
ACN
Accenture PLC

Technology
4.72K
+ 76.25%
$279.23 - $323.21 $1.32M - $1.52M
10.9K $3.26M
DOCU
Docusign, Inc.

Technology
16.9K
New
$70.35 - $93.84 $1.19M - $1.59M
16.9K $1.32M
AXP
American Express CO

Financial Services
2.31K
+ 20.14%
$231.39 - $318.98 $535K - $737K
13.8K $4.39M
BAX
Baxter International Inc

Healthcare
45.3K
+ 262.46%
$27.8 - $34.02 $1.26M - $1.54M
62.5K $1.89M
TT
Trane Technologies PLC

Industrials
2.45K
+ 108.54%
$315.21 - $437.41 $774K - $1.07M
4.72K $2.06M
FISV
Fiserv Inc

Technology
10.3K
+ 411.7%
N/A
12.9K $1.61M
RDVY
First Trust Rising Dividend Ac

ETFs
6.64K
+ 3.19%
$51.6 - $62.74 $343K - $417K
215K $13.5M
AMD
Advanced Micro Devices Inc

Technology
2.95K
+ 13.44%
$78.21 - $143.81 $231K - $424K
24.9K $3.53M
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.1K
+ 31.82%
$72.96 - $90.39 $810K - $1M
46K $4.11M
MU
Micron Technology Inc

Technology
743
+ 2.32%
$64.72 - $127.91 $48.1K - $95K
32.8K $4.04M
SNAP
Snap Inc

Communication Services
145K
New
$7.23 - $9.21 $1.04M - $1.33M
145K $1.26M
XLI
Industrial Sector Spdr

ETFs
6.32K
+ 32.81%
$116.42 - $147.52 $735K - $932K
25.6K $3.77M
IAU
Ishares Gold Trust

ETFs
18.3K
+ 67.04%
$56.1 - $64.74 $1.03M - $1.19M
45.6K $2.85M
WMB
Williams Companies, Inc.

Energy
16.6K
+ 26.72%
$54.33 - $62.87 $902K - $1.04M
78.8K $4.95M
MRK
Merck & Co., Inc.

Healthcare
21.6K
+ 47.43%
$73.47 - $87.12 $1.59M - $1.88M
67.1K $5.31M
DE
Deere & CO

Industrials
1.82K
+ 23.94%
$412.99 - $531.48 $750K - $966K
9.41K $4.78M
FDN
First Tr Fd Dow Jones

ETFs
2.95K
+ 34.2%
$200.29 - $269.33 $590K - $793K
11.6K $3.11M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15.1K
+ 65.33%
$77.74 - $78.78 $1.17M - $1.19M
38.2K $3M
IOT
Samsara Inc.

Technology
28.2K
+ 71.43%
$33.46 - $47.74 $944K - $1.35M
67.7K $2.69M
NEE
Nextera Energy Inc

Utilities
18.6K
+ 21.54%
$64.11 - $75.0 $1.19M - $1.4M
105K $7.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.06K
+ 11.84%
$55.54 - $69.09 $503K - $626K
85.6K $5.92M
TJX
Tjx Companies Inc

Consumer Cyclical
8.99K
+ 32.74%
$119.13 - $135.03 $1.07M - $1.21M
36.5K $4.5M
AMGN
Amgen Inc

Healthcare
5.54K
+ 45.67%
$262.28 - $309.85 $1.45M - $1.72M
17.7K $4.94M
AVAV
Aero Vironment Inc

Industrials
4.05K
New
$111.65 - $284.95 $452K - $1.15M
4.05K $1.15M
MDT
Medtronic PLC

Healthcare
15.3K
+ 19.54%
$80.68 - $88.86 $1.24M - $1.36M
93.7K $8.17M
SO
Southern CO

Utilities
12.4K
+ 10.58%
$84.91 - $92.56 $1.05M - $1.15M
129K $11.9M
IEFA
Ishares Tr

ETFs
6.54K
+ 9.2%
$67.83 - $84.09 $444K - $550K
77.7K $6.48M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.76K
+ 19.21%
$40.51 - $71.03 $233K - $409K
35.7K $2.51M
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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