Arkadios Wealth Advisors Purchases in Q2 2025

Arkadios Wealth Advisors

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NOV
Nov Inc.

Energy
86.6K
New
$11.11 - $15.41 $962K - $1.33M
86.6K $1.08M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
15.4K
+ 47.18%
$56.84 - $65.5 $875K - $1.01M
48K $3.15M
RIO
Rio Tinto PLC

Basic Materials
18K
+ 282.94%
$52.32 - $62.75 $940K - $1.13M
24.3K $1.42M
GLW
Corning Inc

Technology
19.6K
New
$39.07 - $52.59 $768K - $1.03M
19.6K $1.03M
MAR
Marriott International Inc

Consumer Cyclical
3.59K
+ 251.79%
$211.12 - $274.14 $757K - $984K
5.01K $1.37M
APD
Air Products & Chemicals, Inc.

Basic Materials
4.31K
+ 27.67%
$248.61 - $294.96 $1.07M - $1.27M
19.9K $5.61M
GM
General Motors CO

Consumer Cyclical
19.6K
+ 90.61%
$42.48 - $50.46 $831K - $988K
41.2K $2.03M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.88K
+ 258.99%
$100.35 - $100.71 $992K - $995K
13.7K $1.38M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.92K
+ 19.81%
$108.12 - $135.04 $532K - $665K
29.8K $4.02M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
15.4K
+ 26.86%
$45.88 - $54.4 $706K - $837K
72.7K $3.95M
EMR
Emerson Electric CO

Industrials
5.41K
+ 49.1%
$94.15 - $133.33 $510K - $722K
16.4K $2.19M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
16.3K
+ 50.99%
$59.8 - $60.07 $974K - $979K
48.2K $2.89M
BAPR
Innovator U.S. Equity Buffer E

ETFs
21.6K
New
$38.86 - $45.19 $839K - $976K
21.6K $975K
BND
Vanguard Bd Index Fd Inc Total

ETFs
13K
+ 13.89%
$72.02 - $73.82 $935K - $958K
106K $7.83M
DY
Dycom Industries Inc

Industrials
3.98K
New
$138.96 - $245.71 $552K - $977K
3.98K $971K
VEA
Vanguard Ftse Developed Market

ETFs
6.9K
+ 7.42%
$45.65 - $57.01 $315K - $393K
99.9K $5.7M
SON
Sonoco Products CO

Consumer Cyclical
22.2K
New
$40.6 - $47.93 $900K - $1.06M
22.2K $966K
XT
Ishares Tr Exponential Technol

ETFs
5.18K
+ 6.41%
$49.86 - $65.25 $258K - $338K
86K $5.61M
SBUX
Starbucks Corp

Consumer Cyclical
11.3K
+ 98.89%
$79.69 - $99.41 $897K - $1.12M
22.6K $2.07M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
18.9K
+ 330.4%
$43.28 - $50.37 $820K - $954K
24.7K $1.24M
FMAG
Fidelity Covington Tr

ETFs
7.12K
+ 5.26%
$26.36 - $34.31 $188K - $244K
142K $4.89M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
7.48K
+ 121.01%
$103.88 - $123.68 $777K - $925K
13.7K $1.69M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
20.4K
+ 14.94%
$27.3 - $31.8 $558K - $650K
157K $5M
CHTR
Charter Communications, Inc.

Communication Services
2.3K
New
$321.68 - $427.25 $739K - $981K
2.3K $938K
SPGI
S&P Global Inc.

Financial Services
1.64K
+ 47.34%
$438.31 - $527.29 $717K - $863K
5.09K $2.68M
URI
United Rentals, Inc.

Industrials
239
+ 4.09%
$551.94 - $753.4 $132K - $180K
6.08K $4.58M
GD
General Dynamics Corp

Industrials
1.56K
+ 7.06%
$247.68 - $291.66 $387K - $456K
23.7K $6.92M
CCJ
Cameco Corp

Energy
11.8K
New
$36.68 - $74.46 $434K - $881K
11.8K $877K
ZG
Zillow Group, Inc.

Communication Services
12.8K
New
$59.44 - $70.64 $761K - $904K
12.8K $876K
ORI
Old Republic International Corp

Financial Services
22.9K
+ 220.08%
$35.25 - $39.79 $807K - $911K
33.3K $1.28M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.6K
+ 8.74%
$186.58 - $225.78 $484K - $586K
32.3K $7.04M
MA
Mastercard Inc

Financial Services
1.19K
+ 8.5%
$479.92 - $590.74 $572K - $704K
15.2K $8.55M
HOOD
Robinhood Markets, Inc.

Technology
5.46K
+ 81.44%
$34.17 - $93.63 $186K - $511K
12.2K $1.14M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
7.48K
+ 217.18%
$91.62 - $109.97 $686K - $823K
10.9K $1.2M
DFAI
Dimensional ETF Tr

ETFs
5.27K
+ 2.65%
$28.02 - $34.71 $148K - $183K
204K $7.04M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.91K
+ 242.87%
$74.88 - $91.97 $667K - $820K
12.6K $1.16M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.06K
+ 2.25%
$83.67 - $109.12 $88.8K - $116K
48.1K $5.25M
MCHP
Microchip Technology Inc

Technology
10.2K
+ 191.93%
$35.34 - $71.6 $362K - $733K
15.6K $1.1M
ALB
Albemarle Corp

Basic Materials
14K
+ 321.03%
$50.76 - $72.25 $708K - $1.01M
18.3K $1.15M
NDAQ
Nasdaq, Inc.

Financial Services
9.3K
New
$66.4 - $89.42 $617K - $832K
9.3K $831K
BMAR
Innovator U.S. Equity Buffer E

ETFs
16.4K
+ 322.03%
$41.56 - $49.04 $682K - $804K
21.5K $1.05M
EFV
Msci Eafe Value ETF

ETFs
7.76K
+ 10.79%
$52.4 - $64.65 $407K - $502K
79.7K $5.06M
T
At&T Inc.

Communication Services
25.4K
+ 21.34%
$26.33 - $28.94 $670K - $736K
145K $4.19M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.63K
+ 398.78%
$483.07 - $625.6 $788K - $1.02M
2.04K $1.07M
SCHW
Schwab Charles Corp

Financial Services
738
+ 1.29%
$69.06 - $91.24 $51K - $67.3K
57.8K $5.27M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
8.52K
+ 6.52%
$38.78 - $49.2 $331K - $419K
139K $6.77M
CSX
Csx Corp

Industrials
21.9K
+ 83.37%
$26.69 - $32.91 $585K - $721K
48.2K $1.57M
DHR
Danaher Corp

Healthcare
4.22K
+ 90.03%
$174.64 - $205.16 $737K - $865K
8.9K $1.76M
MTZ
Mastec Inc

Industrials
4.66K
New
$106.07 - $171.99 $494K - $802K
4.66K $794K
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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