Arkadios Wealth Advisors Purchases in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BTI
British American Tobacco P.L.C.

Consumer Defensive
38.5K
New
$35.35 - $42.74 $1.36M - $1.64M
38.5K $1.59M
FIS
Fidelity National Information Services, Inc.

Technology
21.2K
New
$68.12 - $83.42 $1.45M - $1.77M
21.2K $1.59M
F
Ford Motor CO

Consumer Cyclical
152K
+ 140.81%
$9.12 - $10.43 $1.39M - $1.59M
261K $2.61M
MO
Altria Group, Inc.

Consumer Defensive
14.9K
+ 18.14%
$50.81 - $60.02 $759K - $896K
97.3K $5.84M
MU
Micron Technology Inc

Technology
17K
+ 112.79%
$86.89 - $109.38 $1.48M - $1.86M
32.1K $2.79M
ABC
Amerisourcebergen Corp

Healthcare
8.07K
+ 340.13%
N/A
10.4K $1.93M
FDX
Fedex Corp

Industrials
6.83K
+ 149.68%
$230.33 - $281.53 $1.57M - $1.92M
11.4K $2.78M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6.64K
+ 369.3%
$221.78 - $273.45 $1.47M - $1.82M
8.44K $1.92M
DGRO
Ishares Core Dividend Growth E

ETFs
22.8K
+ 17.03%
$60.46 - $64.42 $1.38M - $1.47M
157K $9.67M
AEP
American Electric Power CO Inc

Utilities
9.4K
+ 37.88%
$90.32 - $109.27 $849K - $1.03M
34.2K $3.74M
CCI
Crown Castle International Corp

Real Estate
11.9K
+ 95.81%
$84.33 - $106.39 $1.01M - $1.27M
24.4K $2.54M
VNLA
Janus Henderson Short Duration

ETFs
28.5K
New
$48.89 - $49.21 $1.39M - $1.4M
28.5K $1.4M
DVN
Devon Energy Corp

Energy
30.9K
+ 58.99%
$33.15 - $38.55 $1.02M - $1.19M
83.2K $3.11M
CVS
Cvs Health Corp

Healthcare
10.3K
+ 33.65%
$44.22 - $68.64 $455K - $707K
40.9K $2.77M
PEG
Public Service Enterprise Group Inc

Utilities
16.9K
+ 303.47%
$78.2 - $90.39 $1.33M - $1.53M
22.5K $1.85M
PTC
Ptc Inc.

Technology
8.81K
New
$153.3 - $193.48 $1.35M - $1.71M
8.81K $1.37M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
12.9K
+ 6.51%
$100.32 - $100.76 $1.3M - $1.3M
211K $21.3M
ORCC
Owl Rock Capital Corp

Financial Services
101K
+ 201.25%
N/A
151K $2.02M
GPC
Genuine Parts CO

Consumer Cyclical
11.2K
+ 268.09%
$115.91 - $129.02 $1.3M - $1.45M
15.4K $1.83M
SLB
Schlumberger Limited

Energy
29.8K
+ 108.91%
$38.4 - $43.74 $1.14M - $1.3M
57.2K $2.39M
NKE
Nike, Inc.

Consumer Cyclical
25.4K
+ 113.42%
$63.29 - $81.72 $1.61M - $2.08M
47.8K $3.04M
PEP
Pepsico Inc

Consumer Defensive
8.89K
+ 66.43%
$142.64 - $156.42 $1.27M - $1.39M
22.3K $3.34M
PM
Philip Morris International Inc.

Consumer Defensive
2.1K
+ 8.55%
$117.15 - $158.79 $246K - $334K
26.7K $4.24M
SYK
Stryker Corp

Healthcare
3.37K
+ 495.88%
$355.18 - $399.9 $1.2M - $1.35M
4.05K $1.51M
PYPL
Pay Pal Holdings, Inc.

Financial Services
36K
+ 65.7%
$65.15 - $91.81 $2.35M - $3.31M
90.9K $5.93M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15.7K
+ 211.74%
$76.94 - $78.28 $1.21M - $1.23M
23.1K $1.81M
AXP
American Express CO

Financial Services
5.19K
+ 82.62%
$255.39 - $325.87 $1.32M - $1.69M
11.5K $3.09M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
19.7K
New
$59.15 - $62.71 $1.17M - $1.24M
19.7K $1.22M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
15.5K
New
$69.81 - $78.9 $1.08M - $1.22M
15.5K $1.2M
DFAE
Dimensional ETF Tr

ETFs
46.2K
New
$24.64 - $26.86 $1.14M - $1.24M
46.2K $1.2M
FENY
Fidelity Covington Tr Msci Ene

ETFs
46.8K
New
$23.24 - $26.16 $1.09M - $1.23M
46.8K $1.2M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
15K
+ 331.24%
$78.0 - $84.37 $1.17M - $1.26M
19.5K $1.56M
USFR
Wisdomtree Floating Rate Treas

ETFs
23.2K
+ 280.99%
$50.29 - $50.5 $1.17M - $1.17M
31.5K $1.58M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15.2K
New
$73.78 - $76.59 $1.12M - $1.17M
15.2K $1.17M
SLV
I Shares Silver Trust

ETFs
9.71K
+ 5.23%
$26.93 - $31.32 $261K - $304K
195K $6.05M
O
Realty Income Corp

Real Estate
18.2K
+ 78.47%
$51.67 - $58.49 $938K - $1.06M
41.3K $2.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
23.9K
+ 36.51%
$44.72 - $46.25 $1.07M - $1.1M
89.3K $4.12M
D
Dominion Energy, Inc

Utilities
20.5K
+ 415.03%
$52.85 - $57.43 $1.08M - $1.18M
25.4K $1.42M
ECL
Ecolab Inc.

Basic Materials
4.54K
New
$229.72 - $269.82 $1.04M - $1.22M
4.54K $1.15M
SKX
Skechers Usa Inc

Consumer Cyclical
20.2K
New
$54.98 - $78.24 $1.11M - $1.58M
20.2K $1.14M
EIX
Edison International

Utilities
19.4K
New
$50.06 - $80.01 $972K - $1.55M
19.4K $1.14M
KRE
Spdr S&P Regional Banking ETF

ETFs
20.8K
+ 194.23%
$55.11 - $65.5 $1.14M - $1.36M
31.5K $1.79M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
22.3K
+ 178.21%
$47.08 - $50.67 $1.05M - $1.13M
34.7K $1.75M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
68.5K
New
$16.23 - $22.23 $1.11M - $1.52M
68.5K $1.14M
JNK
Spdr Bloomberg High Yield Bond

ETFs
12K
New
$94.86 - $97.12 $1.14M - $1.16M
12K $1.14M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
24.9K
+ 227.65%
$47.79 - $59.89 $1.19M - $1.49M
35.8K $1.8M
STX
Seagate Technology Holdings PLC

Technology
13.4K
New
$84.92 - $108.42 $1.14M - $1.45M
13.4K $1.14M
ICLR
Icon PLC

Healthcare
6.67K
+ 573.67%
$174.99 - $222.58 $1.17M - $1.48M
7.83K $1.37M
VIRC
Virco Mfg Corporation

Consumer Cyclical
118K
New
$9.3 - $11.69 $1.09M - $1.37M
118K $1.11M
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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