Arkadios Wealth Advisors Purchases in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DD
Du Pont De Nemours, Inc.

Basic Materials
14.9K
+ 448.79%
$72.7 - $84.32 $1.08M - $1.25M
18.2K $1.36M
NTR
Nutrien Ltd.

Basic Materials
22K
New
$45.28 - $53.84 $997K - $1.19M
22K $1.09M
VMC
Vulcan Materials CO

Basic Materials
4.82K
+ 296.68%
$220.9 - $277.54 $1.07M - $1.34M
6.45K $1.5M
FCOM
Fidelity Covington Tr Msci Com

ETFs
19.2K
+ 435.2%
$55.97 - $64.13 $1.08M - $1.23M
23.6K $1.33M
C
Citigroup Inc

Financial Services
14.7K
+ 50.77%
$67.23 - $84.63 $991K - $1.25M
43.8K $3.11M
GIS
General Mills Inc

Consumer Defensive
20K
+ 54.92%
$57.56 - $65.3 $1.15M - $1.3M
56.3K $3.37M
KMB
Kimberly Clark Corp

Consumer Defensive
6.89K
+ 237.12%
$124.46 - $147.4 $857K - $1.01M
9.79K $1.39M
KLAC
Kla Corp

Technology
1.42K
+ 240.85%
$636.62 - $777.63 $905K - $1.11M
2.01K $1.37M
IYW
Ishares Dj Us Tech ETF

ETFs
8.76K
+ 66.39%
$140.44 - $166.79 $1.23M - $1.46M
22K $3.08M
ADI
Analog Devices Inc

Technology
4.99K
+ 160.2%
$201.56 - $243.82 $1.01M - $1.22M
8.1K $1.63M
WEC
Wec Energy Group, Inc.

Utilities
8.89K
New
$92.12 - $108.98 $819K - $969K
8.89K $968K
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.99K
+ 73.4%
$168.16 - $186.21 $1.01M - $1.12M
14.2K $2.42M
IRBO
Ishares Robotics & Artificial

ETFs
29.9K
+ 13.98%
N/A
244K $7.83M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
7.8K
New
$120.24 - $134.3 $938K - $1.05M
7.8K $951K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.95K
+ 210.03%
$497.6 - $606.74 $969K - $1.18M
2.87K $1.43M
EXR
Extra Space Storage Inc.

Real Estate
6.36K
+ 102.81%
$143.8 - $161.28 $914K - $1.03M
12.5K $1.86M
EHC
Encompass Health Corp

Healthcare
9.24K
New
$91.05 - $102.2 $842K - $945K
9.24K $936K
AIG
American International Group, Inc.

Financial Services
10.2K
+ 301.87%
$70.5 - $86.94 $718K - $885K
13.6K $1.18M
TROW
Price T Rowe Group Inc

Financial Services
10.2K
New
$91.57 - $116.93 $930K - $1.19M
10.2K $932K
ZTS
Zoetis Inc.

Healthcare
5.54K
+ 100.13%
$156.48 - $175.67 $867K - $973K
11.1K $1.82M
TYL
Tyler Technologies Inc

Technology
1.57K
+ 80.9%
$553.41 - $646.74 $867K - $1.01M
3.5K $2.04M
ES
Eversource Energy

Utilities
14.8K
New
$55.63 - $63.8 $825K - $946K
14.8K $921K
VRT
Vertiv Holdings CO

Industrials
10.6K
+ 170.06%
N/A
16.8K $1.46M
HSY
Hershey CO

Consumer Defensive
5.3K
New
$144.74 - $186.36 $767K - $988K
5.3K $906K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.1K
New
$49.25 - $50.66 $894K - $919K
18.1K $900K
VIG
Vanguard Dividend Appreciation

ETFs
4.84K
+ 58.74%
N/A
13.1K $2.38M
FMB
First Tr Exchange Traded Fd Ii

ETFs
17.4K
New
$50.17 - $51.45 $873K - $895K
17.4K $877K
PRU
Prudential Financial Inc

Financial Services
8.19K
+ 146.56%
$105.04 - $122.33 $860K - $1M
13.8K $1.54M
PEAK
Healthpeak Properties, Inc.

Real Estate
46.1K
New
N/A
46.1K $874K
BRO
Brown & Brown, Inc.

Financial Services
6.96K
New
$100.54 - $124.4 $700K - $866K
6.96K $866K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
6.9K
+ 118.72%
$120.07 - $144.17 $828K - $995K
12.7K $1.58M
BOCT
Innovator U.S. Equity Buffer E

ETFs
20.5K
New
$41.53 - $44.57 $852K - $915K
20.5K $862K
EMR
Emerson Electric CO

Industrials
8.22K
+ 292.94%
$108.64 - $131.17 $893K - $1.08M
11K $1.21M
FMC
Fmc Corp

Basic Materials
20.4K
New
$34.54 - $56.38 $704K - $1.15M
20.4K $860K
EPD
Enterprise Products Partners L.P.

Energy
20.7K
+ 38.56%
$31.75 - $34.14 $657K - $707K
74.4K $2.54M
KWEB
Kraneshares Tr Csi China Inter

ETFs
24.5K
New
$27.29 - $38.29 $669K - $938K
24.5K $855K
PSLV
Sprott Physical Silver Trust

Financial Services
73.7K
New
$9.86 - $11.68 $726K - $860K
73.7K $854K
PJAN
Innovator U.S. Equity Power Bu

ETFs
20.4K
New
$41.09 - $43.24 $840K - $884K
20.4K $847K
RY
Royal Bank Of Canada

Financial Services
8.06K
+ 97.34%
$108.81 - $123.4 $877K - $994K
16.3K $1.84M
VB
Vanguard Small Cap ETF

ETFs
3.99K
+ 172.28%
$217.89 - $252.64 $869K - $1.01M
6.31K $1.4M
UPS
United Parcel Service Inc

Industrials
10.2K
+ 58.48%
$109.66 - $136.26 $1.12M - $1.39M
27.7K $3.05M
CAG
Conagra Brands Inc.

Consumer Defensive
33.5K
+ 62.81%
$23.9 - $27.67 $801K - $928K
86.9K $2.32M
IAU
Ishares Gold Trust

ETFs
11.7K
+ 74.7%
$49.74 - $58.96 $581K - $689K
27.3K $1.61M
ITW
Illinois Tool Works Inc

Industrials
3.82K
+ 18.03%
$244.9 - $274.48 $936K - $1.05M
25K $6.21M
XLI
Industrial Sector Spdr

ETFs
6.33K
+ 48.94%
$128.78 - $141.67 $815K - $896K
19.3K $2.52M
IEFA
Ishares Tr

ETFs
6.21K
+ 9.57%
$69.57 - $78.65 $432K - $488K
71.1K $5.38M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
31.6K
+ 374.83%
$25.44 - $25.58 $805K - $810K
40.1K $1.02M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
34.6K
+ 100.99%
$23.32 - $23.84 $806K - $824K
68.8K $1.61M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
13.4K
New
$58.38 - $64.16 $783K - $860K
13.4K $794K
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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