Arkadios Wealth Advisors Purchases in Q2 2025

Arkadios Wealth Advisors

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.4K
+ 22.28%
$83.97 - $92.85 $871K - $964K
57K $5.03M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.85K
+ 0.92%
$35.9 - $43.76 $66.4K - $80.9K
202K $8.73M
SWK
Stanley Black & Decker, Inc.

Industrials
12.6K
+ 162.66%
$55.86 - $76.98 $704K - $970K
20.3K $1.38M
ACWI
Ishares Msci Acwi ETF

ETFs
6.03K
New
$103.59 - $128.6 $624K - $775K
6.03K $774K
SSNC
Ss&C Technologies Holdings Inc

Technology
9.37K
+ 259.48%
$71.96 - $83.42 $674K - $782K
13K $1.07M
TKR
Timken CO

Industrials
10.5K
+ 117.1%
$57.34 - $74.03 $603K - $779K
19.5K $1.42M
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
8.98K
New
$70.93 - $86.0 $637K - $773K
8.98K $769K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
8.61K
+ 155.82%
$72.32 - $86.4 $623K - $744K
14.1K $1.22M
VDE
Vanguard Energy ETF

ETFs
7K
+ 111.23%
$105.87 - $130.56 $741K - $913K
13.3K $1.58M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
221
+ 1.1%
$139.8 - $197.22 $30.9K - $43.6K
20.3K $4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.51K
+ 87.4%
$390.26 - $489.06 $980K - $1.23M
5.39K $2.18M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.29K
+ 1.52%
$17.76 - $22.1 $76.2K - $94.9K
286K $6.33M
ADP
Automatic Data Processing Inc

Industrials
2.36K
+ 41.02%
$276.76 - $326.81 $653K - $771K
8.11K $2.5M
EEM
Ishares Msci Emerging Markets

ETFs
14.1K
+ 145.24%
$38.52 - $48.28 $541K - $678K
23.7K $1.14M
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.56K
+ 2.58%
$29.36 - $35.56 $163K - $198K
221K $7.85M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
321
+ 3.44%
$179.95 - $278.88 $57.8K - $89.5K
9.64K $2.69M
ABT
Abbott Laboratories

Healthcare
4.68K
+ 20.3%
$123.95 - $138.08 $580K - $647K
27.8K $3.77M
ICSH
Blackrock Ultra Short Term Bon

ETFs
13.9K
New
$50.48 - $50.71 $703K - $706K
13.9K $706K
IOO
Ishares Tr Global 100 ETF

ETFs
6.52K
New
$84.95 - $107.81 $554K - $703K
6.52K $702K
PJT
Pjt Partners Inc.

Financial Services
4.2K
New
$125.44 - $166.41 $527K - $699K
4.2K $693K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.04K
+ 24.94%
$121.58 - $136.74 $613K - $690K
25.3K $3.43M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
7.78K
New
$80.28 - $91.78 $625K - $714K
7.78K $684K
ASML
Asml Holding Nv

Technology
662
+ 63.59%
$595.37 - $815.24 $394K - $540K
1.7K $1.36M
INTU
Intuit Inc

Technology
412
+ 20.42%
$544.07 - $787.63 $224K - $325K
2.43K $1.91M
ETN
Eaton Corp PLC

Industrials
928
+ 23.8%
$246.52 - $356.99 $229K - $331K
4.83K $1.72M
BK
Bank Of New York Mellon Corp

Financial Services
3K
+ 5.59%
$73.31 - $91.62 $220K - $275K
56.7K $5.17M
VZ
Verizon Communications Inc

Communication Services
23.3K
+ 13.77%
$41.67 - $45.62 $971K - $1.06M
192K $8.33M
PHO
Invesco Exchange Traded Fd Tr

ETFs
9.35K
New
$58.13 - $69.92 $544K - $654K
9.35K $653K
WDC
Western Digital Corp

Technology
608
+ 2.33%
$30.54 - $63.99 $18.6K - $38.9K
26.7K $1.71M
MSTR
Microstrategy Inc

Technology
47
+ 0.87%
$237.95 - $421.61 $11.2K - $19.8K
5.48K $2.22M
PAPR
Innovator U.S. Equity Power Bu

ETFs
16.6K
+ 102.9%
$33.22 - $37.29 $551K - $618K
32.7K $1.22M
DAR
Darling Ingredients Inc.

Consumer Defensive
14.4K
+ 97.09%
$27.63 - $38.64 $397K - $555K
29.2K $1.11M
CNA
Cna Financial Corp

Financial Services
13.5K
New
$45.03 - $50.88 $609K - $688K
13.5K $629K
CB
Chubb LTD

Financial Services
2.24K
+ 104.43%
$274.32 - $302.46 $614K - $678K
4.39K $1.27M
ALLE
Allegion PLC

Industrials
4K
+ 121.23%
$118.52 - $145.64 $474K - $583K
7.31K $1.05M
RELX
Relx PLC

Communication Services
11.3K
New
$45.31 - $55.66 $511K - $628K
11.3K $613K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
19.2K
New
$25.48 - $31.98 $488K - $612K
19.2K $612K
CMCSA
Comcast Corp

Communication Services
18K
+ 67.01%
$32.84 - $36.72 $591K - $661K
44.9K $1.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.66K
+ 24.73%
$149.76 - $186.42 $398K - $496K
13.4K $2.5M
BX
Blackstone Inc.

Financial Services
1.5K
+ 3.8%
$120.07 - $151.11 $180K - $226K
40.9K $6.11M
FLEX
Flex Ltd.

Technology
12.1K
New
$26.68 - $50.09 $324K - $608K
12.1K $606K
PMAR
Innovator U.S. Equity Power Bu

ETFs
13.9K
+ 152.03%
$37.18 - $42.23 $515K - $585K
23K $970K
XLE
Energy Sector Spdr

ETFs
19.1K
+ 16.2%
$76.44 - $94.13 $1.46M - $1.8M
137K $11.6M
CEG
Constellation Energy Corp

Utilities
353
+ 9.09%
$170.96 - $322.76 $60.3K - $114K
4.24K $1.37M
SRLN
Ssga Active Trust

ETFs
13.9K
+ 107.94%
$39.47 - $41.59 $547K - $576K
26.7K $1.11M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
23.1K
+ 202.52%
$24.48 - $24.9 $566K - $576K
34.5K $859K
IEMG
Ishares Inc

ETFs
10.8K
+ 10.64%
N/A
112K $6M
SYM
Symbotic Inc.

Financial Services
14.8K
New
$17.5 - $38.85 $259K - $574K
14.8K $574K
HUN
Huntsman Corp

Basic Materials
54.9K
New
$10.28 - $15.52 $564K - $852K
54.9K $571K
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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