Arkadios Wealth Advisors Purchases in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OMC
Omnicom Group Inc.

Communication Services
9.51K
New
$79.43 - $88.34 $756K - $840K
9.51K $788K
APD
Air Products & Chemicals, Inc.

Basic Materials
2.45K
+ 18.67%
$283.24 - $338.07 $694K - $829K
15.6K $4.59M
GE
General Electric CO

Industrials
2.85K
+ 44.5%
$168.59 - $212.13 $481K - $605K
9.26K $1.85M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
6.8K
+ 51.23%
$161.27 - $192.3 $1.1M - $1.31M
20.1K $3.24M
BJAN
Innovator U.S. Equity Buffer E

ETFs
16.7K
New
$46.03 - $49.45 $771K - $828K
16.7K $781K
BNOV
Innovator U.S. Equity Buffer E

ETFs
20.2K
New
$37.74 - $40.44 $764K - $819K
20.2K $773K
DELL
Dell Technologies Inc.

Technology
12.2K
+ 83.3%
$90.34 - $124.66 $1.11M - $1.53M
27K $2.46M
HGER
Harbor ETF Tr All Weather Infl
16.5K
+ 8.65%
$22.23 - $24.05 $366K - $396K
207K $4.97M
CL
Colgate Palmolive CO

Consumer Defensive
7.9K
+ 122.02%
$85.68 - $97.5 $677K - $770K
14.4K $1.35M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
18K
+ 150.68%
$47.25 - $67.02 $851K - $1.21M
30K $1.43M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
17.6K
+ 20.8%
$42.38 - $43.28 $744K - $760K
102K $4.34M
HAL
Halliburton CO

Energy
29.4K
+ 316.03%
$24.15 - $29.9 $709K - $878K
38.6K $980K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
9.68K
+ 149.61%
$81.1 - $94.7 $785K - $916K
16.1K $1.31M
NEAR
Blackrock Short Maturity Bond

ETFs
14.3K
New
$50.4 - $50.89 $719K - $726K
14.3K $725K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
10.3K
+ 22.92%
$51.39 - $57.43 $530K - $592K
55.3K $3.06M
KIM
Kimco Realty Corp

Real Estate
33.9K
New
$20.15 - $23.42 $682K - $793K
33.9K $719K
GD
General Dynamics Corp

Industrials
1.96K
+ 9.7%
$241.94 - $272.58 $474K - $534K
22.2K $6.04M
USB
Us Bancorp \De\

Financial Services
30.7K
+ 29.49%
$40.92 - $50.9 $1.26M - $1.56M
135K $5.69M
SPGI
S&P Global Inc.

Financial Services
1.36K
+ 64.65%
$478.26 - $543.77 $649K - $738K
3.46K $1.76M
CPRI
Capri Holdings LTD

Consumer Cyclical
36K
New
$19.02 - $25.84 $684K - $930K
36K $710K
DOW
Dow Inc.

Basic Materials
24.4K
+ 83.75%
$34.36 - $41.92 $839K - $1.02M
53.6K $1.87M
DRI
Darden Restaurants Inc

Consumer Cyclical
382
+ 1.3%
$180.02 - $208.56 $68.8K - $79.7K
29.7K $6.17M
HBAN
Huntington Bancshares Inc

Financial Services
47.6K
+ 256.69%
$14.28 - $17.39 $680K - $828K
66.2K $993K
VV
Vanguard Large Cap ETF

ETFs
2.74K
+ 270.92%
$253.32 - $282.66 $694K - $774K
3.75K $963K
UNP
Union Pacific Corp

Industrials
2.83K
+ 105.76%
$225.21 - $254.42 $637K - $719K
5.5K $1.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.2K
+ 41.49%
$56.17 - $59.71 $685K - $728K
41.6K $2.38M
QBTS
D Wave Quantum Inc.

Technology
91.6K
+ 475.84%
$3.83 - $11.18 $351K - $1.02M
111K $842K
XLP
Consumer Staples Sector Spdr

ETFs
8.91K
+ 31.88%
N/A
36.8K $2.8M
CELH
Celsius Holdings, Inc.

Consumer Defensive
16.5K
+ 169.05%
$21.28 - $35.62 $350K - $586K
26.2K $932K
YOU
Clear Secure, Inc.

Technology
26.1K
+ 189.58%
$22.12 - $27.62 $576K - $720K
39.8K $1.03M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.3K
+ 120.72%
$283.06 - $421.16 $934K - $1.39M
6.03K $1.71M
POCT
Innovator U.S. Equity Power Bu

ETFs
17K
New
$38.53 - $40.49 $653K - $686K
17K $658K
PFEB
Innovator U.S. Equity Power Bu

ETFs
18.2K
New
$35.54 - $37.44 $647K - $682K
18.2K $652K
AON
Aon PLC

Financial Services
1.64K
New
$348.44 - $409.32 $570K - $670K
1.64K $652K
KR
Kroger CO

Consumer Defensive
9.15K
+ 203.9%
$58.36 - $67.72 $534K - $619K
13.6K $922K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
78K
+ 160.41%
$6.98 - $8.49 $545K - $662K
127K $999K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9.05K
New
$66.9 - $71.57 $606K - $648K
9.05K $637K
SHV
Ishares Tr

ETFs
5.7K
+ 105.59%
$110.11 - $110.51 $628K - $630K
11.1K $1.23M
STZ
Constellation Brands, Inc.

Consumer Defensive
3.95K
+ 156.05%
$161.05 - $222.93 $636K - $880K
6.48K $1.19M
INTC
Intel Corp

Technology
16.9K
+ 19.55%
$19.1 - $27.39 $322K - $462K
103K $2.34M
WELL
Welltower Inc.

Real Estate
2.82K
+ 43.92%
$124.05 - $156.86 $350K - $442K
9.24K $1.42M
LZ
Legalzoom.Com, Inc.

Industrials
70.1K
New
$7.52 - $10.26 $527K - $719K
70.1K $603K
ASH
Ashland Global Holdings Inc

Basic Materials
10K
New
$55.87 - $73.16 $560K - $734K
10K $594K
BAX
Baxter International Inc

Healthcare
17.2K
New
$29.26 - $36.57 $505K - $631K
17.2K $590K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3.86K
New
$132.75 - $177.12 $513K - $684K
3.86K $589K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.89K
+ 158.89%
$114.57 - $118.14 $560K - $578K
7.97K $941K
WPC
W. P. Carey Inc.

Real Estate
5.05K
+ 16.62%
$53.5 - $65.05 $270K - $329K
35.4K $2.24M
JCI
Johnson Controls International PLC

Industrials
7.21K
New
$76.12 - $90.6 $549K - $653K
7.21K $577K
JHMM
John Hancock Multifactor Mid C

ETFs
11.6K
+ 32.83%
$55.69 - $63.12 $644K - $730K
46.8K $2.68M
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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