Arkadios Wealth Advisors Purchases in Q2 2025

Arkadios Wealth Advisors

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USHY
Ishares Tr Broad Usd High Yiel

ETFs
15K
+ 128.26%
$35.3 - $37.51 $528K - $561K
26.6K $998K
XLC
Select Sector Spdr Tr Communic

ETFs
2.54K
+ 10.42%
$86.13 - $108.53 $218K - $275K
26.9K $2.92M
EL
Estee Lauder Companies Inc

Consumer Defensive
7.05K
New
$50.06 - $80.8 $353K - $570K
7.05K $569K
BHP
Bhp Group LTD

Basic Materials
11.9K
+ 97.1%
$40.22 - $50.88 $479K - $606K
24.2K $1.16M
KLAC
Kla Corp

Technology
146
+ 7.26%
$576.53 - $902.94 $84.2K - $132K
2.16K $1.93M
EMLP
First Tr Exchange Traded Iv

ETFs
15K
+ 52.1%
$33.62 - $37.89 $503K - $567K
43.7K $1.64M
IAK
Ishares Tr

ETFs
4.18K
New
$122.44 - $138.47 $512K - $579K
4.18K $561K
MMM
3 M CO

Industrials
2.67K
+ 10.07%
$126.09 - $154.15 $337K - $412K
29.2K $4.45M
HALO
Halozyme Therapeutics, Inc.

Healthcare
11.5K
+ 277.27%
$47.91 - $70.14 $549K - $804K
15.6K $810K
RGTI
Rigetti Computing, Inc.

Technology
17.8K
+ 20.92%
$7.5 - $14.29 $133K - $254K
103K $1.22M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.27K
+ 15.93%
$106.81 - $136.49 $242K - $309K
16.5K $2.25M
FIS
Fidelity National Information Services, Inc.

Technology
4.66K
+ 21.92%
$68.14 - $82.13 $317K - $383K
25.9K $2.11M
MNST
Monster Beverage Corp

Consumer Defensive
3.72K
+ 5.28%
$55.01 - $64.24 $205K - $239K
74.2K $4.65M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.22K
+ 27.43%
$105.2 - $141.69 $233K - $314K
10.3K $1.46M
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.04K
+ 15.7%
$39.43 - $49.34 $238K - $298K
44.5K $2.11M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10.4K
+ 10.21%
$40.82 - $43.14 $425K - $449K
112K $4.85M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
21.1K
New
$22.87 - $24.35 $481K - $513K
21.1K $512K
IXN
Ishares Global Information Tec

ETFs
5.55K
New
$65.81 - $92.34 $365K - $512K
5.55K $512K
GNTY
Guaranty Bancshares Inc

Financial Services
1.71K
+ 0.96%
$37.41 - $43.28 $64.1K - $74.1K
181K $7.67M
OKTA
Okta, Inc.

Technology
5.01K
New
$91.24 - $127.3 $457K - $638K
5.01K $501K
MDB
Mongo Db, Inc.

Technology
2.38K
New
$145.85 - $225.38 $347K - $536K
2.38K $499K
FTNT
Fortinet, Inc.

Technology
1.14K
+ 2.86%
$84.71 - $108.69 $96.1K - $123K
40.8K $4.31M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.19K
+ 23.18%
$180.84 - $240.32 $216K - $287K
6.35K $1.52M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
14.4K
New
$26.99 - $33.86 $389K - $488K
14.4K $482K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.99K
New
$183.31 - $241.46 $365K - $481K
1.99K $480K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.85K
+ 110.43%
$171.4 - $227.1 $318K - $421K
3.53K $801K
TM
Toyota Motor Corp

Consumer Cyclical
2.77K
New
$158.63 - $195.39 $440K - $541K
2.77K $477K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.74K
+ 12.5%
$82.32 - $112.47 $143K - $196K
15.7K $1.76M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.03K
+ 54.3%
$105.69 - $140.64 $320K - $426K
8.61K $1.14M
ABC
Amerisourcebergen Corp

Healthcare
2.53K
+ 24.22%
N/A
13K $2.4M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
6.85K
New
$64.31 - $75.93 $441K - $520K
6.85K $465K
IFF
International Flavors & Fragrances Inc

Basic Materials
6.24K
New
$66.85 - $79.33 $417K - $495K
6.24K $458K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.72K
+ 7.65%
$85.42 - $94.39 $403K - $446K
66.4K $6.24M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
7.35K
New
$50.27 - $62.05 $369K - $456K
7.35K $453K
CTSH
Cognizant Technology Solutions Corp

Technology
5.75K
New
$66.47 - $81.81 $382K - $471K
5.75K $448K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.78K
+ 2.09%
$39.89 - $49.46 $71K - $88K
86.8K $4.29M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
7.02K
+ 38.77%
$46.04 - $53.67 $323K - $377K
25.1K $1.35M
ELAN
Elanco Animal Health Inc

Healthcare
24.5K
+ 100.93%
$8.1 - $14.3 $198K - $350K
48.8K $696K
QTEC
First Trust Nasdaq 100 Technol

ETFs
15
+ 0.14%
$149.56 - $212.83 $2.24K - $3.19K
11.1K $2.37M
SOFI
So Fi Technologies, Inc.

Financial Services
1.12K
+ 1.76%
$9.5 - $18.21 $10.6K - $20.4K
64.5K $1.17M
RY
Royal Bank Of Canada

Financial Services
978
+ 5.99%
$108.36 - $131.55 $106K - $129K
17.3K $2.28M
OEF
Ishares S&P 100 ETF

ETFs
1.62K
+ 58.73%
N/A
4.37K $1.16M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
8.6K
New
$25.35 - $64.65 $218K - $556K
8.6K $428K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.96K
+ 51.53%
$79.56 - $82.92 $395K - $412K
14.6K $1.21M
PID
Invesco Exchange Traded Fd Tr

ETFs
23.7K
New
N/A
23.7K $422K
AZZ
Azz Inc

Industrials
4.12K
+ 164.07%
$75.58 - $95.07 $311K - $391K
6.62K $625K
PFE
Pfizer Inc

Healthcare
24.9K
+ 14.32%
$21.59 - $24.84 $537K - $618K
199K $4.82M
GPC
Genuine Parts CO

Consumer Cyclical
3.11K
+ 20.19%
$105.54 - $129.09 $328K - $401K
18.5K $2.24M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.29K
New
$62.73 - $78.42 $332K - $415K
5.29K $409K
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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