Arkadios Wealth Advisors Purchases in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ALB
Albemarle Corp

Basic Materials
947
+ 5.18%
$62.9 - $88.1 $59.6K - $83.4K
19.2K $1.56M
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.85K
+ 6.7%
$42.74 - $62.88 $79.1K - $116K
29.5K $1.69M
SPG
Simon Property Group Inc

Real Estate
1.59K
+ 37.02%
$159.93 - $187.67 $254K - $298K
5.87K $1.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.12K
+ 10.11%
$53.36 - $59.69 $220K - $246K
44.9K $2.61M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.07K
+ 14.61%
$131.47 - $143.64 $272K - $297K
16.3K $2.3M
EXEL
Exelixis, Inc.

Healthcare
10K
New
$36.22 - $46.25 $363K - $464K
10K $413K
SPOT
Spotify Technology S.A.

Communication Services
591
New
$620.01 - $738.53 $366K - $436K
591 $412K
FAST
Fastenal CO

Industrials
8.39K
New
$42.47 - $50.39 $356K - $423K
8.39K $411K
OXY
Occidental Petroleum Corp

Energy
4.06K
+ 9.92%
$42.54 - $48.1 $172K - $195K
44.9K $2.12M
TDY
Teledyne Technologies Inc

Technology
626
+ 130.69%
$509.51 - $586.04 $319K - $367K
1.11K $647K
SMR
Nuscale Power Corp

Industrials
12.2K
+ 109.87%
$32.65 - $51.67 $400K - $632K
23.4K $841K
VOD
Vodafone Group Public LTD CO

Communication Services
32.7K
+ 149.12%
$10.67 - $12.06 $348K - $394K
54.5K $632K
PSLV
Sprott Physical Silver Trust

Financial Services
8.51K
+ 11.18%
$12.24 - $15.73 $104K - $134K
84.6K $1.33M
TRV
Travelers Companies, Inc.

Financial Services
1.29K
+ 42.71%
$250.62 - $279.43 $324K - $361K
4.31K $1.2M
NVT
N Vent Electric PLC

Industrials
4K
New
$72.16 - $100.25 $288K - $401K
4K $394K
ARES
Ares Management Corp

Financial Services
2.46K
New
$159.89 - $192.76 $394K - $475K
2.46K $393K
TTE
Total Energies Se

Energy
5.72K
+ 29.78%
N/A
24.9K $1.71M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.87K
+ 125.04%
$78.96 - $80.04 $384K - $390K
8.76K $700K
HALO
Halozyme Therapeutics, Inc.

Healthcare
797
+ 5.11%
$52.92 - $78.28 $42.2K - $62.4K
16.4K $1.2M
CB
Chubb LTD

Financial Services
1.5K
+ 34.16%
$265.99 - $289.59 $398K - $434K
5.88K $1.66M
VLO
Valero Energy Corp

Energy
465
+ 5.37%
$131.77 - $175.63 $61.3K - $81.7K
9.12K $1.55M
AME
Ametek Inc

Industrials
2.05K
New
$176.44 - $192.03 $362K - $394K
2.05K $385K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6.49K
+ 2.14%
$48.72 - $50.73 $316K - $329K
310K $15.3M
FDL
First Tr Morningstar Dividend

ETFs
6.23K
+ 8.54%
$41.96 - $44.59 $261K - $278K
79.2K $3.44M
CBRE
Cbre Group, Inc.

Real Estate
2.44K
New
$137.04 - $165.9 $334K - $404K
2.44K $383K
KB
Kb Financial Group Inc.

Financial Services
4.62K
New
$77.68 - $90.36 $358K - $417K
4.62K $382K
COF
Capital One Financial Corp

Financial Services
1.8K
+ 11.2%
$207.29 - $229.74 $374K - $414K
17.9K $3.81M
LYB
Lyondell Basell Industries N.V.

Basic Materials
8.96K
+ 130.21%
$48.34 - $67.22 $433K - $602K
15.8K $776K
AMP
Ameriprise Financial Inc

Financial Services
1.03K
+ 33.19%
$486.13 - $544.55 $501K - $561K
4.14K $2.03M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2K
+ 25.64%
$134.94 - $145.86 $270K - $292K
9.81K $1.43M
VMC
Vulcan Materials CO

Basic Materials
436
+ 8.61%
$260.62 - $307.62 $114K - $134K
5.5K $1.69M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
123
+ 0.89%
$105.93 - $131.8 $13K - $16.2K
13.9K $1.84M
ALL
Allstate Corp

Financial Services
1.39K
+ 25.81%
$192.0 - $214.65 $266K - $298K
6.76K $1.45M
ECL
Ecolab Inc.

Basic Materials
1.27K
+ 26.87%
$259.39 - $285.47 $329K - $362K
5.98K $1.64M
ALLE
Allegion PLC

Industrials
695
+ 9.51%
$145.55 - $179.33 $101K - $125K
8K $1.42M
IWS
Ishares Russell Midcap Value E

ETFs
2.29K
+ 39.46%
$132.83 - $140.61 $305K - $322K
8.1K $1.13M
PEG
Public Service Enterprise Group Inc

Utilities
4.54K
+ 20.14%
$79.99 - $90.14 $363K - $409K
27.1K $2.26M
WDAY
Workday, Inc.

Technology
1.5K
+ 40.55%
$213.69 - $247.69 $320K - $371K
5.19K $1.25M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.24K
+ 43.75%
$196.15 - $217.83 $439K - $487K
7.35K $1.48M
MNST
Monster Beverage Corp

Consumer Defensive
185
+ 0.25%
$58.65 - $67.31 $10.9K - $12.5K
74.4K $5.01M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
3.6K
+ 101.01%
$85.43 - $92.81 $307K - $334K
7.16K $661K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
887
+ 1.84%
$107.5 - $115.86 $95.4K - $103K
49K $5.61M
ELAN
Elanco Animal Health Inc

Healthcare
3.43K
+ 7.04%
$13.68 - $20.14 $47K - $69.2K
52.2K $1.05M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.56K
New
$45.72 - $47.27 $346K - $357K
7.56K $355K
EMR
Emerson Electric CO

Industrials
2.96K
+ 18.01%
$128.6 - $149.63 $381K - $443K
19.4K $2.55M
MPC
Marathon Petroleum Corp

Energy
420
+ 4.1%
$158.59 - $198.69 $66.6K - $83.4K
10.7K $2.05M
PPL
Ppl Corp

Utilities
9.48K
New
$33.54 - $37.24 $318K - $353K
9.48K $352K
POCT
Innovator U.S. Equity Power Bu

ETFs
8.13K
New
$41.27 - $43.1 $336K - $350K
8.13K $350K
PFG
Principal Financial Group Inc

Financial Services
4.22K
New
$75.53 - $82.95 $319K - $350K
4.22K $349K
Activity Summary
Buys All Purchases 1016 New Holdings 198 Increased Positions 818 Sells All Sells 310 Reductions 310 Sold out 0 Options Calls 31 Puts 14
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