Arkadios Wealth Advisors Purchases in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
2.08K
+ 81.18%
$254.06 - $273.83 $527K - $568K
4.63K $1.23M
WAL
Western Alliance Bancorporation

Financial Services
7.5K
New
$72.65 - $94.0 $545K - $705K
7.5K $576K
BIDU
Baidu, Inc.

Communication Services
6.23K
New
$77.43 - $102.51 $482K - $638K
6.23K $572K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
17.1K
New
$32.96 - $44.43 $564K - $760K
17.1K $569K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.9K
+ 51.97%
$48.06 - $53.73 $619K - $692K
37.7K $1.84M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
12.3K
New
$45.03 - $48.14 $552K - $590K
12.3K $565K
TTE
Total Energies Se

Energy
8.17K
+ 83.15%
N/A
18K $1.23M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.7K
+ 31.05%
$50.39 - $50.66 $540K - $542K
45.2K $2.29M
SCHX
Schwab Strategic Tr Us Large C

ETFs
25K
New
$21.75 - $24.28 $543K - $606K
25K $550K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
16.8K
New
$31.17 - $40.0 $524K - $672K
16.8K $550K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
11.9K
+ 21.94%
$40.79 - $42.32 $486K - $505K
66.2K $2.79M
CNXC
Concentrix Corp

Technology
9.71K
New
$42.45 - $65.04 $412K - $632K
9.71K $540K
WY
Weyerhaeuser CO

Real Estate
17.3K
+ 60.62%
$27.29 - $31.39 $472K - $543K
45.8K $1.34M
FSTA
Fidelity Covington Tr Msci Con

ETFs
9.39K
+ 29.79%
$48.3 - $52.85 $454K - $496K
40.9K $2.09M
EA
Electronic Arts Inc.

Communication Services
3.72K
+ 93.45%
$116.53 - $146.29 $434K - $544K
7.7K $1.11M
XLU
Utilities Sector Spdr

ETFs
6K
+ 33.22%
$74.7 - $80.27 $448K - $481K
24.1K $1.9M
SRLN
Ssga Active Trust

ETFs
12.8K
New
$41.02 - $41.99 $527K - $539K
12.8K $528K
LVS
Las Vegas Sands Corp

Consumer Cyclical
13.7K
New
$38.18 - $50.93 $523K - $697K
13.7K $528K
PLD
Prologis, Inc.

Real Estate
3.92K
+ 28.25%
$103.59 - $124.04 $406K - $486K
17.8K $1.99M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
303
+ 87.57%
$1187.71 - $1432.58 $360K - $434K
649 $929K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.36K
+ 127.02%
$48.65 - $53.06 $455K - $496K
16.7K $868K
FTCS
First Trust Capital Strength E

ETFs
3.75K
+ 3.8%
$86.39 - $91.35 $324K - $342K
102K $9.18M
EEMV
Ishares Msci Emerging Markets

ETFs
8.72K
New
$57.07 - $59.29 $497K - $517K
8.72K $508K
VCIT
Vanguard Intermediate Term Cor

ETFs
6.14K
+ 175.59%
$79.17 - $82.04 $486K - $503K
9.63K $787K
XLY
Select Sector Spdr Consumer Di

ETFs
3.86K
+ 39.78%
$192.6 - $233.2 $744K - $901K
13.6K $2.68M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.8K
+ 12.23%
$74.85 - $84.89 $285K - $323K
34.9K $2.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.88K
+ 72.48%
$95.85 - $99.25 $467K - $484K
11.6K $1.15M
VDE
Vanguard Energy ETF

ETFs
3.64K
+ 137.77%
$119.14 - $132.76 $434K - $484K
6.29K $815K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.17K
+ 18.58%
$128.74 - $138.67 $408K - $439K
20.2K $2.74M
AVB
Avalonbay Communities Inc

Real Estate
2.29K
New
$207.86 - $228.08 $476K - $522K
2.29K $491K
VLO
Valero Energy Corp

Energy
3.32K
+ 72.58%
$121.76 - $142.99 $405K - $475K
7.9K $1.04M
WPM
Wheaton Precious Metals Corp.

Basic Materials
248
+ 1.15%
$55.75 - $77.63 $13.8K - $19.3K
21.9K $1.7M
ETSY
Etsy Inc

Consumer Cyclical
10.2K
New
$44.4 - $57.29 $453K - $585K
10.2K $481K
MSTR
Microstrategy Inc

Technology
1.68K
+ 44.73%
$239.27 - $396.5 $402K - $666K
5.43K $1.57M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.25K
+ 15.32%
$408.78 - $448.82 $509K - $559K
9.38K $3.94M
BK
Bank Of New York Mellon Corp

Financial Services
1.25K
+ 2.39%
$75.42 - $88.95 $94.6K - $112K
53.7K $4.5M
GPN
Global Payments Inc

Industrials
4.84K
New
$92.18 - $113.03 $446K - $547K
4.84K $473K
TPL
Texas Pacific Land Corp

Energy
356
New
$1180.08 - $1431.01 $420K - $509K
356 $471K
MTCH
Match Group, Inc.

Communication Services
15K
New
$30.08 - $36.47 $451K - $547K
15K $468K
BOND
Pimco Active Bond Exchange Tra

ETFs
4.94K
+ 89.05%
$89.27 - $92.9 $441K - $458K
10.5K $968K
DAR
Darling Ingredients Inc.

Consumer Defensive
14.8K
New
$28.51 - $41.85 $422K - $619K
14.8K $462K
TFX
Teleflex Inc

Healthcare
3.34K
New
$130.79 - $183.66 $437K - $613K
3.34K $461K
BIIB
Biogen Inc.

Healthcare
3.35K
New
$133.43 - $153.27 $448K - $514K
3.35K $458K
LUV
Southwest Airlines CO

Industrials
13.6K
New
$28.18 - $34.84 $382K - $473K
13.6K $455K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
5.53K
New
$79.96 - $87.71 $442K - $485K
5.53K $454K
OKE
Oneok Inc

Energy
4.61K
+ 128.15%
$89.57 - $109.85 $413K - $507K
8.21K $814K
OMFL
Invesco Exchange Traded Self I

ETFs
19.6K
+ 3.02%
$52.19 - $57.45 $1.02M - $1.12M
666K $35.5M
VALE
Vale S.A.

Basic Materials
36.7K
+ 50.35%
$8.5 - $10.19 $312K - $374K
110K $1.09M
IXUS
Ishares Tr

ETFs
6.19K
+ 165.22%
$65.06 - $72.31 $403K - $448K
9.94K $693K
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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