Arkadios Wealth Advisors Purchases in Q2 2025

Arkadios Wealth Advisors

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
52.6K
+ 11.16%
$12.21 - $13.9 $642K - $731K
524K $6.84M
TNET
Trinet Group, Inc.

Industrials
5.54K
New
$72.67 - $86.45 $402K - $479K
5.54K $404K
IDXX
Idexx Laboratories Inc

Healthcare
755
New
$361.04 - $536.34 $273K - $405K
755 $404K
XLY
Select Sector Spdr Consumer Di

ETFs
608
+ 4.48%
$176.34 - $218.59 $107K - $133K
14.2K $3.08M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
4.01K
New
$76.98 - $98.31 $308K - $394K
4.01K $393K
RACE
Ferrari N.V.

Consumer Cyclical
799
New
$397.86 - $499.02 $318K - $399K
799 $392K
SNY
Sanofi

Healthcare
11.2K
+ 51.87%
$47.62 - $55.44 $534K - $622K
32.8K $1.59M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
10.3K
New
$33.82 - $37.61 $348K - $387K
10.3K $386K
UNM
Unum Group

Financial Services
4.75K
New
$70.48 - $82.91 $334K - $393K
4.75K $383K
DAL
Delta Air Lines, Inc.

Industrials
5.89K
+ 35.7%
$35.88 - $52.99 $211K - $312K
22.4K $1.1M
UL
Unilever PLC

Consumer Defensive
6K
+ 79.73%
$57.9 - $65.43 $348K - $393K
13.5K $827K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
12.1K
New
$28.35 - $31.3 $342K - $377K
12.1K $377K
TMUS
T Mobile Us, Inc.

Communication Services
2.92K
+ 26.1%
$220.99 - $268.54 $646K - $785K
14.1K $3.36M
EME
Emcor Group, Inc.

Industrials
467
+ 61.61%
$342.02 - $534.89 $160K - $250K
1.23K $655K
ADI
Analog Devices Inc

Technology
333
+ 4.11%
$164.6 - $238.02 $54.8K - $79.3K
8.43K $2.01M
ROL
Rollins Inc

Consumer Cyclical
6.63K
New
$50.65 - $58.58 $336K - $388K
6.63K $373K
SYK
Stryker Corp

Healthcare
695
+ 17.15%
$337.37 - $395.63 $234K - $275K
4.75K $1.88M
URA
Global X Uranium ETF

ETFs
1.93K
+ 10.57%
$20.26 - $38.81 $39.2K - $75.1K
20.2K $785K
TRV
Travelers Companies, Inc.

Financial Services
1.34K
+ 79.94%
$233.83 - $276.34 $314K - $371K
3.02K $808K
SYY
Sysco Corp

Consumer Defensive
4.74K
+ 84.66%
$68.0 - $75.91 $322K - $360K
10.3K $783K
SQ
Block, Inc.

Technology
6.34K
+ 11.45%
N/A
61.7K $3.53M
AVT
Avnet Inc

Technology
6.83K
New
$41.51 - $53.08 $284K - $363K
6.83K $362K
EWS
Ishares Inc Msci Singapore ETF

ETFs
14K
New
$20.22 - $26.35 $282K - $368K
14K $362K
DG
Dollar General Corp

Consumer Defensive
536
+ 4.73%
$86.02 - $114.95 $46.1K - $61.6K
11.9K $1.36M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
5.84K
New
$53.93 - $61.5 $315K - $359K
5.84K $358K
BP
Bp PLC

Energy
18.2K
+ 37.4%
$26.11 - $33.81 $475K - $616K
66.9K $2M
JD
Jd.Com, Inc.

Consumer Cyclical
10.9K
New
$31.44 - $41.32 $344K - $452K
10.9K $356K
MMS
Maximus, Inc.

Industrials
5.08K
New
$65.54 - $76.8 $333K - $390K
5.08K $356K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
108
+ 1.28%
$201.28 - $266.34 $21.7K - $28.8K
8.55K $2.28M
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.01K
+ 4.62%
$70.56 - $92.75 $71.3K - $93.7K
22.9K $2.05M
LNG
Cheniere Energy, Inc.

Energy
1.32K
+ 46.6%
$197.25 - $244.33 $260K - $322K
4.14K $1.01M
HUM
Humana Inc

Healthcare
1.53K
+ 157.39%
$224.93 - $295.04 $345K - $452K
2.51K $612K
AIA
Ishares S&P Asia 50 ETF

ETFs
4.35K
New
$60.67 - $81.71 $264K - $355K
4.35K $352K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
281
+ 11.46%
$177.93 - $313.14 $50K - $88K
2.73K $855K
VB
Vanguard Small Cap ETF

ETFs
1.07K
+ 17.0%
$193.73 - $237.37 $208K - $254K
7.38K $1.75M
CTVA
Corteva, Inc.

Basic Materials
3.15K
+ 31.44%
$55.52 - $74.53 $175K - $235K
13.2K $980K
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.44K
+ 5.49%
$33.89 - $46.39 $48.7K - $66.7K
27.6K $1.28M
USFR
Wisdomtree Floating Rate Treas

ETFs
6.94K
+ 22.04%
$50.28 - $50.47 $349K - $350K
38.4K $1.93M
VBR
Vanguard Small Cap Value ETF

ETFs
996
+ 5.79%
$162.76 - $195.77 $162K - $195K
18.2K $3.55M
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.65K
New
$163.6 - $208.47 $271K - $345K
1.65K $344K
R
Ryder System Inc

Industrials
2.16K
New
$130.14 - $160.88 $281K - $347K
2.16K $343K
SHOP
Shopify Inc.

Technology
910
+ 7.6%
$76.89 - $115.35 $70K - $105K
12.9K $1.49M
JPIE
J P Morgan Exchange Traded Fd
7.12K
+ 14.89%
$45.12 - $46.32 $321K - $330K
54.9K $2.54M
ADM
Archer Daniels Midland CO

Consumer Defensive
6.03K
+ 120.44%
$41.79 - $54.16 $252K - $327K
11K $582K
WFC
Wells Fargo & Company

Financial Services
1.68K
+ 6.78%
$60.98 - $80.12 $102K - $134K
26.4K $2.12M
FOX
Fox Corp Cl B (De)

Communication Services
6.6K
New
$43.81 - $53.0 $289K - $350K
6.6K $340K
WHR
Whirlpool Corp

Consumer Cyclical
774
+ 3.36%
$75.71 - $101.42 $58.6K - $78.5K
23.8K $2.41M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.51K
+ 26.4%
$310.86 - $348.77 $468K - $525K
7.21K $2.31M
ASTS
Ast Space Mobile, Inc.

Communication Services
7.24K
New
$20.07 - $51.83 $145K - $375K
7.24K $338K
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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