Arkadios Wealth Advisors Purchases in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
2.08K
+ 30.14%
$161.21 - $180.02 $335K - $374K
8.98K $1.55M
CCI
Crown Castle International Corp

Real Estate
5.1K
+ 22.06%
$92.96 - $113.91 $474K - $581K
28.2K $2.72M
GLDM
World Gold Trust

ETFs
3.89K
+ 87.38%
$64.73 - $76.45 $252K - $298K
8.35K $638K
BITO
Proshares Tr Bitcoin Strategy

ETFs
21.2K
+ 55.73%
$18.74 - $23.05 $397K - $488K
59.2K $1.16M
RY
Royal Bank Of Canada

Financial Services
495
+ 2.86%
$128.46 - $148.6 $63.6K - $73.6K
17.8K $2.62M
SAM
Boston Beer CO Inc

Consumer Defensive
1.63K
New
$191.38 - $226.97 $313K - $371K
1.63K $345K
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.25K
+ 67.89%
$60.9 - $70.75 $381K - $442K
15.5K $966K
HUN
Huntsman Corp

Basic Materials
46.2K
+ 84.11%
$8.87 - $12.07 $410K - $557K
101K $907K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.16K
+ 9.42%
$412.46 - $514.1 $478K - $595K
13.4K $6.6M
EHC
Encompass Health Corp

Healthcare
2.32K
+ 26.4%
$107.13 - $127.02 $248K - $294K
11.1K $1.41M
SYF
Synchrony Financial

Financial Services
4.66K
New
$67.53 - $76.86 $315K - $358K
4.66K $331K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.49K
+ 3.23%
$87.29 - $93.61 $130K - $139K
47.5K $4.44M
PTC
Ptc Inc.

Technology
344
+ 4.24%
$173.07 - $216.53 $59.5K - $74.5K
8.47K $1.72M
QFIN
360 Digi Tech, Inc.

Financial Services
11.1K
New
$28.11 - $44.4 $311K - $491K
11.1K $318K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
12.4K
+ 10.7%
$19.02 - $28.4 $236K - $352K
128K $3.21M
XLV
Select Sector Spdr Fund Health

ETFs
91
+ 0.13%
$129.01 - $139.72 $11.7K - $12.7K
69.6K $9.68M
FIX
Comfort Systems Usa Inc

Industrials
383
New
$521.66 - $825.18 $200K - $316K
383 $316K
FIVA
Fidelity Covington Tr

ETFs
10.1K
New
$29.03 - $31.44 $292K - $317K
10.1K $315K
IDXX
Idexx Laboratories Inc

Healthcare
370
+ 49.01%
$514.61 - $682.78 $190K - $253K
1.13K $718K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.05K
+ 12.86%
$50.82 - $51.09 $307K - $309K
53.1K $2.71M
RF
Regions Financial Corp

Financial Services
11.8K
New
$24.03 - $27.41 $284K - $323K
11.8K $311K
WST
West Pharmaceutical Services Inc

Healthcare
969
+ 76.6%
$210.08 - $279.1 $204K - $270K
2.23K $586K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.45K
New
$171.01 - $228.24 $247K - $330K
1.45K $309K
DFAE
Dimensional ETF Tr

ETFs
5.57K
+ 11.13%
$28.84 - $31.84 $161K - $177K
55.6K $1.75M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.16K
+ 10.01%
$84.28 - $89.46 $182K - $194K
23.8K $2.12M
NSC
Norfolk Southern Corp

Industrials
369
+ 8.52%
$259.49 - $300.41 $95.8K - $111K
4.7K $1.41M
MMM
3 M CO

Industrials
1.39K
+ 4.76%
$144.41 - $160.2 $201K - $223K
30.6K $4.75M
ORI
Old Republic International Corp

Financial Services
3.83K
+ 11.51%
$35.74 - $42.47 $137K - $163K
37.1K $1.58M
EBAY
Ebay Inc

Consumer Cyclical
2.7K
+ 87.24%
$75.33 - $100.77 $203K - $272K
5.8K $527K
AER
Aer Cap Holdings N.V.

Industrials
2.46K
New
$107.25 - $124.42 $264K - $306K
2.46K $297K
BCS
Barclays PLC

Financial Services
14.4K
New
$17.88 - $21.05 $257K - $303K
14.4K $297K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.45K
+ 8.47%
$66.38 - $71.68 $163K - $176K
31.4K $2.24M
HLI
Houlihan Lokey, Inc.

Financial Services
1.44K
New
$181.55 - $209.19 $261K - $301K
1.44K $295K
HDV
Ishares Core High Dividend ETF

ETFs
1.11K
+ 3.75%
$118.16 - $123.66 $131K - $137K
30.6K $3.75M
VBK
Vanguard Small Cap Growth ETF

ETFs
917
+ 104.2%
$276.51 - $305.12 $254K - $280K
1.8K $534K
CFG
Citizens Financial Group Inc

Financial Services
5.44K
New
$46.1 - $53.65 $251K - $292K
5.44K $289K
FXU
First Tr Exchange Traded Fd Ut

ETFs
6.33K
New
$41.97 - $45.5 $266K - $288K
6.33K $287K
LNG
Cheniere Energy, Inc.

Energy
1.37K
+ 33.0%
$222.68 - $244.28 $304K - $334K
5.51K $1.29M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.67K
+ 46.58%
$71.86 - $87.45 $192K - $234K
8.41K $700K
CG
Carlyle Group Inc.

Financial Services
1.32K
+ 7.49%
$52.82 - $69.35 $69.8K - $91.6K
19K $1.19M
PCAR
Paccar Inc

Industrials
2.86K
New
$92.91 - $102.86 $266K - $295K
2.86K $281K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
11K
New
$25.5 - $35.2 $282K - $389K
11K $281K
FSLR
First Solar, Inc.

Technology
1.28K
New
$160.84 - $223.53 $205K - $285K
1.28K $281K
WCC
Wesco International Inc

Industrials
1.33K
New
$189.22 - $227.19 $252K - $303K
1.33K $281K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.35K
+ 31.69%
$164.63 - $174.58 $223K - $236K
5.62K $980K
HSUN
Hartford Fds Exchange Traded T

ETFs
8.17K
New
N/A
8.17K $278K
EME
Emcor Group, Inc.

Industrials
210
+ 17.14%
$530.88 - $655.83 $111K - $138K
1.44K $932K
CC
Chemours CO

Basic Materials
17.5K
New
$11.5 - $17.53 $201K - $307K
17.5K $277K
EFX
Equifax Inc

Industrials
1.09K
+ 61.38%
$234.03 - $265.73 $256K - $290K
2.87K $736K
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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