Arkadios Wealth Advisors Purchases in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
8.91K
+ 24.35%
$83.01 - $101.02 $740K - $900K
45.5K $4.08M
ELV
Elevance Health, Inc.

Healthcare
825
+ 74.53%
$365.9 - $436.25 $302K - $360K
1.93K $840K
TPR
Tapestry, Inc.

Consumer Cyclical
6.13K
New
$65.63 - $89.21 $402K - $547K
6.13K $431K
TT
Trane Technologies PLC

Industrials
1.37K
+ 152.34%
$332.0 - $400.86 $453K - $547K
2.26K $761K
MCO
Moodys Corp

Financial Services
918
New
$437.8 - $527.48 $402K - $484K
918 $427K
TDC
Teradata Corp

Technology
19K
New
$21.95 - $32.78 $417K - $623K
19K $427K
MDU
Mdu Resources Group Inc

Industrials
25.2K
New
$16.45 - $18.61 $415K - $470K
25.2K $426K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
5.52K
New
$74.87 - $79.99 $413K - $442K
5.52K $424K
FTV
Fortive Corp

Technology
5.79K
New
$71.82 - $82.98 $416K - $480K
5.79K $423K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.68K
+ 27.51%
$51.52 - $52.37 $395K - $402K
35.6K $1.86M
BX
Blackstone Inc.

Financial Services
9.86K
+ 33.43%
$136.53 - $186.74 $1.35M - $1.84M
39.4K $5.5M
ISRG
Intuitive Surgical Inc

Healthcare
1.62K
+ 11.15%
$476.63 - $610.45 $773K - $990K
16.2K $8M
BKH
Black Hills Corp

Utilities
6.84K
New
$55.74 - $61.86 $381K - $423K
6.84K $414K
AOS
Smith A O Corp

Industrials
6.32K
New
$65.16 - $72.69 $412K - $459K
6.32K $412K
TGT
Target Corp

Consumer Defensive
8.74K
+ 53.85%
$103.65 - $142.5 $906K - $1.25M
25K $2.61M
ORI
Old Republic International Corp

Financial Services
10.4K
New
$33.46 - $39.22 $348K - $408K
10.4K $407K
NXPI
Nxp Semiconductors N.V.

Technology
2.13K
New
$189.99 - $245.86 $405K - $524K
2.13K $405K
JMBS
Janus Detroit Str Tr Henderson

ETFs
8.97K
New
$43.53 - $45.42 $391K - $408K
8.97K $405K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
10.6K
New
$37.87 - $39.86 $401K - $422K
10.6K $403K
ACN
Accenture PLC

Technology
1.83K
+ 42.08%
$300.91 - $398.25 $551K - $730K
6.19K $1.93M
SPG
Simon Property Group Inc

Real Estate
2.39K
New
$159.48 - $187.78 $381K - $449K
2.39K $396K
CMCSA
Comcast Corp

Communication Services
10.9K
+ 67.87%
$33.19 - $38.23 $361K - $415K
26.9K $991K
FEX
First Tr Large Cap Core Alphde

ETFs
4.06K
+ 29.61%
$99.27 - $109.89 $403K - $446K
17.8K $1.82M
TFLO
Ishares Treasury Floating Rate

ETFs
7.58K
+ 20.37%
$50.48 - $50.68 $383K - $384K
44.8K $2.27M
AXON
Axon Enterprise, Inc.

Industrials
842
+ 104.08%
$496.65 - $710.01 $418K - $598K
1.65K $868K
DG
Dollar General Corp

Consumer Defensive
3.29K
+ 41.03%
$68.44 - $87.93 $225K - $290K
11.3K $995K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
5.7K
New
$64.47 - $70.13 $367K - $400K
5.7K $386K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
5.06K
New
$74.34 - $81.0 $376K - $410K
5.06K $384K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
9.92K
New
$37.69 - $39.76 $374K - $395K
9.92K $376K
HDV
Ishares Core High Dividend ETF

ETFs
997
+ 3.47%
$110.86 - $121.12 $111K - $121K
29.7K $3.6M
BWA
Borgwarner Inc

Consumer Cyclical
14.3K
+ 111.68%
$27.78 - $32.9 $398K - $471K
27.1K $777K
MAT
Mattel Inc

Consumer Cyclical
19K
New
$17.73 - $21.94 $338K - $418K
19K $370K
EFX
Equifax Inc

Industrials
1.52K
New
$235.63 - $278.34 $357K - $422K
1.52K $369K
MRC
Mrc Global Inc.

Energy
32K
New
$11.11 - $15.27 $356K - $489K
32K $367K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11K
New
$32.42 - $36.13 $358K - $399K
11K $364K
SHW
Sherwin Williams CO

Basic Materials
988
+ 48.57%
$330.16 - $365.55 $326K - $361K
3.02K $1.06M
SPYG
Spdr Portfolio

ETFs
4.84K
+ 141.71%
$80.05 - $92.39 $387K - $447K
8.25K $663K
VIS
Vanguard Industrial ETF

ETFs
1.46K
New
$243.63 - $273.99 $356K - $401K
1.46K $361K
OTIS
Otis Worldwide Corp

Industrials
3.19K
+ 106.31%
$90.77 - $104.01 $289K - $331K
6.18K $637K
BNDX
Vanguard Total International B

ETFs
7.39K
New
$48.33 - $49.5 $357K - $366K
7.39K $360K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.85K
+ 56.09%
$196.12 - $229.48 $363K - $425K
5.15K $1.04M
HPE
Hewlett Packard Enterprise CO

Technology
23K
New
$14.77 - $24.42 $339K - $561K
23K $354K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.83K
New
$90.0 - $96.32 $344K - $369K
3.83K $353K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
22.5K
New
$12.68 - $17.71 $285K - $398K
22.5K $352K
CINF
Cincinnati Financial Corp

Financial Services
2.38K
New
$133.67 - $147.81 $318K - $352K
2.38K $351K
AA
Alcoa Corp

Basic Materials
11.5K
New
$30.5 - $39.53 $351K - $454K
11.5K $350K
INGR
Ingredion Inc

Consumer Defensive
2.57K
New
$125.6 - $137.36 $323K - $354K
2.57K $348K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.62K
+ 39.12%
$211.47 - $267.17 $554K - $700K
9.32K $1.97M
IYM
Ishares Tr

ETFs
2.58K
New
$128.53 - $142.03 $332K - $367K
2.58K $348K
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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