Arkadios Wealth Advisors Purchases in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNOV
Earth Science Tech, Inc.

ETFs
10.2K
New
$33.76 - $35.42 $346K - $363K
10.2K $347K
MRVL
Marvell Technology, Inc.

Technology
10.2K
+ 177.13%
$61.57 - $126.06 $629K - $1.29M
16K $984K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
10K
New
$34.28 - $36.12 $344K - $362K
10K $346K
FE
Firstenergy Corp

Utilities
8.5K
+ 167.29%
$37.95 - $43.5 $322K - $370K
13.6K $548K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
10.7K
New
$32.13 - $33.82 $344K - $362K
10.7K $346K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
10.1K
New
$34.08 - $35.99 $344K - $363K
10.1K $345K
AAL
American Airlines Group Inc.

Industrials
31.2K
New
N/A
31.2K $344K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4K
+ 49.36%
$67.08 - $76.14 $268K - $304K
12.1K $891K
OHI
Omega Healthcare Investors Inc

Real Estate
8.99K
New
$35.7 - $38.33 $321K - $345K
8.99K $342K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
5.8K
+ 11.42%
$24.39 - $35.22 $142K - $204K
56.6K $1.68M
NXST
Nexstar Media Group, Inc.

Communication Services
1.9K
New
$146.34 - $182.75 $278K - $347K
1.9K $339K
TXN
Texas Instruments Inc

Technology
1.73K
+ 16.26%
N/A
12.4K $2.41M
BAC
Bank Of America Corp

Financial Services
13.9K
+ 12.67%
$39.61 - $47.74 $549K - $662K
123K $5.14M
EMLP
First Tr Exchange Traded Iv

ETFs
7.8K
+ 37.3%
$35.79 - $38.28 $279K - $299K
28.7K $1.08M
NTES
Net Ease, Inc.

Communication Services
3.19K
New
$87.72 - $109.14 $280K - $348K
3.19K $328K
SCHG
Schwab Strategic Tr Us Large C

ETFs
21.2K
+ 29.35%
$24.91 - $29.02 $527K - $614K
93.3K $2.34M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
5K
+ 18.08%
$61.9 - $66.89 $309K - $334K
32.6K $2.07M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.61K
+ 32.13%
$168.84 - $202.89 $441K - $530K
10.8K $1.89M
NLOK
Norton Life Lock Inc.

Technology
14.9K
New
N/A
14.9K $320K
DLR
Digital Realty Trust, Inc.

Real Estate
3.09K
+ 85.24%
$142.1 - $183.56 $438K - $566K
6.7K $960K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.09K
+ 15.14%
$50.87 - $51.09 $310K - $311K
46.3K $2.36M
CNX
Cnx Resources Corp

Energy
12.1K
+ 96.53%
$27.38 - $37.32 $333K - $453K
24.7K $778K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
13.9K
+ 11.31%
$29.34 - $31.31 $408K - $435K
137K $4.06M
IYH
Ishares Tr

ETFs
4.49K
+ 27.45%
$58.32 - $62.76 $262K - $282K
20.8K $1.27M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
17.5K
+ 9.75%
$16.18 - $17.82 $283K - $311K
197K $3.3M
SU
Suncor Energy Inc

Energy
6.67K
+ 34.95%
$34.27 - $40.63 $229K - $271K
25.7K $996K
CNI
Canadian National Railway CO

Industrials
3.21K
New
$95.46 - $106.79 $307K - $343K
3.21K $313K
MUB
Ishares National Muni Bond ETF

ETFs
3.12K
+ 20.4%
$104.71 - $107.69 $327K - $336K
18.4K $1.94M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3K
New
$97.25 - $104.79 $291K - $314K
3K $310K
XMTR
Xometry, Inc.

Industrials
12.4K
New
$23.04 - $43.2 $286K - $537K
12.4K $309K
MS
Morgan Stanley

Financial Services
3.13K
+ 48.72%
$111.68 - $141.08 $350K - $442K
9.57K $1.12M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.95K
New
$158.1 - $217.71 $309K - $425K
1.95K $308K
DK
Delek Us Holdings, Inc.

Energy
20.3K
New
$13.53 - $20.31 $274K - $411K
20.3K $305K
UBS
Ubs Group Ag

Financial Services
9.94K
New
$30.28 - $35.78 $301K - $356K
9.94K $304K
IMMR
Immersion Corp

Technology
40.1K
New
$7.44 - $8.97 $298K - $359K
40.1K $303K
MET
Metlife Inc

Financial Services
5.08K
+ 7.65%
$77.7 - $87.0 $395K - $442K
71.5K $5.74M
OXY
Occidental Petroleum Corp

Energy
6.15K
+ 19.03%
$45.45 - $52.7 $279K - $324K
38.5K $1.9M
UTHR
United Therapeutics Corp

Healthcare
977
New
$304.42 - $380.78 $297K - $372K
977 $301K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
8.96K
New
$31.42 - $34.87 $282K - $313K
8.96K $301K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.91K
New
$75.99 - $81.58 $297K - $319K
3.91K $299K
ACT
Enact Holdings, Inc.

Financial Services
8.61K
New
$31.15 - $35.03 $268K - $301K
8.61K $299K
OTEX
Open Text Corp

Technology
11.8K
New
$25.11 - $30.39 $297K - $360K
11.8K $298K
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.24K
New
$69.82 - $78.67 $296K - $334K
4.24K $298K
ED
Consolidated Edison Inc

Utilities
2.69K
New
$88.0 - $110.59 $237K - $298K
2.69K $297K
FTGC
First Trust Global Tactical CO

ETFs
8.51K
+ 17.27%
$23.95 - $25.86 $204K - $220K
57.8K $1.47M
PULS
Pgim ETF Tr

ETFs
5.85K
+ 26.05%
$49.56 - $49.78 $290K - $291K
28.3K $1.41M
IVZ
Invesco Ltd.

Financial Services
19.5K
New
$14.82 - $19.34 $288K - $376K
19.5K $295K
ADP
Automatic Data Processing Inc

Industrials
748
+ 14.95%
$286.85 - $318.64 $215K - $238K
5.75K $1.76M
IAUM
I Shares Gold Trust Micro

ETFs
9.15K
New
$26.29 - $31.17 $241K - $285K
9.15K $285K
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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