Arkadios Wealth Advisors Incresed Positions in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
34.6K
+ 56.65%
$554.06 - $615.85 $19.2M - $21.3M
95.6K $53.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
133K
+ 822.6%
$126.11 - $135.06 $16.8M - $18M
149K $19.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
192K
+ 253.38%
$92.45 - $106.69 $17.7M - $20.5M
268K $24.8M
AAPL
Apple Inc.

Technology
95.6K
+ 33.84%
$209.68 - $247.1 $20M - $23.6M
378K $84M
MSFT
Microsoft Corp

Technology
43.1K
+ 48.51%
$375.39 - $447.2 $16.2M - $19.3M
132K $49.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14.4K
+ 54.34%
$442.66 - $534.52 $6.36M - $7.68M
40.8K $21.7M
VGSH
Vanguard

ETFs
148K
+ 854.86%
$58.07 - $58.69 $8.59M - $8.68M
165K $9.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
149K
+ 323.38%
$53.6 - $58.97 $7.97M - $8.77M
195K $10.7M
JPM
Jpmorgan Chase & CO

Financial Services
30.5K
+ 35.58%
$225.19 - $279.95 $6.86M - $8.53M
116K $28.5M
IVE
Ishares S&P 500 Value ETF

ETFs
41.4K
+ 634.92%
$185.78 - $198.58 $7.7M - $8.23M
48K $9.14M
RSP
Invesco S&P 500 Equal Weight E

ETFs
44.7K
+ 79.33%
$169.43 - $182.84 $7.58M - $8.18M
101K $17.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
13.8K
+ 72.19%
$551.42 - $612.93 $7.63M - $8.48M
33K $18.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
172K
+ 619.33%
$36.91 - $41.03 $6.36M - $7.07M
200K $7.94M
META
Meta Platforms, Inc.

Communication Services
12.3K
+ 42.43%
$576.36 - $736.67 $7.08M - $9.05M
41.2K $23.8M
AVGO
Broadcom Inc.

Technology
60.5K
+ 112.27%
$167.43 - $244.7 $10.1M - $14.8M
114K $19.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
119K
+ 133.34%
$57.21 - $65.8 $6.8M - $7.82M
208K $12.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
19.2K
+ 92.3%
$360.07 - $417.26 $6.92M - $8.02M
40K $14.5M
XOM
Exxon Mobil Corp

Energy
38K
+ 37.26%
$105.44 - $118.93 $4.01M - $4.52M
140K $16.6M
CVX
Chevron Corp

Energy
22.6K
+ 27.8%
$146.71 - $167.97 $3.32M - $3.8M
104K $17.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
71.4K
+ 324.92%
$71.17 - $73.66 $5.08M - $5.26M
93.4K $6.86M
VTI
Vanguard Total Stock Market Et

ETFs
21.1K
+ 59.53%
$271.18 - $303.12 $5.71M - $6.39M
56.5K $15.5M
ADBE
Adobe Inc.

Technology
13.6K
+ 482.65%
$377.84 - $464.11 $5.13M - $6.3M
16.4K $6.28M
LLY
Eli Lilly & CO

Healthcare
5.57K
+ 82.57%
$725.72 - $929.72 $4.04M - $5.18M
12.3K $10.2M
V
Visa Inc.

Financial Services
12.3K
+ 68.68%
$306.92 - $362.71 $3.78M - $4.47M
30.3K $10.6M
RDVY
First Trust Rising Dividend Ac

ETFs
85.5K
+ 69.87%
$57.22 - $63.39 $4.89M - $5.42M
208K $12.2M
KO
Coca Cola CO

Consumer Defensive
55.8K
+ 58.51%
$60.81 - $72.32 $3.39M - $4.03M
151K $10.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
52.8K
+ 241.43%
$91.45 - $91.75 $4.83M - $4.84M
74.7K $6.85M
PANW
Palo Alto Networks Inc

Technology
28.9K
+ 377.17%
$167.82 - $208.28 $4.85M - $6.02M
36.5K $6.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
53.2K
+ 74.21%
$102.49 - $119.96 $5.45M - $6.38M
125K $13.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
50.4K
+ 447.55%
$87.68 - $94.52 $4.42M - $4.77M
61.7K $5.78M
NEE
Nextera Energy Inc

Utilities
66.9K
+ 340.91%
$66.96 - $76.16 $4.48M - $5.09M
86.5K $6.13M
HD
Home Depot, Inc.

Consumer Cyclical
13.1K
+ 55.85%
$347.25 - $424.87 $4.55M - $5.56M
36.5K $13.4M
XLK
Technology Sector Spdr

ETFs
26.5K
+ 49.06%
$206.38 - $242.18 $5.47M - $6.42M
80.5K $16.6M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
78.1K
+ 1475.99%
$48.13 - $51.78 $3.76M - $4.04M
83.4K $4.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
196K
+ 226.8%
$18.36 - $20.51 $3.6M - $4.02M
282K $5.58M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
42.5K
+ 938.68%
$91.68 - $109.93 $3.9M - $4.68M
47.1K $4.41M
PWR
Quanta Services, Inc.

Industrials
15.8K
+ 1918.61%
$236.71 - $358.03 $3.73M - $5.65M
16.6K $4.22M
GOOG
Alphabet Inc.

Communication Services
36.4K
+ 66.42%
$156.06 - $207.71 $5.69M - $7.57M
91.3K $14.3M
XLV
Select Sector Spdr Fund Health

ETFs
23.8K
+ 60.84%
$137.61 - $149.68 $3.28M - $3.57M
63K $9.19M
AMZN
Amazon Com Inc

Consumer Cyclical
51.6K
+ 24.99%
$190.26 - $242.06 $9.81M - $12.5M
258K $49.1M
NVDA
Nvidia Corp

Technology
145K
+ 31.5%
$106.98 - $149.43 $15.5M - $21.7M
605K $65.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12.4K
+ 25.26%
$468.34 - $539.52 $5.8M - $6.69M
61.4K $28.8M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
74.5K
+ 699.78%
$48.43 - $49.9 $3.61M - $3.72M
85.1K $4.25M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
58.8K
+ 78.21%
$62.72 - $71.92 $3.69M - $4.23M
134K $8.44M
GLD
Spdr Gold Trust

ETFs
6.25K
+ 15.8%
$243.19 - $288.14 $1.52M - $1.8M
45.8K $13.2M
QCOM
Qualcomm Inc

Technology
23.5K
+ 81.01%
$151.94 - $175.86 $3.57M - $4.14M
52.6K $8.07M
VEA
Vanguard Ftse Developed Market

ETFs
69.2K
+ 289.92%
$47.4 - $52.99 $3.28M - $3.67M
93K $4.73M
SCHW
Schwab Charles Corp

Financial Services
45.2K
+ 380.82%
$71.24 - $83.64 $3.22M - $3.78M
57K $4.47M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
77.3K
+ 114.7%
$44.41 - $45.98 $3.43M - $3.55M
145K $6.6M
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
Track This Portfolio

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email