Arkadios Wealth Advisors Incresed Positions in Q2 2025

Arkadios Wealth Advisors

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
60.9K
+ 10.07%
$94.31 - $157.99 $5.75M - $9.63M
666K $105M
MSFT
Microsoft Corp

Technology
10.8K
+ 8.22%
$354.56 - $497.45 $3.84M - $5.39M
143K $71M
FDVV
Fidelity High Dividend ETF

ETFs
394K
+ 369.21%
$43.6 - $52.02 $17.2M - $20.5M
500K $26M
SPY
Spdr S&P 500 ETF Trust

ETFs
22.1K
+ 66.89%
$496.48 - $617.85 $11M - $13.6M
55.1K $34M
IVV
Ishares Core S&P 500 ETF

ETFs
12.2K
+ 12.74%
$498.8 - $620.9 $6.08M - $7.57M
108K $67M
RSP
Invesco S&P 500 Equal Weight E

ETFs
65.2K
+ 64.48%
$152.93 - $181.74 $9.97M - $11.8M
166K $30.2M
PLTR
Palantir Technologies Inc.

Technology
35.4K
+ 24.89%
$74.01 - $144.25 $2.62M - $5.11M
178K $24.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.82K
+ 14.36%
$416.06 - $551.64 $3.67M - $4.87M
70.3K $38.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
38K
+ 14.21%
$82.96 - $110.1 $3.16M - $4.19M
306K $33.7M
JPM
Jpmorgan Chase & CO

Financial Services
11.9K
+ 10.27%
$210.28 - $289.91 $2.51M - $3.46M
128K $37.1M
AMZN
Amazon Com Inc

Consumer Cyclical
1.62K
+ 0.63%
$167.32 - $223.3 $271K - $361K
259K $56.9M
VTI
Vanguard Total Stock Market Et

ETFs
18.2K
+ 32.31%
$243.75 - $303.93 $4.45M - $5.54M
74.7K $22.7M
MRC
Mrc Global Inc.

Energy
388K
+ 1211.62%
$9.46 - $14.89 $3.67M - $5.77M
420K $5.75M
GOOGL
Alphabet Inc.

Communication Services
11.7K
+ 7.77%
$144.7 - $178.6 $1.7M - $2.09M
163K $28.6M
XSMO
Invesco S&P Smallcap Momentum

ETFs
76.2K
+ 774.77%
$55.15 - $68.11 $4.2M - $5.19M
86K $5.85M
C
Citigroup Inc

Financial Services
50.6K
+ 115.6%
$58.13 - $85.12 $2.94M - $4.31M
94.3K $8.03M
GOOG
Alphabet Inc.

Communication Services
16.7K
+ 18.34%
$146.58 - $180.01 $2.45M - $3.01M
108K $19.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
22.1K
+ 60.86%
$166.82 - $194.23 $3.69M - $4.29M
58.4K $11.3M
WMT
Walmart Inc.

Consumer Defensive
26.5K
+ 15.28%
$81.79 - $99.98 $2.16M - $2.64M
200K $19.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.15K
+ 11.58%
$456.74 - $568.03 $1.89M - $2.36M
40K $22.7M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
22.4K
+ 6.14%
$82.93 - $99.12 $1.86M - $2.23M
388K $38.5M
KMI
Kinder Morgan, Inc.

Energy
135K
+ 85.27%
$25.21 - $29.4 $3.39M - $3.95M
292K $8.59M
RTX
Raytheon Technologies Corp

Industrials
24.8K
+ 78.85%
$113.75 - $148.48 $2.82M - $3.68M
56.2K $8.2M
DKNG
Draft Kings Inc.

Consumer Cyclical
90.7K
+ 1006.08%
$31.67 - $42.89 $2.87M - $3.89M
99.7K $4.28M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
23.6K
+ 15.82%
$114.78 - $133.31 $2.71M - $3.15M
173K $23.1M
ORCL
Oracle Corp

Technology
4.36K
+ 12.25%
$122.82 - $218.63 $535K - $953K
39.9K $8.73M
TTD
Trade Desk, Inc.

Technology
50.4K
+ 857.65%
$45.27 - $79.4 $2.28M - $4M
56.3K $4.05M
LLY
Eli Lilly & CO

Healthcare
5.33K
+ 43.24%
$713.71 - $898.95 $3.8M - $4.79M
17.6K $13.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
77K
+ 53.2%
$44.68 - $45.96 $3.44M - $3.54M
222K $10.1M
COST
Costco Wholesale Corp

Consumer Defensive
3.22K
+ 46.98%
$908.13 - $1056.85 $2.92M - $3.4M
10.1K $9.96M
PM
Philip Morris International Inc.

Consumer Defensive
15.7K
+ 58.62%
$149.23 - $184.95 $2.34M - $2.9M
42.4K $7.72M
NFLX
Netflix Inc

Communication Services
591
+ 9.18%
$855.86 - $1339.13 $506K - $791K
7.03K $9.41M
CAT
Caterpillar Inc

Industrials
6.87K
+ 54.46%
$273.94 - $388.21 $1.88M - $2.67M
19.5K $7.57M
APH
Amphenol Corp

Technology
20.3K
+ 50.51%
$59.09 - $98.75 $1.2M - $2.01M
60.6K $5.99M
GE
General Electric CO

Industrials
10.8K
+ 116.57%
$166.81 - $257.39 $1.8M - $2.78M
20.1K $5.16M
OMFL
Invesco Exchange Traded Self I

ETFs
5.73K
+ 0.86%
$48.43 - $57.78 $277K - $331K
672K $38.8M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
21.2K
+ 15.84%
$57.46 - $75.58 $1.22M - $1.6M
155K $11.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
99.1K
+ 106.2%
$22.27 - $29.21 $2.21M - $2.89M
192K $5.62M
BAC
Bank Of America Corp

Financial Services
54K
+ 43.84%
$34.39 - $47.46 $1.86M - $2.56M
177K $8.39M
CSCO
Cisco Systems, Inc.

Technology
29.9K
+ 22.68%
$53.19 - $69.38 $1.59M - $2.08M
162K $11.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
30K
+ 32.95%
$57.41 - $74.81 $1.72M - $2.24M
121K $8.98M
V
Visa Inc.

Financial Services
8.18K
+ 27.04%
$308.27 - $373.31 $2.52M - $3.05M
38.4K $13.6M
ITW
Illinois Tool Works Inc

Industrials
12.3K
+ 49.27%
$218.41 - $252.43 $2.69M - $3.11M
37.4K $9.24M
PWR
Quanta Services, Inc.

Industrials
2.32K
+ 13.99%
$239.47 - $381.26 $556K - $885K
18.9K $7.15M
KFY
Korn Ferry

Industrials
39K
+ 1239.3%
$59.48 - $74.54 $2.32M - $2.91M
42.2K $3.09M
SLV
I Shares Silver Trust

ETFs
76.8K
+ 39.34%
$27.08 - $33.74 $2.08M - $2.59M
272K $8.93M
GS
Goldman Sachs Group Inc

Financial Services
2.46K
+ 39.41%
$462.22 - $707.75 $1.14M - $1.74M
8.69K $6.15M
HD
Home Depot, Inc.

Consumer Cyclical
7.28K
+ 19.92%
$335.24 - $380.78 $2.44M - $2.77M
43.8K $16.1M
MO
Altria Group, Inc.

Consumer Defensive
47.1K
+ 48.42%
$55.56 - $60.91 $2.62M - $2.87M
144K $8.46M
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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