Arkadios Wealth Advisors Incresed Positions in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
58K
+ 8.71%
$153.3 - $186.58 $8.89M - $10.8M
724K $135M
AAPL
Apple Inc.

Technology
23.3K
+ 5.71%
$202.38 - $256.87 $4.71M - $5.98M
431K $110M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
521K
+ 235.05%
$45.26 - $46.63 $23.6M - $24.3M
743K $34.3M
IVV
Ishares Core S&P 500 ETF

ETFs
19.6K
+ 18.15%
$620.67 - $670.08 $12.2M - $13.1M
127K $85.3M
GOOGL
Alphabet Inc.

Communication Services
29.1K
+ 17.91%
$174.36 - $254.72 $5.07M - $7.41M
192K $46.6M
MSFT
Microsoft Corp

Technology
21.4K
+ 15.01%
$491.09 - $535.64 $10.5M - $11.5M
164K $85M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
114K
+ 834.46%
$100.37 - $100.74 $11.5M - $11.5M
128K $12.9M
AVGO
Broadcom Inc.

Technology
14.8K
+ 13.74%
$264.74 - $369.57 $3.93M - $5.48M
123K $40.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
71.6K
+ 240.38%
$135.0 - $146.02 $9.66M - $10.4M
101K $14.8M
JPM
Jpmorgan Chase & CO

Financial Services
21.4K
+ 16.76%
$282.78 - $316.06 $6.06M - $6.78M
149K $47.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
64.8K
+ 78.99%
$108.46 - $120.63 $7.03M - $7.82M
147K $17.5M
AMZN
Amazon Com Inc

Consumer Cyclical
32.6K
+ 12.54%
$211.65 - $238.24 $6.89M - $7.75M
292K $64.1M
UNP
Union Pacific Corp

Industrials
25.7K
+ 436.42%
$214.91 - $237.16 $5.52M - $6.1M
31.6K $7.47M
BND
Vanguard Bd Index Fd Inc Total

ETFs
78.5K
+ 73.78%
$72.57 - $74.72 $5.7M - $5.87M
185K $13.8M
VUG
Vanguard Growth ETF

ETFs
10.3K
+ 56.46%
$433.97 - $484.08 $4.48M - $5M
28.6K $13.7M
VEA
Vanguard Ftse Developed Market

ETFs
85.5K
+ 85.6%
$56.02 - $60.3 $4.79M - $5.16M
185K $11.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.29K
+ 4.69%
$546.99 - $602.2 $1.8M - $1.98M
73.6K $44.2M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
86.4K
+ 63.01%
$47.75 - $54.24 $4.13M - $4.69M
224K $12M
GLD
Spdr Gold Trust

ETFs
6.5K
+ 12.78%
$300.96 - $355.47 $1.96M - $2.31M
57.3K $20.4M
FDVV
Fidelity High Dividend ETF

ETFs
50.5K
+ 10.09%
$52.42 - $55.71 $2.65M - $2.81M
551K $30.7M
TSLA
Tesla, Inc.

Consumer Cyclical
3.65K
+ 15.41%
$293.94 - $444.72 $1.07M - $1.62M
27.3K $12.1M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
497K
+ 125.42%
$9.61 - $10.31 $4.78M - $5.13M
894K $8.59M
PGR
Progressive Corp

Financial Services
18.6K
+ 471.25%
$238.61 - $264.3 $4.43M - $4.9M
22.5K $5.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.66K
+ 4.82%
$617.65 - $666.84 $1.64M - $1.77M
57.7K $38.5M
XOM
Exxon Mobil Corp

Energy
28.1K
+ 17.97%
$105.83 - $117.22 $2.98M - $3.3M
185K $20.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18.5K
+ 10.71%
$132.9 - $142.03 $2.46M - $2.63M
192K $27M
OMFL
Invesco Exchange Traded Self I

ETFs
36.3K
+ 5.41%
$57.41 - $60.45 $2.09M - $2.2M
708K $42.7M
IAU
Ishares Gold Trust

ETFs
46.5K
+ 101.83%
$61.62 - $72.77 $2.86M - $3.38M
92.1K $6.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.84K
+ 19.89%
$224.68 - $282.71 $1.54M - $1.93M
41.2K $11.5M
WMT
Walmart Inc.

Consumer Defensive
24.9K
+ 12.46%
$94.4 - $104.27 $2.35M - $2.59M
224K $23.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
14.8K
+ 25.41%
$192.76 - $203.86 $2.86M - $3.03M
73.3K $14.9M
HD
Home Depot, Inc.

Consumer Cyclical
4.43K
+ 10.12%
$357.4 - $423.42 $1.58M - $1.88M
48.3K $19.6M
ABBV
Abb Vie Inc.

Healthcare
6.65K
+ 15.83%
$184.85 - $231.54 $1.23M - $1.54M
48.7K $11.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.68K
+ 9.55%
$420.11 - $472.68 $1.54M - $1.74M
42.2K $19.8M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
137K
+ 100.63%
$23.54 - $23.97 $3.24M - $3.29M
274K $6.56M
JNJ
Johnson & Johnson

Healthcare
4.53K
+ 6.04%
$155.17 - $185.42 $704K - $841K
79.6K $14.8M
UBER
Uber Technologies, Inc

Technology
29.7K
+ 37.64%
$86.91 - $99.57 $2.58M - $2.96M
109K $10.6M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
58.8K
+ 659.08%
$52.55 - $54.37 $3.09M - $3.2M
67.8K $3.67M
CVX
Chevron Corp

Energy
11.5K
+ 10.17%
$145.57 - $161.83 $1.68M - $1.87M
125K $19.4M
ORCC
Owl Rock Capital Corp

Financial Services
230K
+ 144.89%
N/A
389K $5.21M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
106K
+ 49.38%
$26.38 - $27.95 $2.8M - $2.96M
321K $8.75M
META
Meta Platforms, Inc.

Communication Services
4.29K
+ 9.8%
$695.21 - $791.73 $2.98M - $3.39M
48.1K $35.3M
WDC
Western Digital Corp

Technology
11.8K
+ 44.23%
$63.84 - $120.06 $753K - $1.42M
38.5K $4.62M
APH
Amphenol Corp

Technology
11.1K
+ 18.24%
$97.39 - $125.4 $1.08M - $1.39M
71.7K $8.87M
IDV
Ishares Tr

ETFs
39.1K
+ 5.75%
$34.54 - $37.28 $1.35M - $1.46M
719K $26.3M
PJT
Pjt Partners Inc.

Financial Services
15.4K
+ 366.62%
$165.08 - $188.27 $2.54M - $2.9M
19.6K $3.48M
OTEX
Open Text Corp

Technology
71.2K
+ 596.58%
$27.93 - $38.16 $1.99M - $2.72M
83.2K $3.11M
CAT
Caterpillar Inc

Industrials
2.12K
+ 10.89%
$390.92 - $477.15 $830K - $1.01M
21.6K $10.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.05K
+ 4.24%
$181.56 - $190.33 $1.28M - $1.34M
173K $32.9M
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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