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
EFX
Equifax Inc

Industrials
262
+ 17.27%
$205.5 - $280.54 $53.8K - $73.5K
1.78K $461K
EQIX
Equinix Inc

Real Estate
122
+ 39.74%
$740.07 - $914.43 $90.3K - $112K
429 $341K
CRAI
Cra International, Inc.

Industrials
180
+ 4.42%
$160.48 - $195.43 $28.9K - $35.2K
4.25K $796K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.8K
+ 12.88%
$44.64 - $47.48 $80.3K - $85.4K
15.8K $748K
BPOP
Popular, Inc.

Financial Services
364
+ 13.08%
$81.63 - $110.51 $29.7K - $40.2K
3.15K $346K
PDP
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.03%
$89.44 - $108.59 $268 - $326
10.2K $1.11M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
981
+ 17.65%
$41.45 - $54.46 $40.7K - $53.4K
6.54K $340K
SPMD
Spdr Portfolio

ETFs
539
+ 3.22%
$44.89 - $54.38 $24.2K - $29.3K
17.3K $940K
TTE
Total Energies Se

Energy
1.2K
+ 6.68%
N/A
19.2K $1.32M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
543
+ 11.73%
$70.44 - $86.87 $38.2K - $47.2K
5.17K $449K
TRNS
Transcat Inc

Industrials
187
+ 3.32%
$72.77 - $94.36 $13.6K - $17.6K
5.81K $499K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
270
+ 2.01%
$52.66 - $64.01 $14.2K - $17.3K
13.7K $875K
QLYS
Qualys, Inc.

Technology
93
+ 2.38%
$115.21 - $142.87 $10.7K - $13.3K
4.01K $572K
AZO
Autozone Inc

Consumer Cyclical
49
+ 4.83%
$3478.38 - $3880.15 $170K - $190K
1.06K $3.95M
IJK
Ishares S&P Midcap 400 Growth

ETFs
265
+ 3.69%
$73.7 - $90.98 $19.5K - $24.1K
7.44K $677K
BJAN
Innovator U.S. Equity Buffer E

ETFs
396
+ 2.36%
$42.58 - $50.22 $16.9K - $19.9K
17.1K $861K
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.16K
+ 23.22%
$16.93 - $17.81 $70.4K - $74.1K
22.1K $393K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.81K
+ 9.98%
$48.13 - $49.85 $87.1K - $90.2K
20K $978K
PSLV
Sprott Physical Silver Trust

Financial Services
2.43K
+ 3.3%
$9.98 - $12.51 $24.3K - $30.4K
76.1K $931K
SITE
Site One Landscape Supply, Inc.

Industrials
642
+ 27.23%
$104.79 - $127.3 $67.3K - $81.7K
3K $362K
WELL
Welltower Inc.

Real Estate
465
+ 5.03%
$136.49 - $155.22 $63.5K - $72.2K
9.7K $1.49M
AGNC
Agnc Investment Corp.

Real Estate
10.4K
+ 18.17%
$8.12 - $9.49 $84.4K - $98.6K
67.6K $621K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
20
+ 0.89%
$224.16 - $285.86 $4.48K - $5.72K
2.27K $648K
DSI
Ishares Msci Kld 400 Social Et

ETFs
67
+ 1.45%
$91.62 - $116.16 $6.14K - $7.78K
4.68K $543K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
692
+ 12.53%
$68.45 - $79.52 $47.4K - $55K
6.21K $494K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
211
+ 3.09%
$62.52 - $78.19 $13.2K - $16.5K
7.04K $546K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.99K
+ 15.83%
$22.54 - $23.17 $67.3K - $69.2K
21.8K $502K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
993
+ 2.79%
$51.68 - $52.76 $51.3K - $52.4K
36.6K $1.93M
RWL
Invesco Exchange Traded Fd Tr

ETFs
522
+ 21.96%
$89.02 - $104.29 $46.5K - $54.4K
2.9K $302K
PWB
Invesco Exchange Traded Fd Tr

ETFs
39
+ 1.36%
$86.24 - $117.44 $3.36K - $4.58K
2.9K $340K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
673
+ 0.79%
$49.57 - $50.27 $33.4K - $33.8K
85.8K $4.31M
BLD
Top Build Corp

Industrials
66
+ 2.86%
$275.93 - $326.59 $18.2K - $21.6K
2.38K $769K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
787
+ 4.61%
$35.35 - $42.68 $27.8K - $33.6K
17.9K $761K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
112
+ 2.9%
$144.63 - $179.53 $16.2K - $20.1K
3.97K $654K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
1
+ 0.0%
$25.96 - $30.99 $26 - $31
23.6K $731K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
338
+ 2.18%
$27.46 - $33.2 $9.28K - $11.2K
15.9K $527K
ATKR
Atkore Inc.

Industrials
317
+ 8.36%
$52.02 - $71.15 $16.5K - $22.6K
4.11K $290K
OKE
Oneok Inc

Energy
2.53K
+ 30.79%
$78.71 - $100.37 $199K - $254K
10.7K $876K
FOVL
Ishares Tr Focused Value Facto

ETFs
718
+ 16.67%
$61.11 - $71.99 $43.9K - $51.7K
5.03K $361K
OMF
One Main Holdings, Inc.

Financial Services
359
+ 7.13%
$40.42 - $57.0 $14.5K - $20.5K
5.4K $307K
DOV
Dover Corp

Industrials
237
+ 10.39%
$151.14 - $186.7 $35.8K - $44.2K
2.52K $461K
SMB
Vaneck Short Muni ETF

ETFs
3.3K
+ 10.58%
$16.86 - $17.26 $55.6K - $57K
34.5K $595K
FITB
Fifth Third Bancorp

Financial Services
1.09K
+ 12.9%
$33.32 - $41.51 $36.2K - $45.1K
9.51K $390K
ETR
Entergy Corp

Utilities
906
+ 12.84%
$79.01 - $86.61 $71.6K - $78.5K
7.96K $661K
FDRR
Fidelity Covington Tr Divid Et

ETFs
497
+ 6.97%
$43.98 - $54.23 $21.9K - $27K
7.63K $413K
RODM
Hartford Multifactor Developed

ETFs
269
+ 1.77%
$28.23 - $34.22 $7.59K - $9.21K
15.5K $528K
WSO
Watsco Inc

Industrials
231
+ 34.02%
$421.84 - $520.66 $97.4K - $120K
910 $401K
MCO
Moodys Corp

Financial Services
46
+ 5.01%
$396.7 - $501.59 $18.2K - $23.1K
964 $483K
CGUS
Capital Group Core Equity ETF
253
+ 1.92%
$29.93 - $36.93 $7.57K - $9.34K
13.4K $495K
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
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