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
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
5.1K
+ 41.2%
$24.11 - $24.94 $123K - $127K
17.5K $435K
PRU
Prudential Financial Inc

Financial Services
1.76K
+ 12.16%
$100.68 - $109.89 $177K - $194K
16.3K $1.69M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.77K
+ 36.66%
$43.1 - $44.6 $119K - $124K
10.3K $457K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
306
+ 11.2%
$301.44 - $365.84 $92.2K - $112K
3.04K $983K
WAL
Western Alliance Bancorporation

Financial Services
708
+ 9.78%
$76.33 - $91.49 $54K - $64.8K
7.95K $689K
IRM
Iron Mountain Inc

Real Estate
1.24K
+ 60.79%
$89.46 - $104.46 $111K - $129K
3.28K $334K
FITB
Fifth Third Bancorp

Financial Services
2.06K
+ 21.71%
$40.91 - $46.28 $84.4K - $95.5K
11.6K $515K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.8K
+ 17.62%
$33.07 - $34.84 $92.5K - $97.4K
18.7K $650K
THO
Thor Industries Inc

Consumer Cyclical
815
+ 33.64%
$88.76 - $112.33 $72.3K - $91.5K
3.24K $335K
SYK
Stryker Corp

Healthcare
657
+ 13.84%
$368.57 - $403.53 $242K - $265K
5.4K $2M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
710
+ 5.19%
$64.14 - $69.37 $45.5K - $49.3K
14.4K $991K
SE
Sea LTD

Consumer Cyclical
380
+ 15.09%
$146.23 - $196.5 $55.6K - $74.7K
2.9K $518K
MMS
Maximus, Inc.

Industrials
86
+ 1.69%
$69.89 - $91.37 $6.01K - $7.86K
5.16K $471K
PM
Philip Morris International Inc.

Consumer Defensive
5.91K
+ 13.95%
$157.77 - $183.27 $933K - $1.08M
48.3K $7.84M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
497
+ 10.58%
$100.4 - $119.58 $49.9K - $59.4K
5.19K $575K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
3.75K
+ 44.56%
$25.53 - $26.94 $95.7K - $101K
12.2K $327K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.04K
+ 17.68%
$49.09 - $50.58 $99.9K - $103K
13.6K $684K
VNLA
Janus Henderson Short Duration

ETFs
2.2K
+ 7.92%
$48.99 - $49.29 $108K - $108K
29.9K $1.47M
DXCM
Dexcom Inc

Healthcare
2.36K
+ 95.09%
$66.46 - $89.53 $157K - $212K
4.85K $326K
KKR
Kkr & Co. Inc.

Financial Services
1.27K
+ 6.93%
$129.95 - $152.16 $165K - $193K
19.6K $2.55M
HII
Huntington Ingalls Industries, Inc.

Industrials
56
+ 2.81%
$246.31 - $287.91 $13.8K - $16.1K
2.05K $589K
TKR
Timken CO

Industrials
767
+ 3.93%
$73.5 - $81.69 $56.4K - $62.7K
20.3K $1.52M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
8.29K
+ 49.6%
$11.84 - $13.45 $98.1K - $111K
25K $316K
KMB
Kimberly Clark Corp

Consumer Defensive
1.31K
+ 10.86%
$121.72 - $136.77 $159K - $179K
13.4K $1.66M
FXR
First Trust Industrials/Produc

ETFs
1.11K
+ 21.72%
$75.64 - $80.06 $83.9K - $88.8K
6.22K $485K
ADSK
Autodesk, Inc.

Technology
433
+ 15.27%
N/A
3.27K $803K
PULS
Pgim ETF Tr

ETFs
2.09K
+ 15.82%
$49.58 - $49.83 $104K - $104K
15.3K $762K
ZG
Zillow Group, Inc.

Communication Services
365
+ 2.85%
$68.95 - $86.76 $25.2K - $31.7K
13.2K $980K
HYLB
Xtrackers Usd High Yield Corp

ETFs
2.69K
+ 17.64%
$36.55 - $37.16 $98.3K - $99.9K
17.9K $665K
LFUS
Littelfuse Inc

Technology
212
+ 14.52%
$228.23 - $271.17 $48.4K - $57.5K
1.67K $433K
YUM
Yum Brands Inc

Consumer Cyclical
604
+ 23.35%
$139.5 - $153.94 $84.3K - $93K
3.19K $485K
LII
Lennox International Inc

Industrials
228
+ 53.9%
$516.18 - $664.54 $118K - $152K
651 $344K
FANG
Diamondback Energy, Inc.

Energy
399
+ 5.23%
$134.53 - $152.5 $53.7K - $60.8K
8.03K $1.15M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
881
+ 14.18%
$79.83 - $84.0 $70.3K - $74K
7.09K $595K
CINF
Cincinnati Financial Corp

Financial Services
489
+ 18.76%
$145.8 - $158.1 $71.3K - $77.3K
3.1K $489K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.49K
+ 12.82%
$23.82 - $25.84 $59.2K - $64.2K
21.9K $562K
SKY
Skyline Champion Corp

Consumer Cyclical
105
+ 1.58%
$60.9 - $78.84 $6.39K - $8.28K
6.74K $514K
AVB
Avalonbay Communities Inc

Real Estate
637
+ 26.12%
$182.72 - $204.51 $116K - $130K
3.08K $594K
HUM
Humana Inc

Healthcare
225
+ 8.97%
$220.41 - $312.0 $49.6K - $70.2K
2.73K $710K
CPRI
Capri Holdings LTD

Consumer Cyclical
825
+ 2.23%
$16.99 - $22.03 $14K - $18.2K
37.9K $754K
BPOP
Popular, Inc.

Financial Services
346
+ 10.99%
$111.3 - $128.04 $38.5K - $44.3K
3.49K $443K
SNOW
Snowflake Inc.

Technology
420
+ 36.21%
$191.73 - $241.0 $80.5K - $101K
1.58K $356K
NOCT
Innovator Growth 100 Power Buf

ETFs
1.38K
+ 19.66%
$54.27 - $56.81 $74.8K - $78.3K
8.39K $476K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
709
+ 8.93%
$101.12 - $106.18 $71.7K - $75.3K
8.65K $891K
WCN
Waste Connections, Inc.

Industrials
624
+ 38.69%
$171.32 - $191.84 $107K - $120K
2.24K $393K
FTC
First Tr Lge Cap Growth

ETFs
265
+ 5.2%
$149.47 - $162.84 $39.6K - $43.2K
5.36K $861K
TDG
Trans Digm Group Inc

Industrials
100
+ 51.28%
$1271.04 - $1620.83 $127K - $162K
295 $388K
SPMD
Spdr Portfolio

ETFs
757
+ 4.38%
$54.43 - $58.29 $41.2K - $44.1K
18K $1.03M
PKG
Packaging Corp Of America

Consumer Cyclical
133
+ 6.39%
$191.41 - $220.25 $25.5K - $29.3K
2.21K $482K
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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