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
UNP
Union Pacific Corp

Industrials
387
+ 7.03%
$208.27 - $238.46 $80.6K - $92.3K
5.89K $1.35M
CPT
Camden Property Trust

Real Estate
704
+ 27.44%
$106.53 - $122.8 $75K - $86.5K
3.27K $368K
ALL
Allstate Corp

Financial Services
415
+ 8.38%
$180.53 - $212.64 $74.9K - $88.2K
5.37K $1.08M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
16
+ 0.21%
$82.17 - $99.96 $1.31K - $1.6K
7.82K $768K
AINV
Apollo Investment Corp

Financial Services
4.92K
+ 4.97%
N/A
104K $1.16M
EOG
Eog Resources Inc

Energy
1.4K
+ 10.64%
$104.61 - $129.97 $147K - $182K
14.6K $1.74M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
929
+ 6.09%
$29.36 - $33.11 $27.3K - $30.8K
16.2K $536K
VGIT
Vanguard Intermediate Term Tre

ETFs
839
+ 10.27%
$58.63 - $59.9 $49.2K - $50.3K
9.01K $538K
JNK
Spdr Bloomberg High Yield Bond

ETFs
301
+ 2.52%
$91.23 - $97.27 $27.5K - $29.3K
12.3K $1.19M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
145
+ 0.4%
$45.11 - $52.34 $6.54K - $7.59K
36K $1.89M
EMB
Ishares Tr

ETFs
472
+ 10.99%
$86.54 - $92.62 $40.8K - $43.7K
4.77K $441K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.25K
+ 3.38%
$27.29 - $29.28 $34.2K - $36.7K
38.4K $1.12M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
250
+ 4.39%
$60.21 - $75.37 $15.1K - $18.8K
5.95K $438K
VOD
Vodafone Group Public LTD CO

Communication Services
2.55K
+ 13.17%
$8.19 - $10.66 $20.9K - $27.2K
21.9K $233K
PPG
Ppg Industries Inc

Basic Materials
309
+ 8.79%
$91.66 - $115.04 $28.3K - $35.5K
3.83K $435K
SPSC
Sps Commerce Inc

Technology
244
+ 4.92%
$121.61 - $152.67 $29.7K - $37.3K
5.21K $708K
NI
Nisource Inc.

Utilities
1.21K
+ 19.34%
$37.11 - $40.64 $44.9K - $49.2K
7.47K $301K
CUBE
Cube Smart

Real Estate
1.22K
+ 12.32%
$35.88 - $43.68 $43.7K - $53.2K
11.1K $471K
OTEX
Open Text Corp

Technology
112
+ 0.95%
$23.04 - $29.2 $2.58K - $3.27K
11.9K $348K
FYX
First Tr Small Cap Core Alphad

ETFs
258
+ 7.63%
$79.22 - $97.28 $20.4K - $25.1K
3.64K $353K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
39
+ 2.15%
$113.67 - $150.4 $4.43K - $5.87K
1.85K $278K
VLUE
Ishares Msci Usa Value Factor

ETFs
28
+ 0.41%
$93.5 - $113.21 $2.62K - $3.17K
6.84K $773K
ODFL
Old Dominion Freight Line, Inc.

Industrials
583
+ 3.93%
$146.74 - $176.07 $85.5K - $103K
15.4K $2.5M
LZ
Legalzoom.Com, Inc.

Industrials
2.92K
+ 4.17%
$6.61 - $9.71 $19.3K - $28.4K
73K $650K
BOND
Pimco Active Bond Exchange Tra

ETFs
543
+ 5.18%
$89.87 - $92.93 $48.8K - $50.5K
11K $1.02M
IWN
Ishares Russell2000 Val ETF

ETFs
46
+ 0.78%
$131.84 - $157.76 $6.06K - $7.26K
5.96K $940K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
5.29K
+ 46.32%
$11.11 - $14.46 $58.8K - $76.5K
16.7K $209K
LVHI
Franklin International Low Vol

ETFs
1.3K
+ 11.33%
$28.91 - $33.28 $37.6K - $43.3K
12.8K $416K
CL
Colgate Palmolive CO

Consumer Defensive
946
+ 6.58%
$87.57 - $96.0 $82.8K - $90.8K
15.3K $1.39M
FDS
Factset Research Systems Inc

Financial Services
142
+ 5.52%
$398.85 - $473.32 $56.6K - $67.2K
2.71K $1.21M
TDY
Teledyne Technologies Inc

Technology
74
+ 18.27%
$435.54 - $512.31 $32.2K - $37.9K
479 $245K
ZTS
Zoetis Inc.

Healthcare
903
+ 8.15%
$144.41 - $170.3 $130K - $154K
12K $1.87M
ES
Eversource Energy

Utilities
343
+ 2.31%
$54.25 - $65.89 $18.6K - $22.6K
15.2K $965K
FXR
First Trust Industrials/Produc

ETFs
271
+ 5.6%
$60.85 - $74.22 $16.5K - $20.1K
5.11K $379K
PEG
Public Service Enterprise Group Inc

Utilities
10
+ 0.04%
$77.13 - $84.18 $771 - $842
22.5K $1.9M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
646
+ 10.21%
$46.92 - $55.01 $30.3K - $35.5K
6.97K $378K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
516
+ 15.28%
$77.94 - $79.5 $40.2K - $41K
3.89K $309K
CRUS
Cirrus Logic, Inc.

Technology
151
+ 2.55%
$77.43 - $107.58 $11.7K - $16.2K
6.08K $633K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
39
+ 0.04%
$7.2 - $8.65 $281 - $337
98.7K $853K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
1.47K
+ 7.8%
$28.36 - $31.3 $41.7K - $46.1K
20.3K $626K
FIW
First Trust Water ETF

ETFs
12
+ 0.23%
$90.26 - $108.05 $1.08K - $1.3K
5.12K $553K
EXC
Exelon Corp

Utilities
1.44K
+ 16.03%
$42.2 - $47.37 $60.6K - $68.1K
10.4K $451K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
82
+ 0.11%
$9.66 - $11.35 $792 - $931
74.8K $848K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
595
+ 7.14%
$51.1 - $53.29 $30.4K - $31.7K
8.93K $475K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
333
+ 3.15%
$36.26 - $40.45 $12.1K - $13.5K
10.9K $441K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
746
+ 1.61%
$50.1 - $51.02 $37.4K - $38.1K
47K $2.4M
CINF
Cincinnati Financial Corp

Financial Services
224
+ 9.4%
$126.6 - $151.6 $28.4K - $34K
2.61K $388K
INTC
Intel Corp

Technology
3.08K
+ 2.98%
$18.13 - $22.69 $55.8K - $69.9K
106K $2.38M
FDIS
Fidelity Covington Tr Msci Con

ETFs
117
+ 4.52%
$75.33 - $94.56 $8.81K - $11.1K
2.71K $254K
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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