Arkadios Wealth Advisors Incresed Positions in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CARY
Angel Oak Fds Tr Income Etf(De
19.2K
+ 0.86%
N/A
2.25M $0
Arm Holdings PLC Sponsored Ads
1.12K
+ 41.52%
N/A
3.83K $0
UTES
Virtus Reaves Utilities ETF
1.79K
+ 46.69%
N/A
5.64K $0
Arista Networks Inc Com Shs
83.2K
+ 691.39%
N/A
95.3K $0
Linde PLC Shs
437
+ 33.64%
N/A
1.74K $0
FJAN
First Exc Trd Viii Cboe Vest U
15.4K
+ 253.41%
N/A
21.4K $0
Grayscale Ethereum Trust ETF
1.57K
+ 3.33%
N/A
48.6K $0
Brookfield Renewable Corp Cl A Ex Sub Vtg
9.59K
+ 28.26%
N/A
43.5K $0
PNOV
Innovator U.S. Equity Power Bu
13.7K
+ 136.49%
N/A
23.7K $0
Aptiv PLC Com Shs
6.51K
+ 159.07%
N/A
10.6K $0
Peakstone Realty Trust Common Shares
911
+ 5.29%
N/A
18.1K $0
Blackrock Income Tr Inc Com New
46
+ 0.11%
N/A
43.6K $0
UWMC
Uwm Holdings Corp

Financial Services
463
+ 4.57%
$5.43 - $6.63 $2.51K - $3.07K
10.6K $57K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
34
+ 0.5%
$44.81 - $46.22 $1.52K - $1.57K
6.83K $307K
XSW
Spdr S&P Software & Services E

ETFs
233
+ 17.17%
$159.76 - $197.42 $37.2K - $46K
1.59K $254K
PWB
Invesco Exchange Traded Fd Tr

ETFs
123
+ 4.5%
$94.5 - $110.71 $11.6K - $13.6K
2.86K $274K
RFV
Invesco Exchange Traded Fd Tr

ETFs
177
+ 5.07%
$111.51 - $128.61 $19.7K - $22.8K
3.67K $418K
HWC
Hancock Whitney Corp

Financial Services
19
+ 0.49%
$49.61 - $61.03 $943 - $1.16K
3.87K $203K
VCR
Vanguard Consumer Discretionar

ETFs
99
+ 12.39%
$318.51 - $391.75 $31.5K - $38.8K
898 $292K
MAR
Marriott International Inc

Consumer Cyclical
178
+ 14.27%
$237.01 - $304.45 $42.2K - $54.2K
1.43K $339K
FDRR
Fidelity Covington Tr Divid Et

ETFs
37
+ 0.52%
$49.65 - $53.98 $1.84K - $2K
7.13K $356K
GIL
Gildan Activewear Inc.

Consumer Cyclical
196
+ 3.19%
$44.19 - $55.09 $8.66K - $10.8K
6.34K $280K
OMF
One Main Holdings, Inc.

Financial Services
109
+ 2.21%
$45.35 - $58.06 $4.94K - $6.33K
5.04K $246K
ASX
Ase Technology Holding Co., Ltd.

Technology
534
+ 4.82%
$8.76 - $11.36 $4.68K - $6.07K
11.6K $101K
HTGC
Hercules Capital, Inc.

Financial Services
2.01K
+ 3.61%
$18.01 - $22.0 $36.1K - $44.1K
57.6K $1.11M
AVUV
American Centy ETF Tr Avantis

ETFs
842
+ 9.25%
$84.95 - $100.62 $71.5K - $84.7K
9.94K $866K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
209
+ 10.25%
$254.58 - $302.92 $53.2K - $63.3K
2.25K $574K
SLAB
Silicon Laboratories Inc.

Technology
67
+ 3.51%
$112.57 - $158.7 $7.54K - $10.6K
1.98K $222K
SGHT
Sight Sciences, Inc.

Healthcare
16
+ 0.12%
$2.36 - $3.58 $37.8 - $57.3
12.9K $30K
INTU
Intuit Inc

Technology
20
+ 1.0%
$555.63 - $630.23 $11.1K - $12.6K
2.02K $1.24M
UFPI
Ufp Industries Inc

Basic Materials
39
+ 0.92%
$103.91 - $118.67 $4.05K - $4.63K
4.27K $457K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
560
+ 6.51%
$110.9 - $132.93 $62.1K - $74.4K
9.16K $1.04M
VXF
Vanguard Extended Market ETF

ETFs
11
+ 0.87%
$170.36 - $201.04 $1.87K - $2.21K
1.28K $219K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4
+ 0.22%
$126.86 - $146.45 $507 - $586
1.82K $230K
OCCI
Ofs Credit Company, Inc.

Financial Services
1.35K
+ 4.22%
$6.12 - $7.33 $8.27K - $9.91K
33.4K $204K
DAL
Delta Air Lines, Inc.

Industrials
4.23K
+ 34.47%
$43.6 - $69.06 $184K - $292K
16.5K $719K
FGBI
First Guaranty Bancshares, Inc.

Financial Services
1.5K
+ 13.99%
$6.7 - $11.3 $10.1K - $17K
12.2K $94K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
43
+ 3.14%
$522.96 - $601.18 $22.5K - $25.9K
1.41K $752K
DT
Dynatrace, Inc.

Technology
253
+ 4.59%
$47.15 - $62.42 $11.9K - $15.8K
5.77K $271K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
247
+ 3.27%
$89.18 - $104.04 $22K - $25.7K
7.8K $714K
WOLF
Wolfspeed, Inc.

Technology
2K
+ 20.0%
$2.59 - $7.48 $5.18K - $15K
12K $36K
NEWT
Newtek Business Services Corp.

Financial Services
260
+ 0.6%
$11.86 - $13.34 $3.08K - $3.47K
43.6K $520K
MTH
Meritage Homes Corp

Consumer Cyclical
2.7K
+ 100.37%
$69.41 - $152.01 $187K - $410K
5.38K $381K
VTRS
Viatris Inc

Healthcare
2.06K
+ 14.75%
$8.68 - $12.42 $17.9K - $25.6K
16K $139K
DKNG
Draft Kings Inc.

Consumer Cyclical
6
+ 0.07%
$33.21 - $53.49 $199 - $321
9.01K $299K
CION
Cion Investment Corp

Financial Services
26K
+ 8.88%
$10.35 - $12.55 $269K - $327K
319K $3.3M
IGM
Ishares Expanded Tech Sector E

ETFs
397
+ 6.03%
$90.67 - $108.46 $36K - $43.1K
6.98K $632K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
2.69K
+ 2.86%
$7.72 - $9.45 $20.7K - $25.4K
96.5K $773K
IJK
Ishares S&P Midcap 400 Growth

ETFs
73
+ 1.03%
$81.62 - $96.63 $5.96K - $7.05K
7.18K $597K
Activity Summary
Buys All Purchases 881 New Holdings 245 Increased Positions 636 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 15 Puts 5
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