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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
312
+ 2.05%
$75.05 - $77.34 $23.4K - $24.1K
15.6K $1.2M
WEC
Wec Energy Group, Inc.

Utilities
753
+ 8.47%
$102.24 - $109.76 $77K - $82.6K
9.64K $1M
APA
Apa Corp

Energy
6.98K
+ 20.73%
$14.03 - $21.24 $97.9K - $148K
40.7K $743K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
31
+ 1.25%
$101.97 - $126.75 $3.16K - $3.93K
2.51K $317K
MARA
Marathon Digital Holdings, Inc.

Financial Services
1.45K
+ 11.34%
N/A
14.3K $321K
VHT
Vanguard Health Care ETF

ETFs
437
+ 9.44%
$236.71 - $261.92 $103K - $114K
5.07K $1.26M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
10
+ 0.28%
$68.32 - $85.57 $683 - $856
3.56K $304K
POOL
Pool Corp

Industrials
222
+ 18.2%
$285.0 - $325.66 $63.3K - $72.3K
1.44K $420K
RFV
Invesco Exchange Traded Fd Tr

ETFs
46
+ 1.25%
$97.97 - $121.24 $4.51K - $5.58K
3.72K $449K
FMB
First Tr Exchange Traded Fd Ii

ETFs
848
+ 4.88%
$49.12 - $50.93 $41.7K - $43.2K
18.2K $908K
CGCP
Capital Group Core Plus Income

ETFs
1.27K
+ 5.67%
$21.92 - $22.56 $27.9K - $28.7K
23.7K $533K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
15
+ 0.3%
$67.22 - $81.54 $1.01K - $1.22K
5.08K $414K
HLN
Haleon PLC

Healthcare
2.34K
+ 3.11%
$9.27 - $11.41 $21.7K - $26.7K
77.6K $804K
FSIG
First Tr ETF Iv LTD Duration I
1.4K
+ 11.41%
$18.77 - $19.14 $26.3K - $26.8K
13.7K $261K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
953
+ 2.52%
$17.99 - $18.99 $17.1K - $18.1K
38.7K $735K
SLM
Slm Corp

Financial Services
79
+ 1.07%
$24.84 - $34.36 $1.96K - $2.71K
7.46K $244K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
835
+ 6.03%
$19.73 - $22.32 $16.5K - $18.6K
14.7K $318K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.4K
+ 3.03%
N/A
47.5K $901K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
455
+ 4.62%
$38.16 - $46.72 $17.4K - $21.3K
10.3K $455K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
390
+ 2.47%
$49.73 - $51.44 $19.4K - $20.1K
16.2K $831K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
303
+ 7.5%
N/A
4.34K $372K
JMBS
Janus Detroit Str Tr Henderson

ETFs
602
+ 6.71%
$43.89 - $45.45 $26.4K - $27.4K
9.58K $431K
SUI
Sun Communities Inc

Real Estate
320
+ 4.49%
$114.62 - $132.25 $36.7K - $42.3K
7.44K $941K
PAA
Plains All American Pipeline LP

Energy
3.67K
+ 14.54%
$16.03 - $20.28 $58.8K - $74.4K
28.9K $529K
AGZ
Ishares Agency Bond ETF

ETFs
206
+ 9.32%
$108.32 - $109.92 $22.3K - $22.6K
2.42K $265K
FLIN
Franklin Templeton ETF Tr

ETFs
197
+ 3.58%
$35.01 - $39.98 $6.9K - $7.88K
5.69K $226K
FVAL
Fidelity Covington Tr Value Fa

ETFs
111
+ 3.05%
$52.8 - $63.87 $5.86K - $7.09K
3.75K $239K
SGHT
Sight Sciences, Inc.

Healthcare
15
+ 0.12%
$2.09 - $4.34 $31.3 - $65.1
12.9K $53K
PPTY
ETF Ser Solutions

ETFs
1.37K
+ 8.36%
$27.4 - $31.69 $37.5K - $43.3K
17.7K $538K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
123
+ 5.91%
$95.74 - $115.54 $11.8K - $14.2K
2.2K $251K
KEY
Keycorp

Financial Services
172
+ 1.38%
$13.23 - $17.42 $2.28K - $3K
12.6K $219K
ACT
Enact Holdings, Inc.

Financial Services
32
+ 0.37%
$31.91 - $37.44 $1.02K - $1.2K
8.64K $320K
PRU
Prudential Financial Inc

Financial Services
730
+ 5.3%
$95.12 - $112.71 $69.4K - $82.3K
14.5K $1.56M
IWX
Ishares Tr Russell 200 Value E

ETFs
102
+ 1.7%
$73.26 - $84.19 $7.47K - $8.59K
6.1K $513K
HWC
Hancock Whitney Corp

Financial Services
26
+ 0.67%
$46.05 - $58.03 $1.2K - $1.51K
3.9K $223K
NEAR
Blackrock Short Maturity Bond

ETFs
311
+ 2.18%
$50.41 - $51.17 $15.7K - $15.9K
14.6K $744K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
36
+ 0.33%
$44.42 - $51.46 $1.6K - $1.85K
11.1K $566K
RRC
Range Resources Corp

Energy
78
+ 0.36%
$32.1 - $43.23 $2.5K - $3.37K
21.7K $882K
PECO
Phillips Edison & Company, Inc.

Real Estate
2.58K
+ 5.23%
$33.53 - $37.33 $86.6K - $96.4K
52K $1.82M
LOW
Lowes Companies Inc

Consumer Cyclical
1.09K
+ 5.53%
$210.83 - $235.28 $230K - $257K
20.9K $4.63M
EQR
Equity Residential

Real Estate
807
+ 8.8%
$61.82 - $71.72 $49.9K - $57.9K
9.98K $673K
IYH
Ishares Tr

ETFs
1.92K
+ 9.23%
$53.97 - $60.17 $104K - $116K
22.8K $1.29M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3
+ 0.08%
$61.08 - $74.04 $183 - $222
3.7K $273K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
76
+ 1.99%
$81.46 - $94.63 $6.19K - $7.19K
3.9K $369K
CUZ
Cousins Properties Inc

Real Estate
107
+ 0.45%
$25.15 - $30.53 $2.69K - $3.27K
24K $721K
YYY
Amplify ETF Tr High Income ETF

ETFs
1K
+ 6.85%
$10.18 - $11.74 $10.2K - $11.7K
15.6K $182K
SCHO
Schwab Short Term Us Treasury

ETFs
610
+ 5.93%
$24.19 - $24.45 $14.8K - $14.9K
10.9K $265K
IMMR
Immersion Corp

Technology
418
+ 1.04%
$6.63 - $7.98 $2.77K - $3.34K
40.5K $318K
WCN
Waste Connections, Inc.

Industrials
147
+ 10.03%
$183.26 - $199.95 $26.9K - $29.4K
1.61K $301K
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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