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
EQR
Equity Residential

Real Estate
1.32K
+ 13.19%
$62.3 - $68.34 $82K - $89.9K
11.3K $731K
FIW
First Trust Water ETF

ETFs
308
+ 6.01%
$107.54 - $115.08 $33.1K - $35.4K
5.43K $610K
VEEV
Veeva Systems Inc

Healthcare
64
+ 1.76%
$269.2 - $297.91 $17.2K - $19.1K
3.7K $1.1M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
749
+ 6.94%
$38.52 - $41.26 $28.9K - $30.9K
11.5K $474K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
179
+ 9.65%
$148.97 - $165.88 $26.7K - $29.7K
2.03K $334K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.26K
+ 3.29%
$28.95 - $29.73 $36.5K - $37.5K
39.6K $1.18M
BKH
Black Hills Corp

Utilities
278
+ 4.0%
$55.87 - $61.62 $15.5K - $17.1K
7.24K $445K
ITB
Ishares Tr

ETFs
17
+ 0.45%
$94.18 - $117.14 $1.6K - $1.99K
3.76K $403K
PODD
Insulet Corp

Healthcare
200
+ 12.2%
$277.3 - $352.82 $55.5K - $70.6K
1.84K $567K
GDDY
Go Daddy Inc.

Technology
746
+ 63.82%
$133.35 - $178.59 $99.5K - $133K
1.92K $262K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
719
+ 12.08%
$72.15 - $75.72 $51.9K - $54.4K
6.67K $489K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
37
+ 0.25%
$24.02 - $27.91 $889 - $1.03K
14.6K $406K
TT
Trane Technologies PLC

Industrials
294
+ 6.24%
$398.96 - $472.54 $117K - $139K
5.01K $2.11M
IFV
First Trust Dorsey Wright Inte

ETFs
80
+ 0.25%
$22.73 - $24.48 $1.82K - $1.96K
31.6K $772K
IJK
Ishares S&P Midcap 400 Growth

ETFs
141
+ 1.89%
$91.28 - $97.59 $12.9K - $13.8K
7.58K $727K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
810
+ 1.68%
$59.81 - $60.11 $48.4K - $48.7K
49.1K $2.94M
HBAN
Huntington Bancshares Inc

Financial Services
1K
+ 1.57%
$15.87 - $17.88 $15.9K - $18K
65.1K $1.12M
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.25K
+ 10.2%
$17.81 - $18.39 $40.1K - $41.4K
24.3K $443K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.46K
+ 41.5%
$159.87 - $247.68 $233K - $361K
4.97K $883K
MARA
Marathon Digital Holdings, Inc.

Financial Services
2.14K
+ 15.04%
N/A
16.4K $369K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
864
+ 8.41%
$37.58 - $39.01 $32.5K - $33.7K
11.1K $434K
EQIX
Equinix Inc

Real Estate
68
+ 15.85%
$756.7 - $811.13 $51.5K - $55.2K
497 $389K
IYJ
Ishares Tr

ETFs
199
+ 4.4%
$142.42 - $148.18 $28.3K - $29.5K
4.72K $689K
MTH
Meritage Homes Corp

Consumer Cyclical
183
+ 3.29%
$67.34 - $82.83 $12.3K - $15.2K
5.75K $416K
FYX
First Tr Small Cap Core Alphad

ETFs
5
+ 0.14%
$96.35 - $111.0 $482 - $555
3.64K $397K
WD
Walker & Dunlop, Inc.

Financial Services
55
+ 1.89%
$72.06 - $87.6 $3.96K - $4.82K
2.97K $248K
CION
Cion Investment Corp

Financial Services
7.72K
+ 2.34%
$9.48 - $10.86 $73.2K - $83.9K
337K $3.2M
HEWJ
Ishares Currency Hedged Msci J

ETFs
453
+ 10.11%
$43.72 - $50.04 $19.8K - $22.7K
4.94K $243K
MDU
Mdu Resources Group Inc

Industrials
724
+ 2.83%
$15.85 - $17.81 $11.5K - $12.9K
26.3K $468K
RSG
Republic Services, Inc.

Industrials
257
+ 25.07%
$225.33 - $246.01 $57.9K - $63.2K
1.28K $294K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
873
+ 16.81%
$43.36 - $44.8 $37.9K - $39.1K
6.07K $269K
NKE
Nike, Inc.

Consumer Cyclical
1.46K
+ 3.24%
$69.24 - $79.24 $101K - $116K
46.6K $3.25M
KHC
Kraft Heinz CO

Consumer Defensive
1.02K
+ 1.6%
$25.63 - $28.94 $26.2K - $29.5K
64.8K $1.69M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
378
+ 3.59%
$67.48 - $71.55 $25.5K - $27K
10.9K $771K
VPU
Vanguard Utilities ETF

ETFs
123
+ 9.52%
$175.25 - $189.41 $21.6K - $23.3K
1.42K $268K
EXPD
Expeditors International Of Washington Inc

Industrials
8
+ 0.17%
$111.37 - $124.95 $891 - $1K
4.75K $582K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
38
+ 0.04%
$8.57 - $9.09 $326 - $345
98.7K $893K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
252
+ 7.92%
$68.27 - $75.58 $17.2K - $19K
3.44K $255K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
181
+ 4.64%
$94.17 - $99.95 $17K - $18.1K
4.08K $408K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
380
+ 2.57%
$29.18 - $31.13 $11.1K - $11.8K
15.1K $471K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
378
+ 5.36%
$43.65 - $46.42 $16.5K - $17.5K
7.43K $345K
IYE
Ishares Tr

ETFs
159
+ 1.26%
$44.83 - $48.91 $7.13K - $7.78K
12.8K $609K
IR
Ingersoll Rand Inc.

Industrials
479
+ 10.9%
$74.98 - $89.02 $35.9K - $42.6K
4.87K $402K
SJNK
Spdr Bloomberg Short Term High

ETFs
1.31K
+ 5.71%
$25.28 - $25.63 $33.2K - $33.7K
24.3K $622K
FDRR
Fidelity Covington Tr Divid Et

ETFs
35
+ 0.46%
$54.44 - $58.63 $1.91K - $2.05K
7.66K $449K
EXPO
Exponent Inc

Industrials
2.09K
+ 9.84%
$68.33 - $77.6 $143K - $162K
23.3K $1.62M
MLPX
Global X Mlp & Energy Infrastr

ETFs
536
+ 13.45%
$59.5 - $62.99 $31.9K - $33.8K
4.52K $283K
DT
Dynatrace, Inc.

Technology
1.72K
+ 22.59%
$46.04 - $56.64 $79.2K - $97.5K
9.34K $452K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
335
+ 8.34%
$65.41 - $69.67 $21.9K - $23.3K
4.35K $303K
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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