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
OMF
One Main Holdings, Inc.

Financial Services
607
+ 11.25%
$55.61 - $62.61 $33.8K - $38K
6K $338K
BRO
Brown & Brown, Inc.

Financial Services
1.32K
+ 24.44%
$90.88 - $108.93 $120K - $144K
6.73K $630K
LNT
Alliant Energy Corp

Utilities
83
+ 2.3%
$60.76 - $67.41 $5.04K - $5.6K
3.69K $248K
HYLS
First Tr Tactical High Yield L

ETFs
656
+ 5.69%
$41.62 - $42.32 $27.3K - $27.8K
12.2K $512K
LUMN
Lumen Technologies, Inc.

Communication Services
1.34K
+ 10.46%
$3.7 - $6.22 $4.96K - $8.33K
14.2K $86K
VST
Vistra Corp.

Utilities
125
+ 4.53%
$182.0 - $217.92 $22.8K - $27.2K
2.88K $564K
GIS
General Mills Inc

Consumer Defensive
2.21K
+ 3.7%
$48.44 - $53.83 $107K - $119K
61.8K $3.12M
FDIS
Fidelity Covington Tr Msci Con

ETFs
46
+ 1.7%
$93.41 - $104.11 $4.3K - $4.79K
2.75K $283K
BST
Black Rock Science & Technology Trust

Financial Services
133
+ 1.82%
$38.01 - $41.55 $5.06K - $5.53K
7.43K $307K
STLD
Steel Dynamics Inc

Basic Materials
286
+ 12.96%
N/A
2.49K $244K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
36
+ 0.72%
$82.96 - $95.7 $2.99K - $3.45K
5.04K $452K
PDI
Pimco Dynamic Income Fund

Financial Services
923
+ 8.08%
$18.85 - $20.07 $17.4K - $18.5K
12.4K $244K
RODM
Hartford Multifactor Developed

ETFs
155
+ 1.0%
$33.53 - $35.95 $5.2K - $5.57K
15.7K $556K
YJUN
First Tr Exchange Traded Fd Vi
870
+ 9.71%
$24.2 - $25.07 $21.1K - $21.8K
9.83K $246K
MKL
Markel Corp

Financial Services
19
+ 17.59%
$1898.34 - $2031.8 $36.1K - $38.6K
127 $242K
A
Agilent Technologies, Inc.

Healthcare
95
+ 7.22%
$112.04 - $128.75 $10.6K - $12.2K
1.41K $181K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
6.8K
+ 17.58%
$4.52 - $6.54 $30.7K - $44.4K
45.5K $221K
FSIG
First Tr ETF Iv LTD Duration I
1.24K
+ 9.1%
$19.03 - $19.33 $23.7K - $24K
14.9K $286K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7
+ 0.28%
$126.64 - $135.65 $886 - $950
2.51K $340K
BOND
Pimco Active Bond Exchange Tra

ETFs
99
+ 0.9%
$90.83 - $93.81 $8.99K - $9.29K
11.1K $1.04M
HWC
Hancock Whitney Corp

Financial Services
6
+ 0.15%
$57.63 - $64.31 $346 - $386
3.91K $244K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
394
+ 6.49%
$50.85 - $51.35 $20K - $20.2K
6.46K $330K
NJUL
Innovator Growth 100 Power Buf

Technology
128
+ 3.26%
$67.81 - $71.18 $8.68K - $9.11K
4.05K $287K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
312
+ 2.09%
$50.29 - $50.86 $15.7K - $15.9K
15.2K $773K
VTRS
Viatris Inc

Healthcare
592
+ 4.24%
$8.74 - $10.69 $5.17K - $6.33K
14.6K $144K
AAL
American Airlines Group Inc.

Industrials
1.71K
+ 7.03%
N/A
26K $287K
SECT
Sector 10, Inc.

ETFs
6
+ 0.16%
$57.95 - $63.16 $348 - $379
3.78K $238K
IT
Gartner Inc

Technology
2.32K
+ 55.53%
$225.98 - $406.7 $523K - $942K
6.49K $1.71M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
81
+ 0.11%
$11.19 - $11.74 $906 - $951
74.9K $866K
SON
Sonoco Products CO

Consumer Cyclical
645
+ 2.91%
$42.77 - $48.68 $27.6K - $31.4K
22.8K $983K
IYR
Ishares Tr

ETFs
110
+ 4.08%
$94.16 - $98.46 $10.4K - $10.8K
2.81K $272K
DOV
Dover Corp

Industrials
337
+ 13.38%
$165.59 - $190.9 $55.8K - $64.3K
2.86K $476K
YMAR
First Tr Ex Tr Viii Cboe Vest
279
+ 2.9%
$25.23 - $26.26 $7.04K - $7.33K
9.9K $260K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
14
+ 0.49%
$82.42 - $87.03 $1.15K - $1.22K
2.86K $248K
HYD
Vaneck High Yield Muni ETF

ETFs
134
+ 1.29%
$48.85 - $50.94 $6.55K - $6.83K
10.5K $534K
CLOI
Vaneck ETF Tr

ETFs
243
+ 4.86%
$52.8 - $53.1 $12.8K - $12.9K
5.24K $278K
VRSN
Verisign Inc

Technology
76
+ 10.15%
$263.02 - $305.98 $20K - $23.3K
825 $230K
MKC
Mccormick & CO Inc

Consumer Defensive
664
+ 19.25%
$64.3 - $77.17 $42.7K - $51.2K
4.11K $275K
AGCO
Agco Corp

Industrials
50
+ 2.5%
$106.41 - $117.97 $5.32K - $5.9K
2.05K $219K
OFC
Corporate Office Properties Trust

Real Estate
540
+ 4.45%
N/A
12.7K $305K
IGLB
Ishares 10+ Year Investment Gr

ETFs
133
+ 2.85%
$48.96 - $52.08 $6.51K - $6.93K
4.8K $247K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
525
+ 3.64%
$17.96 - $19.62 $9.43K - $10.3K
15K $278K
AMT
American Tower Corp

Real Estate
262
+ 20.31%
$192.32 - $232.35 $50.4K - $60.9K
1.55K $298K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
164
+ 1.62%
$11.64 - $15.79 $1.91K - $2.59K
10.3K $150K
LKFN
Lakeland Financial Corp

Financial Services
14
+ 0.35%
$60.25 - $68.73 $844 - $962
3.96K $254K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
2.64K
+ 3.44%
$15.64 - $19.17 $41.3K - $50.6K
79.5K $1.24M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
28
+ 0.08%
$52.39 - $53.11 $1.47K - $1.49K
36.6K $1.94M
EW
Edwards Lifesciences Corp

Healthcare
159
+ 4.14%
$73.75 - $81.83 $11.7K - $13K
4K $311K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
285
+ 3.06%
$24.97 - $25.78 $7.12K - $7.35K
9.6K $245K
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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