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
ROP
Roper Technologies Inc

Industrials
80
+ 5.99%
$519.19 - $590.78 $41.5K - $47.3K
1.42K $802K
DPZ
Dominos Pizza Inc

Consumer Cyclical
50
+ 5.13%
$430.72 - $497.52 $21.5K - $24.9K
1.02K $461K
BTBT
Bit Digital, Inc

Financial Services
1.97K
+ 3.56%
$1.73 - $2.69 $3.41K - $5.3K
57.4K $125K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
300
+ 5.11%
$40.64 - $47.27 $12.2K - $14.2K
6.18K $287K
OFC
Corporate Office Properties Trust

Real Estate
557
+ 4.81%
N/A
12.1K $292K
IYR
Ishares Tr

ETFs
161
+ 6.34%
$84.48 - $96.25 $13.6K - $15.5K
2.7K $255K
HAL
Halliburton CO

Energy
10K
+ 25.93%
$19.26 - $25.7 $193K - $258K
48.7K $991K
SJNK
Spdr Bloomberg Short Term High

ETFs
138
+ 0.6%
$24.12 - $25.48 $3.33K - $3.52K
23K $586K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
80
+ 0.63%
$65.75 - $71.57 $5.26K - $5.73K
12.8K $915K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
16
+ 0.57%
$70.7 - $82.14 $1.13K - $1.31K
2.84K $233K
LKFN
Lakeland Financial Corp

Financial Services
5
+ 0.13%
$51.45 - $61.84 $257 - $309
3.95K $242K
LUMN
Lumen Technologies, Inc.

Communication Services
510
+ 4.14%
$3.07 - $4.51 $1.57K - $2.3K
12.8K $56K
LYG
Lloyds Banking Group PLC

Financial Services
166
+ 1.12%
$3.32 - $4.29 $551 - $712
15K $63K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
428
+ 3.97%
$8.72 - $10.05 $3.73K - $4.3K
11.2K $112K
WPC
W. P. Carey Inc.

Real Estate
504
+ 1.42%
$56.12 - $64.53 $28.3K - $32.5K
35.9K $2.24M
AVB
Avalonbay Communities Inc

Real Estate
151
+ 6.6%
$187.23 - $215.61 $28.3K - $32.6K
2.44K $496K
MKC
Mccormick & CO Inc

Consumer Defensive
331
+ 10.62%
$71.11 - $82.25 $23.5K - $27.2K
3.45K $261K
NJR
New Jersey Resources Corp

Utilities
1.22K
+ 9.88%
$44.23 - $49.97 $53.8K - $60.8K
13.5K $606K
XEL
Xcel Energy Inc

Utilities
368
+ 4.41%
$65.65 - $72.39 $24.2K - $26.6K
8.71K $592K
GTO
Invesco Actively Managed ETF T

ETFs
68
+ 0.42%
$45.73 - $47.2 $3.11K - $3.21K
16.1K $754K
PDI
Pimco Dynamic Income Fund

Financial Services
555
+ 5.1%
$17.02 - $19.87 $9.45K - $11K
11.4K $216K
Ft Vest U.S. Equity Moderate Buffer ETF May
3.26K
+ 23.59%
N/A
17.1K $0
UTES
Virtus Reaves Utilities ETF
449
+ 7.97%
N/A
6.09K $0
MDU
Mdu Resources Group Inc

Industrials
320
+ 1.27%
$15.6 - $17.76 $4.99K - $5.68K
25.6K $426K
Pacer Us Large Cap Cash Cows Growth Leaders ETF
21.7K
+ 33.02%
N/A
87.3K $0
Ishares Flexible Income Active ETF
8.56K
+ 39.55%
N/A
30.2K $0
CGMS
Capital Grp Core Plus Income E
968
+ 8.01%
N/A
13.1K $0
Jacobs Solutions Inc Com
186
+ 2.15%
N/A
8.82K $0
Super Micro Computer Inc Com New
2.43K
+ 26.21%
N/A
11.7K $0
MODL
Victory Portfolios Ii Victorys
8.8K
+ 78.61%
N/A
20K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
1.11K
+ 7.0%
N/A
16.9K $0
Kenvue Inc Com
2.72K
+ 14.73%
N/A
21.2K $0
Ge Healthcare Technologies Inc Common Stock
5.33K
+ 43.4%
N/A
17.6K $0
FTGS
First Tr Exchange Traded Fd Gr
1.2K
+ 10.55%
N/A
12.6K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
3.86K
+ 75.56%
N/A
8.97K $0
Aptiv PLC Com Shs
12.5K
+ 118.22%
N/A
23.1K $0
CARY
Angel Oak Fds Tr Income Etf(De
37.5K
+ 1.66%
N/A
2.29M $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
6.4K
+ 16.39%
N/A
45.4K $0
FSCO
Fs Cr Opportunities Corp Com
27.5K
+ 38.58%
N/A
98.9K $0
Wisdomtree U.S. Quality Growth Fund
1.58K
+ 27.38%
N/A
7.37K $0
Lam Research Corp Com New
1.24K
+ 2.56%
N/A
49.5K $0
Blackrock Inc Com
1.82K
+ 49.59%
N/A
5.48K $0
Gsk PLC Sponsored Adr
6.73K
+ 10.86%
N/A
68.8K $0
Ft Vest Djia Dogs 10 Target Income ETF
600
+ 4.76%
N/A
13.2K $0
Citius Pharmaceuticals Inc Com
10K
+ 100.0%
N/A
20K $0
American Healthcare Reit Inc Com Shs
3.94K
+ 10.79%
N/A
40.4K $0
Blackrock Income Tr Inc Com New
48
+ 0.11%
N/A
43.6K $0
Innovator U.S. Equity Buffer ETF February
414
+ 1.95%
N/A
21.7K $0
PDEC
Innovator U.S. Equity Power Bu
2.43K
+ 13.91%
N/A
19.9K $0
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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