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
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
95
+ 1.39%
$44.22 - $45.74 $4.2K - $4.35K
6.95K $316K
TNET
Trinet Group, Inc.

Industrials
669
+ 12.09%
$62.83 - $75.19 $42K - $50.3K
6.2K $414K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
101
+ 2.33%
N/A
4.44K $381K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
175
+ 0.82%
$25.93 - $26.42 $4.54K - $4.62K
21.6K $563K
AGZ
Ishares Agency Bond ETF

ETFs
64
+ 2.65%
$108.74 - $110.41 $6.96K - $7.07K
2.48K $273K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
361
+ 6.85%
$59.29 - $62.87 $21.4K - $22.7K
5.63K $338K
TRGP
Targa Resources Corp.

Energy
95
+ 7.61%
$160.52 - $174.4 $15.2K - $16.6K
1.34K $225K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
6
+ 0.15%
$63.98 - $69.04 $384 - $414
3.98K $265K
AINV
Apollo Investment Corp

Financial Services
570
+ 0.55%
N/A
105K $1.16M
MAA
Mid America Apartment Communities Inc.

Real Estate
308
+ 6.82%
$138.38 - $153.2 $42.6K - $47.2K
4.83K $674K
PGF
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.11%
$14.11 - $14.94 $155 - $164
10.4K $151K
BRSP
Bright Spire Capital, Inc.

Real Estate
78
+ 0.67%
$4.91 - $5.94 $383 - $463
11.7K $63K
AIG
American International Group, Inc.

Financial Services
1.03K
+ 9.35%
$76.34 - $85.87 $78.7K - $88.5K
12.1K $947K
IHF
Ishares Tr

ETFs
4
+ 0.1%
$40.81 - $49.43 $163 - $198
4.17K $206K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
119
+ 1.06%
$10.01 - $10.55 $1.19K - $1.26K
11.3K $116K
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
36
+ 0.54%
$30.86 - $32.68 $1.11K - $1.18K
6.76K $215K
PSA
Public Storage

Real Estate
40
+ 2.34%
$271.94 - $298.09 $10.9K - $11.9K
1.75K $504K
AVT
Avnet Inc

Technology
165
+ 2.42%
$49.46 - $56.3 $8.16K - $9.29K
7K $365K
ABNB
Airbnb, Inc.

Consumer Cyclical
791
+ 9.19%
$118.3 - $142.16 $93.6K - $112K
9.4K $1.14M
UNM
Unum Group

Financial Services
204
+ 4.3%
$68.55 - $82.12 $14K - $16.8K
4.95K $385K
UL
Unilever PLC

Consumer Defensive
444
+ 3.28%
$58.43 - $65.01 $25.9K - $28.9K
14K $828K
Dimensional Ultrashort Fixed Income ETF
25.9K
+ 22.82%
N/A
140K $0
Lam Research Corp Com New
49.3K
+ 99.59%
N/A
98.8K $0
First Trust Core Investment Grade ETF
14.2K
+ 36.65%
N/A
52.8K $0
Ishares U.S. Thematic Rotation Active ETF
3.08K
+ 20.57%
N/A
18.1K $0
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
548
+ 13.45%
N/A
4.62K $0
Fidelity Wise Origin Bitcoin Fund
1.2K
+ 31.68%
N/A
5.01K $0
Nextracker Inc Class A Com
408
+ 1.75%
N/A
23.8K $0
Lineage Inc Com
10.6K
+ 49.67%
N/A
32.1K $0
Fidelity Tactical Bond ETF
295
+ 6.81%
N/A
4.63K $0
Veralto Corp Com Shs
859
+ 29.56%
N/A
3.77K $0
Arista Networks Inc Com Shs
2.16K
+ 1.98%
N/A
111K $0
CGSD
Capital Grp Core Plus Income E
218
+ 2.65%
N/A
8.46K $0
Annaly Capital Management Inc Com New
152
+ 0.6%
N/A
25.5K $0
Wisdomtree U.S. Quality Growth Fund
2.92K
+ 39.67%
N/A
10.3K $0
Ferguson Enterprises Inc Common Stock New
64
+ 5.85%
N/A
1.16K $0
Ge Vernova Inc Com
1.85K
+ 29.3%
N/A
8.18K $0
Amplify Cybersecurity ETF
2.34K
+ 7.05%
N/A
35.5K $0
Angel Oak High Yield Opportunities ETF
827K
+ 38.54%
N/A
2.97M $0
PID
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.03%
N/A
23.7K $422K
BFB
Brown Forman Corp Cl B
10.2K
+ 42.93%
N/A
34K $0
Crane Company Common Stock
193
+ 17.32%
N/A
1.31K $0
Neos Nasdaq 100 High Income ETF
1.64K
+ 28.54%
N/A
7.37K $0
Brookstone Value Stock ETF
7.54K
+ 16.01%
N/A
54.7K $0
Brookstone Growth Stock ETF
7.03K
+ 12.39%
N/A
63.8K $0
Kenvue Inc Com
876
+ 4.14%
N/A
22K $0
Qxo Inc Com New
22.1K
+ 112.11%
N/A
41.9K $0
UTES
Virtus Reaves Utilities ETF
5.79K
+ 95.22%
N/A
11.9K $0
Coreweave Inc Com Cl A
8.28K
+ 100.33%
N/A
16.5K $0
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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