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
YUM
Yum Brands Inc

Consumer Cyclical
20
+ 0.78%
$138.36 - $161.45 $2.77K - $3.23K
2.59K $383K
UFPI
Ufp Industries Inc

Basic Materials
123
+ 2.88%
$94.93 - $109.1 $11.7K - $13.4K
4.39K $436K
BKH
Black Hills Corp

Utilities
121
+ 1.77%
$55.66 - $61.75 $6.73K - $7.47K
6.96K $390K
CTRA
Coterra Energy Inc.

Energy
279
+ 2.42%
$22.6 - $29.07 $6.31K - $8.11K
11.8K $299K
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.62K
+ 5.59%
$20.83 - $25.75 $54.5K - $67.4K
49.4K $1.16M
BBY
Best Buy CO Inc

Consumer Cyclical
100
+ 1.45%
$56.17 - $75.73 $5.62K - $7.57K
7K $469K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
394
+ 1.92%
$10.68 - $12.73 $4.21K - $5.02K
20.9K $223K
FANG
Diamondback Energy, Inc.

Energy
839
+ 12.36%
$119.25 - $161.49 $100K - $135K
7.63K $1.05M
WD
Walker & Dunlop, Inc.

Financial Services
29
+ 1.01%
$66.0 - $85.06 $1.91K - $2.47K
2.91K $205K
IRT
Independence Realty Trust, Inc.

Real Estate
61
+ 0.49%
$17.41 - $21.38 $1.06K - $1.3K
12.5K $220K
HTGC
Hercules Capital, Inc.

Financial Services
51
+ 0.09%
$16.24 - $19.1 $828 - $974
57.6K $1.05M
CPRI
Capri Holdings LTD

Consumer Cyclical
1.09K
+ 3.02%
$12.48 - $19.63 $13.6K - $21.3K
37.1K $656K
MCD
Mcdonalds Corp

Consumer Cyclical
1.35K
+ 6.06%
$285.55 - $321.23 $384K - $432K
23.6K $6.88M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
443
+ 8.37%
$67.83 - $92.33 $30K - $40.9K
5.74K $416K
MAA
Mid America Apartment Communities Inc.

Real Estate
84
+ 1.89%
$145.91 - $168.0 $12.3K - $14.1K
4.52K $668K
WY
Weyerhaeuser CO

Real Estate
3.09K
+ 6.74%
$24.69 - $29.48 $76.2K - $91K
48.9K $1.26M
FTV
Fortive Corp

Technology
510
+ 8.81%
$52.13 - $74.29 $26.6K - $37.9K
6.3K $328K
EPD
Enterprise Products Partners L.P.

Energy
4.15K
+ 5.58%
$28.95 - $34.22 $120K - $142K
78.5K $2.43M
UPS
United Parcel Service Inc

Industrials
1.42K
+ 5.13%
$91.92 - $110.2 $131K - $157K
29.1K $2.94M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.12K
+ 8.77%
$97.78 - $126.44 $109K - $141K
13.8K $1.47M
MCW
Mister Car Wash, Inc.

Consumer Cyclical
19.9K
+ 15.68%
$6.01 - $8.06 $119K - $160K
147K $880K
NSP
Insperity, Inc.

Industrials
80
+ 1.75%
$58.55 - $89.92 $4.68K - $7.19K
4.65K $279K
AEP
American Electric Power CO Inc

Utilities
551
+ 1.61%
$98.59 - $109.11 $54.3K - $60.1K
34.8K $3.61M
CION
Cion Investment Corp

Financial Services
10.4K
+ 3.26%
$8.68 - $10.48 $90.2K - $109K
329K $3.15M
OMCL
Omnicell, Inc

Healthcare
3.09K
+ 6.61%
$24.63 - $35.46 $76K - $109K
49.8K $1.46M
ABBV
Abb Vie Inc.

Healthcare
3.96K
+ 10.42%
$170.16 - $206.27 $674K - $817K
42K $7.8M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
1.2K
+ 3.52%
$22.96 - $28.29 $27.5K - $33.9K
35.2K $807K
BDX
Becton Dickinson & CO

Healthcare
634
+ 12.57%
$165.15 - $226.42 $105K - $144K
5.68K $977K
OXY
Occidental Petroleum Corp

Energy
2.42K
+ 6.3%
$36.11 - $49.33 $87.5K - $120K
40.9K $1.72M
SKY
Skyline Champion Corp

Consumer Cyclical
238
+ 3.72%
$60.33 - $94.94 $14.4K - $22.6K
6.64K $415K
CPRT
Copart Inc

Consumer Cyclical
2.05K
+ 4.05%
$47.72 - $63.84 $97.6K - $131K
52.6K $2.58M
GIS
General Mills Inc

Consumer Defensive
3.27K
+ 5.8%
$50.37 - $60.97 $165K - $199K
59.6K $3.09M
PEP
Pepsico Inc

Consumer Defensive
847
+ 3.8%
$128.02 - $151.37 $108K - $128K
23.1K $3.05M
AAPL
Apple Inc.

Technology
29.4K
+ 7.77%
$172.42 - $223.89 $5.06M - $6.58M
407K $83.6M
BRBR
Bellring Brands, Inc.

Consumer Defensive
4.4K
+ 10.77%
$57.26 - $78.92 $252K - $347K
45.3K $2.62M
CAG
Conagra Brands Inc.

Consumer Defensive
4.44K
+ 5.11%
$20.4 - $26.78 $90.5K - $119K
91.3K $1.87M
COP
Conocophillips

Energy
840
+ 2.08%
$82.66 - $106.1 $69.4K - $89.1K
41.3K $3.7M
CVX
Chevron Corp

Energy
9.49K
+ 9.12%
$133.73 - $168.51 $1.27M - $1.6M
114K $16.3M
BMY
Bristol Myers Squibb CO

Healthcare
32.9K
+ 17.65%
$44.12 - $59.6 $1.45M - $1.96M
219K $10.2M
UNH
Unitedhealth Group Inc

Healthcare
4.08K
+ 26.59%
$274.35 - $599.47 $1.12M - $2.45M
19.4K $6.06M
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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