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
TDOC
Teladoc Health, Inc.

Healthcare
53
+ 0.44%
$6.78 - $8.85 $359 - $469
12.1K $93K
IRT
Independence Realty Trust, Inc.

Real Estate
253
+ 2.03%
$16.35 - $18.11 $4.14K - $4.58K
12.7K $208K
TAP
Molson Coors Beverage CO

Consumer Defensive
77
+ 1.43%
$44.09 - $52.81 $3.39K - $4.07K
5.45K $246K
IMMR
Immersion Corp

Technology
1.49K
+ 3.68%
$6.78 - $8.09 $10.1K - $12K
42K $304K
SLM
Slm Corp

Financial Services
853
+ 11.43%
$27.68 - $34.4 $23.6K - $29.3K
8.32K $230K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
5.24K
+ 8.3%
$10.17 - $11.97 $53.3K - $62.7K
68.3K $694K
ASH
Ashland Global Holdings Inc

Basic Materials
143
+ 1.45%
$47.62 - $56.6 $6.81K - $8.09K
9.99K $478K
WSO
Watsco Inc

Industrials
38
+ 4.18%
$381.94 - $489.97 $14.5K - $18.6K
948 $383K
CUZ
Cousins Properties Inc

Real Estate
193
+ 0.8%
$26.53 - $29.82 $5.12K - $5.76K
24.2K $701K
SLF
Sun Life Financial Inc

Financial Services
6
+ 0.18%
$56.54 - $66.41 $339 - $398
3.37K $202K
OKTA
Okta, Inc.

Technology
197
+ 3.93%
$88.51 - $101.1 $17.4K - $19.9K
5.21K $477K
SUN
Sunoco LP

Energy
53
+ 0.72%
$48.42 - $55.31 $2.57K - $2.93K
7.45K $372K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
547
+ 5.31%
$39.13 - $48.22 $21.4K - $26.4K
10.8K $428K
PAA
Plains All American Pipeline LP

Energy
324
+ 1.12%
$16.88 - $18.93 $5.47K - $6.13K
29.2K $498K
TTEK
Tetra Tech Inc

Industrials
782
+ 3.52%
$33.1 - $38.34 $25.9K - $30K
23K $768K
QLYS
Qualys, Inc.

Technology
61
+ 1.52%
$127.89 - $150.07 $7.8K - $9.15K
4.07K $538K
GWW
W.W. Grainger, Inc.

Industrials
8
+ 1.62%
$932.44 - $1059.49 $7.46K - $8.48K
501 $477K
KMI
Kinder Morgan, Inc.

Energy
9.88K
+ 3.38%
$26.23 - $28.5 $259K - $282K
302K $8.55M
TGT
Target Corp

Consumer Defensive
2.37K
+ 8.42%
$86.56 - $107.43 $205K - $255K
30.6K $2.74M
SLAB
Silicon Laboratories Inc.

Technology
22
+ 0.82%
$123.76 - $153.48 $2.72K - $3.38K
2.72K $356K
CSCO
Cisco Systems, Inc.

Technology
1.66K
+ 1.02%
$66.2 - $71.79 $110K - $119K
163K $11.2M
APO
Apollo Global Management, Inc.

Financial Services
386
+ 3.56%
$131.55 - $156.05 $50.8K - $60.2K
11.2K $1.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
182
+ 8.46%
$366.54 - $479.53 $66.7K - $87.3K
2.33K $914K
NSP
Insperity, Inc.

Industrials
73
+ 1.57%
$45.07 - $62.06 $3.29K - $4.53K
4.72K $232K
DOCU
Docusign, Inc.

Technology
646
+ 3.81%
$67.14 - $85.01 $43.4K - $54.9K
17.6K $1.27M
VDC
Vanguard Consumer Staples ETF

ETFs
40
+ 0.31%
$212.64 - $225.25 $8.51K - $9.01K
12.8K $2.74M
CI
Cigna Corp

Healthcare
1.09K
+ 12.33%
$262.23 - $334.39 $285K - $363K
9.89K $2.85M
TYL
Tyler Technologies Inc

Technology
323
+ 9.77%
$522.22 - $611.76 $169K - $198K
3.63K $1.9M
CNXC
Concentrix Corp

Technology
903
+ 5.68%
$45.94 - $62.0 $41.5K - $56K
16.8K $775K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
6.1K
+ 4.16%
$5.32 - $6.82 $32.4K - $41.6K
153K $813K
TRNS
Transcat Inc

Industrials
2
+ 0.03%
$71.91 - $91.2 $144 - $182
5.82K $425K
PAGP
Plains Gp Holdings LP

Energy
631
+ 0.84%
$18.12 - $20.08 $11.4K - $12.7K
75.9K $1.38M
ZTS
Zoetis Inc.

Healthcare
252
+ 2.1%
$141.13 - $159.19 $35.6K - $40.1K
12.2K $1.79M
HLN
Haleon PLC

Healthcare
3.16K
+ 4.07%
$8.72 - $10.35 $27.5K - $32.7K
80.8K $724K
MCHP
Microchip Technology Inc

Technology
178
+ 1.14%
$60.95 - $75.26 $10.8K - $13.4K
15.7K $1.01M
DUOL
Duolingo, Inc.

Technology
205
+ 11.98%
$271.18 - $403.06 $55.6K - $82.6K
1.92K $616K
CHTR
Charter Communications, Inc.

Communication Services
776
+ 33.8%
$256.57 - $418.22 $199K - $325K
3.07K $845K
PYPL
Pay Pal Holdings, Inc.

Financial Services
11.7K
+ 9.67%
$65.64 - $78.22 $767K - $914K
133K $8.89M
NOW
Service Now, Inc.

Technology
618
+ 10.01%
$850.86 - $1044.69 $526K - $646K
6.79K $6.25M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
261
+ 0.4%
$6.12 - $7.9 $1.6K - $2.06K
65.9K $408K
CMCSA
Comcast Corp

Communication Services
2.67K
+ 5.95%
$31.41 - $36.33 $83.9K - $97K
47.5K $1.49M
DE
Deere & CO

Industrials
806
+ 8.57%
$457.26 - $524.37 $369K - $423K
10.2K $4.67M
PAYC
Paycom Software, Inc.

Technology
239
+ 3.38%
$208.14 - $238.8 $49.7K - $57.1K
7.32K $1.52M
ET
Energy Transfer LP

Energy
287
+ 0.23%
$17.11 - $18.16 $4.91K - $5.21K
125K $2.14M
FMC
Fmc Corp

Basic Materials
1.01K
+ 4.98%
$33.15 - $44.45 $33.4K - $44.9K
21.3K $715K
SBUX
Starbucks Corp

Consumer Cyclical
229
+ 1.01%
$81.9 - $96.86 $18.8K - $22.2K
22.9K $1.93M
ARCC
Ares Capital Corp

Financial Services
2.33K
+ 1.88%
$20.41 - $23.25 $47.6K - $54.2K
126K $2.57M
SPSC
Sps Commerce Inc

Technology
165
+ 3.17%
$103.88 - $142.5 $17.1K - $23.5K
5.37K $559K
FIS
Fidelity National Information Services, Inc.

Technology
3.58K
+ 13.83%
$63.37 - $82.35 $227K - $295K
29.5K $1.94M
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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