Arkadios Wealth Advisors Incresed Positions in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
27.2K
+ 355.44%
$120.5 - $145.97 $3.28M - $3.97M
34.9K $4.59M
IEMG
Ishares Inc

ETFs
65.8K
+ 185.99%
N/A
101K $5.43M
UBER
Uber Technologies, Inc

Technology
42.8K
+ 133.57%
$63.17 - $81.49 $2.7M - $3.48M
74.8K $5.45M
AMP
Ameriprise Financial Inc

Financial Services
7.35K
+ 577.53%
$472.29 - $575.13 $3.47M - $4.23M
8.63K $4.18M
MCD
Mcdonalds Corp

Consumer Cyclical
10.2K
+ 84.77%
$279.74 - $321.29 $2.85M - $3.27M
22.2K $6.94M
VZ
Verizon Communications Inc

Communication Services
63.5K
+ 60.12%
$37.81 - $46.49 $2.4M - $2.95M
169K $7.67M
GOOGL
Alphabet Inc.

Communication Services
45.8K
+ 43.61%
$154.33 - $206.19 $7.07M - $9.44M
151K $23.3M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
51.1K
+ 781.85%
$67.24 - $84.27 $3.44M - $4.31M
57.6K $3.93M
VNQ
Vanguard Specialized Funds Van

ETFs
37.4K
+ 216.55%
$85.55 - $94.34 $3.2M - $3.53M
54.7K $4.95M
JNJ
Johnson & Johnson

Healthcare
14.6K
+ 31.69%
$142.06 - $167.7 $2.08M - $2.45M
60.8K $10.1M
EFV
Msci Eafe Value ETF

ETFs
53K
+ 280.93%
$51.88 - $60.73 $2.75M - $3.22M
71.9K $4.24M
URI
United Rentals, Inc.

Industrials
5.24K
+ 862.6%
$594.17 - $789.56 $3.11M - $4.13M
5.84K $3.66M
AMAT
Applied Materials Inc

Technology
23.5K
+ 222.0%
$145.06 - $195.51 $3.41M - $4.6M
34.1K $4.95M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21.4K
+ 195.65%
$165.25 - $224.62 $3.53M - $4.8M
32.3K $5.36M
IDCC
Inter Digital, Inc.

Communication Services
15.3K
+ 617.78%
$171.68 - $225.72 $2.63M - $3.46M
17.8K $3.68M
WMB
Williams Companies, Inc.

Energy
51.6K
+ 488.97%
$54.02 - $61.09 $2.79M - $3.15M
62.1K $3.71M
UNH
Unitedhealth Group Inc

Healthcare
5.63K
+ 57.94%
$461.52 - $548.18 $2.6M - $3.09M
15.4K $8.04M
XLE
Energy Sector Spdr

ETFs
24.3K
+ 25.9%
$85.7 - $93.96 $2.08M - $2.28M
118K $11M
GILD
Gilead Sciences, Inc.

Healthcare
22.2K
+ 94.6%
$89.14 - $117.41 $1.98M - $2.61M
45.8K $5.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
15.1K
+ 70.77%
$182.82 - $196.21 $2.75M - $2.95M
36.3K $6.83M
IDV
Ishares Tr

ETFs
13.8K
+ 2.05%
$27.0 - $31.7 $372K - $436K
686K $21.3M
BMY
Bristol Myers Squibb CO

Healthcare
35.1K
+ 23.21%
$53.9 - $63.11 $1.89M - $2.22M
187K $11.4M
AMGN
Amgen Inc

Healthcare
8.31K
+ 217.39%
$258.59 - $327.36 $2.15M - $2.72M
12.1K $3.78M
BA
Boeing CO

Industrials
17K
+ 98.55%
$148.15 - $186.25 $2.51M - $3.16M
34.2K $5.83M
NFLX
Netflix Inc

Communication Services
2.8K
+ 77.04%
$828.4 - $1058.6 $2.32M - $2.97M
6.44K $6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
93.1K
+ 111.98%
$27.01 - $28.54 $2.51M - $2.66M
176K $4.93M
BRBR
Bellring Brands, Inc.

Consumer Defensive
35.7K
+ 695.13%
$65.4 - $79.39 $2.34M - $2.84M
40.9K $3.04M
VO
Vanguard Mid Cap ETF

ETFs
10.2K
+ 80.89%
$251.87 - $277.95 $2.57M - $2.84M
22.8K $5.9M
XLF
Financial Sector Spdr

ETFs
45.3K
+ 25.8%
$47.32 - $52.19 $2.14M - $2.36M
221K $11M
DUK
Duke Energy Corp

Utilities
18.8K
+ 146.94%
$105.87 - $121.97 $1.99M - $2.29M
31.6K $3.85M
LOW
Lowes Companies Inc

Consumer Cyclical
11K
+ 124.17%
$222.66 - $268.42 $2.44M - $2.94M
19.8K $4.61M
VUG
Vanguard Growth ETF

ETFs
7.69K
+ 70.72%
$369.1 - $427.61 $2.84M - $3.29M
18.6K $6.88M
FDL
First Tr Morningstar Dividend

ETFs
53.9K
+ 218.22%
$39.69 - $43.83 $2.14M - $2.36M
78.6K $3.41M
COST
Costco Wholesale Corp

Consumer Defensive
2.39K
+ 53.77%
$890.62 - $1076.86 $2.13M - $2.58M
6.85K $6.47M
LMT
Lockheed Martin Corp

Industrials
6.19K
+ 63.63%
$423.19 - $506.29 $2.62M - $3.13M
15.9K $7.11M
IBM
International Business Machines Corp

Technology
7.48K
+ 41.61%
$217.4 - $264.74 $1.63M - $1.98M
25.5K $6.33M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
28.5K
+ 222.45%
$81.83 - $82.73 $2.33M - $2.35M
41.2K $3.41M
NOW
Service Now, Inc.

Technology
3.93K
+ 128.98%
$783.83 - $1170.39 $3.08M - $4.6M
6.98K $5.56M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
29.9K
+ 194.6%
$68.32 - $75.06 $2.04M - $2.24M
45.3K $3.38M
KMI
Kinder Morgan, Inc.

Energy
76.7K
+ 94.54%
$26.1 - $31.22 $2M - $2.39M
158K $4.5M
CRM
Salesforce, Inc.

Technology
18.8K
+ 44.61%
$268.36 - $359.95 $5.03M - $6.75M
60.8K $16.3M
CSCO
Cisco Systems, Inc.

Technology
32.5K
+ 32.71%
$58.74 - $64.87 $1.91M - $2.11M
132K $8.14M
VGT
Vanguard Information Technolog

ETFs
4.52K
+ 183.32%
$542.38 - $646.34 $2.45M - $2.92M
6.98K $3.79M
PAYX
Paychex Inc

Industrials
11K
+ 28.38%
$136.06 - $154.52 $1.5M - $1.7M
49.7K $7.67M
LDOS
Leidos Holdings, Inc.

Technology
16.7K
+ 458.14%
$126.82 - $161.11 $2.12M - $2.7M
20.4K $2.75M
PLTR
Palantir Technologies Inc.

Technology
12.8K
+ 9.87%
$64.98 - $124.62 $831K - $1.59M
142K $12M
NVS
Novartis Ag

Healthcare
18K
+ 212.42%
$97.14 - $115.57 $1.75M - $2.08M
26.5K $2.96M
PG
Procter & Gamble CO

Consumer Defensive
11.4K
+ 24.73%
$158.56 - $176.26 $1.81M - $2.01M
57.6K $9.82M
DE
Deere & CO

Industrials
4.05K
+ 114.31%
$408.57 - $509.27 $1.65M - $2.06M
7.59K $3.56M
Activity Summary
Buys All Purchases 881 New Holdings 245 Increased Positions 636 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 15 Puts 5
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