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
HON
Honeywell International Inc

Industrials
10.1K
+ 181.16%
$202.75 - $226.52 $2.05M - $2.28M
15.7K $3.31M
ITA
Ishares Tr

ETFs
12K
+ 40.94%
$144.84 - $159.5 $1.73M - $1.91M
41.1K $6.3M
ORCL
Oracle Corp

Technology
18K
+ 102.5%
$139.81 - $186.47 $2.52M - $3.36M
35.6K $4.97M
COP
Conocophillips

Energy
18.2K
+ 81.69%
$88.6 - $105.85 $1.61M - $1.92M
40.4K $4.25M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7.24K
+ 34.15%
$80.53 - $147.57 $583K - $1.07M
28.4K $3.76M
ABBV
Abb Vie Inc.

Healthcare
4.18K
+ 12.34%
$169.2 - $216.66 $707K - $905K
38K $7.97M
MNST
Monster Beverage Corp

Consumer Defensive
29.2K
+ 70.66%
$46.16 - $58.58 $1.35M - $1.71M
70.5K $4.12M
XLC
Select Sector Spdr Tr Communic

ETFs
20.1K
+ 476.57%
$94.84 - $105.31 $1.91M - $2.12M
24.3K $2.35M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
28.3K
+ 602.68%
$67.43 - $75.54 $1.91M - $2.14M
33K $2.26M
CI
Cigna Corp

Healthcare
5.11K
+ 126.69%
$274.49 - $329.0 $1.4M - $1.68M
9.14K $3.01M
MDT
Medtronic PLC

Healthcare
13.8K
+ 21.28%
$79.84 - $94.5 $1.1M - $1.3M
78.4K $7.04M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
46.3K
+ 485.49%
$40.67 - $48.92 $1.88M - $2.26M
55.8K $2.27M
CAT
Caterpillar Inc

Industrials
6.19K
+ 96.16%
$326.75 - $407.63 $2.02M - $2.52M
12.6K $4.16M
SAP
Sap Se

Technology
6.64K
+ 484.82%
$241.4 - $293.69 $1.6M - $1.95M
8.01K $2.15M
NECB
North East Community Bancorp, Inc.

Financial Services
77.4K
+ 714.81%
$21.63 - $25.71 $1.67M - $1.99M
88.2K $2.07M
RTX
Raytheon Technologies Corp

Industrials
10.9K
+ 53.47%
$114.1 - $135.66 $1.25M - $1.48M
31.4K $4.16M
SO
Southern CO

Utilities
8.07K
+ 7.4%
$80.96 - $92.96 $653K - $750K
117K $10.8M
VBR
Vanguard Small Cap Value ETF

ETFs
10.1K
+ 140.92%
$183.02 - $207.75 $1.84M - $2.09M
17.2K $3.21M
T
At&T Inc.

Communication Services
48.3K
+ 68.12%
$21.56 - $28.28 $1.04M - $1.37M
119K $3.37M
MCK
Mckesson Corp

Healthcare
2.29K
+ 124.16%
$566.21 - $672.99 $1.3M - $1.54M
4.14K $2.78M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
64.1K
+ 36.13%
$32.49 - $37.99 $2.08M - $2.43M
241K $8.09M
TFC
Truist Financial Corp

Financial Services
48.6K
+ 38.42%
$39.48 - $48.15 $1.92M - $2.34M
175K $7.21M
ABT
Abbott Laboratories

Healthcare
11.2K
+ 93.83%
$111.1 - $140.22 $1.24M - $1.57M
23.1K $3.06M
SHEL
Shell PLC

Energy
21K
+ 131.45%
$62.84 - $73.29 $1.32M - $1.54M
37K $2.71M
IT
Gartner Inc

Technology
4.35K
+ 171.07%
$418.25 - $548.38 $1.82M - $2.39M
6.9K $2.89M
COF
Capital One Financial Corp

Financial Services
9.15K
+ 515.26%
$163.87 - $209.82 $1.5M - $1.92M
10.9K $1.96M
ITOT
Ishares Core S&P Total U.S. St

ETFs
13.9K
+ 127.13%
$120.29 - $134.6 $1.67M - $1.87M
24.8K $3.03M
TMUS
T Mobile Us, Inc.

Communication Services
4.99K
+ 80.46%
$211.3 - $272.83 $1.05M - $1.36M
11.2K $2.99M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
34.2K
+ 67.34%
$42.5 - $46.71 $1.45M - $1.6M
85K $3.85M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.41K
+ 340.54%
$275.89 - $345.24 $1.22M - $1.52M
5.71K $1.97M
F
Ford Motor CO

Consumer Cyclical
152K
+ 140.81%
$9.12 - $10.43 $1.39M - $1.59M
261K $2.61M
MO
Altria Group, Inc.

Consumer Defensive
14.9K
+ 18.14%
$50.81 - $60.02 $759K - $896K
97.3K $5.84M
MU
Micron Technology Inc

Technology
17K
+ 112.79%
$86.89 - $109.38 $1.48M - $1.86M
32.1K $2.79M
FDX
Fedex Corp

Industrials
6.83K
+ 149.68%
$230.33 - $281.53 $1.57M - $1.92M
11.4K $2.78M
ABC
Amerisourcebergen Corp

Healthcare
8.07K
+ 340.13%
N/A
10.4K $1.93M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6.64K
+ 369.3%
$221.78 - $273.45 $1.47M - $1.82M
8.44K $1.92M
DGRO
Ishares Core Dividend Growth E

ETFs
22.8K
+ 17.03%
$60.46 - $64.42 $1.38M - $1.47M
157K $9.67M
AEP
American Electric Power CO Inc

Utilities
9.4K
+ 37.88%
$90.32 - $109.27 $849K - $1.03M
34.2K $3.74M
KHC
Kraft Heinz CO

Consumer Defensive
46.7K
+ 178.64%
$28.51 - $32.22 $1.33M - $1.5M
72.8K $2.21M
CCI
Crown Castle International Corp

Real Estate
11.9K
+ 95.81%
$84.33 - $106.39 $1.01M - $1.27M
24.4K $2.54M
DVN
Devon Energy Corp

Energy
30.9K
+ 58.99%
$33.15 - $38.55 $1.02M - $1.19M
83.2K $3.11M
CVS
Cvs Health Corp

Healthcare
10.3K
+ 33.65%
$44.22 - $68.64 $455K - $707K
40.9K $2.77M
PEG
Public Service Enterprise Group Inc

Utilities
16.9K
+ 303.47%
$78.2 - $90.39 $1.33M - $1.53M
22.5K $1.85M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
12.9K
+ 6.51%
$100.32 - $100.76 $1.3M - $1.3M
211K $21.3M
ORCC
Owl Rock Capital Corp

Financial Services
101K
+ 201.25%
N/A
151K $2.02M
GPC
Genuine Parts CO

Consumer Cyclical
11.2K
+ 268.09%
$115.91 - $129.02 $1.3M - $1.45M
15.4K $1.83M
SLB
Schlumberger Limited

Energy
29.8K
+ 108.91%
$38.4 - $43.74 $1.14M - $1.3M
57.2K $2.39M
NKE
Nike, Inc.

Consumer Cyclical
25.4K
+ 113.42%
$63.29 - $81.72 $1.61M - $2.08M
47.8K $3.04M
PEP
Pepsico Inc

Consumer Defensive
8.89K
+ 66.43%
$142.64 - $156.42 $1.27M - $1.39M
22.3K $3.34M
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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