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
PSX
Phillips 66

Energy
12.7K
+ 41.96%
$92.87 - $125.73 $1.18M - $1.59M
42.9K $5.11M
VXF
Vanguard Extended Market ETF

ETFs
7K
+ 548.08%
$150.43 - $192.71 $1.05M - $1.35M
8.28K $1.59M
JNJ
Johnson & Johnson

Healthcare
14.2K
+ 23.35%
$146.36 - $159.82 $2.08M - $2.27M
75K $11.5M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
7.53K
+ 13.07%
$61.92 - $81.5 $466K - $614K
65.2K $5.3M
QCOM
Qualcomm Inc

Technology
6.68K
+ 12.71%
$124.66 - $159.48 $833K - $1.07M
59.2K $9.44M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
26.1K
+ 10.81%
$29.52 - $35.31 $771K - $922K
267K $9.44M
ACN
Accenture PLC

Technology
4.72K
+ 76.25%
$279.23 - $323.21 $1.32M - $1.52M
10.9K $3.26M
AXP
American Express CO

Financial Services
2.31K
+ 20.14%
$231.39 - $318.98 $535K - $737K
13.8K $4.39M
BAX
Baxter International Inc

Healthcare
45.3K
+ 262.46%
$27.8 - $34.02 $1.26M - $1.54M
62.5K $1.89M
TT
Trane Technologies PLC

Industrials
2.45K
+ 108.54%
$315.21 - $437.41 $774K - $1.07M
4.72K $2.06M
RDVY
First Trust Rising Dividend Ac

ETFs
6.64K
+ 3.19%
$51.6 - $62.74 $343K - $417K
215K $13.5M
AMD
Advanced Micro Devices Inc

Technology
2.95K
+ 13.44%
$78.21 - $143.81 $231K - $424K
24.9K $3.53M
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.1K
+ 31.82%
$72.96 - $90.39 $810K - $1M
46K $4.11M
MU
Micron Technology Inc

Technology
743
+ 2.32%
$64.72 - $127.91 $48.1K - $95K
32.8K $4.04M
XLI
Industrial Sector Spdr

ETFs
6.32K
+ 32.81%
$116.42 - $147.52 $735K - $932K
25.6K $3.77M
IAU
Ishares Gold Trust

ETFs
18.3K
+ 67.04%
$56.1 - $64.74 $1.03M - $1.19M
45.6K $2.85M
WMB
Williams Companies, Inc.

Energy
16.6K
+ 26.72%
$54.33 - $62.87 $902K - $1.04M
78.8K $4.95M
MRK
Merck & Co., Inc.

Healthcare
21.6K
+ 47.43%
$73.47 - $87.12 $1.59M - $1.88M
67.1K $5.31M
DE
Deere & CO

Industrials
1.82K
+ 23.94%
$412.99 - $531.48 $750K - $966K
9.41K $4.78M
FDN
First Tr Fd Dow Jones

ETFs
2.95K
+ 34.2%
$200.29 - $269.33 $590K - $793K
11.6K $3.11M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15.1K
+ 65.33%
$77.74 - $78.78 $1.17M - $1.19M
38.2K $3M
IOT
Samsara Inc.

Technology
28.2K
+ 71.43%
$33.46 - $47.74 $944K - $1.35M
67.7K $2.69M
NEE
Nextera Energy Inc

Utilities
18.6K
+ 21.54%
$64.11 - $75.0 $1.19M - $1.4M
105K $7.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.06K
+ 11.84%
$55.54 - $69.09 $503K - $626K
85.6K $5.92M
TJX
Tjx Companies Inc

Consumer Cyclical
8.99K
+ 32.74%
$119.13 - $135.03 $1.07M - $1.21M
36.5K $4.5M
AMGN
Amgen Inc

Healthcare
5.54K
+ 45.67%
$262.28 - $309.85 $1.45M - $1.72M
17.7K $4.94M
MDT
Medtronic PLC

Healthcare
15.3K
+ 19.54%
$80.68 - $88.86 $1.24M - $1.36M
93.7K $8.17M
SO
Southern CO

Utilities
12.4K
+ 10.58%
$84.91 - $92.56 $1.05M - $1.15M
129K $11.9M
IEFA
Ishares Tr

ETFs
6.54K
+ 9.2%
$67.83 - $84.09 $444K - $550K
77.7K $6.48M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.76K
+ 19.21%
$40.51 - $71.03 $233K - $409K
35.7K $2.51M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
15.4K
+ 47.18%
$56.84 - $65.5 $875K - $1.01M
48K $3.15M
RIO
Rio Tinto PLC

Basic Materials
18K
+ 282.94%
$52.32 - $62.75 $940K - $1.13M
24.3K $1.42M
MAR
Marriott International Inc

Consumer Cyclical
3.59K
+ 251.79%
$211.12 - $274.14 $757K - $984K
5.01K $1.37M
APD
Air Products & Chemicals, Inc.

Basic Materials
4.31K
+ 27.67%
$248.61 - $294.96 $1.07M - $1.27M
19.9K $5.61M
GM
General Motors CO

Consumer Cyclical
19.6K
+ 90.61%
$42.48 - $50.46 $831K - $988K
41.2K $2.03M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.88K
+ 258.99%
$100.35 - $100.71 $992K - $995K
13.7K $1.38M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.92K
+ 19.81%
$108.12 - $135.04 $532K - $665K
29.8K $4.02M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
15.4K
+ 26.86%
$45.88 - $54.4 $706K - $837K
72.7K $3.95M
TFC
Truist Financial Corp

Financial Services
15.4K
+ 8.81%
$34.79 - $42.99 $537K - $664K
191K $8.19M
EMR
Emerson Electric CO

Industrials
5.41K
+ 49.1%
$94.15 - $133.33 $510K - $722K
16.4K $2.19M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
16.3K
+ 50.99%
$59.8 - $60.07 $974K - $979K
48.2K $2.89M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13K
+ 13.89%
$72.02 - $73.82 $935K - $958K
106K $7.83M
VEA
Vanguard Ftse Developed Market

ETFs
6.9K
+ 7.42%
$45.65 - $57.01 $315K - $393K
99.9K $5.7M
XT
Ishares Tr Exponential Technol

ETFs
5.18K
+ 6.41%
$49.86 - $65.25 $258K - $338K
86K $5.61M
SBUX
Starbucks Corp

Consumer Cyclical
11.3K
+ 98.89%
$79.69 - $99.41 $897K - $1.12M
22.6K $2.07M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
18.9K
+ 330.4%
$43.28 - $50.37 $820K - $954K
24.7K $1.24M
FMAG
Fidelity Covington Tr

ETFs
7.12K
+ 5.26%
$26.36 - $34.31 $188K - $244K
142K $4.89M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
7.48K
+ 121.01%
$103.88 - $123.68 $777K - $925K
13.7K $1.69M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
20.4K
+ 14.94%
$27.3 - $31.8 $558K - $650K
157K $5M
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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