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
SPGI
S&P Global Inc.

Financial Services
1.64K
+ 47.34%
$438.31 - $527.29 $717K - $863K
5.09K $2.68M
URI
United Rentals, Inc.

Industrials
239
+ 4.09%
$551.94 - $753.4 $132K - $180K
6.08K $4.58M
GD
General Dynamics Corp

Industrials
1.56K
+ 7.06%
$247.68 - $291.66 $387K - $456K
23.7K $6.92M
ORI
Old Republic International Corp

Financial Services
22.9K
+ 220.08%
$35.25 - $39.79 $807K - $911K
33.3K $1.28M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.6K
+ 8.74%
$186.58 - $225.78 $484K - $586K
32.3K $7.04M
MA
Mastercard Inc

Financial Services
1.19K
+ 8.5%
$479.92 - $590.74 $572K - $704K
15.2K $8.55M
HOOD
Robinhood Markets, Inc.

Technology
5.46K
+ 81.44%
$34.17 - $93.63 $186K - $511K
12.2K $1.14M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
7.48K
+ 217.18%
$91.62 - $109.97 $686K - $823K
10.9K $1.2M
DFAI
Dimensional ETF Tr

ETFs
5.27K
+ 2.65%
$28.02 - $34.71 $148K - $183K
204K $7.04M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.91K
+ 242.87%
$74.88 - $91.97 $667K - $820K
12.6K $1.16M
MCHP
Microchip Technology Inc

Technology
10.2K
+ 191.93%
$35.34 - $71.6 $362K - $733K
15.6K $1.1M
ALB
Albemarle Corp

Basic Materials
14K
+ 321.03%
$50.76 - $72.25 $708K - $1.01M
18.3K $1.15M
BMAR
Innovator U.S. Equity Buffer E

ETFs
16.4K
+ 322.03%
$41.56 - $49.04 $682K - $804K
21.5K $1.05M
EFV
Msci Eafe Value ETF

ETFs
7.76K
+ 10.79%
$52.4 - $64.65 $407K - $502K
79.7K $5.06M
T
At&T Inc.

Communication Services
25.4K
+ 21.34%
$26.33 - $28.94 $670K - $736K
145K $4.19M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.63K
+ 398.78%
$483.07 - $625.6 $788K - $1.02M
2.04K $1.07M
SCHW
Schwab Charles Corp

Financial Services
738
+ 1.29%
$69.06 - $91.24 $51K - $67.3K
57.8K $5.27M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
8.52K
+ 6.52%
$38.78 - $49.2 $331K - $419K
139K $6.77M
CSX
Csx Corp

Industrials
21.9K
+ 83.37%
$26.69 - $32.91 $585K - $721K
48.2K $1.57M
DHR
Danaher Corp

Healthcare
4.22K
+ 90.03%
$174.64 - $205.16 $737K - $865K
8.9K $1.76M
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.4K
+ 22.28%
$83.97 - $92.85 $871K - $964K
57K $5.03M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.85K
+ 0.92%
$35.9 - $43.76 $66.4K - $80.9K
202K $8.73M
SWK
Stanley Black & Decker, Inc.

Industrials
12.6K
+ 162.66%
$55.86 - $76.98 $704K - $970K
20.3K $1.38M
SSNC
Ss&C Technologies Holdings Inc

Technology
9.37K
+ 259.48%
$71.96 - $83.42 $674K - $782K
13K $1.07M
TKR
Timken CO

Industrials
10.5K
+ 117.1%
$57.34 - $74.03 $603K - $779K
19.5K $1.42M
VDE
Vanguard Energy ETF

ETFs
7K
+ 111.23%
$105.87 - $130.56 $741K - $913K
13.3K $1.58M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
8.61K
+ 155.82%
$72.32 - $86.4 $623K - $744K
14.1K $1.22M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
221
+ 1.1%
$139.8 - $197.22 $30.9K - $43.6K
20.3K $4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38.5K
+ 21.83%
$24.32 - $27.87 $935K - $1.07M
215K $5.69M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.51K
+ 87.4%
$390.26 - $489.06 $980K - $1.23M
5.39K $2.18M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.29K
+ 1.52%
$17.76 - $22.1 $76.2K - $94.9K
286K $6.33M
ADP
Automatic Data Processing Inc

Industrials
2.36K
+ 41.02%
$276.76 - $326.81 $653K - $771K
8.11K $2.5M
EEM
Ishares Msci Emerging Markets

ETFs
14.1K
+ 145.24%
$38.52 - $48.28 $541K - $678K
23.7K $1.14M
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.56K
+ 2.58%
$29.36 - $35.56 $163K - $198K
221K $7.85M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
321
+ 3.44%
$179.95 - $278.88 $57.8K - $89.5K
9.64K $2.69M
ABT
Abbott Laboratories

Healthcare
4.68K
+ 20.3%
$123.95 - $138.08 $580K - $647K
27.8K $3.77M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.04K
+ 24.94%
$121.58 - $136.74 $613K - $690K
25.3K $3.43M
ASML
Asml Holding Nv

Technology
662
+ 63.59%
$595.37 - $815.24 $394K - $540K
1.7K $1.36M
INTU
Intuit Inc

Technology
412
+ 20.42%
$544.07 - $787.63 $224K - $325K
2.43K $1.91M
ETN
Eaton Corp PLC

Industrials
928
+ 23.8%
$246.52 - $356.99 $229K - $331K
4.83K $1.72M
BK
Bank Of New York Mellon Corp

Financial Services
3K
+ 5.59%
$73.31 - $91.62 $220K - $275K
56.7K $5.17M
VZ
Verizon Communications Inc

Communication Services
23.3K
+ 13.77%
$41.67 - $45.62 $971K - $1.06M
192K $8.33M
WDC
Western Digital Corp

Technology
608
+ 2.33%
$30.54 - $63.99 $18.6K - $38.9K
26.7K $1.71M
MSTR
Microstrategy Inc

Technology
47
+ 0.87%
$237.95 - $421.61 $11.2K - $19.8K
5.48K $2.22M
PAPR
Innovator U.S. Equity Power Bu

ETFs
16.6K
+ 102.9%
$33.22 - $37.29 $551K - $618K
32.7K $1.22M
DAR
Darling Ingredients Inc.

Consumer Defensive
14.4K
+ 97.09%
$27.63 - $38.64 $397K - $555K
29.2K $1.11M
CB
Chubb LTD

Financial Services
2.24K
+ 104.43%
$274.32 - $302.46 $614K - $678K
4.39K $1.27M
ALLE
Allegion PLC

Industrials
4K
+ 121.23%
$118.52 - $145.64 $474K - $583K
7.31K $1.05M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.66K
+ 24.73%
$149.76 - $186.42 $398K - $496K
13.4K $2.5M
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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