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
PM
Philip Morris International Inc.

Consumer Defensive
2.1K
+ 8.55%
$117.15 - $158.79 $246K - $334K
26.7K $4.24M
SYK
Stryker Corp

Healthcare
3.37K
+ 495.88%
$355.18 - $399.9 $1.2M - $1.35M
4.05K $1.51M
PYPL
Pay Pal Holdings, Inc.

Financial Services
36K
+ 65.7%
$65.15 - $91.81 $2.35M - $3.31M
90.9K $5.93M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15.7K
+ 211.74%
$76.94 - $78.28 $1.21M - $1.23M
23.1K $1.81M
AXP
American Express CO

Financial Services
5.19K
+ 82.62%
$255.39 - $325.87 $1.32M - $1.69M
11.5K $3.09M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
15K
+ 331.24%
$78.0 - $84.37 $1.17M - $1.26M
19.5K $1.56M
USFR
Wisdomtree Floating Rate Treas

ETFs
23.2K
+ 280.99%
$50.29 - $50.5 $1.17M - $1.17M
31.5K $1.58M
SLV
I Shares Silver Trust

ETFs
9.71K
+ 5.23%
$26.93 - $31.32 $261K - $304K
195K $6.05M
O
Realty Income Corp

Real Estate
18.2K
+ 78.47%
$51.67 - $58.49 $938K - $1.06M
41.3K $2.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
23.9K
+ 36.51%
$44.72 - $46.25 $1.07M - $1.1M
89.3K $4.12M
KRE
Spdr S&P Regional Banking ETF

ETFs
20.8K
+ 194.23%
$55.11 - $65.5 $1.14M - $1.36M
31.5K $1.79M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
22.3K
+ 178.21%
$47.08 - $50.67 $1.05M - $1.13M
34.7K $1.75M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
24.9K
+ 227.65%
$47.79 - $59.89 $1.19M - $1.49M
35.8K $1.8M
ICLR
Icon PLC

Healthcare
6.67K
+ 573.67%
$174.99 - $222.58 $1.17M - $1.48M
7.83K $1.37M
DD
Du Pont De Nemours, Inc.

Basic Materials
14.9K
+ 448.79%
$72.7 - $84.32 $1.08M - $1.25M
18.2K $1.36M
VMC
Vulcan Materials CO

Basic Materials
4.82K
+ 296.68%
$220.9 - $277.54 $1.07M - $1.34M
6.45K $1.5M
FCOM
Fidelity Covington Tr Msci Com

ETFs
19.2K
+ 435.2%
$55.97 - $64.13 $1.08M - $1.23M
23.6K $1.33M
C
Citigroup Inc

Financial Services
14.7K
+ 50.77%
$67.23 - $84.63 $991K - $1.25M
43.8K $3.11M
GIS
General Mills Inc

Consumer Defensive
20K
+ 54.92%
$57.56 - $65.3 $1.15M - $1.3M
56.3K $3.37M
KMB
Kimberly Clark Corp

Consumer Defensive
6.89K
+ 237.12%
$124.46 - $147.4 $857K - $1.01M
9.79K $1.39M
KLAC
Kla Corp

Technology
1.42K
+ 240.85%
$636.62 - $777.63 $905K - $1.11M
2.01K $1.37M
IYW
Ishares Dj Us Tech ETF

ETFs
8.76K
+ 66.39%
$140.44 - $166.79 $1.23M - $1.46M
22K $3.08M
SNY
Sanofi

Healthcare
16.9K
+ 359.14%
$48.15 - $59.42 $814K - $1M
21.6K $1.2M
ADI
Analog Devices Inc

Technology
4.99K
+ 160.2%
$201.56 - $243.82 $1.01M - $1.22M
8.1K $1.63M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.99K
+ 73.4%
$168.16 - $186.21 $1.01M - $1.12M
14.2K $2.42M
IRBO
Ishares Robotics & Artificial

ETFs
29.9K
+ 13.98%
N/A
244K $7.83M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.95K
+ 210.03%
$497.6 - $606.74 $969K - $1.18M
2.87K $1.43M
EXR
Extra Space Storage Inc.

Real Estate
6.36K
+ 102.81%
$143.8 - $161.28 $914K - $1.03M
12.5K $1.86M
AIG
American International Group, Inc.

Financial Services
10.2K
+ 301.87%
$70.5 - $86.94 $718K - $885K
13.6K $1.18M
ZTS
Zoetis Inc.

Healthcare
5.54K
+ 100.13%
$156.48 - $175.67 $867K - $973K
11.1K $1.82M
TYL
Tyler Technologies Inc

Technology
1.57K
+ 80.9%
$553.41 - $646.74 $867K - $1.01M
3.5K $2.04M
VRT
Vertiv Holdings CO

Industrials
10.6K
+ 170.06%
N/A
16.8K $1.46M
VIG
Vanguard Dividend Appreciation

ETFs
4.84K
+ 58.74%
N/A
13.1K $2.38M
PRU
Prudential Financial Inc

Financial Services
8.19K
+ 146.56%
$105.04 - $122.33 $860K - $1M
13.8K $1.54M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
6.9K
+ 118.72%
$120.07 - $144.17 $828K - $995K
12.7K $1.58M
EMR
Emerson Electric CO

Industrials
8.22K
+ 292.94%
$108.64 - $131.17 $893K - $1.08M
11K $1.21M
EPD
Enterprise Products Partners L.P.

Energy
20.7K
+ 38.56%
$31.75 - $34.14 $657K - $707K
74.4K $2.54M
RY
Royal Bank Of Canada

Financial Services
8.06K
+ 97.34%
$108.81 - $123.4 $877K - $994K
16.3K $1.84M
VB
Vanguard Small Cap ETF

ETFs
3.99K
+ 172.28%
$217.89 - $252.64 $869K - $1.01M
6.31K $1.4M
UPS
United Parcel Service Inc

Industrials
10.2K
+ 58.48%
$109.66 - $136.26 $1.12M - $1.39M
27.7K $3.05M
CAG
Conagra Brands Inc.

Consumer Defensive
33.5K
+ 62.81%
$23.9 - $27.67 $801K - $928K
86.9K $2.32M
IAU
Ishares Gold Trust

ETFs
11.7K
+ 74.7%
$49.74 - $58.96 $581K - $689K
27.3K $1.61M
ITW
Illinois Tool Works Inc

Industrials
3.82K
+ 18.03%
$244.9 - $274.48 $936K - $1.05M
25K $6.21M
XLI
Industrial Sector Spdr

ETFs
6.33K
+ 48.94%
$128.78 - $141.67 $815K - $896K
19.3K $2.52M
IEFA
Ishares Tr

ETFs
6.21K
+ 9.57%
$69.57 - $78.65 $432K - $488K
71.1K $5.38M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
31.6K
+ 374.83%
$25.44 - $25.58 $805K - $810K
40.1K $1.02M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
34.6K
+ 100.99%
$23.32 - $23.84 $806K - $824K
68.8K $1.61M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.45K
+ 18.67%
$283.24 - $338.07 $694K - $829K
15.6K $4.59M
GE
General Electric CO

Industrials
2.85K
+ 44.5%
$168.59 - $212.13 $481K - $605K
9.26K $1.85M
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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