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
FTEC
Fidelity Covington Tr Msci Inf

ETFs
6.8K
+ 51.23%
$161.27 - $192.3 $1.1M - $1.31M
20.1K $3.24M
DELL
Dell Technologies Inc.

Technology
12.2K
+ 83.3%
$90.34 - $124.66 $1.11M - $1.53M
27K $2.46M
HGER
Harbor ETF Tr All Weather Infl
16.5K
+ 8.65%
$22.23 - $24.05 $366K - $396K
207K $4.97M
CL
Colgate Palmolive CO

Consumer Defensive
7.9K
+ 122.02%
$85.68 - $97.5 $677K - $770K
14.4K $1.35M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
18K
+ 150.68%
$47.25 - $67.02 $851K - $1.21M
30K $1.43M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
17.6K
+ 20.8%
$42.38 - $43.28 $744K - $760K
102K $4.34M
HAL
Halliburton CO

Energy
29.4K
+ 316.03%
$24.15 - $29.9 $709K - $878K
38.6K $980K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
9.68K
+ 149.61%
$81.1 - $94.7 $785K - $916K
16.1K $1.31M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
10.3K
+ 22.92%
$51.39 - $57.43 $530K - $592K
55.3K $3.06M
GD
General Dynamics Corp

Industrials
1.96K
+ 9.7%
$241.94 - $272.58 $474K - $534K
22.2K $6.04M
SPGI
S&P Global Inc.

Financial Services
1.36K
+ 64.65%
$478.26 - $543.77 $649K - $738K
3.46K $1.76M
DOW
Dow Inc.

Basic Materials
24.4K
+ 83.75%
$34.36 - $41.92 $839K - $1.02M
53.6K $1.87M
DRI
Darden Restaurants Inc

Consumer Cyclical
382
+ 1.3%
$180.02 - $208.56 $68.8K - $79.7K
29.7K $6.17M
HBAN
Huntington Bancshares Inc

Financial Services
47.6K
+ 256.69%
$14.28 - $17.39 $680K - $828K
66.2K $993K
VV
Vanguard Large Cap ETF

ETFs
2.74K
+ 270.92%
$253.32 - $282.66 $694K - $774K
3.75K $963K
UNP
Union Pacific Corp

Industrials
2.83K
+ 105.76%
$225.21 - $254.42 $637K - $719K
5.5K $1.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.2K
+ 41.49%
$56.17 - $59.71 $685K - $728K
41.6K $2.38M
QBTS
D Wave Quantum Inc.

Technology
91.6K
+ 475.84%
$3.83 - $11.18 $351K - $1.02M
111K $842K
XLP
Consumer Staples Sector Spdr

ETFs
8.91K
+ 31.88%
N/A
36.8K $2.8M
CELH
Celsius Holdings, Inc.

Consumer Defensive
16.5K
+ 169.05%
$21.28 - $35.62 $350K - $586K
26.2K $932K
YOU
Clear Secure, Inc.

Technology
26.1K
+ 189.58%
$22.12 - $27.62 $576K - $720K
39.8K $1.03M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.3K
+ 120.72%
$283.06 - $421.16 $934K - $1.39M
6.03K $1.71M
KR
Kroger CO

Consumer Defensive
9.15K
+ 203.9%
$58.36 - $67.72 $534K - $619K
13.6K $922K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
78K
+ 160.41%
$6.98 - $8.49 $545K - $662K
127K $999K
SHV
Ishares Tr

ETFs
5.7K
+ 105.59%
$110.11 - $110.51 $628K - $630K
11.1K $1.23M
STZ
Constellation Brands, Inc.

Consumer Defensive
3.95K
+ 156.05%
$161.05 - $222.93 $636K - $880K
6.48K $1.19M
INTC
Intel Corp

Technology
16.9K
+ 19.55%
$19.1 - $27.39 $322K - $462K
103K $2.34M
WELL
Welltower Inc.

Real Estate
2.82K
+ 43.92%
$124.05 - $156.86 $350K - $442K
9.24K $1.42M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.89K
+ 158.89%
$114.57 - $118.14 $560K - $578K
7.97K $941K
WPC
W. P. Carey Inc.

Real Estate
5.05K
+ 16.62%
$53.5 - $65.05 $270K - $329K
35.4K $2.24M
VHT
Vanguard Health Care ETF

ETFs
2.08K
+ 81.18%
$254.06 - $273.83 $527K - $568K
4.63K $1.23M
JHMM
John Hancock Multifactor Mid C

ETFs
11.6K
+ 32.83%
$55.69 - $63.12 $644K - $730K
46.8K $2.68M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.9K
+ 51.97%
$48.06 - $53.73 $619K - $692K
37.7K $1.84M
TTE
Total Energies Se

Energy
8.17K
+ 83.15%
N/A
18K $1.23M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.7K
+ 31.05%
$50.39 - $50.66 $540K - $542K
45.2K $2.29M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
11.9K
+ 21.94%
$40.79 - $42.32 $486K - $505K
66.2K $2.79M
WY
Weyerhaeuser CO

Real Estate
17.3K
+ 60.62%
$27.29 - $31.39 $472K - $543K
45.8K $1.34M
FSTA
Fidelity Covington Tr Msci Con

ETFs
9.39K
+ 29.79%
$48.3 - $52.85 $454K - $496K
40.9K $2.09M
EA
Electronic Arts Inc.

Communication Services
3.72K
+ 93.45%
$116.53 - $146.29 $434K - $544K
7.7K $1.11M
XLU
Utilities Sector Spdr

ETFs
6K
+ 33.22%
$74.7 - $80.27 $448K - $481K
24.1K $1.9M
PLD
Prologis, Inc.

Real Estate
3.92K
+ 28.25%
$103.59 - $124.04 $406K - $486K
17.8K $1.99M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
303
+ 87.57%
$1187.71 - $1432.58 $360K - $434K
649 $929K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.36K
+ 127.02%
$48.65 - $53.06 $455K - $496K
16.7K $868K
FTCS
First Trust Capital Strength E

ETFs
3.75K
+ 3.8%
$86.39 - $91.35 $324K - $342K
102K $9.18M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.14K
+ 175.59%
$79.17 - $82.04 $486K - $503K
9.63K $787K
XLY
Select Sector Spdr Consumer Di

ETFs
3.86K
+ 39.78%
$192.6 - $233.2 $744K - $901K
13.6K $2.68M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.8K
+ 12.23%
$74.85 - $84.89 $285K - $323K
34.9K $2.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.88K
+ 72.48%
$95.85 - $99.25 $467K - $484K
11.6K $1.15M
VDE
Vanguard Energy ETF

ETFs
3.64K
+ 137.77%
$119.14 - $132.76 $434K - $484K
6.29K $815K
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
Track This Portfolio

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email