Arkadios Wealth Advisors Incresed Positions in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
3.02K
+ 13.05%
$133.81 - $152.16 $404K - $459K
26.1K $3.67M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.76K
+ 9.3%
$53.81 - $57.52 $364K - $389K
79.4K $4.57M
AZN
Astrazeneca PLC

Healthcare
7.01K
+ 62.62%
$68.72 - $82.11 $482K - $576K
18.2K $1.4M
TXN
Texas Instruments Inc

Technology
3.12K
+ 22.08%
N/A
17.2K $3.36M
MBB
Ishares Tr

ETFs
6K
+ 26.07%
$92.46 - $95.73 $555K - $574K
29K $2.76M
SGOL
Abrdn Gold ETF Trust

ETFs
1.99K
+ 2.01%
$31.18 - $36.81 $62.1K - $73.4K
101K $3.72M
GM
General Motors CO

Consumer Cyclical
1.76K
+ 4.28%
$48.89 - $61.24 $86.1K - $108K
42.9K $2.62M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
6.19K
+ 12.88%
$64.75 - $69.05 $401K - $427K
54.2K $3.74M
FVD
First Tr Value Line Divid Inde

ETFs
8.87K
+ 7.65%
$44.73 - $46.86 $397K - $416K
125K $5.77M
OEF
Ishares S&P 100 ETF

ETFs
2.21K
+ 50.65%
N/A
6.58K $1.75M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
4.3K
+ 195.05%
$112.94 - $129.99 $485K - $559K
6.5K $832K
SRE
Sempra Energy

Utilities
5.1K
+ 61.56%
$74.14 - $89.98 $378K - $459K
13.4K $1.2M
SWK
Stanley Black & Decker, Inc.

Industrials
5.93K
+ 29.14%
$66.98 - $79.52 $397K - $472K
26.3K $1.95M
HCA
Hca Healthcare, Inc.

Healthcare
991
+ 28.31%
$334.32 - $426.2 $331K - $422K
4.49K $1.91M
AGNC
Agnc Investment Corp.

Real Estate
54K
+ 79.9%
$9.2 - $10.37 $497K - $560K
122K $1.19M
ABT
Abbott Laboratories

Healthcare
4.59K
+ 16.55%
$120.51 - $136.62 $554K - $627K
32.3K $4.33M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.19K
+ 26.77%
$89.32 - $107.82 $285K - $344K
15.1K $1.63M
LVHI
Franklin International Low Vol

ETFs
15K
+ 116.92%
$32.69 - $35.19 $489K - $526K
27.8K $964K
O
Realty Income Corp

Real Estate
6.85K
+ 17.41%
$56.13 - $60.79 $384K - $416K
46.2K $2.81M
SLB
Schlumberger Limited

Energy
13.6K
+ 11.85%
$32.37 - $37.31 $441K - $508K
128K $4.41M
IWN
Ishares Russell2000 Val ETF

ETFs
2.36K
+ 39.61%
$157.1 - $178.94 $371K - $422K
8.32K $1.47M
XLU
Utilities Sector Spdr

ETFs
4.38K
+ 16.37%
$81.14 - $87.32 $355K - $382K
31.1K $2.71M
VTWG
Vanguard Russell 2000 Growth E

ETFs
2.05K
+ 123.76%
$208.02 - $237.84 $426K - $487K
3.7K $865K
WPM
Wheaton Precious Metals Corp.

Basic Materials
76
+ 0.33%
$86.72 - $111.84 $6.59K - $8.5K
22.9K $2.57M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.28K
+ 2.54%
$21.69 - $23.34 $158K - $170K
294K $6.84M
DY
Dycom Industries Inc

Industrials
1.08K
+ 27.17%
$244.32 - $294.01 $264K - $318K
5.06K $1.47M
EA
Electronic Arts Inc.

Communication Services
931
+ 12.46%
$147.79 - $202.05 $138K - $188K
8.4K $1.69M
AEP
American Electric Power CO Inc

Utilities
1.74K
+ 5.0%
$103.26 - $115.0 $180K - $200K
36.5K $4.11M
MRVL
Marvell Technology, Inc.

Technology
4.55K
+ 26.82%
$62.31 - $84.07 $283K - $382K
21.5K $1.81M
EFV
Msci Eafe Value ETF

ETFs
2.09K
+ 2.62%
$62.79 - $68.42 $131K - $143K
81.8K $5.55M
TSCO
Tractor Supply CO

Consumer Cyclical
5.01K
+ 10.3%
$54.08 - $62.65 $271K - $314K
53.7K $3.05M
FYLD
Cambria Foreign Shareholder Yi

ETFs
9.48K
+ 9.83%
$29.19 - $31.97 $277K - $303K
106K $3.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.45K
+ 12.31%
$265.78 - $299.3 $651K - $733K
22.3K $6.09M
VGSH
Vanguard

ETFs
7.92K
+ 4.16%
$58.43 - $58.88 $463K - $466K
198K $11.7M
CSX
Csx Corp

Industrials
9.47K
+ 19.65%
$32.05 - $36.52 $304K - $346K
57.7K $2.05M
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.1K
+ 9.21%
$46.69 - $59.27 $191K - $243K
48.6K $2.58M
XLI
Industrial Sector Spdr

ETFs
1.93K
+ 7.54%
$147.94 - $154.99 $285K - $299K
27.5K $4.24M
DVN
Devon Energy Corp

Energy
3.4K
+ 3.17%
$31.75 - $36.99 $108K - $126K
111K $3.88M
APA
Apa Corp

Energy
9.1K
+ 22.38%
$18.06 - $24.69 $164K - $225K
49.8K $1.21M
GPC
Genuine Parts CO

Consumer Cyclical
1.03K
+ 5.56%
$122.23 - $142.77 $126K - $147K
19.5K $2.71M
LEN
Lennar Corp

Consumer Cyclical
3.14K
+ 75.3%
$107.73 - $142.4 $338K - $447K
7.31K $921K
ASML
Asml Holding Nv

Technology
181
+ 10.63%
$689.63 - $968.09 $125K - $175K
1.88K $1.82M
KO
Coca Cola CO

Consumer Defensive
17.2K
+ 11.0%
$65.67 - $71.67 $1.13M - $1.23M
174K $11.5M
WM
Waste Management Inc

Industrials
2.31K
+ 28.92%
$213.88 - $237.1 $495K - $548K
10.3K $2.28M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.12K
+ 35.05%
$81.75 - $84.54 $418K - $432K
19.7K $1.66M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
18.8K
+ 86.14%
$22.64 - $23.22 $426K - $437K
40.7K $940K
ADBE
Adobe Inc.

Technology
3.33K
+ 15.43%
$333.65 - $392.1 $1.11M - $1.31M
24.9K $8.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.3K
+ 20.49%
$236.25 - $257.69 $307K - $335K
7.65K $1.96M
FLEX
Flex Ltd.

Technology
5.81K
+ 47.84%
$48.49 - $59.33 $282K - $345K
18K $1.04M
Activity Summary
Buys All Purchases 1016 New Holdings 198 Increased Positions 818 Sells All Sells 310 Reductions 310 Sold out 0 Options Calls 31 Puts 14
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