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
BX
Blackstone Inc.

Financial Services
1.5K
+ 3.8%
$120.07 - $151.11 $180K - $226K
40.9K $6.11M
CMCSA
Comcast Corp

Communication Services
18K
+ 67.01%
$32.84 - $36.72 $591K - $661K
44.9K $1.6M
PMAR
Innovator U.S. Equity Power Bu

ETFs
13.9K
+ 152.03%
$37.18 - $42.23 $515K - $585K
23K $970K
XLE
Energy Sector Spdr

ETFs
19.1K
+ 16.2%
$76.44 - $94.13 $1.46M - $1.8M
137K $11.6M
CEG
Constellation Energy Corp

Utilities
353
+ 9.09%
$170.96 - $322.76 $60.3K - $114K
4.24K $1.37M
SRLN
Ssga Active Trust

ETFs
13.9K
+ 107.94%
$39.47 - $41.59 $547K - $576K
26.7K $1.11M
IEMG
Ishares Inc

ETFs
10.8K
+ 10.64%
N/A
112K $6M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
23.1K
+ 202.52%
$24.48 - $24.9 $566K - $576K
34.5K $859K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
15K
+ 128.26%
$35.3 - $37.51 $528K - $561K
26.6K $998K
XLC
Select Sector Spdr Tr Communic

ETFs
2.54K
+ 10.42%
$86.13 - $108.53 $218K - $275K
26.9K $2.92M
KLAC
Kla Corp

Technology
146
+ 7.26%
$576.53 - $902.94 $84.2K - $132K
2.16K $1.93M
EMLP
First Tr Exchange Traded Iv

ETFs
15K
+ 52.1%
$33.62 - $37.89 $503K - $567K
43.7K $1.64M
MMM
3 M CO

Industrials
2.67K
+ 10.07%
$126.09 - $154.15 $337K - $412K
29.2K $4.45M
HALO
Halozyme Therapeutics, Inc.

Healthcare
11.5K
+ 277.27%
$47.91 - $70.14 $549K - $804K
15.6K $810K
RGTI
Rigetti Computing, Inc.

Technology
17.8K
+ 20.92%
$7.5 - $14.29 $133K - $254K
103K $1.22M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.27K
+ 15.93%
$106.81 - $136.49 $242K - $309K
16.5K $2.25M
FIS
Fidelity National Information Services, Inc.

Technology
4.66K
+ 21.92%
$68.14 - $82.13 $317K - $383K
25.9K $2.11M
MNST
Monster Beverage Corp

Consumer Defensive
3.72K
+ 5.28%
$55.01 - $64.24 $205K - $239K
74.2K $4.65M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.22K
+ 27.43%
$105.2 - $141.69 $233K - $314K
10.3K $1.46M
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.04K
+ 15.7%
$39.43 - $49.34 $238K - $298K
44.5K $2.11M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10.4K
+ 10.21%
$40.82 - $43.14 $425K - $449K
112K $4.85M
GNTY
Guaranty Bancshares Inc

Financial Services
1.71K
+ 0.96%
$37.41 - $43.28 $64.1K - $74.1K
181K $7.67M
FTNT
Fortinet, Inc.

Technology
1.14K
+ 2.86%
$84.71 - $108.69 $96.1K - $123K
40.8K $4.31M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.19K
+ 23.18%
$180.84 - $240.32 $216K - $287K
6.35K $1.52M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.85K
+ 110.43%
$171.4 - $227.1 $318K - $421K
3.53K $801K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.74K
+ 12.5%
$82.32 - $112.47 $143K - $196K
15.7K $1.76M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.03K
+ 54.3%
$105.69 - $140.64 $320K - $426K
8.61K $1.14M
ABC
Amerisourcebergen Corp

Healthcare
2.53K
+ 24.22%
N/A
13K $2.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.72K
+ 7.65%
$85.42 - $94.39 $403K - $446K
66.4K $6.24M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
7.02K
+ 38.77%
$46.04 - $53.67 $323K - $377K
25.1K $1.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.78K
+ 2.09%
$39.89 - $49.46 $71K - $88K
86.8K $4.29M
ELAN
Elanco Animal Health Inc

Healthcare
24.5K
+ 100.93%
$8.1 - $14.3 $198K - $350K
48.8K $696K
QTEC
First Trust Nasdaq 100 Technol

ETFs
15
+ 0.14%
$149.56 - $212.83 $2.24K - $3.19K
11.1K $2.37M
RY
Royal Bank Of Canada

Financial Services
978
+ 5.99%
$108.36 - $131.55 $106K - $129K
17.3K $2.28M
SOFI
So Fi Technologies, Inc.

Financial Services
1.12K
+ 1.76%
$9.5 - $18.21 $10.6K - $20.4K
64.5K $1.17M
OEF
Ishares S&P 100 ETF

ETFs
1.62K
+ 58.73%
N/A
4.37K $1.16M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.96K
+ 51.53%
$79.56 - $82.92 $395K - $412K
14.6K $1.21M
AZZ
Azz Inc

Industrials
4.12K
+ 164.07%
$75.58 - $95.07 $311K - $391K
6.62K $625K
PFE
Pfizer Inc

Healthcare
24.9K
+ 14.32%
$21.59 - $24.84 $537K - $618K
199K $4.82M
GPC
Genuine Parts CO

Consumer Cyclical
3.11K
+ 20.19%
$105.54 - $129.09 $328K - $401K
18.5K $2.24M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
52.6K
+ 11.16%
$12.21 - $13.9 $642K - $731K
524K $6.84M
XLY
Select Sector Spdr Consumer Di

ETFs
608
+ 4.48%
$176.34 - $218.59 $107K - $133K
14.2K $3.08M
SNY
Sanofi

Healthcare
11.2K
+ 51.87%
$47.62 - $55.44 $534K - $622K
32.8K $1.59M
DAL
Delta Air Lines, Inc.

Industrials
5.89K
+ 35.7%
$35.88 - $52.99 $211K - $312K
22.4K $1.1M
KKR
Kkr & Co. Inc.

Financial Services
541
+ 3.04%
$92.79 - $134.29 $50.2K - $72.7K
18.3K $2.44M
UL
Unilever PLC

Consumer Defensive
6K
+ 79.73%
$57.9 - $65.43 $348K - $393K
13.5K $827K
TMUS
T Mobile Us, Inc.

Communication Services
2.92K
+ 26.1%
$220.99 - $268.54 $646K - $785K
14.1K $3.36M
EME
Emcor Group, Inc.

Industrials
467
+ 61.61%
$342.02 - $534.89 $160K - $250K
1.23K $655K
ADI
Analog Devices Inc

Technology
333
+ 4.11%
$164.6 - $238.02 $54.8K - $79.3K
8.43K $2.01M
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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