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
SYK
Stryker Corp

Healthcare
695
+ 17.15%
$337.37 - $395.63 $234K - $275K
4.75K $1.88M
URA
Global X Uranium ETF

ETFs
1.93K
+ 10.57%
$20.26 - $38.81 $39.2K - $75.1K
20.2K $785K
TRV
Travelers Companies, Inc.

Financial Services
1.34K
+ 79.94%
$233.83 - $276.34 $314K - $371K
3.02K $808K
SQ
Block, Inc.

Technology
6.34K
+ 11.45%
N/A
61.7K $3.53M
SYY
Sysco Corp

Consumer Defensive
4.74K
+ 84.66%
$68.0 - $75.91 $322K - $360K
10.3K $783K
DG
Dollar General Corp

Consumer Defensive
536
+ 4.73%
$86.02 - $114.95 $46.1K - $61.6K
11.9K $1.36M
BP
Bp PLC

Energy
18.2K
+ 37.4%
$26.11 - $33.81 $475K - $616K
66.9K $2M
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.01K
+ 4.62%
$70.56 - $92.75 $71.3K - $93.7K
22.9K $2.05M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
108
+ 1.28%
$201.28 - $266.34 $21.7K - $28.8K
8.55K $2.28M
LNG
Cheniere Energy, Inc.

Energy
1.32K
+ 46.6%
$197.25 - $244.33 $260K - $322K
4.14K $1.01M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
281
+ 11.46%
$177.93 - $313.14 $50K - $88K
2.73K $855K
VB
Vanguard Small Cap ETF

ETFs
1.07K
+ 17.0%
$193.73 - $237.37 $208K - $254K
7.38K $1.75M
CTVA
Corteva, Inc.

Basic Materials
3.15K
+ 31.44%
$55.52 - $74.53 $175K - $235K
13.2K $980K
USFR
Wisdomtree Floating Rate Treas

ETFs
6.94K
+ 22.04%
$50.28 - $50.47 $349K - $350K
38.4K $1.93M
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.44K
+ 5.49%
$33.89 - $46.39 $48.7K - $66.7K
27.6K $1.28M
VBR
Vanguard Small Cap Value ETF

ETFs
996
+ 5.79%
$162.76 - $195.77 $162K - $195K
18.2K $3.55M
SHOP
Shopify Inc.

Technology
910
+ 7.6%
$76.89 - $115.35 $70K - $105K
12.9K $1.49M
JPIE
J P Morgan Exchange Traded Fd
7.12K
+ 14.89%
$45.12 - $46.32 $321K - $330K
54.9K $2.54M
ADM
Archer Daniels Midland CO

Consumer Defensive
6.03K
+ 120.44%
$41.79 - $54.16 $252K - $327K
11K $582K
WFC
Wells Fargo & Company

Financial Services
1.68K
+ 6.78%
$60.98 - $80.12 $102K - $134K
26.4K $2.12M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.51K
+ 26.4%
$310.86 - $348.77 $468K - $525K
7.21K $2.31M
WHR
Whirlpool Corp

Consumer Cyclical
774
+ 3.36%
$75.71 - $101.42 $58.6K - $78.5K
23.8K $2.41M
TDC
Teradata Corp

Technology
15.2K
+ 80.12%
$19.2 - $23.59 $292K - $359K
34.2K $763K
DECK
Deckers Outdoor Corp

Consumer Cyclical
4.1K
+ 41.21%
$100.44 - $129.37 $412K - $530K
14K $1.45M
TXN
Texas Instruments Inc

Technology
1.72K
+ 13.9%
N/A
14.1K $2.75M
ELV
Elevance Health, Inc.

Healthcare
1.09K
+ 56.37%
$372.27 - $452.69 $405K - $493K
3.02K $1.18M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.51K
+ 12.45%
$44.8 - $53.97 $202K - $243K
40.8K $2.2M
MTCH
Match Group, Inc.

Communication Services
10.9K
+ 72.86%
$27.03 - $31.93 $295K - $349K
25.9K $801K
DD
Du Pont De Nemours, Inc.

Basic Materials
6.47K
+ 35.59%
$55.13 - $75.25 $357K - $487K
24.7K $1.69M
FSTA
Fidelity Covington Tr Msci Con

ETFs
6.49K
+ 15.87%
$47.94 - $52.5 $311K - $341K
47.4K $2.43M
VOT
Vanguard Mid Cap Growth Index

ETFs
425
+ 7.97%
$216.28 - $284.39 $91.9K - $121K
5.76K $1.64M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.89K
+ 58.87%
$212.1 - $244.27 $402K - $463K
5.11K $1.12M
FSK
Fs Kkr Capital Corp

Financial Services
18.1K
+ 8.29%
$17.95 - $21.5 $325K - $390K
237K $4.91M
NSC
Norfolk Southern Corp

Industrials
1.04K
+ 31.5%
$206.34 - $257.46 $214K - $267K
4.33K $1.11M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.05K
+ 5.72%
$45.98 - $56.15 $94K - $115K
37.8K $2.12M
MRVL
Marvell Technology, Inc.

Technology
959
+ 6.0%
$49.38 - $79.97 $47.4K - $76.7K
17K $1.31M
VFC
V F Corp

Consumer Cyclical
34.9K
+ 158.78%
$9.74 - $16.39 $340K - $572K
56.9K $668K
QUAL
Ishares Msci Usa Quality Facto

ETFs
843
+ 5.96%
$152.42 - $182.82 $128K - $154K
15K $2.74M
FXL
First Tr Exchange Traded Fd Fi

ETFs
535
+ 5.69%
$115.28 - $157.36 $61.7K - $84.2K
9.94K $1.56M
IEF
Ishares Barclays

ETFs
3.28K
+ 31.62%
$93.15 - $96.56 $305K - $316K
13.6K $1.31M
VV
Vanguard Large Cap ETF

ETFs
742
+ 19.79%
$228.25 - $285.3 $169K - $212K
4.49K $1.28M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
15.3K
+ 44.42%
$20.66 - $20.74 $316K - $317K
49.8K $1.03M
EWJ
Ishares Msci Japan ETF

ETFs
3.91K
+ 116.43%
$61.32 - $75.28 $240K - $294K
7.27K $545K
FVD
First Tr Value Line Divid Inde

ETFs
6.76K
+ 6.19%
$40.62 - $45.12 $274K - $305K
116K $5.18M
GNRC
Generac Holdings Inc.

Industrials
1.46K
+ 24.61%
$101.92 - $143.21 $149K - $209K
7.4K $1.06M
KR
Kroger CO

Consumer Defensive
3.51K
+ 25.72%
$64.62 - $74.0 $227K - $259K
17.1K $1.23M
SHW
Sherwin Williams CO

Basic Materials
928
+ 30.71%
$313.51 - $363.51 $291K - $337K
3.95K $1.36M
DVN
Devon Energy Corp

Energy
24.1K
+ 28.9%
$26.8 - $37.92 $645K - $912K
107K $3.41M
JHMM
John Hancock Multifactor Mid C

ETFs
1.97K
+ 4.21%
$50.32 - $61.13 $99.2K - $120K
48.8K $2.98M
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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