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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.17K
+ 18.58%
$128.74 - $138.67 $408K - $439K
20.2K $2.74M
VLO
Valero Energy Corp

Energy
3.32K
+ 72.58%
$121.76 - $142.99 $405K - $475K
7.9K $1.04M
WPM
Wheaton Precious Metals Corp.

Basic Materials
248
+ 1.15%
$55.75 - $77.63 $13.8K - $19.3K
21.9K $1.7M
MSTR
Microstrategy Inc

Technology
1.68K
+ 44.73%
$239.27 - $396.5 $402K - $666K
5.43K $1.57M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.25K
+ 15.32%
$408.78 - $448.82 $509K - $559K
9.38K $3.94M
BK
Bank Of New York Mellon Corp

Financial Services
1.25K
+ 2.39%
$75.42 - $88.95 $94.6K - $112K
53.7K $4.5M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.94K
+ 89.05%
$89.27 - $92.9 $441K - $458K
10.5K $968K
OKE
Oneok Inc

Energy
4.61K
+ 128.15%
$89.57 - $109.85 $413K - $507K
8.21K $814K
OMFL
Invesco Exchange Traded Self I

ETFs
19.6K
+ 3.02%
$52.19 - $57.45 $1.02M - $1.12M
666K $35.5M
VALE
Vale S.A.

Basic Materials
36.7K
+ 50.35%
$8.5 - $10.19 $312K - $374K
110K $1.09M
MRK
Merck & Co., Inc.

Healthcare
8.91K
+ 24.35%
$83.01 - $101.02 $740K - $900K
45.5K $4.08M
ELV
Elevance Health, Inc.

Healthcare
825
+ 74.53%
$365.9 - $436.25 $302K - $360K
1.93K $840K
TT
Trane Technologies PLC

Industrials
1.37K
+ 152.34%
$332.0 - $400.86 $453K - $547K
2.26K $761K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.68K
+ 27.51%
$51.52 - $52.37 $395K - $402K
35.6K $1.86M
CRWD
Crowd Strike Holdings, Inc.

Technology
888
+ 8.94%
$308.86 - $455.36 $274K - $404K
10.8K $3.81M
BX
Blackstone Inc.

Financial Services
9.86K
+ 33.43%
$136.53 - $186.74 $1.35M - $1.84M
39.4K $5.5M
ISRG
Intuitive Surgical Inc

Healthcare
1.62K
+ 11.15%
$476.63 - $610.45 $773K - $990K
16.2K $8M
TGT
Target Corp

Consumer Defensive
8.74K
+ 53.85%
$103.65 - $142.5 $906K - $1.25M
25K $2.61M
ACN
Accenture PLC

Technology
1.83K
+ 42.08%
$300.91 - $398.25 $551K - $730K
6.19K $1.93M
TFLO
Ishares Treasury Floating Rate

ETFs
7.58K
+ 20.37%
$50.48 - $50.68 $383K - $384K
44.8K $2.27M
FEX
First Tr Large Cap Core Alphde

ETFs
4.06K
+ 29.61%
$99.27 - $109.89 $403K - $446K
17.8K $1.82M
CMCSA
Comcast Corp

Communication Services
10.9K
+ 67.87%
$33.19 - $38.23 $361K - $415K
26.9K $991K
AXON
Axon Enterprise, Inc.

Industrials
842
+ 104.08%
$496.65 - $710.01 $418K - $598K
1.65K $868K
DG
Dollar General Corp

Consumer Defensive
3.29K
+ 41.03%
$68.44 - $87.93 $225K - $290K
11.3K $995K
HDV
Ishares Core High Dividend ETF

ETFs
997
+ 3.47%
$110.86 - $121.12 $111K - $121K
29.7K $3.6M
BWA
Borgwarner Inc

Consumer Cyclical
14.3K
+ 111.68%
$27.78 - $32.9 $398K - $471K
27.1K $777K
SHW
Sherwin Williams CO

Basic Materials
988
+ 48.57%
$330.16 - $365.55 $326K - $361K
3.02K $1.06M
SPYG
Spdr Portfolio

ETFs
4.84K
+ 141.71%
$80.05 - $92.39 $387K - $447K
8.25K $663K
OTIS
Otis Worldwide Corp

Industrials
3.19K
+ 106.31%
$90.77 - $104.01 $289K - $331K
6.18K $637K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.85K
+ 56.09%
$196.12 - $229.48 $363K - $425K
5.15K $1.04M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.62K
+ 39.12%
$211.47 - $267.17 $554K - $700K
9.32K $1.97M
MRVL
Marvell Technology, Inc.

Technology
10.2K
+ 177.13%
$61.57 - $126.06 $629K - $1.29M
16K $984K
FE
Firstenergy Corp

Utilities
8.5K
+ 167.29%
$37.95 - $43.5 $322K - $370K
13.6K $548K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4K
+ 49.36%
$67.08 - $76.14 $268K - $304K
12.1K $891K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
5.8K
+ 11.42%
$24.39 - $35.22 $142K - $204K
56.6K $1.68M
NRG
Nrg Energy, Inc.

Utilities
3.24K
+ 55.63%
$84.82 - $113.33 $275K - $367K
9.07K $865K
TXN
Texas Instruments Inc

Technology
1.73K
+ 16.26%
N/A
12.4K $2.41M
BAC
Bank Of America Corp

Financial Services
13.9K
+ 12.67%
$39.61 - $47.74 $549K - $662K
123K $5.14M
EMLP
First Tr Exchange Traded Iv

ETFs
7.8K
+ 37.3%
$35.79 - $38.28 $279K - $299K
28.7K $1.08M
SCHG
Schwab Strategic Tr Us Large C

ETFs
21.2K
+ 29.35%
$24.91 - $29.02 $527K - $614K
93.3K $2.34M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
5K
+ 18.08%
$61.9 - $66.89 $309K - $334K
32.6K $2.07M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.61K
+ 32.13%
$168.84 - $202.89 $441K - $530K
10.8K $1.89M
DLR
Digital Realty Trust, Inc.

Real Estate
3.09K
+ 85.24%
$142.1 - $183.56 $438K - $566K
6.7K $960K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.09K
+ 15.14%
$50.87 - $51.09 $310K - $311K
46.3K $2.36M
CNX
Cnx Resources Corp

Energy
12.1K
+ 96.53%
$27.38 - $37.32 $333K - $453K
24.7K $778K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
13.9K
+ 11.31%
$29.34 - $31.31 $408K - $435K
137K $4.06M
SU
Suncor Energy Inc

Energy
6.67K
+ 34.95%
$34.27 - $40.63 $229K - $271K
25.7K $996K
IYH
Ishares Tr

ETFs
4.49K
+ 27.45%
$58.32 - $62.76 $262K - $282K
20.8K $1.27M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
17.5K
+ 9.75%
$16.18 - $17.82 $283K - $311K
197K $3.3M
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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