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
VT
Vanguard Total World Stk Index

ETFs
999
+ 3.12%
$128.41 - $138.03 $128K - $138K
33K $4.54M
VXF
Vanguard Extended Market ETF

ETFs
1.38K
+ 16.61%
$193.58 - $213.07 $266K - $293K
9.65K $2.02M
VIG
Vanguard Dividend Appreciation

ETFs
2.32K
+ 9.59%
N/A
26.5K $4.82M
VFC
V F Corp

Consumer Cyclical
18.7K
+ 32.78%
$11.66 - $15.56 $217K - $290K
75.6K $1.09M
DUK
Duke Energy Corp

Utilities
1.8K
+ 5.24%
$116.31 - $125.93 $210K - $227K
36.2K $4.48M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.09K
+ 5.74%
$60.01 - $65.01 $185K - $201K
57K $3.7M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
7.61K
+ 103.68%
$49.0 - $51.91 $373K - $395K
15K $776K
ALB
Albemarle Corp

Basic Materials
947
+ 5.18%
$62.9 - $88.1 $59.6K - $83.4K
19.2K $1.56M
SPG
Simon Property Group Inc

Real Estate
1.59K
+ 37.02%
$159.93 - $187.67 $254K - $298K
5.87K $1.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.07K
+ 14.61%
$131.47 - $143.64 $272K - $297K
16.3K $2.3M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.12K
+ 10.11%
$53.36 - $59.69 $220K - $246K
44.9K $2.61M
OXY
Occidental Petroleum Corp

Energy
4.06K
+ 9.92%
$42.54 - $48.1 $172K - $195K
44.9K $2.12M
XLY
Select Sector Spdr Consumer Di

ETFs
360
+ 2.54%
$216.09 - $242.18 $77.8K - $87.2K
14.5K $3.49M
TDY
Teledyne Technologies Inc

Technology
626
+ 130.69%
$509.51 - $586.04 $319K - $367K
1.11K $647K
SMR
Nuscale Power Corp

Industrials
12.2K
+ 109.87%
$32.65 - $51.67 $400K - $632K
23.4K $841K
VOD
Vodafone Group Public LTD CO

Communication Services
32.7K
+ 149.12%
$10.67 - $12.06 $348K - $394K
54.5K $632K
PSLV
Sprott Physical Silver Trust

Financial Services
8.51K
+ 11.18%
$12.24 - $15.73 $104K - $134K
84.6K $1.33M
TRV
Travelers Companies, Inc.

Financial Services
1.29K
+ 42.71%
$250.62 - $279.43 $324K - $361K
4.31K $1.2M
TTE
Total Energies Se

Energy
5.72K
+ 29.78%
N/A
24.9K $1.71M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.87K
+ 125.04%
$78.96 - $80.04 $384K - $390K
8.76K $700K
HALO
Halozyme Therapeutics, Inc.

Healthcare
797
+ 5.11%
$52.92 - $78.28 $42.2K - $62.4K
16.4K $1.2M
VLO
Valero Energy Corp

Energy
465
+ 5.37%
$131.77 - $175.63 $61.3K - $81.7K
9.12K $1.55M
CB
Chubb LTD

Financial Services
1.5K
+ 34.16%
$265.99 - $289.59 $398K - $434K
5.88K $1.66M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6.49K
+ 2.14%
$48.72 - $50.73 $316K - $329K
310K $15.3M
FDL
First Tr Morningstar Dividend

ETFs
6.23K
+ 8.54%
$41.96 - $44.59 $261K - $278K
79.2K $3.44M
COF
Capital One Financial Corp

Financial Services
1.8K
+ 11.2%
$207.29 - $229.74 $374K - $414K
17.9K $3.81M
LYB
Lyondell Basell Industries N.V.

Basic Materials
8.96K
+ 130.21%
$48.34 - $67.22 $433K - $602K
15.8K $776K
AMP
Ameriprise Financial Inc

Financial Services
1.03K
+ 33.19%
$486.13 - $544.55 $501K - $561K
4.14K $2.03M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2K
+ 25.64%
$134.94 - $145.86 $270K - $292K
9.81K $1.43M
VMC
Vulcan Materials CO

Basic Materials
436
+ 8.61%
$260.62 - $307.62 $114K - $134K
5.5K $1.69M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
123
+ 0.89%
$105.93 - $131.8 $13K - $16.2K
13.9K $1.84M
ALL
Allstate Corp

Financial Services
1.39K
+ 25.81%
$192.0 - $214.65 $266K - $298K
6.76K $1.45M
ECL
Ecolab Inc.

Basic Materials
1.27K
+ 26.87%
$259.39 - $285.47 $329K - $362K
5.98K $1.64M
ALLE
Allegion PLC

Industrials
695
+ 9.51%
$145.55 - $179.33 $101K - $125K
8K $1.42M
IWS
Ishares Russell Midcap Value E

ETFs
2.29K
+ 39.46%
$132.83 - $140.61 $305K - $322K
8.1K $1.13M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.24K
+ 43.75%
$196.15 - $217.83 $439K - $487K
7.35K $1.48M
WDAY
Workday, Inc.

Technology
1.5K
+ 40.55%
$213.69 - $247.69 $320K - $371K
5.19K $1.25M
PEG
Public Service Enterprise Group Inc

Utilities
4.54K
+ 20.14%
$79.99 - $90.14 $363K - $409K
27.1K $2.26M
MNST
Monster Beverage Corp

Consumer Defensive
185
+ 0.25%
$58.65 - $67.31 $10.9K - $12.5K
74.4K $5.01M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
3.6K
+ 101.01%
$85.43 - $92.81 $307K - $334K
7.16K $661K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
887
+ 1.84%
$107.5 - $115.86 $95.4K - $103K
49K $5.61M
ELAN
Elanco Animal Health Inc

Healthcare
3.43K
+ 7.04%
$13.68 - $20.14 $47K - $69.2K
52.2K $1.05M
MPC
Marathon Petroleum Corp

Energy
420
+ 4.1%
$158.59 - $198.69 $66.6K - $83.4K
10.7K $2.05M
EMR
Emerson Electric CO

Industrials
2.96K
+ 18.01%
$128.6 - $149.63 $381K - $443K
19.4K $2.55M
DLR
Digital Realty Trust, Inc.

Real Estate
2.08K
+ 30.14%
$161.21 - $180.02 $335K - $374K
8.98K $1.55M
CCI
Crown Castle International Corp

Real Estate
5.1K
+ 22.06%
$92.96 - $113.91 $474K - $581K
28.2K $2.72M
GLDM
World Gold Trust

ETFs
3.89K
+ 87.38%
$64.73 - $76.45 $252K - $298K
8.35K $638K
BITO
Proshares Tr Bitcoin Strategy

ETFs
21.2K
+ 55.73%
$18.74 - $23.05 $397K - $488K
59.2K $1.16M
RY
Royal Bank Of Canada

Financial Services
495
+ 2.86%
$128.46 - $148.6 $63.6K - $73.6K
17.8K $2.62M
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
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