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
CNXC
Concentrix Corp

Technology
6.18K
+ 63.62%
$45.73 - $57.88 $283K - $358K
15.9K $839K
BSX
Boston Scientific Corp

Healthcare
1.61K
+ 8.39%
$89.7 - $107.41 $144K - $173K
20.7K $2.23M
SPG
Simon Property Group Inc

Real Estate
1.9K
+ 79.32%
$140.37 - $171.44 $266K - $325K
4.28K $688K
VST
Vistra Corp.

Utilities
669
+ 32.02%
$98.07 - $195.04 $65.6K - $130K
2.76K $534K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
23.5K
+ 11.95%
$13.96 - $16.51 $328K - $388K
220K $3.58M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.6K
+ 21.25%
$167.22 - $212.42 $267K - $339K
9.12K $1.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.33K
+ 3.52%
$43.53 - $54.46 $57.8K - $72.3K
39K $2.12M
XLU
Utilities Sector Spdr

ETFs
2.68K
+ 11.12%
$73.09 - $82.77 $196K - $221K
26.7K $2.18M
CME
Cme Group Inc.

Financial Services
951
+ 43.07%
$252.37 - $290.71 $240K - $276K
3.16K $870K
F
Ford Motor CO

Consumer Cyclical
6.44K
+ 2.47%
$8.69 - $10.85 $56K - $69.9K
267K $2.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.3K
+ 8.0%
$82.21 - $83.12 $271K - $274K
44.5K $3.69M
LPLA
Lpl Financial Holdings Inc.

Financial Services
615
+ 62.37%
$283.31 - $388.96 $174K - $239K
1.6K $600K
DVY
Ishares Tr

ETFs
2.2K
+ 21.23%
$118.37 - $134.86 $261K - $297K
12.6K $1.67M
HPQ
Hp Inc

Technology
19K
+ 31.19%
$21.88 - $29.32 $416K - $558K
80K $1.96M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
181
+ 0.49%
$58.41 - $72.69 $10.6K - $13.2K
36.9K $2.68M
JCI
Johnson Controls International PLC

Industrials
779
+ 10.8%
$71.14 - $105.62 $55.4K - $82.3K
7.99K $844K
CVNA
Carvana Co.

Consumer Cyclical
345
+ 29.84%
$162.57 - $345.64 $56.1K - $119K
1.5K $505K
GWRE
Guidewire Software, Inc.

Technology
425
+ 13.07%
$172.73 - $257.37 $73.4K - $109K
3.68K $865K
BNDX
Vanguard Total International B

ETFs
5.02K
+ 67.84%
$48.77 - $49.55 $245K - $249K
12.4K $614K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.13K
+ 10.9%
$71.28 - $83.74 $151K - $178K
21.6K $1.81M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
697
+ 47.9%
$421.16 - $509.5 $294K - $355K
2.15K $958K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.79K
+ 12.75%
$30.53 - $40.65 $85.2K - $113K
24.7K $1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.77K
+ 69.24%
$63.54 - $68.5 $239K - $258K
9.21K $621K
DFAE
Dimensional ETF Tr

ETFs
3.82K
+ 8.27%
$22.87 - $28.95 $87.4K - $111K
50.1K $1.45M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.57K
+ 47.7%
$90.85 - $102.31 $233K - $262K
7.94K $799K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
232
+ 0.92%
$42.19 - $56.47 $9.79K - $13.1K
25.5K $1.44M
XOM
Exxon Mobil Corp

Energy
16.7K
+ 11.97%
$99.93 - $119.04 $1.67M - $1.99M
157K $16.9M
CHK
Chesapeake Energy Corp

Energy
2.9K
+ 19.16%
N/A
18K $1.54M
KO
Coca Cola CO

Consumer Defensive
5.34K
+ 3.54%
$68.37 - $73.9 $365K - $395K
156K $11.1M
CYBR
Cyber Ark Software Ltd.

Technology
302
+ 16.99%
$305.98 - $406.88 $92.4K - $123K
2.08K $845K
DLR
Digital Realty Trust, Inc.

Real Estate
198
+ 2.95%
$136.11 - $177.69 $26.9K - $35.2K
6.9K $1.2M
FCX
Freeport Mcmoran Inc

Basic Materials
495
+ 1.25%
$29.15 - $44.46 $14.4K - $22K
40K $1.73M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.85K
+ 86.02%
$37.51 - $45.52 $182K - $221K
10.5K $474K
ANSS
Ansys Inc

Technology
225
+ 5.01%
$284.19 - $351.22 $63.9K - $79K
4.72K $1.66M
MLM
Martin Marietta Materials Inc

Basic Materials
203
+ 11.58%
$452.51 - $568.19 $91.9K - $115K
1.96K $1.07M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
3.67K
+ 12.06%
$60.03 - $72.0 $221K - $265K
34.1K $2.26M
GWW
W.W. Grainger, Inc.

Industrials
207
+ 72.38%
$919.93 - $1101.66 $190K - $228K
493 $512K
FV
First Trust Dorsey Wright Focu

ETFs
605
+ 1.39%
$48.43 - $59.26 $29.3K - $35.9K
44.1K $2.61M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.66K
+ 33.83%
$45.07 - $52.57 $255K - $297K
22.4K $1.09M
FCOM
Fidelity Covington Tr Msci Com

ETFs
349
+ 1.48%
$50.44 - $64.81 $17.6K - $22.6K
24K $1.55M
ZM
Zoom Video Communications, Inc.

Technology
652
+ 1.6%
$66.7 - $84.62 $43.5K - $55.2K
41.3K $3.22M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.19K
+ 73.2%
$19.1 - $23.83 $156K - $195K
19.4K $461K
NXPI
Nxp Semiconductors N.V.

Technology
730
+ 34.26%
$153.5 - $218.72 $112K - $160K
2.86K $625K
GXO
Gxo Logistics, Inc.

Industrials
1.97K
+ 15.59%
$31.53 - $49.1 $62.2K - $96.9K
14.6K $712K
SPYG
Spdr Portfolio

ETFs
913
+ 11.06%
$71.83 - $95.32 $65.6K - $87K
9.17K $873K
DUK
Duke Energy Corp

Utilities
2.83K
+ 8.97%
$112.46 - $124.05 $318K - $351K
34.4K $4.06M
SKX
Skechers Usa Inc

Consumer Cyclical
1.29K
+ 6.42%
$45.48 - $63.1 $58.8K - $81.6K
21.4K $1.35M
CGGO
Capital Group Global Growth Eq

ETFs
2.69K
+ 8.12%
$25.31 - $32.17 $68K - $86.4K
35.7K $1.14M
NECB
North East Community Bancorp, Inc.

Financial Services
9.59K
+ 10.87%
$20.74 - $24.08 $199K - $231K
97.8K $2.27M
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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