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
MUB
Ishares National Muni Bond ETF

ETFs
3.12K
+ 20.4%
$104.71 - $107.69 $327K - $336K
18.4K $1.94M
MS
Morgan Stanley

Financial Services
3.13K
+ 48.72%
$111.68 - $141.08 $350K - $442K
9.57K $1.12M
MET
Metlife Inc

Financial Services
5.08K
+ 7.65%
$77.7 - $87.0 $395K - $442K
71.5K $5.74M
OXY
Occidental Petroleum Corp

Energy
6.15K
+ 19.03%
$45.45 - $52.7 $279K - $324K
38.5K $1.9M
PULS
Pgim ETF Tr

ETFs
5.85K
+ 26.05%
$49.56 - $49.78 $290K - $291K
28.3K $1.41M
FTGC
First Trust Global Tactical CO

ETFs
8.51K
+ 17.27%
$23.95 - $25.86 $204K - $220K
57.8K $1.47M
ADP
Automatic Data Processing Inc

Industrials
748
+ 14.95%
$286.85 - $318.64 $215K - $238K
5.75K $1.76M
WM
Waste Management Inc

Industrials
298
+ 4.19%
$200.54 - $233.78 $59.8K - $69.7K
7.42K $1.72M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.61K
+ 88.07%
$119.38 - $161.42 $312K - $422K
5.58K $666K
MPC
Marathon Petroleum Corp

Energy
1.46K
+ 14.91%
$134.72 - $159.03 $197K - $232K
11.3K $1.64M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
8.41K
+ 10.84%
$42.86 - $45.92 $360K - $386K
85.9K $3.73M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
374
+ 34.6%
$402.49 - $513.76 $151K - $192K
1.46K $705K
HYG
Ishares Tr

ETFs
3.37K
+ 21.05%
$78.51 - $80.11 $265K - $270K
19.4K $1.53M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
9.53K
+ 2.68%
$91.45 - $100.11 $872K - $954K
366K $34.2M
NOC
Northrop Grumman Corp

Industrials
352
+ 18.59%
$433.45 - $513.82 $153K - $181K
2.25K $1.15M
CME
Cme Group Inc.

Financial Services
805
+ 57.38%
$225.82 - $266.54 $182K - $215K
2.21K $585K
SPMD
Spdr Portfolio

ETFs
5.76K
+ 52.45%
$50.21 - $57.73 $289K - $333K
16.8K $857K
BP
Bp PLC

Energy
1.7K
+ 3.61%
$29.93 - $35.31 $50.8K - $59.9K
48.7K $1.65M
OEF
Ishares S&P 100 ETF

ETFs
959
+ 53.55%
N/A
2.75K $731K
TSCO
Tractor Supply CO

Consumer Cyclical
4.35K
+ 79.31%
$51.66 - $57.94 $225K - $252K
9.83K $541K
SBUX
Starbucks Corp

Consumer Cyclical
1.88K
+ 19.72%
$91.75 - $115.81 $172K - $217K
11.4K $1.12M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.88K
+ 12.43%
$50.48 - $51.04 $246K - $249K
44.1K $2.24M
APA
Apa Corp

Energy
13.7K
+ 68.37%
$18.54 - $25.45 $253K - $348K
33.7K $707K
TJX
Tjx Companies Inc

Consumer Cyclical
1.8K
+ 7.0%
$112.81 - $126.16 $203K - $227K
27.5K $3.35M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.45K
+ 37.75%
$54.25 - $57.64 $241K - $256K
16.2K $894K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.5K
+ 51.65%
$20.05 - $20.4 $231K - $235K
33.8K $686K
IBB
Ishares Biotechnology ETF

ETFs
2K
+ 48.8%
$127.9 - $140.56 $255K - $281K
6.09K $778K
LEN
Lennar Corp

Consumer Cyclical
2.42K
+ 126.51%
$113.93 - $141.54 $276K - $343K
4.34K $498K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.7K
+ 50.73%
$19.43 - $19.62 $227K - $229K
34.7K $680K
EFG
Msci Eafe Growth ETF

ETFs
1.96K
+ 17.82%
$96.1 - $106.37 $189K - $209K
13K $1.3M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.8K
+ 25.11%
$91.76 - $103.26 $257K - $289K
13.9K $1.29M
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
10.5K
+ 21.57%
$13.04 - $17.59 $137K - $184K
59K $904K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.8K
+ 51.1%
$19.42 - $19.54 $228K - $230K
34.7K $676K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
11.1K
+ 47.27%
$20.64 - $20.73 $228K - $229K
34.5K $712K
HYD
Vaneck High Yield Muni ETF

ETFs
4.44K
+ 73.02%
$50.79 - $52.53 $225K - $233K
10.5K $537K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.01K
+ 77.4%
$105.1 - $109.61 $211K - $220K
4.6K $499K
WFC
Wells Fargo & Company

Financial Services
2.61K
+ 11.81%
$66.78 - $81.42 $174K - $213K
24.7K $1.77M
GM
General Motors CO

Consumer Cyclical
6.69K
+ 44.88%
$45.22 - $54.92 $303K - $367K
21.6K $1.02M
BBY
Best Buy CO Inc

Consumer Cyclical
3.56K
+ 106.62%
$70.3 - $91.1 $250K - $324K
6.9K $507K
TDIV
First Trust Nasdaq Technology

ETFs
3.29K
+ 63.46%
$73.39 - $83.95 $241K - $276K
8.47K $623K
EOG
Eog Resources Inc

Energy
1.15K
+ 9.52%
$120.54 - $138.05 $138K - $158K
13.2K $1.69M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
11.3K
+ 47.11%
$18.18 - $18.58 $205K - $210K
35.2K $652K
GXO
Gxo Logistics, Inc.

Industrials
6.16K
+ 94.8%
$36.31 - $46.18 $224K - $284K
12.7K $494K
PAYC
Paycom Software, Inc.

Technology
541
+ 8.02%
$199.42 - $225.82 $108K - $122K
7.29K $1.59M
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.39K
+ 45.92%
$46.82 - $47.8 $206K - $210K
14K $657K
IYJ
Ishares Tr

ETFs
1.68K
+ 52.53%
$127.48 - $142.0 $214K - $239K
4.88K $635K
LVHD
Franklin U.S. Low Volatility H

ETFs
4.13K
+ 39.46%
$37.44 - $41.02 $155K - $169K
14.6K $598K
SUI
Sun Communities Inc

Real Estate
1.27K
+ 21.79%
$120.53 - $136.43 $154K - $174K
7.12K $916K
IDU
Ishares Tr U S Utils ETF

ETFs
1.75K
+ 45.73%
$95.33 - $102.77 $167K - $180K
5.57K $564K
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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