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
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.25K
+ 67.89%
$60.9 - $70.75 $381K - $442K
15.5K $966K
HUN
Huntsman Corp

Basic Materials
46.2K
+ 84.11%
$8.87 - $12.07 $410K - $557K
101K $907K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.16K
+ 9.42%
$412.46 - $514.1 $478K - $595K
13.4K $6.6M
EHC
Encompass Health Corp

Healthcare
2.32K
+ 26.4%
$107.13 - $127.02 $248K - $294K
11.1K $1.41M
MCK
Mckesson Corp

Healthcare
118
+ 1.96%
$659.01 - $772.54 $77.8K - $91.2K
6.14K $4.75M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.49K
+ 3.23%
$87.29 - $93.61 $130K - $139K
47.5K $4.44M
PTC
Ptc Inc.

Technology
344
+ 4.24%
$173.07 - $216.53 $59.5K - $74.5K
8.47K $1.72M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
12.4K
+ 10.7%
$19.02 - $28.4 $236K - $352K
128K $3.21M
XLV
Select Sector Spdr Fund Health

ETFs
91
+ 0.13%
$129.01 - $139.72 $11.7K - $12.7K
69.6K $9.68M
IDXX
Idexx Laboratories Inc

Healthcare
370
+ 49.01%
$514.61 - $682.78 $190K - $253K
1.13K $718K
WST
West Pharmaceutical Services Inc

Healthcare
969
+ 76.6%
$210.08 - $279.1 $204K - $270K
2.23K $586K
DFAE
Dimensional ETF Tr

ETFs
5.57K
+ 11.13%
$28.84 - $31.84 $161K - $177K
55.6K $1.75M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.16K
+ 10.01%
$84.28 - $89.46 $182K - $194K
23.8K $2.12M
NSC
Norfolk Southern Corp

Industrials
369
+ 8.52%
$259.49 - $300.41 $95.8K - $111K
4.7K $1.41M
MMM
3 M CO

Industrials
1.39K
+ 4.76%
$144.41 - $160.2 $201K - $223K
30.6K $4.75M
ORI
Old Republic International Corp

Financial Services
3.83K
+ 11.51%
$35.74 - $42.47 $137K - $163K
37.1K $1.58M
EBAY
Ebay Inc

Consumer Cyclical
2.7K
+ 87.24%
$75.33 - $100.77 $203K - $272K
5.8K $527K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.45K
+ 8.47%
$66.38 - $71.68 $163K - $176K
31.4K $2.24M
VBK
Vanguard Small Cap Growth ETF

ETFs
917
+ 104.2%
$276.51 - $305.12 $254K - $280K
1.8K $534K
HDV
Ishares Core High Dividend ETF

ETFs
1.11K
+ 3.75%
$118.16 - $123.66 $131K - $137K
30.6K $3.75M
LNG
Cheniere Energy, Inc.

Energy
1.37K
+ 33.0%
$222.68 - $244.28 $304K - $334K
5.51K $1.29M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.67K
+ 46.58%
$71.86 - $87.45 $192K - $234K
8.41K $700K
CG
Carlyle Group Inc.

Financial Services
1.32K
+ 7.49%
$52.82 - $69.35 $69.8K - $91.6K
19K $1.19M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.35K
+ 31.69%
$164.63 - $174.58 $223K - $236K
5.62K $980K
EME
Emcor Group, Inc.

Industrials
210
+ 17.14%
$530.88 - $655.83 $111K - $138K
1.44K $932K
EFX
Equifax Inc

Industrials
1.09K
+ 61.38%
$234.03 - $265.73 $256K - $290K
2.87K $736K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.18K
+ 17.3%
$92.26 - $97.51 $201K - $212K
14.8K $1.42M
XMTR
Xometry, Inc.

Industrials
418
+ 3.54%
$30.97 - $55.91 $12.9K - $23.4K
12.2K $665K
YOU
Clear Secure, Inc.

Technology
511
+ 1.15%
$27.98 - $38.03 $14.3K - $19.4K
44.8K $1.5M
FCX
Freeport Mcmoran Inc

Basic Materials
11K
+ 27.49%
$35.34 - $47.21 $388K - $519K
51K $2M
BR
Broadridge Financial Solutions, Inc.

Technology
1.14K
+ 66.14%
$233.75 - $266.89 $266K - $303K
2.86K $680K
PPA
Invesco Exchange Traded Fd Tr

ETFs
754
+ 7.31%
$139.82 - $155.45 $105K - $117K
11.1K $1.72M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
549
+ 24.2%
$284.45 - $324.95 $156K - $178K
2.82K $901K
IBP
Installed Building Products, Inc.

Consumer Cyclical
158
+ 4.96%
$184.09 - $279.47 $29.1K - $44.2K
3.35K $825K
VOT
Vanguard Mid Cap Growth Index

ETFs
668
+ 11.6%
$282.75 - $294.19 $189K - $197K
6.43K $1.89M
MDB
Mongo Db, Inc.

Technology
24
+ 1.01%
$201.0 - $334.87 $4.82K - $8.04K
2.4K $745K
DD
Du Pont De Nemours, Inc.

Basic Materials
180
+ 0.73%
$69.9 - $78.26 $12.6K - $14.1K
24.8K $1.94M
HAL
Halliburton CO

Energy
1.52K
+ 3.13%
$20.5 - $25.11 $31.2K - $38.2K
50.2K $1.23M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
4.46K
+ 103.65%
$49.98 - $52.24 $223K - $233K
8.76K $457K
NRG
Nrg Energy, Inc.

Utilities
1.42K
+ 16.67%
$144.77 - $173.91 $205K - $246K
9.92K $1.61M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.37K
+ 29.8%
$40.94 - $42.85 $220K - $230K
23.4K $985K
RIO
Rio Tinto PLC

Basic Materials
768
+ 3.16%
$57.66 - $66.01 $44.3K - $50.7K
25.1K $1.66M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.34K
+ 21.75%
$48.5 - $50.19 $210K - $218K
24.3K $1.22M
BHM
Bluerock Homes Trust, Inc.
23.8K
+ 26.44%
$11.0 - $14.81 $261K - $352K
114K $1.36M
SAP
Sap Se

Technology
1.73K
+ 28.17%
$252.42 - $311.93 $437K - $541K
7.89K $2.11M
EXC
Exelon Corp

Utilities
4.84K
+ 46.53%
$42.73 - $45.54 $207K - $220K
15.2K $685K
LPLA
Lpl Financial Holdings Inc.

Financial Services
904
+ 56.46%
$332.69 - $399.0 $301K - $361K
2.51K $833K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.19K
+ 25.95%
$50.73 - $52.47 $213K - $220K
20.4K $1.06M
AJG
Arthur J. Gallagher & Co.

Financial Services
987
+ 13.69%
$284.17 - $319.49 $280K - $315K
8.2K $2.54M
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
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