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
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
5.48K
+ 80.03%
$50.98 - $67.62 $280K - $371K
12.3K $695K
JHMM
John Hancock Multifactor Mid C

ETFs
863
+ 1.77%
$61.22 - $65.26 $52.8K - $56.3K
49.6K $3.21M
BDX
Becton Dickinson & CO

Healthcare
754
+ 13.28%
$172.41 - $199.66 $130K - $151K
6.43K $1.2M
CYBR
Cyber Ark Software Ltd.

Technology
136
+ 6.54%
$374.8 - $491.1 $51K - $66.8K
2.22K $1.07M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
8.65K
+ 21.99%
$25.39 - $25.57 $219K - $221K
48K $1.23M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
4.96K
+ 65.22%
$40.28 - $42.14 $200K - $209K
12.6K $529K
BA
Boeing CO

Industrials
183
+ 0.63%
$209.79 - $237.38 $38.4K - $43.4K
29.2K $6.31M
CCJ
Cameco Corp

Energy
1.29K
+ 10.87%
$70.47 - $86.89 $90.6K - $112K
13.1K $1.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.7K
+ 4.67%
$27.61 - $29.15 $102K - $108K
82.9K $2.41M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.07K
+ 16.22%
$97.75 - $100.75 $202K - $208K
14.8K $1.49M
IWY
Ishares Tr Russell 200 Growth

ETFs
266
+ 4.99%
$243.93 - $275.62 $64.9K - $73.3K
5.6K $1.53M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.56K
+ 39.52%
$58.97 - $60.36 $210K - $215K
12.6K $754K
ENB
Enbridge Inc

Energy
2.84K
+ 19.89%
$43.79 - $50.46 $124K - $143K
17.1K $862K
NTRS
Northern Trust Corp

Financial Services
1.49K
+ 76.58%
$123.6 - $134.6 $184K - $201K
3.44K $462K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
33.8K
+ 135.36%
$4.73 - $8.22 $160K - $278K
58.8K $383K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.31K
+ 45.51%
$81.55 - $85.33 $188K - $197K
7.39K $628K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.45K
+ 42.48%
$45.07 - $47.56 $201K - $212K
14.9K $687K
FSTA
Fidelity Covington Tr Msci Con

ETFs
5.53K
+ 11.65%
$49.57 - $52.57 $274K - $290K
52.9K $2.64M
CL
Colgate Palmolive CO

Consumer Defensive
4.77K
+ 31.1%
$79.36 - $93.33 $378K - $445K
20.1K $1.61M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.15K
+ 17.6%
$42.26 - $47.16 $133K - $148K
21K $973K
URA
Global X Uranium ETF

ETFs
691
+ 3.42%
$36.45 - $50.4 $25.2K - $34.8K
20.9K $997K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.03K
+ 15.13%
$111.55 - $125.05 $115K - $129K
7.87K $984K
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.26K
+ 27.04%
$47.03 - $47.97 $200K - $204K
20K $958K
FDX
Fedex Corp

Industrials
696
+ 13.47%
$217.1 - $243.2 $151K - $169K
5.86K $1.38M
ASX
Ase Technology Holding Co., Ltd.

Technology
18K
+ 172.84%
$9.5 - $11.71 $171K - $211K
28.4K $315K
VIS
Vanguard Industrial ETF

ETFs
629
+ 53.9%
$281.0 - $296.29 $177K - $186K
1.8K $532K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
6.69K
+ 32.86%
N/A
27K $832K
IWB
Ishares Tr Russell 1000 ETF

ETFs
177
+ 3.27%
$339.37 - $366.46 $60.1K - $64.9K
5.6K $2.05M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
299
+ 0.41%
$46.61 - $49.24 $13.9K - $14.7K
73.9K $3.64M
EWY
Ishares Inc Msci South Korea E

ETFs
2.17K
+ 62.76%
$70.07 - $81.56 $152K - $177K
5.63K $451K
BIDU
Baidu, Inc.

Communication Services
648
+ 26.3%
$85.86 - $137.83 $55.6K - $89.3K
3.11K $410K
USB
Us Bancorp \De\

Financial Services
515
+ 0.92%
$43.94 - $50.41 $22.6K - $26K
56.7K $2.74M
ES
Eversource Energy

Utilities
1.12K
+ 7.39%
$62.86 - $71.14 $70.5K - $79.8K
16.3K $1.16M
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.4K
+ 25.67%
$69.62 - $73.99 $167K - $178K
11.8K $847K
IYF
Ishares Tr

ETFs
1.13K
+ 12.79%
$119.89 - $127.16 $136K - $144K
9.98K $1.26M
PFEB
Innovator U.S. Equity Power Bu

ETFs
3.99K
+ 19.96%
$37.99 - $39.69 $152K - $158K
24K $951K
BKNG
Booking Holdings Inc.

Consumer Cyclical
125
+ 10.1%
$5364.25 - $5815.92 $671K - $727K
1.36K $7.36M
IBB
Ishares Biotechnology ETF

ETFs
470
+ 6.79%
$127.63 - $144.37 $60K - $67.9K
7.39K $1.07M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.3K
+ 14.81%
$76.16 - $78.59 $175K - $181K
17.9K $1.39M
BLD
Top Build Corp

Industrials
78
+ 3.28%
$343.19 - $443.31 $26.8K - $34.6K
2.45K $959K
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.4K
+ 18.64%
$49.32 - $50.93 $168K - $173K
21.6K $1.1M
WEC
Wec Energy Group, Inc.

Utilities
755
+ 7.83%
$103.66 - $114.59 $78.3K - $86.5K
10.4K $1.19M
MTB
M&T Bank Corp

Financial Services
924
+ 70.43%
$183.74 - $204.05 $170K - $189K
2.24K $441K
AON
Aon PLC

Financial Services
518
+ 28.83%
$350.91 - $375.27 $182K - $194K
2.32K $825K
ED
Consolidated Edison Inc

Utilities
1.81K
+ 68.3%
$95.57 - $105.36 $173K - $191K
4.47K $449K
VV
Vanguard Large Cap ETF

ETFs
263
+ 5.85%
$285.05 - $309.14 $75K - $81.3K
4.76K $1.46M
RELX
Relx PLC

Communication Services
5.37K
+ 47.53%
$45.13 - $54.19 $242K - $291K
16.7K $795K
CRUS
Cirrus Logic, Inc.

Technology
421
+ 6.93%
$97.25 - $127.45 $40.9K - $53.7K
6.5K $814K
GNL
Global Net Lease, Inc.

Real Estate
17.2K
+ 25.95%
$6.85 - $8.33 $118K - $143K
83.5K $679K
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