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
MET
Metlife Inc

Financial Services
2.46K
+ 3.44%
$68.42 - $82.49 $168K - $203K
73.9K $5.95M
IYF
Ishares Tr

ETFs
1.17K
+ 15.16%
$99.23 - $120.99 $116K - $141K
8.85K $1.07M
XLP
Consumer Staples Sector Spdr

ETFs
2.66K
+ 7.21%
N/A
39.5K $3M
GILD
Gilead Sciences, Inc.

Healthcare
2.3K
+ 5.03%
$96.91 - $113.0 $223K - $260K
48.1K $5.33M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
237
+ 7.49%
$164.46 - $237.28 $39K - $56.2K
3.4K $806K
YOU
Clear Secure, Inc.

Technology
4.53K
+ 11.38%
$23.96 - $27.76 $108K - $126K
44.3K $1.23M
PODD
Insulet Corp

Healthcare
393
+ 31.54%
$238.57 - $327.47 $93.8K - $129K
1.64K $514K
VNQ
Vanguard Specialized Funds Van

ETFs
3K
+ 5.48%
$79.79 - $91.42 $239K - $274K
57.7K $5.14M
XAR
Spdr S&P Aerospace & Defense E

ETFs
465
+ 26.54%
$144.94 - $210.94 $67.4K - $98.1K
2.22K $467K
XLB
Select Sector Spdr Fd Material

ETFs
1.94K
+ 33.74%
$74.27 - $88.92 $144K - $173K
7.71K $676K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.27K
+ 10.48%
$65.84 - $80.81 $83.5K - $102K
13.4K $1.07M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
17.6K
+ 24.88%
$11.35 - $12.45 $200K - $220K
88.5K $1.06M
TFX
Teleflex Inc

Healthcare
2.06K
+ 61.81%
$117.53 - $141.38 $243K - $292K
5.4K $639K
TTEK
Tetra Tech Inc

Industrials
933
+ 4.38%
$28.01 - $36.25 $26.1K - $33.8K
22.2K $800K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.8K
+ 60.16%
$97.29 - $105.63 $175K - $190K
4.8K $487K
TGT
Target Corp

Consumer Defensive
3.23K
+ 12.93%
$88.76 - $105.77 $287K - $341K
28.2K $2.78M
SLAB
Silicon Laboratories Inc.

Technology
715
+ 36.15%
$86.17 - $148.63 $61.6K - $106K
2.69K $396K
BR
Broadridge Financial Solutions, Inc.

Technology
711
+ 70.54%
$217.22 - $246.25 $154K - $175K
1.72K $417K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
1.59K
+ 3.96%
$60.29 - $71.77 $95.7K - $114K
41.7K $2.92M
XLV
Select Sector Spdr Fund Health

ETFs
6.49K
+ 10.31%
$128.77 - $144.3 $836K - $937K
69.5K $9.36M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
14.2K
+ 84.94%
$10.59 - $11.48 $150K - $163K
30.9K $355K
EFG
Msci Eafe Growth ETF

ETFs
114
+ 0.88%
$89.8 - $112.0 $10.2K - $12.8K
13.1K $1.47M
IDU
Ishares Tr U S Utils ETF

ETFs
1.43K
+ 25.67%
$93.98 - $106.11 $134K - $152K
7K $731K
PFF
Ishares Trust Ishares Pfd And

ETFs
5.47K
+ 7.42%
$29.0 - $30.68 $159K - $168K
79.3K $2.43M
HSY
Hershey CO

Consumer Defensive
1.16K
+ 21.83%
$151.29 - $173.13 $175K - $200K
6.46K $1.07M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.42K
+ 65.75%
$34.72 - $42.74 $119K - $146K
8.61K $368K
PJAN
Innovator U.S. Equity Power Bu

ETFs
2.52K
+ 12.32%
$38.7 - $44.05 $97.4K - $111K
23K $1.01M
NOC
Northrop Grumman Corp

Industrials
383
+ 17.06%
$456.3 - $540.39 $175K - $207K
2.63K $1.31M
SHV
Ishares Tr

ETFs
1.48K
+ 13.37%
$110.06 - $110.46 $163K - $164K
12.6K $1.39M
IGM
Ishares Expanded Tech Sector E

ETFs
95
+ 1.36%
$79.8 - $112.34 $7.58K - $10.7K
7.08K $794K
KMB
Kimberly Clark Corp

Consumer Defensive
2.25K
+ 23.0%
$126.84 - $145.22 $286K - $327K
12K $1.55M
ILMN
Illumina, Inc.

Healthcare
157
+ 1.75%
$70.3 - $95.41 $11K - $15K
9.13K $871K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
970
+ 2.57%
$39.23 - $45.02 $38.1K - $43.7K
38.7K $1.74M
IR
Ingersoll Rand Inc.

Industrials
1.81K
+ 70.09%
$66.75 - $84.94 $121K - $154K
4.4K $365K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.17K
+ 29.3%
$48.5 - $49.35 $154K - $156K
14K $689K
BHM
Bluerock Homes Trust, Inc.
4.73K
+ 5.55%
$9.55 - $12.81 $45.1K - $60.6K
89.9K $1.13M
NUE
Nucor Corp

Basic Materials
938
+ 25.07%
$103.22 - $131.43 $96.8K - $123K
4.68K $606K
CARR
Carrier Global Corp

Industrials
884
+ 9.63%
$55.55 - $75.83 $49.1K - $67K
10.1K $736K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.45K
+ 3.19%
$23.55 - $27.67 $57.6K - $67.7K
79.2K $2.19M
AVUV
American Centy ETF Tr Avantis

ETFs
1.22K
+ 12.29%
$75.17 - $91.21 $91.9K - $111K
11.2K $1.02M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.56K
+ 21.76%
$19.49 - $19.66 $147K - $149K
42.3K $830K
DT
Dynatrace, Inc.

Technology
1.85K
+ 32.12%
$41.21 - $55.9 $76.3K - $104K
7.62K $420K
SRE
Sempra Energy

Utilities
1.56K
+ 23.28%
$63.78 - $78.91 $99.8K - $123K
8.28K $627K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.52K
+ 21.63%
$19.44 - $19.56 $146K - $147K
42.3K $824K
TDIV
First Trust Nasdaq Technology

ETFs
75
+ 0.89%
$64.41 - $90.17 $4.83K - $6.76K
8.54K $770K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
2.84K
+ 23.55%
$49.79 - $50.59 $141K - $144K
14.9K $753K
ITB
Ishares Tr

ETFs
1.6K
+ 74.46%
$85.52 - $96.61 $137K - $154K
3.74K $348K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
61
+ 0.67%
$101.93 - $128.63 $6.22K - $7.85K
9.22K $1.19M
ROKU
Roku, Inc

Communication Services
1.06K
+ 36.66%
$55.1 - $87.89 $58.6K - $93.4K
3.96K $348K
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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