Arkadios Wealth Advisors New Holdings in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
62.8K
New
$121.46 - $130.92 $7.63M - $8.22M
62.8K $8.18M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
125K
New
$50.48 - $57.12 $6.32M - $7.15M
125K $7M
DOG
Proshares Short Dow30 ETF New

ETFs
169K
New
$24.34 - $25.93 $4.12M - $4.39M
169K $4.12M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
29.3K
New
$107.27 - $113.94 $3.14M - $3.34M
29.3K $3.33M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
42.9K
New
$50.9 - $52.37 $2.18M - $2.25M
42.9K $2.24M
CGDV
Capital Group Divid Value ETF

ETFs
52.4K
New
$39.59 - $42.21 $2.08M - $2.21M
52.4K $2.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
19K
New
$86.07 - $90.74 $1.63M - $1.72M
19K $1.7M
DASH
Door Dash, Inc.

Communication Services
5.29K
New
$234.5 - $272.5 $1.24M - $1.44M
5.29K $1.44M
BJUL
Innovator U.S. Equity Buffer E

ETFs
21.6K
New
$47.14 - $49.66 $1.02M - $1.07M
21.6K $1.07M
BSEP
Innovator U.S. Equity Buffer E

ETFs
22.1K
New
$45.13 - $48.29 $996K - $1.07M
22.1K $1.07M
PJUL
Innovator U.S. Equity Power Bu

ETFs
21.9K
New
$43.83 - $45.64 $959K - $998K
21.9K $998K
PJUN
Innovator U.S. Equity Power Bu

ETFs
23.6K
New
$39.79 - $41.15 $941K - $973K
23.6K $972K
BJUN
Innovator U.S. Equity Buffer E

ETFs
23.6K
New
N/A
23.6K $923K
CLX
Clorox CO

Consumer Defensive
7.37K
New
$117.67 - $131.43 $867K - $969K
7.37K $908K
PAUG
Innovator U.S. Equity Power Bu

ETFs
21.3K
New
$40.45 - $42.49 $863K - $907K
21.3K $906K
VAW
Vanguard Materials ETF

ETFs
4.2K
New
$193.21 - $210.15 $812K - $883K
4.2K $861K
POR
Portland General Electric CO

Utilities
18.7K
New
$39.73 - $44.0 $744K - $824K
18.7K $823K
HPE
Hewlett Packard Enterprise CO

Technology
31.4K
New
$19.81 - $25.24 $623K - $793K
31.4K $771K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
19.1K
New
$37.5 - $40.3 $716K - $769K
19.1K $760K
IDEV
Ishares Core Msci Intl Develop

ETFs
9.3K
New
$74.68 - $80.26 $694K - $746K
9.3K $745K
AEM
Agnico Eagle Mines LTD

Basic Materials
4.32K
New
$116.14 - $168.56 $501K - $728K
4.32K $727K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
24.5K
New
$28.15 - $30.13 $691K - $739K
24.5K $727K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.97K
New
$133.48 - $144.38 $664K - $718K
4.97K $708K
PNR
Pentair PLC

Industrials
6.07K
New
$100.62 - $112.59 $610K - $683K
6.07K $671K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
13.8K
New
$44.14 - $47.9 $611K - $663K
13.8K $657K
LYV
Live Nation Entertainment, Inc.

Communication Services
3.84K
New
$143.56 - $174.06 $551K - $668K
3.84K $627K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
4.44K
New
$117.34 - $141.85 $521K - $630K
4.44K $621K
TRU
Trans Union

Industrials
7.22K
New
$83.78 - $99.22 $605K - $716K
7.22K $604K
BBUS
J P Morgan Exchg Traded Fd

ETFs
4.9K
New
$111.77 - $121.28 $548K - $594K
4.9K $591K
MPWR
Monolithic Power Systems Inc

Technology
624
New
$711.24 - $922.81 $444K - $576K
624 $574K
ROAD
Construction Partners, Inc.

Industrials
4.46K
New
$93.43 - $136.74 $417K - $610K
4.46K $566K
LAD
Lithia Motors Inc

Consumer Cyclical
1.76K
New
$284.47 - $356.6 $502K - $629K
1.76K $557K
BE
Bloom Energy Corp

Industrials
6.31K
New
$22.13 - $86.27 $140K - $544K
6.31K $533K
VNQI
Vanguard Global Ex U.S. Real

ETFs
11K
New
$45.22 - $48.34 $497K - $531K
11K $524K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
10.9K
New
$44.57 - $46.53 $488K - $509K
10.9K $509K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
12.3K
New
$36.71 - $38.11 $450K - $467K
12.3K $467K
CDNS
Cadence Design Systems Inc

Technology
1.28K
New
$309.46 - $373.37 $397K - $479K
1.28K $450K
TECK
Teck Resources LTD

Basic Materials
9.85K
New
$31.27 - $44.1 $308K - $434K
9.85K $432K
SONY
Sony Group Corp

Technology
14.7K
New
$23.92 - $30.07 $351K - $441K
14.7K $422K
CNQ
Canadian Natural Resources LTD

Energy
13.2K
New
$29.31 - $32.93 $385K - $433K
13.2K $420K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
10.6K
New
$37.4 - $39.31 $396K - $417K
10.6K $416K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
11.3K
New
$35.56 - $36.69 $401K - $414K
11.3K $414K
EXEL
Exelixis, Inc.

Healthcare
10K
New
$36.22 - $46.25 $363K - $464K
10K $413K
SPOT
Spotify Technology S.A.

Communication Services
591
New
$620.01 - $738.53 $366K - $436K
591 $412K
FAST
Fastenal CO

Industrials
8.39K
New
$42.47 - $50.39 $356K - $423K
8.39K $411K
NVT
N Vent Electric PLC

Industrials
4K
New
$72.16 - $100.25 $288K - $401K
4K $394K
ARES
Ares Management Corp

Financial Services
2.46K
New
$159.89 - $192.76 $394K - $475K
2.46K $393K
AME
Ametek Inc

Industrials
2.05K
New
$176.44 - $192.03 $362K - $394K
2.05K $385K
CBRE
Cbre Group, Inc.

Real Estate
2.44K
New
$137.04 - $165.9 $334K - $404K
2.44K $383K
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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