Arkadios Wealth Advisors New Holdings in Q2 2025

Arkadios Wealth Advisors

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
137K
New
$35.12 - $48.24 $4.82M - $6.62M
137K $6.62M
NEM
Newmont Corp

Basic Materials
98.1K
New
$44.18 - $59.46 $4.34M - $5.84M
98.1K $5.72M
STT
State Street Corp

Financial Services
41.2K
New
$75.33 - $106.34 $3.11M - $4.39M
41.2K $4.39M
VT
Vanguard Total World Stk Index

ETFs
32K
New
$103.16 - $128.52 $3.3M - $4.11M
32K $4.11M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
397K
New
$10.3 - $12.99 $4.09M - $5.15M
397K $4.09M
PPLT
Abrdn Platinum ETF Trust

ETFs
42.8K
New
N/A
42.8K $3.84M
ZWS
Zurn Water Solutions Corp

Industrials
99.7K
New
$28.5 - $37.54 $2.84M - $3.74M
99.7K $3.65M
FYLD
Cambria Foreign Shareholder Yi

ETFs
96.5K
New
$23.46 - $29.42 $2.26M - $2.84M
96.5K $2.82M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
11.8K
New
$160.22 - $209.35 $1.9M - $2.48M
11.8K $2.48M
EQAL
Invesco ETF

ETFs
47.4K
New
$41.38 - $49.24 $1.96M - $2.33M
47.4K $2.33M
UVV
Universal Corp

Consumer Defensive
34.2K
New
$50.84 - $65.39 $1.74M - $2.24M
34.2K $1.99M
PSN
Parsons Corp

Industrials
27.1K
New
$58.88 - $71.77 $1.59M - $1.94M
27.1K $1.94M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
22.7K
New
$58.52 - $71.7 $1.33M - $1.62M
22.7K $1.56M
PAGP
Plains Gp Holdings LP

Energy
75.3K
New
$17.24 - $21.61 $1.3M - $1.63M
75.3K $1.46M
LNC
Lincoln National Corp

Financial Services
39.2K
New
$28.95 - $37.27 $1.14M - $1.46M
39.2K $1.36M
DOCU
Docusign, Inc.

Technology
16.9K
New
$70.35 - $93.84 $1.19M - $1.59M
16.9K $1.32M
SNAP
Snap Inc

Communication Services
145K
New
$7.23 - $9.21 $1.04M - $1.33M
145K $1.26M
AVAV
Aero Vironment Inc

Industrials
4.05K
New
$111.65 - $284.95 $452K - $1.15M
4.05K $1.15M
NOV
Nov Inc.

Energy
86.6K
New
$11.11 - $15.41 $962K - $1.33M
86.6K $1.08M
GLW
Corning Inc

Technology
19.6K
New
$39.07 - $52.59 $768K - $1.03M
19.6K $1.03M
BAPR
Innovator U.S. Equity Buffer E

ETFs
21.6K
New
$38.86 - $45.19 $839K - $976K
21.6K $975K
DY
Dycom Industries Inc

Industrials
3.98K
New
$138.96 - $245.71 $552K - $977K
3.98K $971K
SON
Sonoco Products CO

Consumer Cyclical
22.2K
New
$40.6 - $47.93 $900K - $1.06M
22.2K $966K
CHTR
Charter Communications, Inc.

Communication Services
2.3K
New
$321.68 - $427.25 $739K - $981K
2.3K $938K
CCJ
Cameco Corp

Energy
11.8K
New
$36.68 - $74.46 $434K - $881K
11.8K $877K
ZG
Zillow Group, Inc.

Communication Services
12.8K
New
$59.44 - $70.64 $761K - $904K
12.8K $876K
NDAQ
Nasdaq, Inc.

Financial Services
9.3K
New
$66.4 - $89.42 $617K - $832K
9.3K $831K
MTZ
Mastec Inc

Industrials
4.66K
New
$106.07 - $171.99 $494K - $802K
4.66K $794K
ACWI
Ishares Msci Acwi ETF

ETFs
6.03K
New
$103.59 - $128.6 $624K - $775K
6.03K $774K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
8.98K
New
$70.93 - $86.0 $637K - $773K
8.98K $769K
ICSH
Blackrock Ultra Short Term Bon

ETFs
13.9K
New
$50.48 - $50.71 $703K - $706K
13.9K $706K
IOO
Ishares Tr Global 100 ETF

ETFs
6.52K
New
$84.95 - $107.81 $554K - $703K
6.52K $702K
PJT
Pjt Partners Inc.

Financial Services
4.2K
New
$125.44 - $166.41 $527K - $699K
4.2K $693K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
7.78K
New
$80.28 - $91.78 $625K - $714K
7.78K $684K
PHO
Invesco Exchange Traded Fd Tr

ETFs
9.35K
New
$58.13 - $69.92 $544K - $654K
9.35K $653K
CNA
Cna Financial Corp

Financial Services
13.5K
New
$45.03 - $50.88 $609K - $688K
13.5K $629K
RELX
Relx PLC

Communication Services
11.3K
New
$45.31 - $55.66 $511K - $628K
11.3K $613K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
19.2K
New
$25.48 - $31.98 $488K - $612K
19.2K $612K
FLEX
Flex Ltd.

Technology
12.1K
New
$26.68 - $50.09 $324K - $608K
12.1K $606K
SYM
Symbotic Inc.

Financial Services
14.8K
New
$17.5 - $38.85 $259K - $574K
14.8K $574K
HUN
Huntsman Corp

Basic Materials
54.9K
New
$10.28 - $15.52 $564K - $852K
54.9K $571K
EL
Estee Lauder Companies Inc

Consumer Defensive
7.05K
New
$50.06 - $80.8 $353K - $570K
7.05K $569K
IAK
Ishares Tr

ETFs
4.18K
New
$122.44 - $138.47 $512K - $579K
4.18K $561K
EXPD
Expeditors International Of Washington Inc

Industrials
4.75K
New
$102.84 - $122.24 $488K - $580K
4.75K $542K
IXN
Ishares Global Information Tec

ETFs
5.55K
New
$65.81 - $92.34 $365K - $512K
5.55K $512K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
21.1K
New
$22.87 - $24.35 $481K - $513K
21.1K $512K
OKTA
Okta, Inc.

Technology
5.01K
New
$91.24 - $127.3 $457K - $638K
5.01K $501K
MDB
Mongo Db, Inc.

Technology
2.38K
New
$145.85 - $225.38 $347K - $536K
2.38K $499K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
14.4K
New
$26.99 - $33.86 $389K - $488K
14.4K $482K
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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