Arkadios Wealth Advisors New Holdings in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
1.45M
New
$14.37 - $15.93 $20.8M - $23.1M
1.45M $21.1M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
142K
New
$55.58 - $62.24 $7.89M - $8.83M
142K $8.01M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
262K
New
$24.11 - $28.41 $6.31M - $7.44M
262K $7.44M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
472K
New
$13.05 - $13.97 $6.16M - $6.59M
472K $6.43M
DFAI
Dimensional ETF Tr

ETFs
198K
New
$28.88 - $32.4 $5.73M - $6.43M
198K $6.2M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
131K
New
$39.44 - $47.66 $5.15M - $6.23M
131K $5.96M
SYLD
Cambria Shareholder Yld ETF

ETFs
88.1K
New
$62.77 - $71.4 $5.53M - $6.29M
88.1K $5.62M
XT
Ishares Tr Exponential Technol

ETFs
80.8K
New
$57.56 - $64.0 $4.65M - $5.17M
80.8K $4.65M
FMAG
Fidelity Covington Tr

ETFs
135K
New
$28.87 - $33.0 $3.91M - $4.47M
135K $3.94M
CPER
United States Copper Index Fun

ETFs
110K
New
$25.32 - $32.75 $2.78M - $3.6M
110K $3.47M
HSBC
Hsbc Holdings PLC

Financial Services
44.9K
New
$48.68 - $61.58 $2.19M - $2.77M
44.9K $2.58M
JPIE
J P Morgan Exchange Traded Fd
47.8K
New
$45.46 - $46.18 $2.17M - $2.21M
47.8K $2.2M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
30.5K
New
$60.44 - $69.57 $1.84M - $2.12M
30.5K $2.03M
BSX
Boston Scientific Corp

Healthcare
19.1K
New
$89.38 - $106.18 $1.71M - $2.03M
19.1K $1.93M
DFAT
Dimensional ETF Tr U S Target

ETFs
36.2K
New
$50.44 - $58.1 $1.83M - $2.11M
36.2K $1.87M
IXJ
Ishares Global Healthcare ETF

ETFs
19.7K
New
$86.01 - $94.19 $1.69M - $1.85M
19.7K $1.79M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
120K
New
$10.88 - $14.75 $1.3M - $1.77M
120K $1.73M
HPQ
Hp Inc

Technology
61K
New
$27.69 - $34.72 $1.69M - $2.12M
61K $1.69M
BTI
British American Tobacco P.L.C.

Consumer Defensive
38.5K
New
$35.35 - $42.74 $1.36M - $1.64M
38.5K $1.59M
FIS
Fidelity National Information Services, Inc.

Technology
21.2K
New
$68.12 - $83.42 $1.45M - $1.77M
21.2K $1.59M
VNLA
Janus Henderson Short Duration

ETFs
28.5K
New
$48.89 - $49.21 $1.39M - $1.4M
28.5K $1.4M
PTC
Ptc Inc.

Technology
8.81K
New
$153.3 - $193.48 $1.35M - $1.71M
8.81K $1.37M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
19.7K
New
$59.15 - $62.71 $1.17M - $1.24M
19.7K $1.22M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
15.5K
New
$69.81 - $78.9 $1.08M - $1.22M
15.5K $1.2M
DFAE
Dimensional ETF Tr

ETFs
46.2K
New
$24.64 - $26.86 $1.14M - $1.24M
46.2K $1.2M
FENY
Fidelity Covington Tr Msci Ene

ETFs
46.8K
New
$23.24 - $26.16 $1.09M - $1.23M
46.8K $1.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15.2K
New
$73.78 - $76.59 $1.12M - $1.17M
15.2K $1.17M
ECL
Ecolab Inc.

Basic Materials
4.54K
New
$229.72 - $269.82 $1.04M - $1.22M
4.54K $1.15M
SKX
Skechers Usa Inc

Consumer Cyclical
20.2K
New
$54.98 - $78.24 $1.11M - $1.58M
20.2K $1.14M
EIX
Edison International

Utilities
19.4K
New
$50.06 - $80.01 $972K - $1.55M
19.4K $1.14M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
68.5K
New
$16.23 - $22.23 $1.11M - $1.52M
68.5K $1.14M
JNK
Spdr Bloomberg High Yield Bond

ETFs
12K
New
$94.86 - $97.12 $1.14M - $1.16M
12K $1.14M
STX
Seagate Technology Holdings PLC

Technology
13.4K
New
$84.92 - $108.42 $1.14M - $1.45M
13.4K $1.14M
VIRC
Virco Mfg Corporation

Consumer Cyclical
118K
New
$9.3 - $11.69 $1.09M - $1.37M
118K $1.11M
NTR
Nutrien Ltd.

Basic Materials
22K
New
$45.28 - $53.84 $997K - $1.19M
22K $1.09M
WEC
Wec Energy Group, Inc.

Utilities
8.89K
New
$92.12 - $108.98 $819K - $969K
8.89K $968K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
7.8K
New
$120.24 - $134.3 $938K - $1.05M
7.8K $951K
EHC
Encompass Health Corp

Healthcare
9.24K
New
$91.05 - $102.2 $842K - $945K
9.24K $936K
TROW
Price T Rowe Group Inc

Financial Services
10.2K
New
$91.57 - $116.93 $930K - $1.19M
10.2K $932K
ES
Eversource Energy

Utilities
14.8K
New
$55.63 - $63.8 $825K - $946K
14.8K $921K
HSY
Hershey CO

Consumer Defensive
5.3K
New
$144.74 - $186.36 $767K - $988K
5.3K $906K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.1K
New
$49.25 - $50.66 $894K - $919K
18.1K $900K
FMB
First Tr Exchange Traded Fd Ii

ETFs
17.4K
New
$50.17 - $51.45 $873K - $895K
17.4K $877K
PEAK
Healthpeak Properties, Inc.

Real Estate
46.1K
New
N/A
46.1K $874K
BRO
Brown & Brown, Inc.

Financial Services
6.96K
New
$100.54 - $124.4 $700K - $866K
6.96K $866K
BOCT
Innovator U.S. Equity Buffer E

ETFs
20.5K
New
$41.53 - $44.57 $852K - $915K
20.5K $862K
FMC
Fmc Corp

Basic Materials
20.4K
New
$34.54 - $56.38 $704K - $1.15M
20.4K $860K
KWEB
Kraneshares Tr Csi China Inter

ETFs
24.5K
New
$27.29 - $38.29 $669K - $938K
24.5K $855K
PSLV
Sprott Physical Silver Trust

Financial Services
73.7K
New
$9.86 - $11.68 $726K - $860K
73.7K $854K
Activity Summary
Buys All Purchases 881 New Holdings 245 Increased Positions 636 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 15 Puts 5
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