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
PJAN
Innovator U.S. Equity Power Bu

ETFs
20.4K
New
$41.09 - $43.24 $840K - $884K
20.4K $847K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
13.4K
New
$58.38 - $64.16 $783K - $860K
13.4K $794K
OMC
Omnicom Group Inc.

Communication Services
9.51K
New
$79.43 - $88.34 $756K - $840K
9.51K $788K
BJAN
Innovator U.S. Equity Buffer E

ETFs
16.7K
New
$46.03 - $49.45 $771K - $828K
16.7K $781K
BNOV
Innovator U.S. Equity Buffer E

ETFs
20.2K
New
$37.74 - $40.44 $764K - $819K
20.2K $773K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
6.18K
New
$117.4 - $131.02 $725K - $810K
6.18K $739K
NEAR
Blackrock Short Maturity Bond

ETFs
14.3K
New
$50.4 - $50.89 $719K - $726K
14.3K $725K
KIM
Kimco Realty Corp

Real Estate
33.9K
New
$20.15 - $23.42 $682K - $793K
33.9K $719K
CPRI
Capri Holdings LTD

Consumer Cyclical
36K
New
$19.02 - $25.84 $684K - $930K
36K $710K
POCT
Innovator U.S. Equity Power Bu

ETFs
17K
New
$38.53 - $40.49 $653K - $686K
17K $658K
PFEB
Innovator U.S. Equity Power Bu

ETFs
18.2K
New
$35.54 - $37.44 $647K - $682K
18.2K $652K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9.05K
New
$66.9 - $71.57 $606K - $648K
9.05K $637K
LZ
Legalzoom.Com, Inc.

Industrials
70.1K
New
$7.52 - $10.26 $527K - $719K
70.1K $603K
ASH
Ashland Global Holdings Inc

Basic Materials
10K
New
$55.87 - $73.16 $560K - $734K
10K $594K
BAX
Baxter International Inc

Healthcare
17.2K
New
$29.26 - $36.57 $505K - $631K
17.2K $590K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3.86K
New
$132.75 - $177.12 $513K - $684K
3.86K $589K
JCI
Johnson Controls International PLC

Industrials
7.21K
New
$76.12 - $90.6 $549K - $653K
7.21K $577K
WAL
Western Alliance Bancorporation

Financial Services
7.5K
New
$72.65 - $94.0 $545K - $705K
7.5K $576K
BIDU
Baidu, Inc.

Communication Services
6.23K
New
$77.43 - $102.51 $482K - $638K
6.23K $572K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
17.1K
New
$32.96 - $44.43 $564K - $760K
17.1K $569K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
12.3K
New
$45.03 - $48.14 $552K - $590K
12.3K $565K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
16.8K
New
$31.17 - $40.0 $524K - $672K
16.8K $550K
SCHX
Schwab Strategic Tr Us Large C

ETFs
25K
New
$21.75 - $24.28 $543K - $606K
25K $550K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
11K
New
$48.29 - $51.95 $532K - $573K
11K $547K
CNXC
Concentrix Corp

Technology
9.71K
New
$42.45 - $65.04 $412K - $632K
9.71K $540K
LVS
Las Vegas Sands Corp

Consumer Cyclical
13.7K
New
$38.18 - $50.93 $523K - $697K
13.7K $528K
SRLN
Ssga Active Trust

ETFs
12.8K
New
$41.02 - $41.99 $527K - $539K
12.8K $528K
EEMV
Ishares Msci Emerging Markets

ETFs
8.72K
New
$57.07 - $59.29 $497K - $517K
8.72K $508K
AVB
Avalonbay Communities Inc

Real Estate
2.29K
New
$207.86 - $228.08 $476K - $522K
2.29K $491K
ETSY
Etsy Inc

Consumer Cyclical
10.2K
New
$44.4 - $57.29 $453K - $585K
10.2K $481K
GPN
Global Payments Inc

Industrials
4.84K
New
$92.18 - $113.03 $446K - $547K
4.84K $473K
TPL
Texas Pacific Land Corp

Energy
356
New
$1180.08 - $1431.01 $420K - $509K
356 $471K
MTCH
Match Group, Inc.

Communication Services
15K
New
$30.08 - $36.47 $451K - $547K
15K $468K
DAR
Darling Ingredients Inc.

Consumer Defensive
14.8K
New
$28.51 - $41.85 $422K - $619K
14.8K $462K
TFX
Teleflex Inc

Healthcare
3.34K
New
$130.79 - $183.66 $437K - $613K
3.34K $461K
BIIB
Biogen Inc.

Healthcare
3.35K
New
$133.43 - $153.27 $448K - $514K
3.35K $458K
LUV
Southwest Airlines CO

Industrials
13.6K
New
$28.18 - $34.84 $382K - $473K
13.6K $455K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
5.53K
New
$79.96 - $87.71 $442K - $485K
5.53K $454K
TPR
Tapestry, Inc.

Consumer Cyclical
6.13K
New
$65.63 - $89.21 $402K - $547K
6.13K $431K
TDC
Teradata Corp

Technology
19K
New
$21.95 - $32.78 $417K - $623K
19K $427K
MCO
Moodys Corp

Financial Services
918
New
$437.8 - $527.48 $402K - $484K
918 $427K
MDU
Mdu Resources Group Inc

Industrials
25.2K
New
$16.45 - $18.61 $415K - $470K
25.2K $426K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
5.52K
New
$74.87 - $79.99 $413K - $442K
5.52K $424K
FTV
Fortive Corp

Technology
5.79K
New
$71.82 - $82.98 $416K - $480K
5.79K $423K
BKH
Black Hills Corp

Utilities
6.84K
New
$55.74 - $61.86 $381K - $423K
6.84K $414K
AOS
Smith A O Corp

Industrials
6.32K
New
$65.16 - $72.69 $412K - $459K
6.32K $412K
ORI
Old Republic International Corp

Financial Services
10.4K
New
$33.46 - $39.22 $348K - $408K
10.4K $407K
JMBS
Janus Detroit Str Tr Henderson

ETFs
8.97K
New
$43.53 - $45.42 $391K - $408K
8.97K $405K
NXPI
Nxp Semiconductors N.V.

Technology
2.13K
New
$189.99 - $245.86 $405K - $524K
2.13K $405K
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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