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
KB
Kb Financial Group Inc.

Financial Services
4.62K
New
$77.68 - $90.36 $358K - $417K
4.62K $382K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.56K
New
$45.72 - $47.27 $346K - $357K
7.56K $355K
PPL
Ppl Corp

Utilities
9.48K
New
$33.54 - $37.24 $318K - $353K
9.48K $352K
POCT
Innovator U.S. Equity Power Bu

ETFs
8.13K
New
$41.27 - $43.1 $336K - $350K
8.13K $350K
PFG
Principal Financial Group Inc

Financial Services
4.22K
New
$75.53 - $82.95 $319K - $350K
4.22K $349K
SAM
Boston Beer CO Inc

Consumer Defensive
1.63K
New
$191.38 - $226.97 $313K - $371K
1.63K $345K
SYF
Synchrony Financial

Financial Services
4.66K
New
$67.53 - $76.86 $315K - $358K
4.66K $331K
QFIN
360 Digi Tech, Inc.

Financial Services
11.1K
New
$28.11 - $44.4 $311K - $491K
11.1K $318K
FIX
Comfort Systems Usa Inc

Industrials
383
New
$521.66 - $825.18 $200K - $316K
383 $316K
FIVA
Fidelity Covington Tr

ETFs
10.1K
New
$29.03 - $31.44 $292K - $317K
10.1K $315K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.45K
New
$171.01 - $228.24 $247K - $330K
1.45K $309K
BCS
Barclays PLC

Financial Services
14.4K
New
$17.88 - $21.05 $257K - $303K
14.4K $297K
AER
Aer Cap Holdings N.V.

Industrials
2.46K
New
$107.25 - $124.42 $264K - $306K
2.46K $297K
HLI
Houlihan Lokey, Inc.

Financial Services
1.44K
New
$181.55 - $209.19 $261K - $301K
1.44K $295K
CFG
Citizens Financial Group Inc

Financial Services
5.44K
New
$46.1 - $53.65 $251K - $292K
5.44K $289K
FXU
First Tr Exchange Traded Fd Ut

ETFs
6.33K
New
$41.97 - $45.5 $266K - $288K
6.33K $287K
FSLR
First Solar, Inc.

Technology
1.28K
New
$160.84 - $223.53 $205K - $285K
1.28K $281K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
11K
New
$25.5 - $35.2 $282K - $389K
11K $281K
WCC
Wesco International Inc

Industrials
1.33K
New
$189.22 - $227.19 $252K - $303K
1.33K $281K
PCAR
Paccar Inc

Industrials
2.86K
New
$92.91 - $102.86 $266K - $295K
2.86K $281K
HSUN
Hartford Fds Exchange Traded T

ETFs
8.17K
New
N/A
8.17K $278K
CC
Chemours CO

Basic Materials
17.5K
New
$11.5 - $17.53 $201K - $307K
17.5K $277K
SUB
Ishares Short Term National Mu

ETFs
2.57K
New
$106.17 - $107.3 $273K - $276K
2.57K $274K
HERO
Global X Fds Video Games & Esp

ETFs
8.05K
New
$31.09 - $34.46 $250K - $277K
8.05K $272K
AIQ
Global X Funds Global X Artifi

ETFs
5.5K
New
$43.2 - $49.66 $238K - $273K
5.5K $271K
TOST
Toast, Inc.

Technology
7.43K
New
$36.51 - $49.3 $271K - $366K
7.43K $271K
NTES
Net Ease, Inc.

Communication Services
1.76K
New
$127.31 - $159.34 $224K - $280K
1.76K $266K
SIMO
Silicon Motion Technology Corp

Technology
2.78K
New
$71.17 - $95.06 $198K - $265K
2.78K $263K
ATO
Atmos Energy Corp

Utilities
1.53K
New
$151.51 - $170.75 $232K - $261K
1.53K $260K
CASY
Caseys General Stores Inc

Consumer Cyclical
457
New
$494.52 - $565.32 $226K - $258K
457 $258K
BTU
Peabody Energy Corp

Energy
9.7K
New
$13.18 - $26.81 $128K - $260K
9.7K $257K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.33K
New
$72.04 - $77.35 $240K - $258K
3.33K $255K
CNC
Centene Corp

Healthcare
7.17K
New
$25.21 - $56.65 $181K - $406K
7.17K $255K
FPX
First Trust Us Equity Opportun

ETFs
1.54K
New
$141.57 - $166.21 $218K - $256K
1.54K $255K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.98K
New
$123.13 - $140.8 $244K - $279K
1.98K $254K
VRSK
Verisk Analytics, Inc.

Industrials
998
New
$242.3 - $312.95 $242K - $312K
998 $251K
ZBRA
Zebra Technologies Corp

Technology
844
New
$296.92 - $341.36 $251K - $288K
844 $250K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.95K
New
$101.96 - $132.43 $199K - $259K
1.95K $250K
FNF
Fidelity National Financial, Inc.

Financial Services
4.09K
New
$51.22 - $61.07 $209K - $250K
4.09K $247K
ILDR
First Tr Exchange Traded Fd Vi
7.51K
New
$28.95 - $33.25 $217K - $250K
7.51K $243K
SAN
Banco Santander, S.A.

Financial Services
23.1K
New
$8.27 - $10.48 $191K - $242K
23.1K $242K
RBLX
Roblox Corp

Communication Services
1.75K
New
$100.65 - $141.56 $176K - $248K
1.75K $242K
WRB
Berkley W R Corp

Financial Services
3.16K
New
$67.78 - $76.62 $214K - $242K
3.16K $242K
RS
Reliance Steel & Aluminum CO

Basic Materials
861
New
$277.33 - $343.66 $239K - $296K
861 $241K
OSCR
Oscar Health, Inc.

Healthcare
12.7K
New
$13.42 - $20.45 $171K - $260K
12.7K $240K
CNP
Centerpoint Energy Inc

Utilities
6.18K
New
$35.77 - $39.16 $221K - $242K
6.18K $239K
FCNCA
First Citizens Bancshares Inc

Financial Services
131
New
$1789.16 - $2158.23 $234K - $283K
131 $234K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
6.64K
New
$28.71 - $37.46 $191K - $249K
6.64K $234K
NDSN
Nordson Corp

Industrials
1.02K
New
$209.25 - $227.98 $214K - $233K
1.02K $232K
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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