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
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
10.6K
New
$37.87 - $39.86 $401K - $422K
10.6K $403K
SPG
Simon Property Group Inc

Real Estate
2.39K
New
$159.48 - $187.78 $381K - $449K
2.39K $396K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
5.7K
New
$64.47 - $70.13 $367K - $400K
5.7K $386K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
5.06K
New
$74.34 - $81.0 $376K - $410K
5.06K $384K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
9.92K
New
$37.69 - $39.76 $374K - $395K
9.92K $376K
MAT
Mattel Inc

Consumer Cyclical
19K
New
$17.73 - $21.94 $338K - $418K
19K $370K
EFX
Equifax Inc

Industrials
1.52K
New
$235.63 - $278.34 $357K - $422K
1.52K $369K
MRC
Mrc Global Inc.

Energy
32K
New
$11.11 - $15.27 $356K - $489K
32K $367K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11K
New
$32.42 - $36.13 $358K - $399K
11K $364K
VIS
Vanguard Industrial ETF

ETFs
1.46K
New
$243.63 - $273.99 $356K - $401K
1.46K $361K
HPE
Hewlett Packard Enterprise CO

Technology
23K
New
$14.77 - $24.42 $339K - $561K
23K $354K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.83K
New
$90.0 - $96.32 $344K - $369K
3.83K $353K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
22.5K
New
$12.68 - $17.71 $285K - $398K
22.5K $352K
CINF
Cincinnati Financial Corp

Financial Services
2.38K
New
$133.67 - $147.81 $318K - $352K
2.38K $351K
AA
Alcoa Corp

Basic Materials
11.5K
New
$30.5 - $39.53 $351K - $454K
11.5K $350K
INGR
Ingredion Inc

Consumer Defensive
2.57K
New
$125.6 - $137.36 $323K - $354K
2.57K $348K
IYM
Ishares Tr

ETFs
2.58K
New
$128.53 - $142.03 $332K - $367K
2.58K $348K
UNOV
Earth Science Tech, Inc.

ETFs
10.2K
New
$33.76 - $35.42 $346K - $363K
10.2K $347K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
10K
New
$34.28 - $36.12 $344K - $362K
10K $346K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
10.7K
New
$32.13 - $33.82 $344K - $362K
10.7K $346K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
10.1K
New
$34.08 - $35.99 $344K - $363K
10.1K $345K
AAL
American Airlines Group Inc.

Industrials
31.2K
New
N/A
31.2K $344K
OHI
Omega Healthcare Investors Inc

Real Estate
8.99K
New
$35.7 - $38.33 $321K - $345K
8.99K $342K
NXST
Nexstar Media Group, Inc.

Communication Services
1.9K
New
$146.34 - $182.75 $278K - $347K
1.9K $339K
NTES
Net Ease, Inc.

Communication Services
3.19K
New
$87.72 - $109.14 $280K - $348K
3.19K $328K
NLOK
Norton Life Lock Inc.

Technology
14.9K
New
N/A
14.9K $320K
CNI
Canadian National Railway CO

Industrials
3.21K
New
$95.46 - $106.79 $307K - $343K
3.21K $313K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3K
New
$97.25 - $104.79 $291K - $314K
3K $310K
XMTR
Xometry, Inc.

Industrials
12.4K
New
$23.04 - $43.2 $286K - $537K
12.4K $309K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.95K
New
$158.1 - $217.71 $309K - $425K
1.95K $308K
DK
Delek Us Holdings, Inc.

Energy
20.3K
New
$13.53 - $20.31 $274K - $411K
20.3K $305K
UBS
Ubs Group Ag

Financial Services
9.94K
New
$30.28 - $35.78 $301K - $356K
9.94K $304K
IMMR
Immersion Corp

Technology
40.1K
New
$7.44 - $8.97 $298K - $359K
40.1K $303K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
8.96K
New
$31.42 - $34.87 $282K - $313K
8.96K $301K
UTHR
United Therapeutics Corp

Healthcare
977
New
$304.42 - $380.78 $297K - $372K
977 $301K
ACT
Enact Holdings, Inc.

Financial Services
8.61K
New
$31.15 - $35.03 $268K - $301K
8.61K $299K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.91K
New
$75.99 - $81.58 $297K - $319K
3.91K $299K
OTEX
Open Text Corp

Technology
11.8K
New
$25.11 - $30.39 $297K - $360K
11.8K $298K
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.24K
New
$69.82 - $78.67 $296K - $334K
4.24K $298K
ED
Consolidated Edison Inc

Utilities
2.69K
New
$88.0 - $110.59 $237K - $298K
2.69K $297K
IVZ
Invesco Ltd.

Financial Services
19.5K
New
$14.82 - $19.34 $288K - $376K
19.5K $295K
IAUM
I Shares Gold Trust Micro

ETFs
9.15K
New
$26.29 - $31.17 $241K - $285K
9.15K $285K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.73K
New
$48.02 - $53.02 $275K - $304K
5.73K $283K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
13.6K
New
$20.7 - $21.15 $281K - $287K
13.6K $280K
STM
St Microelectronics N.V.

Technology
12.7K
New
$21.64 - $28.22 $274K - $357K
12.7K $278K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
5.88K
New
$46.12 - $52.9 $271K - $311K
5.88K $273K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
3.55K
New
$75.92 - $84.67 $270K - $301K
3.55K $272K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.38K
New
$77.7 - $78.94 $262K - $267K
3.38K $266K
ABEV
Ambev S.A.

Consumer Defensive
113K
New
$1.77 - $2.37 $201K - $269K
113K $264K
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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