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
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.49K
New
$93.1 - $110.49 $232K - $276K
2.49K $232K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.22K
New
$25.29 - $28.33 $208K - $233K
8.22K $229K
AFL
Aflac Inc

Financial Services
2.06K
New
$98.09 - $111.7 $202K - $230K
2.06K $229K
BSY
Bentley Systems Inc

Technology
4.47K
New
$51.48 - $58.72 $230K - $262K
4.47K $229K
SSO
Proshares Ultra S&P 500

ETFs
2.04K
New
$97.48 - $112.71 $199K - $230K
2.04K $228K
ARW
Arrow Electronics Inc

Technology
1.88K
New
$114.66 - $133.24 $216K - $251K
1.88K $227K
ENPH
Enphase Energy, Inc.

Technology
6.39K
New
$30.11 - $42.97 $192K - $275K
6.39K $226K
EUFN
Ishares Msci Europe Financials

ETFs
6.56K
New
$31.4 - $34.74 $206K - $228K
6.56K $225K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.29K
New
$164.12 - $188.32 $211K - $242K
1.29K $223K
ARKQ
Ark Autonomous Technology & Ro

ETFs
1.99K
New
$86.2 - $111.56 $171K - $222K
1.99K $221K
BMO
Bank Of Montreal

Financial Services
1.7K
New
$110.44 - $130.66 $187K - $222K
1.7K $221K
PRIM
Primoris Services Corp

Industrials
1.6K
New
$79.61 - $137.33 $128K - $220K
1.6K $220K
CBOE
Cboe Global Markets, Inc.

Financial Services
892
New
$231.35 - $253.24 $206K - $226K
892 $218K
IFRA
Ishares Tr

ETFs
4.11K
New
$49.77 - $52.82 $205K - $217K
4.11K $217K
ZETA
Zeta Global Holdings Corp.

Technology
11K
New
$14.0 - $22.08 $153K - $242K
11K $217K
PVH
Pvh Corp.

Consumer Cyclical
2.6K
New
$70.6 - $89.52 $184K - $233K
2.6K $217K
TRP
Tc Energy Corp

Energy
3.99K
New
$46.58 - $54.41 $186K - $217K
3.99K $216K
STRL
Sterling Construction CO Inc

Industrials
634
New
$222.54 - $371.84 $141K - $236K
634 $215K
BLOK
Amplify ETF Tr Trnsformational

ETFs
3.22K
New
$56.05 - $67.13 $181K - $216K
3.22K $215K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
11.1K
New
$14.73 - $19.31 $163K - $214K
11.1K $213K
EWBC
East West Bancorp Inc

Financial Services
2K
New
$97.41 - $109.7 $195K - $220K
2K $213K
COOP
Mr. Cooper Group Inc.

Financial Services
1.02K
New
$143.29 - $220.9 $145K - $224K
1.02K $213K
GRMN
Garmin LTD

Technology
861
New
$211.13 - $246.22 $182K - $212K
861 $211K
HDB
Hdfc Bank LTD

Financial Services
6.17K
New
$34.14 - $78.94 $211K - $487K
6.17K $210K
MGA
Magna International Inc

Consumer Cyclical
4.44K
New
$40.03 - $47.38 $178K - $211K
4.44K $210K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.18K
New
$31.31 - $34.54 $193K - $213K
6.18K $208K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
5.22K
New
$38.58 - $40.06 $201K - $209K
5.22K $207K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
11.1K
New
$18.41 - $20.12 $205K - $224K
11.1K $204K
INFY
Infosys LTD

Technology
12.5K
New
$15.98 - $18.96 $200K - $237K
12.5K $203K
FFIV
F5, Inc.

Technology
628
New
$290.76 - $334.59 $183K - $210K
628 $202K
MCHI
Ishares Msci China ETF

ETFs
3.07K
New
$54.58 - $65.85 $168K - $202K
3.07K $202K
IBN
Icici Bank LTD

Financial Services
6.66K
New
$30.23 - $34.41 $201K - $229K
6.66K $201K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.58K
New
$42.43 - $45.05 $194K - $206K
4.58K $201K
HEI
Heico Corp

Industrials
622
New
$304.5 - $337.56 $189K - $210K
622 $200K
KT
Kt Corp

Communication Services
10.1K
New
$19.32 - $21.38 $196K - $217K
10.1K $197K
KSS
Kohls Corp

Consumer Cyclical
12K
New
$9.02 - $17.38 $108K - $208K
12K $184K
SHG
Shinhan Financial Group CO LTD

Financial Services
4.76K
New
N/A
4.76K $164K
NMFC
New Mountain Finance Corp

Financial Services
16K
New
$9.64 - $10.84 $154K - $173K
16K $154K
MFG
Mizuho Financial Group Inc

Financial Services
23K
New
$5.42 - $6.85 $125K - $157K
23K $153K
HIMX
Himax Technologies, Inc.

Technology
17.1K
New
$7.16 - $9.76 $123K - $167K
17.1K $151K
ROLL
Rbc Bearings Inc

Industrials
540
New
N/A
540 $132K
DYN
Dyne Therapeutics, Inc.

Healthcare
10.1K
New
$8.18 - $14.22 $82.7K - $144K
10.1K $127K
OPEN
Opendoor Technologies Inc.

Real Estate
15.4K
New
$0.56 - $10.52 $8.64K - $162K
15.4K $122K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
10.7K
New
$7.98 - $8.29 $85.3K - $88.6K
10.7K $87K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
11.2K
New
$6.54 - $7.97 $73.4K - $89.4K
11.2K $75K
GRAB
Grab Holdings LTD

Technology
11.8K
New
$4.77 - $6.45 $56.1K - $75.8K
11.8K $70K
OCCI
Ofs Credit Company, Inc.

Financial Services
12.2K
New
$5.28 - $6.3 $64.5K - $77K
12.2K $66K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
10.2K
New
$5.21 - $5.57 $53.2K - $56.8K
10.2K $53K
PTEN
Patterson Uti Energy Inc

Energy
10K
New
$5.18 - $6.6 $51.9K - $66.1K
10K $51K
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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