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
IRT
Independence Realty Trust, Inc.

Real Estate
12.4K
New
$18.23 - $21.8 $226K - $271K
12.4K $263K
HALO
Halozyme Therapeutics, Inc.

Healthcare
4.13K
New
$47.74 - $65.16 $197K - $269K
4.13K $263K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
409
New
$634.14 - $744.83 $259K - $305K
409 $259K
MCHP
Microchip Technology Inc

Technology
5.33K
New
$48.41 - $64.3 $258K - $343K
5.33K $258K
HUM
Humana Inc

Healthcare
974
New
$249.11 - $303.11 $243K - $295K
974 $257K
MKC
Mccormick & CO Inc

Consumer Defensive
3.12K
New
$71.24 - $84.73 $222K - $264K
3.12K $256K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.56K
New
$34.58 - $45.97 $192K - $256K
5.56K $255K
ELAN
Elanco Animal Health Inc

Healthcare
24.3K
New
$10.04 - $12.47 $244K - $303K
24.3K $254K
NI
Nisource Inc.

Utilities
6.26K
New
$35.57 - $41.23 $223K - $258K
6.26K $251K
SCHO
Schwab Short Term Us Treasury

ETFs
10.3K
New
$24.1 - $24.34 $248K - $250K
10.3K $250K
IYR
Ishares Tr

ETFs
2.54K
New
$89.49 - $98.98 $227K - $251K
2.54K $243K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
9.7K
New
$24.21 - $25.09 $235K - $243K
9.7K $242K
SNX
Td Synnex Corp

Technology
2.33K
New
$103.96 - $144.69 $243K - $338K
2.33K $242K
AGZ
Ishares Agency Bond ETF

ETFs
2.21K
New
$107.46 - $109.48 $238K - $242K
2.21K $241K
CVNA
Carvana Co.

Consumer Cyclical
1.16K
New
$166.52 - $285.33 $192K - $330K
1.16K $241K
ADM
Archer Daniels Midland CO

Consumer Defensive
5.01K
New
$45.22 - $52.17 $226K - $261K
5.01K $240K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
5.64K
New
$39.65 - $43.35 $224K - $244K
5.64K $237K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.38K
New
$96.9 - $104.39 $230K - $248K
2.38K $236K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
6.62K
New
$34.14 - $37.91 $226K - $251K
6.62K $236K
LKFN
Lakeland Financial Corp

Financial Services
3.94K
New
$59.44 - $69.54 $234K - $274K
3.94K $234K
LNT
Alliant Energy Corp

Utilities
3.61K
New
$56.66 - $66.04 $204K - $238K
3.61K $231K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.08K
New
$106.46 - $114.75 $221K - $239K
2.08K $229K
MTB
M&T Bank Corp

Financial Services
1.25K
New
$170.47 - $201.98 $213K - $252K
1.25K $223K
TRGP
Targa Resources Corp.

Energy
1.1K
New
$178.44 - $217.22 $197K - $240K
1.1K $221K
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.59K
New
$82.77 - $101.84 $214K - $264K
2.59K $218K
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.64K
New
$58.79 - $65.0 $214K - $236K
3.64K $216K
SLM
Slm Corp

Financial Services
7.38K
New
$26.95 - $32.54 $199K - $240K
7.38K $216K
PDI
Pimco Dynamic Income Fund

Financial Services
10.9K
New
$18.51 - $20.05 $201K - $218K
10.9K $215K
IVT
Inven Trust Properties Corp.

Real Estate
7.34K
New
$28.36 - $30.77 $208K - $226K
7.34K $215K
KFY
Korn Ferry

Industrials
3.15K
New
$62.52 - $71.6 $197K - $226K
3.15K $213K
IBN
Icici Bank LTD

Financial Services
6.71K
New
$27.55 - $31.67 $185K - $212K
6.71K $211K
MELI
Mercadolibre Inc

Consumer Cyclical
108
New
$1739.0 - $2260.0 $188K - $244K
108 $210K
AZZ
Azz Inc

Industrials
2.51K
New
$82.13 - $99.01 $206K - $248K
2.51K $209K
IR
Ingersoll Rand Inc.

Industrials
2.58K
New
$79.44 - $94.23 $205K - $243K
2.58K $206K
PVH
Pvh Corp.

Consumer Cyclical
3.17K
New
$63.81 - $107.78 $202K - $342K
3.17K $205K
AN
Autonation, Inc.

Consumer Cyclical
1.27K
New
$156.67 - $195.15 $199K - $248K
1.27K $205K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.2K
New
$37.07 - $40.63 $193K - $211K
5.2K $204K
ITB
Ishares Tr

ETFs
2.15K
New
$93.86 - $111.45 $201K - $239K
2.15K $204K
TDG
Trans Digm Group Inc

Industrials
147
New
$1251.32 - $1394.11 $184K - $205K
147 $203K
FLIN
Franklin Templeton ETF Tr

ETFs
5.5K
New
$34.0 - $38.4 $187K - $211K
5.5K $202K
TDY
Teledyne Technologies Inc

Technology
405
New
$455.51 - $518.84 $184K - $210K
405 $201K
HST
Host Hotels & Resorts, Inc.

Real Estate
13.8K
New
$14.21 - $17.45 $196K - $240K
13.8K $195K
RIOT
Riot Blockchain, Inc.

Technology
21.5K
New
$7.12 - $13.54 $153K - $292K
21.5K $153K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
23.1K
New
$5.93 - $6.2 $137K - $143K
23.1K $138K
BTBT
Bit Digital, Inc

Financial Services
55.4K
New
$2.02 - $3.88 $112K - $215K
55.4K $111K
KULR
Kulr Technology Group, Inc.

Technology
78K
New
$1.13 - $3.47 $88.1K - $271K
78K $102K
RLAY
Relay Therapeutics, Inc.

Healthcare
25.7K
New
$2.62 - $4.92 $67.3K - $126K
25.7K $67K
BRSP
Bright Spire Capital, Inc.

Real Estate
11.6K
New
$5.48 - $6.23 $63.7K - $72.4K
11.6K $64K
RC
Ready Capital Corp

Real Estate
11.5K
New
$4.9 - $7.05 $56.2K - $80.9K
11.5K $58K
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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