Arkadios Wealth Advisors Reduced Holdings in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-147K
- 37.92%
$99.08 - $103.57 $14.6M - $15.2M
241K $24.8M
CRM
Salesforce, Inc.

Technology
-11.3K
- 16.39%
$231.66 - $273.65 $2.62M - $3.09M
57.6K $13.7M
XLE
Energy Sector Spdr

ETFs
-44.2K
- 32.18%
$84.25 - $91.99 $3.72M - $4.06M
93.1K $8.32M
GD
General Dynamics Corp

Industrials
-11.7K
- 49.38%
$293.92 - $341.0 $3.44M - $3.99M
12K $4.09M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-39.4K
- 86.95%
$35.51 - $58.78 $1.4M - $2.31M
5.9K $214K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-44.5K
- 51.9%
$49.78 - $50.75 $2.22M - $2.26M
41.3K $2.09M
SLV
I Shares Silver Trust

ETFs
-100K
- 36.91%
$32.73 - $42.5 $3.29M - $4.27M
172K $7.27M
VTV
Vanguard Value ETF

ETFs
-13.1K
- 16.08%
$175.51 - $186.57 $2.3M - $2.44M
68.3K $12.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-68.8K
- 67.48%
$24.46 - $26.5 $1.68M - $1.82M
33.1K $872K
AMAT
Applied Materials Inc

Technology
-10.5K
- 32.24%
$156.25 - $204.95 $1.64M - $2.15M
22.1K $4.52M
MRC
Mrc Global Inc.

Energy
-107K
- 25.5%
$12.79 - $15.34 $1.37M - $1.64M
313K $4.51M
CAG
Conagra Brands Inc.

Consumer Defensive
-45.1K
- 49.41%
$18.04 - $21.14 $814K - $954K
46.2K $845K
PPLT
Abrdn Platinum ETF Trust

ETFs
-11.1K
- 25.94%
N/A
31.7K $2.85M
TFLO
Ishares Treasury Floating Rate

ETFs
-17.3K
- 43.07%
$50.45 - $50.65 $871K - $874K
22.8K $1.15M
DOW
Dow Inc.

Basic Materials
-29.1K
- 56.02%
$20.87 - $30.37 $607K - $883K
22.8K $523K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-17K
- 79.29%
$48.97 - $51.59 $835K - $879K
4.45K $229K
SRLN
Ssga Active Trust

ETFs
-18.2K
- 68.11%
$41.28 - $41.65 $751K - $757K
8.51K $353K
SNAP
Snap Inc

Communication Services
-72.8K
- 50.39%
$6.99 - $10.35 $509K - $754K
71.7K $552K
FVRR
Fiverr International Ltd.

Communication Services
-2.05K
- 1.55%
$21.37 - $29.7 $43.7K - $60.7K
130K $3.18M
ITA
Ishares Tr

ETFs
-7.31K
- 16.93%
$184.73 - $209.26 $1.35M - $1.53M
35.9K $7.5M
NVO
Novo Nordisk A S

Healthcare
-1.99K
- 5.72%
$45.38 - $71.7 $90.3K - $143K
32.8K $1.82M
XLF
Financial Sector Spdr

ETFs
-16.5K
- 7.63%
$51.37 - $54.25 $847K - $894K
199K $10.7M
DKNG
Draft Kings Inc.

Consumer Cyclical
-415
- 0.42%
$37.4 - $48.23 $15.5K - $20K
99.3K $3.71M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-13.6K
- 59.03%
$42.21 - $43.91 $572K - $595K
9.41K $413K
WHR
Whirlpool Corp

Consumer Cyclical
-97
- 0.41%
$77.47 - $110.59 $7.51K - $10.7K
23.7K $1.86M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-14.6K
- 44.55%
$37.32 - $38.38 $544K - $559K
18.1K $695K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.9K
- 26.22%
$131.78 - $176.09 $250K - $334K
5.34K $719K
HYG
Ishares Tr

ETFs
-5.77K
- 27.99%
$79.85 - $81.32 $460K - $469K
14.8K $1.2M
ELV
Elevance Health, Inc.

Healthcare
-739
- 24.46%
$274.66 - $395.76 $203K - $292K
2.28K $737K
KFY
Korn Ferry

Industrials
-4.11K
- 9.74%
$69.05 - $76.46 $284K - $314K
38.1K $2.66M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-22.3K
- 64.02%
$18.61 - $18.94 $414K - $422K
12.5K $235K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-20K
- 40.18%
$20.66 - $20.74 $413K - $415K
29.8K $615K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-21K
- 49.73%
$19.61 - $19.79 $412K - $416K
21.3K $418K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-20.5K
- 48.41%
$19.49 - $19.61 $399K - $401K
21.8K $426K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-19.4K
- 49.91%
$20.41 - $20.67 $395K - $400K
19.4K $399K
ROP
Roper Technologies Inc

Industrials
-585
- 41.31%
$495.03 - $573.0 $290K - $335K
831 $414K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-5.5K
- 46.76%
$83.08 - $100.2 $457K - $551K
6.26K $627K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-8.04K
- 35.03%
$43.95 - $45.8 $353K - $368K
14.9K $683K
NDAQ
Nasdaq, Inc.

Financial Services
-3.28K
- 35.23%
$86.73 - $96.94 $284K - $318K
6.02K $532K
NTNX
Nutanix, Inc.

Technology
-3.59K
- 44.3%
$66.06 - $81.12 $237K - $292K
4.52K $336K
WY
Weyerhaeuser CO

Real Estate
-9.1K
- 18.6%
$24.1 - $26.83 $219K - $244K
39.8K $987K
ADP
Automatic Data Processing Inc

Industrials
-469
- 5.78%
$288.69 - $310.94 $135K - $146K
7.64K $2.24M
INTU
Intuit Inc

Technology
-4
- 0.16%
$646.03 - $807.39 $2.58K - $3.23K
2.43K $1.66M
MCO
Moodys Corp

Financial Services
-449
- 46.58%
$472.69 - $521.32 $212K - $234K
515 $245K
GILD
Gilead Sciences, Inc.

Healthcare
-2.17K
- 4.51%
$108.22 - $120.47 $235K - $261K
45.9K $5.09M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-38
- 0.96%
$108.8 - $169.61 $4.13K - $6.45K
3.94K $428K
IFF
International Flavors & Fragrances Inc

Basic Materials
-2.46K
- 39.49%
$60.3 - $77.46 $148K - $191K
3.77K $232K
CAH
Cardinal Health Inc

Healthcare
-243
- 1.64%
$146.04 - $167.63 $35.5K - $40.7K
14.5K $2.28M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-3.53K
- 2.27%
$70.85 - $76.96 $250K - $271K
152K $11.5M
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
Track This Portfolio

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email