Arkadios Wealth Advisors Reduced Holdings in Q1 2025

Arkadios Wealth Advisors

  • $2.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-180K
- 85.09%
$39.96 - $43.3 $7.17M - $7.77M
31.5K $1.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-112K
- 59.41%
$58.01 - $64.46 $6.5M - $7.22M
76.6K $4.75M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.97K
- 14.28%
$507.05 - $563.67 $3.03M - $3.36M
35.8K $18.4M
WMT
Walmart Inc.

Consumer Defensive
-30.4K
- 14.96%
$84.5 - $105.05 $2.57M - $3.2M
173K $15.2M
CEG
Constellation Energy Corp

Utilities
-13.7K
- 77.97%
$201.63 - $347.44 $2.77M - $4.77M
3.88K $782K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-112K
- 86.62%
$25.93 - $29.28 $2.91M - $3.29M
17.3K $470K
IWM
Ishares Russell 2000 ETF

ETFs
-7.36K
- 16.8%
$198.1 - $229.79 $1.46M - $1.69M
36.4K $7.27M
PSX
Phillips 66

Energy
-18.7K
- 38.27%
$113.93 - $131.55 $2.13M - $2.46M
30.2K $3.73M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-35.2K
- 9.41%
$49.22 - $51.73 $1.73M - $1.82M
339K $17.1M
WIX
Wix.Com Ltd.

Technology
-5.28K
- 73.42%
$163.38 - $246.76 $863K - $1.3M
1.91K $312K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-574
- 5.46%
$111.56 - $223.11 $64K - $128K
9.94K $1.11M
RGTI
Rigetti Computing, Inc.

Technology
-21.4K
- 20.14%
$6.05 - $19.51 $130K - $418K
85K $673K
NTNX
Nutanix, Inc.

Technology
-16.6K
- 63.97%
$61.28 - $77.44 $1.01M - $1.28M
9.32K $650K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-8.89K
- 18.14%
$68.37 - $87.97 $608K - $782K
40.1K $2.75M
ILMN
Illumina, Inc.

Healthcare
-860
- 8.75%
$79.34 - $144.22 $68.2K - $124K
8.97K $711K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-8.58K
- 67.82%
$64.6 - $69.89 $554K - $600K
4.07K $267K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-35
- 3.35%
$4295.4 - $5141.88 $150K - $180K
1.01K $4.65M
NVO
Novo Nordisk A S

Healthcare
-3.01K
- 17.3%
$69.3 - $90.95 $209K - $274K
14.4K $999K
GNTY
Guaranty Bancshares Inc

Financial Services
-42K
- 18.99%
$32.67 - $42.34 $1.37M - $1.78M
179K $7.17M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-6.86K
- 8.21%
$89.33 - $95.17 $613K - $653K
76.6K $7.08M
GBIL
Goldman Sachs Access Treasury

ETFs
-4.36K
- 57.63%
$99.85 - $100.19 $435K - $436K
3.2K $320K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-10.5K
- 47.31%
$36.63 - $37.45 $384K - $392K
11.7K $429K
DHI
Horton D R Inc

Consumer Cyclical
-2.26K
- 45.96%
$125.29 - $147.65 $283K - $333K
2.66K $337K
CMI
Cummins Inc

Industrials
-206
- 2.73%
$312.92 - $386.07 $64.5K - $79.5K
7.34K $2.3M
GWW
W.W. Grainger, Inc.

Industrials
-291
- 50.43%
$953.54 - $1132.42 $277K - $330K
286 $282K
AI
C3.Ai, Inc.

Technology
-2.1K
- 10.41%
$20.92 - $36.93 $43.8K - $77.4K
18K $379K
APH
Amphenol Corp

Technology
-1.97K
- 4.67%
$61.62 - $78.55 $121K - $155K
40.3K $2.64M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-675
- 3.59%
$121.0 - $142.28 $81.7K - $96K
18.1K $2.26M
CRUS
Cirrus Logic, Inc.

Technology
-2.7K
- 31.31%
$97.89 - $111.4 $264K - $301K
5.93K $590K
FTA
First Tr Large Cap Value

ETFs
-3.6K
- 8.46%
$74.42 - $80.34 $268K - $289K
38.9K $2.99M
SPSC
Sps Commerce Inc

Technology
-52
- 1.04%
$123.05 - $197.4 $6.4K - $10.3K
4.96K $658K
TAP
Molson Coors Beverage CO

Consumer Defensive
-4.77K
- 41.04%
$52.44 - $62.91 $250K - $300K
6.86K $417K
SHOP
Shopify Inc.

Technology
-1.06K
- 8.11%
$90.59 - $129.31 $95.7K - $137K
12K $1.14M
EXPO
Exponent Inc

Industrials
-849
- 4.05%
$78.9 - $93.95 $67K - $79.8K
20.1K $1.63M
CG
Carlyle Group Inc.

Financial Services
-1.95K
- 9.67%
$40.03 - $56.96 $78K - $111K
18.2K $793K
PODD
Insulet Corp

Healthcare
-810
- 39.4%
$237.06 - $288.29 $192K - $234K
1.25K $327K
CLF
Cleveland Cliffs Inc.

Basic Materials
-13.5K
- 19.71%
$8.22 - $12.02 $111K - $162K
54.8K $450K
BDX
Becton Dickinson & CO

Healthcare
-880
- 14.86%
$222.79 - $249.08 $196K - $219K
5.04K $1.16M
FV
First Trust Dorsey Wright Focu

ETFs
-102
- 0.23%
$53.91 - $63.03 $5.5K - $6.43K
43.5K $2.38M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-20K
- 16.84%
$8.24 - $8.68 $165K - $173K
98.7K $813K
TRNS
Transcat Inc

Industrials
-72
- 1.26%
$69.07 - $108.26 $4.97K - $7.79K
5.63K $418K
CNQ
Canadian Natural Resources LTD

Energy
-5.93K
- 35.48%
$26.72 - $32.74 $158K - $194K
10.8K $332K
MMLG
First Tr Exc Viii First Multi

Technology
-4.74K
- 26.63%
$27.1 - $33.12 $128K - $157K
13K $356K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.87K
- 4.98%
$30.73 - $32.26 $119K - $125K
73.8K $2.27M
CPRT
Copart Inc

Consumer Cyclical
-2.27K
- 4.3%
$52.3 - $59.83 $119K - $136K
50.6K $2.86M
RGA
Reinsurance Group Of America Inc

Financial Services
-466
- 10.17%
$186.01 - $231.1 $86.7K - $108K
4.12K $810K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-20
- 0.18%
$173.56 - $210.67 $3.47K - $4.21K
11.1K $1.93M
IWY
Ishares Tr Russell 200 Growth

ETFs
-98
- 1.65%
$210.19 - $243.33 $20.6K - $23.8K
5.83K $1.23M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.83K
- 9.29%
$39.4 - $42.61 $151K - $163K
37.4K $1.51M
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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