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
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-10.8K
- 27.87%
$18.93 - $19.47 $204K - $210K
27.9K $540K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.84K
- 9.61%
$50.47 - $50.74 $194K - $195K
36.1K $1.83M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-3.72K
- 26.71%
$50.52 - $50.75 $188K - $189K
10.2K $518K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-7.76K
- 36.85%
$24.08 - $24.56 $187K - $191K
13.3K $326K
CARR
Carrier Global Corp

Industrials
-821
- 8.16%
$58.75 - $80.73 $48.2K - $66.3K
9.24K $551K
UVV
Universal Corp

Consumer Defensive
-1.81K
- 5.29%
$51.66 - $58.83 $93.4K - $106K
32.4K $1.81M
MAR
Marriott International Inc

Consumer Cyclical
-391
- 7.8%
$255.35 - $282.87 $99.8K - $111K
4.62K $1.2M
DGRO
Ishares Core Dividend Growth E

ETFs
-11.9K
- 7.66%
$64.12 - $68.08 $763K - $810K
144K $9.78M
FISV
Fiserv Inc

Technology
-1.29K
- 9.99%
N/A
11.6K $1.45M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.53K
- 3.8%
$92.18 - $95.14 $233K - $240K
63.9K $6.08M
IP
International Paper CO

Consumer Cyclical
-3.06K
- 11.65%
$45.32 - $55.68 $138K - $170K
23.2K $1.08M
DG
Dollar General Corp

Consumer Defensive
-154
- 1.3%
$101.86 - $116.32 $15.7K - $17.9K
11.7K $1.21M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-294
- 28.71%
$422.75 - $485.53 $124K - $143K
730 $315K
CTSH
Cognizant Technology Solutions Corp

Technology
-1.13K
- 19.6%
$66.67 - $80.98 $75.2K - $91.3K
4.63K $310K
SNY
Sanofi

Healthcare
-2.06K
- 6.28%
$45.07 - $51.35 $93K - $106K
30.8K $1.45M
CNA
Cna Financial Corp

Financial Services
-2.76K
- 20.41%
$43.33 - $49.55 $120K - $137K
10.8K $500K
ILMN
Illumina, Inc.

Healthcare
-1.31K
- 14.38%
$91.69 - $109.88 $120K - $144K
7.82K $742K
MSI
Motorola Solutions, Inc.

Technology
-667
- 13.96%
$408.73 - $490.3 $273K - $327K
4.11K $1.88M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.46K
- 3.29%
$82.38 - $83.0 $121K - $122K
43.1K $3.57M
OFS
Ofs Capital Corp

Financial Services
-6.42K
- 7.63%
$7.63 - $8.9 $49K - $57.1K
77.7K $597K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.32K
- 0.64%
$100.16 - $100.7 $132K - $133K
204K $20.5M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.16K
- 24.88%
$115.96 - $125.95 $135K - $146K
3.51K $442K
XLC
Select Sector Spdr Tr Communic

ETFs
-3.08K
- 11.46%
$105.99 - $119.41 $326K - $368K
23.8K $2.82M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.74K
- 3.87%
$72.01 - $74.44 $125K - $129K
43.1K $3.17M
DK
Delek Us Holdings, Inc.

Energy
-10.1K
- 49.09%
$20.04 - $33.59 $202K - $338K
10.4K $337K
KMX
Carmax Inc

Consumer Cyclical
-327
- 9.08%
$44.86 - $71.57 $14.7K - $23.4K
3.28K $146K
GBIL
Goldman Sachs Access Treasury

ETFs
-935
- 21.09%
$99.82 - $100.23 $93.3K - $93.7K
3.5K $350K
VICI
Vici Properties Inc.

Real Estate
-2.78K
- 16.9%
$31.43 - $33.93 $87.4K - $94.3K
13.7K $445K
TDC
Teradata Corp

Technology
-2.8K
- 8.17%
$20.11 - $23.21 $56.2K - $64.9K
31.4K $676K
KIE
Spdr S&P Insurance ETF

ETFs
-1.2K
- 7.53%
$55.71 - $59.62 $66.9K - $71.6K
14.7K $874K
ZM
Zoom Video Communications, Inc.

Technology
-3.21K
- 7.77%
$69.77 - $86.83 $224K - $279K
38.1K $3.14M
RGA
Reinsurance Group Of America Inc

Financial Services
-276
- 6.89%
$177.1 - $199.23 $48.9K - $55K
3.73K $716K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.04K
- 6.84%
$81.76 - $86.36 $85.1K - $89.9K
14.2K $1.2M
OTIS
Otis Worldwide Corp

Industrials
-194
- 2.58%
$84.93 - $101.07 $16.5K - $19.6K
7.32K $669K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.95K
- 13.52%
$29.81 - $34.07 $58.1K - $66.4K
12.5K $409K
NSA
National Storage Affiliates Trust

Real Estate
-1.78K
- 21.08%
$29.44 - $33.3 $52.5K - $59.4K
6.68K $201K
RRC
Range Resources Corp

Energy
-48
- 0.22%
$32.79 - $39.33 $1.57K - $1.89K
21.7K $815K
CTRA
Coterra Energy Inc.

Energy
-1.91K
- 16.17%
$23.09 - $25.45 $44.1K - $48.6K
9.9K $234K
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.34K
- 21.17%
$53.54 - $64.21 $125K - $150K
8.7K $519K
VRT
Vertiv Holdings CO

Industrials
-695
- 4.26%
N/A
15.6K $1.35M
PPG
Ppg Industries Inc

Basic Materials
-248
- 6.48%
$103.65 - $119.07 $25.7K - $29.5K
3.58K $376K
DHR
Danaher Corp

Healthcare
-325
- 3.65%
$181.46 - $212.2 $59K - $69K
8.58K $1.7M
XLP
Consumer Staples Sector Spdr

ETFs
-751
- 1.9%
N/A
38.7K $2.95M
HQY
Healthequity, Inc.

Healthcare
-148
- 3.58%
$87.42 - $103.12 $12.9K - $15.3K
3.99K $377K
EPD
Enterprise Products Partners L.P.

Energy
-2.41K
- 3.07%
$30.74 - $32.14 $74.2K - $77.6K
76.1K $2.38M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-467
- 9.89%
$117.65 - $120.08 $54.9K - $56.1K
4.26K $508K
GNRC
Generac Holdings Inc.

Industrials
-1.38K
- 18.68%
$146.61 - $202.85 $203K - $280K
6.02K $1.01M
ABEV
Ambev S.A.

Consumer Defensive
-15.7K
- 17.06%
$2.15 - $2.49 $33.8K - $39.2K
76.5K $170K
SHV
Ishares Tr

ETFs
-468
- 3.72%
$110.06 - $110.49 $51.5K - $51.7K
12.1K $1.34M
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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