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
PECO
Phillips Edison & Company, Inc.

Real Estate
-2.76K
- 5.3%
$34.43 - $37.49 $95.2K - $104K
49.4K $1.8M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-3.28K
- 16.91%
$35.21 - $37.69 $115K - $124K
16.1K $574K
WST
West Pharmaceutical Services Inc

Healthcare
-9
- 0.71%
$199.11 - $347.87 $1.79K - $3.13K
1.26K $280K
JHML
John Hancock Multifactor Large

ETFs
-1.54K
- 12.03%
$66.07 - $73.03 $102K - $112K
11.3K $758K
HQY
Healthequity, Inc.

Healthcare
-1.06K
- 22.39%
$84.32 - $114.51 $89.7K - $122K
3.69K $325K
FXR
First Trust Industrials/Produc

ETFs
-1.41K
- 22.52%
$68.3 - $79.81 $96K - $112K
4.84K $336K
HYLS
First Tr Tactical High Yield L

ETFs
-2.91K
- 18.77%
$40.95 - $41.77 $119K - $122K
12.6K $517K
ANSS
Ansys Inc

Technology
-88
- 1.92%
$316.56 - $360.36 $27.9K - $31.7K
4.49K $1.42M
WDAY
Workday, Inc.

Technology
-150
- 4.26%
$233.53 - $277.82 $35K - $41.7K
3.38K $788K
CARR
Carrier Global Corp

Industrials
-1.05K
- 10.22%
$62.07 - $70.55 $64.9K - $73.7K
9.18K $581K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-1.06K
- 16.04%
$102.5 - $112.02 $109K - $119K
5.56K $575K
DUOL
Duolingo, Inc.

Technology
-247
- 9.21%
$272.49 - $441.39 $67.3K - $109K
2.44K $756K
SKYY
First Trust Cloud Computing Et

ETFs
-285
- 5.88%
$102.23 - $131.18 $29.1K - $37.4K
4.56K $466K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-1.19K
- 22.62%
$83.91 - $90.87 $99.5K - $108K
4.06K $344K
JBL
Jabil Inc

Technology
-583
- 22.37%
$130.51 - $173.33 $76.1K - $101K
2.02K $275K
CRSP
Crispr Therapeutics Ag

Healthcare
-923
- 7.59%
$34.03 - $53.02 $31.4K - $48.9K
11.2K $382K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-314
- 15.76%
$192.82 - $222.1 $60.5K - $69.7K
1.68K $323K
ATKR
Atkore Inc.

Industrials
-46
- 1.2%
$58.89 - $88.18 $2.71K - $4.06K
3.79K $227K
EME
Emcor Group, Inc.

Industrials
-42
- 5.25%
$361.16 - $535.99 $15.2K - $22.5K
758 $280K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-142
- 0.7%
$3.33 - $7.79 $473 - $1.11K
20.1K $66K
FDVV
Fidelity High Dividend ETF

ETFs
-863
- 0.8%
$48.86 - $52.28 $42.2K - $45.1K
107K $5.29M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-3.31K
- 22.45%
$24.5 - $24.95 $81K - $82.5K
11.4K $282K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-306
- 6.86%
$96.3 - $112.23 $29.5K - $34.3K
4.16K $405K
PNNT
Pennantpark Investment Corp

Financial Services
-10.3K
- 25.61%
$6.78 - $7.27 $70.2K - $75.2K
30.1K $211K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-38
- 0.62%
$161.03 - $235.53 $6.12K - $8.95K
6.13K $1.02M
AINV
Apollo Investment Corp

Financial Services
-6.55K
- 6.21%
N/A
99K $1.1M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-303
- 6.17%
$101.98 - $115.66 $30.9K - $35K
4.61K $471K
WBS
Webster Financial Corp

Financial Services
-359
- 2.59%
$47.55 - $61.41 $17.1K - $22K
13.5K $696K
IEF
Ishares Barclays

ETFs
-1.07K
- 9.36%
$91.17 - $95.39 $97.6K - $102K
10.4K $988K
PKG
Packaging Corp Of America

Consumer Cyclical
-55
- 2.63%
$192.03 - $242.13 $10.6K - $13.3K
2.03K $402K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-385
- 2.93%
$70.83 - $76.62 $27.3K - $29.5K
12.8K $905K
VRIG
Invesco Actively Managed ETF F

ETFs
-2.52K
- 12.48%
$25.06 - $25.19 $63.1K - $63.4K
17.6K $442K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-371
- 5.16%
$68.32 - $78.49 $25.3K - $29.1K
6.82K $477K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-772
- 12.55%
$97.38 - $104.52 $75.2K - $80.7K
5.38K $549K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-1.49K
- 9.16%
$26.06 - $28.54 $38.8K - $42.5K
14.8K $386K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-250
- 0.66%
$41.51 - $44.56 $10.4K - $11.1K
37.8K $1.58M
QLYS
Qualys, Inc.

Technology
-22
- 0.56%
$121.57 - $147.7 $2.67K - $3.25K
3.91K $492K
SE
Sea LTD

Consumer Cyclical
-1.19K
- 30.18%
$104.87 - $146.31 $124K - $173K
2.74K $357K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-888
- 5.41%
$29.68 - $32.59 $26.4K - $28.9K
15.5K $463K
MIND
Mind Technology, Inc

Technology
-1.95K
- 10.0%
$5.89 - $10.5 $11.5K - $20.5K
17.6K $105K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-843
- 1.56%
$24.66 - $26.1 $20.8K - $22K
53.3K $1.33M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-192
- 3.98%
$77.91 - $92.26 $15K - $17.7K
4.63K $367K
VST
Vistra Corp.

Utilities
-64
- 2.97%
$108.49 - $191.89 $6.94K - $12.3K
2.09K $245K
SNPS
Synopsys Inc

Technology
-4
- 0.46%
$428.58 - $551.54 $1.71K - $2.21K
860 $368K
ROKU
Roku, Inc

Communication Services
-513
- 15.03%
$67.36 - $99.07 $34.6K - $50.8K
2.9K $204K
FICO
Fair Isaac Corp

Technology
-16
- 12.7%
$1695.35 - $2030.47 $27.1K - $32.5K
110 $202K
TSN
Tyson Foods, Inc.

Consumer Defensive
-1.34K
- 20.52%
$54.27 - $63.81 $72.7K - $85.5K
5.19K $331K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-236
- 11.23%
$179.71 - $192.06 $42.4K - $45.3K
1.87K $343K
NJUL
Innovator Growth 100 Power Buf

Technology
-499
- 10.7%
$59.98 - $64.86 $29.9K - $32.4K
4.17K $250K
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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