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
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.05K
- 17.34%
$42.4 - $44.11 $44.4K - $46.1K
4.99K $218K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
-2K
- 10.37%
$25.39 - $26.03 $50.8K - $52.1K
17.3K $449K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-4.52K
- 28.35%
$12.61 - $14.92 $57K - $67.4K
11.4K $163K
WD
Walker & Dunlop, Inc.

Financial Services
-48
- 1.64%
$82.09 - $96.76 $3.94K - $4.64K
2.88K $246K
FTC
First Tr Lge Cap Growth

ETFs
-34
- 0.65%
$127.87 - $148.89 $4.35K - $5.06K
5.17K $679K
PPG
Ppg Industries Inc

Basic Materials
-2
- 0.06%
$107.44 - $124.29 $215 - $249
3.52K $384K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-3.44K
- 19.9%
$18.75 - $20.97 $64.4K - $72.1K
13.8K $290K
SUN
Sunoco LP

Energy
-1.57K
- 18.12%
$51.29 - $59.25 $80.6K - $93.1K
7.1K $412K
IBP
Installed Building Products, Inc.

Consumer Cyclical
-119
- 3.59%
$162.22 - $206.22 $19.3K - $24.5K
3.2K $548K
IWS
Ishares Russell Midcap Value E

ETFs
-72
- 1.14%
$122.59 - $135.24 $8.83K - $9.74K
6.24K $786K
IWR
Ishares Russell Mid Cap ETF

ETFs
-166
- 4.33%
$82.81 - $92.93 $13.7K - $15.4K
3.67K $312K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-481
- 8.63%
$44.99 - $47.69 $21.6K - $22.9K
5.09K $231K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.46K
- 11.75%
$25.69 - $26.89 $37.5K - $39.2K
10.9K $294K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.2K
- 5.97%
$39.18 - $43.52 $47.1K - $52.3K
18.9K $792K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-346
- 4.1%
$113.59 - $123.29 $39.3K - $42.7K
8.09K $942K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-960
- 6.98%
N/A
12.8K $288K
HNDL
Strategy Shs

ETFs
-861
- 8.26%
$20.7 - $21.8 $17.8K - $18.8K
9.56K $201K
LUMN
Lumen Technologies, Inc.

Communication Services
-656
- 5.06%
$3.92 - $5.92 $2.57K - $3.88K
12.3K $48K
KEY
Keycorp

Financial Services
-269
- 2.12%
$15.15 - $18.3 $4.08K - $4.92K
12.4K $198K
TDOC
Teladoc Health, Inc.

Healthcare
-308
- 2.44%
$7.96 - $14.33 $2.45K - $4.41K
12.3K $97K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-268
- 1.96%
$49.69 - $50.76 $13.3K - $13.6K
13.4K $669K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-4.84K
- 22.45%
$9.19 - $12.93 $44.5K - $62.6K
16.7K $186K
TKR
Timken CO

Industrials
-270
- 2.92%
$69.85 - $83.79 $18.9K - $22.6K
8.99K $645K
IFV
First Trust Dorsey Wright Inte

ETFs
-2.08K
- 6.27%
$18.61 - $20.59 $38.8K - $42.9K
31.1K $622K
FVD
First Tr Value Line Divid Inde

ETFs
-2.68K
- 2.4%
$42.61 - $45.51 $114K - $122K
109K $4.87M
CHK
Chesapeake Energy Corp

Energy
-147
- 0.96%
N/A
15.1K $1.3M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-868
- 5.61%
$15.88 - $17.78 $13.8K - $15.4K
14.6K $254K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-97
- 0.92%
$55.41 - $60.74 $5.37K - $5.89K
10.4K $588K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-78
- 1.22%
$51.3 - $56.76 $4K - $4.43K
6.33K $335K
FSIG
First Tr ETF Iv LTD Duration I
-698
- 5.38%
$18.74 - $19.04 $13.1K - $13.3K
12.3K $232K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-376
- 6.59%
$58.32 - $65.09 $21.9K - $24.5K
5.33K $320K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-156
- 7.02%
$100.59 - $103.47 $15.7K - $16.1K
2.07K $213K
UNIT
Uniti Group Inc.

Real Estate
-509
- 3.52%
$4.75 - $5.98 $2.42K - $3.04K
14K $70K
IYE
Ishares Tr

ETFs
-1.15K
- 8.96%
$45.23 - $49.95 $51.9K - $57.3K
11.7K $574K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-46
- 0.35%
$0.6 - $1.22 $27.6 - $56.1
13.1K $7K
EWJ
Ishares Msci Japan ETF

ETFs
-158
- 4.49%
$65.24 - $71.7 $10.3K - $11.3K
3.36K $230K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-207
- 1.14%
$17.53 - $17.87 $3.63K - $3.7K
17.9K $315K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-157
- 1.01%
$35.96 - $36.72 $5.65K - $5.77K
15.3K $554K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-213
- 1.74%
$49.6 - $50.28 $10.6K - $10.7K
12.1K $606K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-212
- 2.48%
$50.82 - $52.7 $10.8K - $11.2K
8.33K $437K
MVIS
Microvision, Inc.

Technology
-1K
- 4.69%
N/A
20.3K $21K
Jpmorgan Hedged Equity Laddered Overlay ETF
-212
- 2.92%
N/A
7.04K $0
Annaly Capital Management Inc Com New
-3.1K
- 10.56%
N/A
26.3K $0
BFB
Brown Forman Corp Cl B
-1.36K
- 10.4%
N/A
11.7K $0
Innovator U.S. Small Cap Power Buffer ETF January
-228
- 3.89%
N/A
5.64K $0
Innovator Growth 100 Power Buffer ETF April
-6.29K
- 26.12%
N/A
17.8K $0
BYLD
Ishares Tr Yield Optimized Bd
-2.41K
- 4.76%
N/A
48.3K $0
American Healthcare Reit Inc Com Shs
-8.98K
- 19.75%
N/A
36.5K $0
ILCG
Ishares Morningstar Growth ETF
-5.47K
- 18.32%
N/A
24.4K $0
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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