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
PECO
Phillips Edison & Company, Inc.

Real Estate
-393
- 0.76%
$33.04 - $36.15 $13K - $14.2K
51.6K $1.77M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.53K
- 5.74%
$37.14 - $37.85 $56.8K - $57.9K
25.1K $948K
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
-8.26K
- 6.99%
$15.35 - $16.2 $127K - $134K
110K $1.78M
ASTS
Ast Space Mobile, Inc.

Communication Services
-1.28K
- 17.67%
$36.91 - $60.06 $47.2K - $76.8K
5.96K $292K
ROKU
Roku, Inc

Communication Services
-920
- 23.21%
$79.98 - $101.78 $73.6K - $93.6K
3.04K $304K
MTN
Vail Resorts Inc

Consumer Cyclical
-169
- 7.44%
$143.33 - $169.63 $24.2K - $28.7K
2.1K $314K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.85K
- 2.01%
$45.6 - $46.92 $84.1K - $86.6K
89.8K $4.19M
EFG
Msci Eafe Growth ETF

ETFs
-567
- 4.33%
$106.99 - $114.46 $60.7K - $64.9K
12.5K $1.43M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-868
- 8.74%
$155.79 - $172.55 $135K - $150K
9.07K $1.52M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.94K
- 5.62%
$24.73 - $25.29 $48K - $49.1K
32.6K $820K
IAK
Ishares Tr

ETFs
-268
- 6.41%
$126.37 - $134.46 $33.9K - $36K
3.91K $524K
IYK
Ishares U.S. Consumer Staples

ETFs
-402
- 9.68%
$67.65 - $71.68 $27.2K - $28.8K
3.75K $256K
PSEC
Prospect Capital Corp

Financial Services
-5.88K
- 13.31%
$2.59 - $3.47 $15.2K - $20.4K
38.3K $105K
VRIG
Invesco Actively Managed ETF F

ETFs
-1.38K
- 7.92%
$25.04 - $25.16 $34.7K - $34.8K
16.1K $403K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-733
- 9.57%
$47.83 - $48.77 $35.1K - $35.7K
6.93K $337K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1.08K
- 5.58%
$60.96 - $64.31 $65.5K - $69.1K
18.2K $1.16M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-2.53K
- 10.55%
$63.98 - $72.59 $162K - $184K
21.4K $1.52M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-494
- 13.41%
$95.86 - $104.94 $47.4K - $51.8K
3.19K $330K
NUE
Nucor Corp

Basic Materials
-411
- 8.78%
$133.3 - $150.33 $54.8K - $61.8K
4.27K $578K
CHK
Chesapeake Energy Corp

Energy
-317
- 1.76%
N/A
17.7K $1.52M
NEWT
Newtek Business Services Corp.

Financial Services
-2.46K
- 11.82%
$11.16 - $12.53 $27.5K - $30.9K
18.4K $210K
IGV
Ishares Expanded Tech Software

ETFs
-315
- 14.39%
$105.96 - $117.79 $33.4K - $37.1K
1.87K $215K
EL
Estee Lauder Companies Inc

Consumer Defensive
-846
- 12.0%
$83.65 - $95.26 $70.8K - $80.6K
6.21K $546K
GNTY
Guaranty Bancshares Inc

Financial Services
-23.9K
- 13.21%
$42.63 - $52.33 $1.02M - $1.25M
157K $7.65M
CGCP
Capital Group Core Plus Income

ETFs
-1.19K
- 5.0%
$22.27 - $22.95 $26.4K - $27.2K
22.5K $511K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.03K
- 3.82%
$30.67 - $32.13 $93K - $97.4K
76.2K $2.41M
CNX
Cnx Resources Corp

Energy
-50
- 0.39%
$28.11 - $35.2 $1.41K - $1.76K
12.6K $405K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-633
- 5.25%
$44.66 - $47.89 $28.3K - $30.3K
11.4K $529K
BOTZ
Global X Fds

ETFs
-2.33K
- 10.25%
$32.14 - $35.96 $74.9K - $83.8K
20.4K $722K
TSN
Tyson Foods, Inc.

Consumer Defensive
-217
- 5.02%
$52.3 - $57.69 $11.3K - $12.5K
4.11K $223K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-517
- 5.4%
$44.34 - $45.94 $22.9K - $23.8K
9.06K $413K
YYY
Amplify ETF Tr High Income ETF

ETFs
-1.63K
- 10.41%
$11.61 - $11.92 $18.9K - $19.4K
14K $165K
IRBO
Ishares Robotics & Artificial

ETFs
-543
- 1.21%
N/A
44.3K $1.42M
IEF
Ishares Barclays

ETFs
-270
- 1.98%
$93.91 - $97.26 $25.4K - $26.3K
13.4K $1.29M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-324
- 8.77%
$72.91 - $77.23 $23.6K - $25K
3.37K $257K
BEP
Brookfield Renewable Partners L.P.

Utilities
-1.16K
- 1.95%
$24.32 - $27.58 $28.3K - $32.1K
58.4K $1.51M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-617
- 7.89%
$98.53 - $107.1 $60.8K - $66.1K
7.2K $755K
FUBO
Fubo Tv Inc.

Communication Services
-5K
- 14.98%
$3.31 - $4.56 $16.6K - $22.8K
28.4K $117K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-112
- 3.38%
$102.4 - $103.88 $11.5K - $11.6K
3.2K $330K
HEFA
Ishares Currency Hedged Msci E

ETFs
-689
- 5.87%
$37.2 - $39.61 $25.6K - $27.3K
11K $437K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-383
- 3.53%
$26.44 - $27.1 $10.1K - $10.4K
10.5K $282K
DGX
Quest Diagnostics Inc

Healthcare
-53
- 1.08%
N/A
4.87K $667K
XSW
Spdr S&P Software & Services E

ETFs
-95
- 5.97%
$177.48 - $205.24 $16.9K - $19.5K
1.5K $295K
HNDL
Strategy Shs

ETFs
-696
- 4.84%
$21.41 - $22.28 $14.9K - $15.5K
13.7K $305K
MVIS
Microvision, Inc.

Technology
-2.3K
- 11.92%
N/A
17K $17K
EEMV
Ishares Msci Emerging Markets

ETFs
-181
- 2.11%
$61.94 - $64.63 $11.2K - $11.7K
8.4K $535K
NAK
Northern Dynasty Minerals LTD

Basic Materials
-100
- 0.99%
$0.75 - $2.3 $75 - $230
10K $11K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-289
- 2.22%
N/A
12.7K $90K
NEAR
Blackrock Short Maturity Bond

ETFs
-79
- 0.54%
$50.8 - $51.32 $4.01K - $4.05K
14.5K $743K
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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