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
FTGS
First Tr Exchange Traded Fd Gr
-791
- 6.5%
N/A
11.4K $0
Tcw Flexible Income ETF
-344
- 2.15%
N/A
15.6K $0
PWV
Invesco Exchange Traded Fd Tr

ETFs
-5.18K
- 4.4%
$56.58 - $60.89 $293K - $315K
113K $6.69M
IHF
Ishares Tr

ETFs
-413
- 8.64%
$47.84 - $53.21 $19.8K - $22K
4.37K $230K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-83
- 0.4%
$12.06 - $13.55 $1K - $1.12K
20.5K $261K
HOOD
Robinhood Markets, Inc.

Technology
-555
- 7.65%
$35.63 - $65.28 $19.8K - $36.2K
6.7K $278K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.89K
- 3.89%
$85.29 - $92.57 $161K - $174K
46.6K $4.24M
VOD
Vodafone Group Public LTD CO

Communication Services
-537
- 2.7%
$8.05 - $9.86 $4.32K - $5.29K
19.3K $181K
VEU
Vanguard Ftse All World Ex Us

ETFs
-90
- 1.29%
$56.51 - $62.98 $5.09K - $5.67K
6.88K $417K
AGNC
Agnc Investment Corp.

Real Estate
-203
- 0.35%
$9.12 - $10.54 $1.85K - $2.14K
57.2K $547K
NJR
New Jersey Resources Corp

Utilities
-174
- 1.39%
$45.25 - $49.37 $7.87K - $8.59K
12.3K $603K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
-526
- 4.15%
$71.58 - $79.91 $37.7K - $42K
12.2K $940K
RODM
Hartford Multifactor Developed

ETFs
-506
- 3.21%
$28.07 - $31.56 $14.2K - $16K
15.2K $472K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-275
- 4.81%
$56.12 - $68.15 $15.4K - $18.7K
5.44K $369K
CTVA
Corteva, Inc.

Basic Materials
-274
- 2.66%
$55.94 - $66.15 $15.3K - $18.1K
10K $630K
NSP
Insperity, Inc.

Industrials
-67
- 1.45%
$69.6 - $94.21 $4.66K - $6.31K
4.57K $407K
FUBO
Fubo Tv Inc.

Communication Services
-25.3K
- 34.33%
$1.41 - $5.46 $35.7K - $138K
48.4K $141K
HLN
Haleon PLC

Healthcare
-547
- 0.72%
$9.02 - $10.67 $4.93K - $5.84K
75.3K $774K
PGR
Progressive Corp

Financial Services
-330
- 9.26%
$235.61 - $291.22 $77.8K - $96.1K
3.24K $915K
ROP
Roper Technologies Inc

Industrials
-35
- 2.55%
$502.71 - $593.81 $17.6K - $20.8K
1.34K $787K
OFS
Ofs Capital Corp

Financial Services
-1.03K
- 1.17%
$7.96 - $9.63 $8.21K - $9.94K
87.3K $810K
MMM
3 M CO

Industrials
-1.05K
- 3.81%
$129.7 - $155.12 $136K - $163K
26.5K $3.9M
AZO
Autozone Inc

Consumer Cyclical
-11
- 1.07%
$3193.96 - $3828.11 $35.1K - $42.1K
1.01K $3.87M
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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