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
REI
Ring Energy, Inc.

Energy
-150
- 0.73%
$0.73 - $1.14 $110 - $171
20.5K $22K
CVE
Cenovus Energy Inc.

Energy
-2.95K
- 17.48%
$13.87 - $17.81 $41K - $52.6K
13.9K $236K
PPTY
ETF Ser Solutions

ETFs
-117
- 0.66%
$29.23 - $31.45 $3.42K - $3.68K
17.6K $545K
SUI
Sun Communities Inc

Real Estate
-83
- 1.12%
$116.6 - $131.28 $9.68K - $10.9K
7.36K $949K
BWA
Borgwarner Inc

Consumer Cyclical
-2.83K
- 22.26%
$34.53 - $44.44 $97.8K - $126K
9.9K $435K
TFX
Teleflex Inc

Healthcare
-100
- 1.85%
$109.79 - $132.5 $11K - $13.3K
5.3K $648K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-576
- 2.44%
$30.87 - $32.18 $17.8K - $18.5K
23K $741K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-90
- 1.16%
$82.58 - $90.36 $7.43K - $8.13K
7.69K $694K
ACT
Enact Holdings, Inc.

Financial Services
-11
- 0.13%
$34.39 - $39.23 $378 - $432
8.63K $330K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-63
- 2.17%
$102.17 - $110.66 $6.44K - $6.97K
2.84K $313K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-1.76K
- 10.29%
$49.31 - $57.77 $86.7K - $102K
15.3K $870K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-100
- 1.35%
$39.42 - $42.19 $3.94K - $4.22K
7.32K $307K
MGV
Vanguard Mega Cap Value

ETFs
-129
- 2.61%
$129.46 - $137.85 $16.7K - $17.8K
4.82K $663K
LVHD
Franklin U.S. Low Volatility H

ETFs
-85
- 0.68%
$39.89 - $41.55 $3.39K - $3.53K
12.5K $516K
AA
Alcoa Corp

Basic Materials
-403
- 4.71%
$28.4 - $33.85 $11.4K - $13.6K
8.15K $267K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-99
- 1.91%
$87.07 - $93.06 $8.62K - $9.21K
5.08K $464K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-1.58K
- 4.8%
$77.92 - $81.94 $123K - $129K
31.4K $2.57M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-273
- 3.72%
$59.11 - $67.35 $16.1K - $18.4K
7.07K $469K
VCR
Vanguard Consumer Discretionar

ETFs
-27
- 3.39%
$359.61 - $401.35 $9.71K - $10.8K
769 $304K
ARKW
Ark Next Generation Internet E

ETFs
-152
- 9.51%
$144.46 - $174.76 $22K - $26.6K
1.45K $252K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.01K
- 3.96%
$41.91 - $44.87 $42.3K - $45.3K
24.5K $1.09M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
-650
- 3.22%
$19.9 - $21.46 $12.9K - $13.9K
19.5K $418K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-360
- 4.18%
$42.67 - $46.91 $15.4K - $16.9K
8.25K $386K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-18
- 0.86%
$187.97 - $199.47 $3.38K - $3.59K
2.08K $415K
IXP
Ishares Global Comm Services E

ETFs
-13
- 0.68%
$109.97 - $126.56 $1.43K - $1.65K
1.9K $234K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-621
- 2.46%
$136.48 - $142.97 $84.8K - $88.8K
24.6K $3.45M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-396
- 2.7%
$21.5 - $23.94 $8.51K - $9.48K
14.3K $341K
NMG
Nouveau Monde Graphite Inc.

Basic Materials
-2.04K
- 6.81%
$1.61 - $2.73 $3.29K - $5.57K
28K $73K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-209
- 2.97%
$77.5 - $86.87 $16.2K - $18.2K
6.83K $570K
EWS
Ishares Inc Msci Singapore ETF

ETFs
-218
- 1.56%
$25.8 - $29.15 $5.62K - $6.35K
13.7K $389K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-45
- 0.81%
$98.56 - $110.68 $4.44K - $4.98K
5.48K $601K
BIIB
Biogen Inc.

Healthcare
-107
- 3.56%
$122.68 - $148.84 $13.1K - $15.9K
2.9K $405K
OMCL
Omnicell, Inc

Healthcare
-735
- 1.48%
$26.88 - $33.62 $19.8K - $24.7K
49.1K $1.49M
CGGO
Capital Group Global Growth Eq

ETFs
-1.43K
- 4.01%
$31.71 - $34.17 $45.4K - $49K
34.3K $1.17M
IYH
Ishares Tr

ETFs
-318
- 1.4%
$54.36 - $58.96 $17.3K - $18.7K
22.4K $1.32M
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.1K
- 4.46%
$40.2 - $44.58 $44.3K - $49.1K
23.6K $1.04M
FTA
First Tr Large Cap Value

ETFs
-439
- 2.94%
$78.13 - $83.78 $34.3K - $36.8K
14.5K $1.21M
TM
Toyota Motor Corp

Consumer Cyclical
-74
- 2.67%
$167.86 - $202.79 $12.4K - $15K
2.7K $515K
RIOT
Riot Blockchain, Inc.

Technology
-6.9K
- 31.49%
$11.03 - $19.78 $76.2K - $137K
15K $285K
FLNG
Flex Lng Ltd.

Energy
-364
- 2.28%
$21.89 - $27.41 $7.97K - $9.98K
15.6K $393K
FIVE
Five Below, Inc

Consumer Cyclical
-236
- 6.82%
$128.78 - $155.44 $30.4K - $36.7K
3.22K $498K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-342
- 11.31%
$67.16 - $93.48 $23K - $32K
2.68K $249K
JHML
John Hancock Multifactor Large

ETFs
-87
- 0.8%
$73.53 - $78.37 $6.4K - $6.82K
10.8K $845K
AZZ
Azz Inc

Industrials
-456
- 6.89%
$96.74 - $119.54 $44.1K - $54.5K
6.17K $673K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-80
- 2.27%
$225.11 - $247.9 $18K - $19.8K
3.45K $852K
IXUS
Ishares Tr

ETFs
-20
- 0.19%
$76.35 - $82.58 $1.53K - $1.65K
10.3K $851K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-40
- 1.96%
$534.91 - $598.71 $21.4K - $23.9K
2K $1.12M
BHP
Bhp Group LTD

Basic Materials
-2.35K
- 9.71%
$48.67 - $56.22 $114K - $132K
21.8K $1.22M
VALE
Vale S.A.

Basic Materials
-3.92K
- 4.6%
$9.53 - $10.95 $37.4K - $42.9K
81.3K $883K
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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