Arkadios Wealth Advisors Closed Holding Positions

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FMHI
First Tr ETF Iii Municipal Hig

ETFs
Q1 2022 Filed on May 02, 2022
11,620
$51.05 - $56.08 $593K - $652K
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 02, 2022
1,990
$38.61 - $51.98 $76.8K - $103K
LKQ
Lkq Corp

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
8,975
$42.55 - $59.49 $382K - $534K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2022 Filed on May 02, 2022
1,803
$108.0 - $122.07 $195K - $220K
OTTR
Otter Tail Corp

Utilities
Q1 2022 Filed on May 02, 2022
5,517
$59.36 - $69.62 $327K - $384K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
Q1 2022 Filed on May 02, 2022
13,236
$83.69 - $103.52 $1.11M - $1.37M
KJUL
Innovator U.S. Small Cap Power

Technology
Q1 2022 Filed on May 02, 2022
7,734
$24.6 - $26.59 $190K - $206K
Silverbox Engaged Merger CO I Com Cl A
Q1 2022 Filed on May 02, 2022
20,434
N/A
LCID
Lucid Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
7,900
$21.55 - $45.47 $170K - $359K
OPK
Opko Health, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
49,000
$2.87 - $4.93 $141K - $242K
ABB
Abb LTD

Industrials
Q4 2021 Filed on Feb 03, 2022
687
$32.55 - $38.65 $22.4K - $26.6K
ACIW
Aci Worldwide, Inc.

Technology
Q4 2021 Filed on Feb 03, 2022
25
$28.39 - $35.15 $710 - $879
ALK
Alaska Air Group, Inc.

Industrials
Q4 2021 Filed on Feb 03, 2022
18
$46.29 - $62.2 $833 - $1.12K
AEE
Ameren Corp

Utilities
Q4 2021 Filed on Feb 03, 2022
1,151
$80.61 - $89.06 $92.8K - $103K
AWR
American States Water CO

Utilities
Q4 2021 Filed on Feb 03, 2022
964
$85.58 - $103.44 $82.5K - $99.7K
Antares Pharma Inc Com
Q4 2021 Filed on Feb 03, 2022
1,500
N/A
BHC
Bausch Health Companies Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
122
$23.0 - $29.01 $2.81K - $3.54K
BFA
Brown Forman Corp Cl A
Q4 2021 Filed on Feb 03, 2022
516
N/A
BC
Brunswick Corp

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
1,003
$90.42 - $102.98 $90.7K - $103K
CMS
Cms Energy Corp

Utilities
Q4 2021 Filed on Feb 03, 2022
743
$58.85 - $65.41 $43.7K - $48.6K
CPB
Campbell Soup CO

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
131
$39.91 - $44.18 $5.23K - $5.79K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q4 2021 Filed on Feb 03, 2022
519
$53.58 - $61.45 $27.8K - $31.9K
CRI
Carters Inc

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
473
$91.39 - $109.69 $43.2K - $51.9K
CE
Celanese Corp

Basic Materials
Q4 2021 Filed on Feb 03, 2022
157
$148.94 - $172.91 $23.4K - $27.1K
Cerner Corp Com
Q4 2021 Filed on Feb 03, 2022
1,621
N/A
CRL
Charles River Laboratories International, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
75
$351.38 - $448.68 $26.4K - $33.7K
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Feb 03, 2022
323
$78.72 - $108.43 $25.4K - $35K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
187
$121.23 - $138.94 $22.7K - $26K
DTE
Dte Energy CO

Utilities
Q4 2021 Filed on Feb 03, 2022
616
$108.34 - $120.33 $66.7K - $74.1K
DBL
Double Line Opportunistic Credit Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
101
$18.71 - $19.93 $1.89K - $2.01K
ERIC
Ericsson Lm Telephone CO

Technology
Q4 2021 Filed on Feb 03, 2022
3,184
$10.0 - $12.21 $31.8K - $38.9K
Federal Rlty Invt Tr Sh Ben Int New
Q4 2021 Filed on Feb 03, 2022
550
N/A
FBP
First Bancorp

Financial Services
Q4 2021 Filed on Feb 03, 2022
870
$12.7 - $14.71 $11K - $12.8K
FL
Foot Locker, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
3,981
$39.96 - $57.56 $159K - $229K
GMED
Globus Medical Inc

Healthcare
Q4 2021 Filed on Feb 03, 2022
54
$62.62 - $79.92 $3.38K - $4.32K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q4 2021 Filed on Feb 03, 2022
41
$35.85 - $38.24 $1.47K - $1.57K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
1,288
$18.55 - $21.25 $23.9K - $27.4K
GRFS
Grifols Sa

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,718
$10.21 - $15.27 $17.5K - $26.2K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Feb 03, 2022
586
$64.97 - $74.1 $38.1K - $43.4K
HSII
Heidrick & Struggles International Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
4,663
$42.3 - $49.23 $197K - $230K
JKHY
Henry Jack & Associates Inc

Technology
Q4 2021 Filed on Feb 03, 2022
96
$147.96 - $174.24 $14.2K - $16.7K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
298
N/A
HMC
Honda Motor CO LTD

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
130
$27.36 - $30.79 $3.56K - $4K
HRL
Hormel Foods Corp

Consumer Defensive
Q4 2021 Filed on Feb 03, 2022
230
$40.89 - $49.19 $9.4K - $11.3K
HUBS
Hubspot Inc

Technology
Q4 2021 Filed on Feb 03, 2022
150
$633.79 - $852.08 $95.1K - $128K
JBHT
Hunt J B Transport Services Inc

Industrials
Q4 2021 Filed on Feb 03, 2022
35
$165.48 - $205.75 $5.79K - $7.2K
ILF
Ishares Latin America 40 ETF

ETFs
Q4 2021 Filed on Feb 03, 2022
661
$22.67 - $27.32 $15K - $18.1K
IHE
Ishares Tr

ETFs
Q4 2021 Filed on Feb 03, 2022
474
$182.18 - $200.3 $86.4K - $94.9K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q4 2021 Filed on Feb 03, 2022
931
$44.53 - $46.0 $41.5K - $42.8K
Track This Portfolio

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email