Arq Wealth Advisors, LLC Purchases in Q3 2025

Arq Wealth Advisors, LLC

  • $320 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
115K
New
$37.2 - $39.61 $4.29M - $4.56M
115K $4.56M
MCK
Mckesson Corp

Healthcare
5.75K
New
$659.01 - $772.54 $3.79M - $4.44M
5.75K $4.44M
AVUS
American Centy ETF Tr Avantis

ETFs
17.3K
+ 13.46%
$101.2 - $109.16 $1.75M - $1.88M
146K $15.8M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
40.1K
New
$54.17 - $57.2 $2.17M - $2.3M
40.1K $2.29M
RECS
Columbia ETF Tr I

ETFs
35.8K
+ 16.71%
$36.82 - $40.35 $1.32M - $1.44M
250K $10.1M
AUSF
Global X Fds Adaptive U S Fact

ETFs
41.4K
+ 27.41%
$44.16 - $46.75 $1.83M - $1.94M
193K $8.96M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
109K
+ 68.49%
$16.46 - $17.1 $1.8M - $1.87M
269K $4.58M
FTHI
First Trust Exchange Traded Fd

ETFs
75.4K
+ 64.26%
$22.76 - $23.92 $1.71M - $1.8M
193K $4.57M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
73.8K
+ 54.83%
$21.15 - $22.45 $1.56M - $1.66M
208K $4.65M
GOOGL
Alphabet Inc.

Communication Services
6.22K
+ 321.85%
$174.36 - $254.72 $1.08M - $1.58M
8.15K $1.98M
PAVE
Global X Fds Us Infrastructure

ETFs
26.7K
+ 36.03%
$44.02 - $47.63 $1.18M - $1.27M
101K $4.8M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
27.8K
New
$40.04 - $45.11 $1.11M - $1.25M
27.8K $1.23M
AVDE
American Centy ETF Tr Avantis

ETFs
9.54K
+ 10.75%
$73.24 - $79.04 $698K - $754K
98.3K $7.75M
JPMB
J P Morgan Usd Emerging Market

ETFs
26.5K
+ 53.15%
$38.57 - $40.47 $1.02M - $1.07M
76.2K $3.08M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
18K
+ 42.64%
$55.15 - $58.11 $992K - $1.04M
60.2K $3.46M
EMLP
First Tr Exchange Traded Iv

ETFs
27.7K
+ 59.13%
$36.99 - $38.38 $1.03M - $1.06M
74.7K $2.86M
FYLD
Cambria Foreign Shareholder Yi

ETFs
27.6K
+ 36.92%
$29.19 - $31.97 $806K - $883K
102K $3.19M
DBAW
Xtrackers Msci All World Ex Us

ETFs
8.67K
+ 4.08%
$36.61 - $39.41 $317K - $342K
221K $8.71M
MA
Mastercard Inc

Financial Services
1.55K
New
$550.18 - $598.96 $851K - $926K
1.55K $879K
JNJ
Johnson & Johnson

Healthcare
4.39K
New
$155.17 - $185.42 $680K - $813K
4.39K $813K
AXP
American Express CO

Financial Services
2.44K
New
$294.27 - $342.31 $717K - $834K
2.44K $809K
COF
Capital One Financial Corp

Financial Services
3.78K
New
$207.29 - $229.74 $784K - $869K
3.78K $803K
MSFT
Microsoft Corp

Technology
1.29K
+ 20.61%
$491.09 - $535.64 $634K - $691K
7.55K $3.91M
VTI
Vanguard Total Stock Market Et

ETFs
540
+ 2.14%
$303.93 - $329.86 $164K - $178K
25.8K $8.47M
PEP
Pepsico Inc

Consumer Defensive
5.4K
New
$133.81 - $152.16 $722K - $821K
5.4K $757K
SCHW
Schwab Charles Corp

Financial Services
7.79K
New
$91.03 - $98.69 $709K - $768K
7.79K $743K
USB
Us Bancorp \De\

Financial Services
15.2K
New
$43.94 - $50.41 $669K - $768K
15.2K $736K
HEQT
Simplify Exchange Traded Fds H
13.4K
+ 5.58%
$30.02 - $31.27 $404K - $420K
254K $7.95M
WM
Waste Management Inc

Industrials
3.17K
New
$213.88 - $237.1 $678K - $752K
3.17K $700K
CMCSA
Comcast Corp

Communication Services
21.9K
New
$31.41 - $36.33 $689K - $797K
21.9K $689K
JPM
Jpmorgan Chase & CO

Financial Services
2.15K
New
$282.78 - $316.06 $608K - $680K
2.15K $678K
BDX
Becton Dickinson & CO

Healthcare
3.34K
New
$172.41 - $199.66 $576K - $667K
3.34K $625K
FDX
Fedex Corp

Industrials
2.64K
New
$217.1 - $243.2 $573K - $642K
2.64K $622K
UPS
United Parcel Service Inc

Industrials
7.07K
New
$82.58 - $105.54 $584K - $746K
7.07K $590K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
9.78K
New
$48.04 - $60.86 $470K - $595K
9.78K $567K
WTW
Willis Towers Watson PLC

Financial Services
1.62K
New
$301.83 - $345.45 $488K - $559K
1.62K $558K
PG
Procter & Gamble CO

Consumer Defensive
3.6K
New
$150.47 - $161.22 $541K - $580K
3.6K $552K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
8.64K
New
$59.61 - $63.09 $515K - $545K
8.64K $543K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
9.06K
New
$57.1 - $70.52 $517K - $639K
9.06K $540K
SYY
Sysco Corp

Consumer Defensive
6.2K
New
$76.33 - $82.51 $473K - $511K
6.2K $510K
PAYX
Paychex Inc

Industrials
3.9K
New
$126.69 - $147.99 $494K - $577K
3.9K $494K
MDT
Medtronic PLC

Healthcare
4.89K
New
$87.67 - $95.74 $429K - $468K
4.89K $465K
VTR
Ventas, Inc.

Real Estate
6.6K
New
$62.76 - $69.99 $414K - $462K
6.6K $461K
DIS
Walt Disney CO

Communication Services
3.72K
New
$112.25 - $124.0 $417K - $461K
3.72K $425K
IVV
Ishares Core S&P 500 ETF

ETFs
381
+ 11.44%
$620.67 - $670.08 $236K - $255K
3.71K $2.48M
DEO
Diageo PLC

Consumer Defensive
4.14K
New
$93.64 - $115.33 $388K - $477K
4.14K $395K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.29K
New
$68.24 - $73.73 $361K - $390K
5.29K $388K
TMO
Thermo Fisher Scientific Inc.

Healthcare
801
New
$404.94 - $499.99 $324K - $400K
801 $388K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
13.1K
New
$25.5 - $35.2 $334K - $461K
13.1K $334K
Activity Summary
Buys All Purchases 87 New Holdings 45 Increased Positions 42 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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