Arq Wealth Advisors, LLC New Holdings 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
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
40.1K
New
$54.17 - $57.2 $2.17M - $2.3M
40.1K $2.29M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
27.8K
New
$40.04 - $45.11 $1.11M - $1.25M
27.8K $1.23M
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
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
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
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
DHR
Danaher Corp

Healthcare
1.68K
New
$181.46 - $212.2 $304K - $356K
1.68K $332K
UNH
Unitedhealth Group Inc

Healthcare
926
New
$237.77 - $353.61 $220K - $327K
926 $319K
OTIS
Otis Worldwide Corp

Industrials
3.16K
New
$84.93 - $101.07 $268K - $319K
3.16K $289K
QQQ
Invesco Qqq Trust, Series 1

ETFs
420
New
$546.99 - $602.2 $230K - $253K
420 $252K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.03K
New
$118.3 - $142.16 $240K - $288K
2.03K $246K
SPYG
Spdr Portfolio

ETFs
2.16K
New
$94.33 - $105.31 $203K - $227K
2.16K $225K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.48K
New
$135.0 - $146.02 $200K - $216K
1.48K $215K
HD
Home Depot, Inc.

Consumer Cyclical
519
New
$357.4 - $423.42 $185K - $220K
519 $210K
CSCO
Cisco Systems, Inc.

Technology
3.08K
New
$66.2 - $71.79 $204K - $221K
3.08K $210K
AVGE
American Centy ETF Tr Avantis
5.77K
New
N/A
5.77K $0
Capital Group Global Equity
14.8K
New
N/A
14.8K $0
Global X Fds
3.47K
New
N/A
3.47K $0
Pacer Fds Tr
6.97K
New
N/A
6.97K $0
Rbb Fund Trust
9.17K
New
N/A
9.17K $0
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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