Arkadios Wealth Advisors Purchases in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.19K
+ 25.95%
$50.73 - $52.47 $213K - $220K
20.4K $1.06M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
5.48K
+ 80.03%
$50.98 - $67.62 $280K - $371K
12.3K $695K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.22K
New
$25.29 - $28.33 $208K - $233K
8.22K $229K
AFL
Aflac Inc

Financial Services
2.06K
New
$98.09 - $111.7 $202K - $230K
2.06K $229K
BSY
Bentley Systems Inc

Technology
4.47K
New
$51.48 - $58.72 $230K - $262K
4.47K $229K
JHMM
John Hancock Multifactor Mid C

ETFs
863
+ 1.77%
$61.22 - $65.26 $52.8K - $56.3K
49.6K $3.21M
SSO
Proshares Ultra S&P 500

ETFs
2.04K
New
$97.48 - $112.71 $199K - $230K
2.04K $228K
ARW
Arrow Electronics Inc

Technology
1.88K
New
$114.66 - $133.24 $216K - $251K
1.88K $227K
BDX
Becton Dickinson & CO

Healthcare
754
+ 13.28%
$172.41 - $199.66 $130K - $151K
6.43K $1.2M
ENPH
Enphase Energy, Inc.

Technology
6.39K
New
$30.11 - $42.97 $192K - $275K
6.39K $226K
CYBR
Cyber Ark Software Ltd.

Technology
136
+ 6.54%
$374.8 - $491.1 $51K - $66.8K
2.22K $1.07M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
8.65K
+ 21.99%
$25.39 - $25.57 $219K - $221K
48K $1.23M
BA
Boeing CO

Industrials
183
+ 0.63%
$209.79 - $237.38 $38.4K - $43.4K
29.2K $6.31M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
4.96K
+ 65.22%
$40.28 - $42.14 $200K - $209K
12.6K $529K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.29K
New
$164.12 - $188.32 $211K - $242K
1.29K $223K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.7K
+ 4.67%
$27.61 - $29.15 $102K - $108K
82.9K $2.41M
CCJ
Cameco Corp

Energy
1.29K
+ 10.87%
$70.47 - $86.89 $90.6K - $112K
13.1K $1.1M
AMCR
Amcor PLC

Consumer Cyclical
27.1K
New
$7.97 - $9.94 $216K - $269K
27.1K $221K
BMO
Bank Of Montreal

Financial Services
1.7K
New
$110.44 - $130.66 $187K - $222K
1.7K $221K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.07K
+ 16.22%
$97.75 - $100.75 $202K - $208K
14.8K $1.49M
ARKQ
Ark Autonomous Technology & Ro

ETFs
1.99K
New
$86.2 - $111.56 $171K - $222K
1.99K $221K
PRIM
Primoris Services Corp

Industrials
1.6K
New
$79.61 - $137.33 $128K - $220K
1.6K $220K
WPC
W. P. Carey Inc.

Real Estate
485
+ 1.35%
$61.29 - $68.7 $29.7K - $33.3K
36.4K $2.46M
CBOE
Cboe Global Markets, Inc.

Financial Services
892
New
$231.35 - $253.24 $206K - $226K
892 $218K
IWY
Ishares Tr Russell 200 Growth

ETFs
266
+ 4.99%
$243.93 - $275.62 $64.9K - $73.3K
5.6K $1.53M
IFRA
Ishares Tr

ETFs
4.11K
New
$49.77 - $52.82 $205K - $217K
4.11K $217K
ZETA
Zeta Global Holdings Corp.

Technology
11K
New
$14.0 - $22.08 $153K - $242K
11K $217K
PVH
Pvh Corp.

Consumer Cyclical
2.6K
New
$70.6 - $89.52 $184K - $233K
2.6K $217K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.56K
+ 39.52%
$58.97 - $60.36 $210K - $215K
12.6K $754K
NTRS
Northern Trust Corp

Financial Services
1.49K
+ 76.58%
$123.6 - $134.6 $184K - $201K
3.44K $462K
ENB
Enbridge Inc

Energy
2.84K
+ 19.89%
$43.79 - $50.46 $124K - $143K
17.1K $862K
TRP
Tc Energy Corp

Energy
3.99K
New
$46.58 - $54.41 $186K - $217K
3.99K $216K
BLOK
Amplify ETF Tr Trnsformational

ETFs
3.22K
New
$56.05 - $67.13 $181K - $216K
3.22K $215K
STRL
Sterling Construction CO Inc

Industrials
634
New
$222.54 - $371.84 $141K - $236K
634 $215K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.31K
+ 45.51%
$81.55 - $85.33 $188K - $197K
7.39K $628K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
33.8K
+ 135.36%
$4.73 - $8.22 $160K - $278K
58.8K $383K
EWBC
East West Bancorp Inc

Financial Services
2K
New
$97.41 - $109.7 $195K - $220K
2K $213K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
11.1K
New
$14.73 - $19.31 $163K - $214K
11.1K $213K
COOP
Mr. Cooper Group Inc.

Financial Services
1.02K
New
$143.29 - $220.9 $145K - $224K
1.02K $213K
FSTA
Fidelity Covington Tr Msci Con

ETFs
5.53K
+ 11.65%
$49.57 - $52.57 $274K - $290K
52.9K $2.64M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.45K
+ 42.48%
$45.07 - $47.56 $201K - $212K
14.9K $687K
CL
Colgate Palmolive CO

Consumer Defensive
4.77K
+ 31.1%
$79.36 - $93.33 $378K - $445K
20.1K $1.61M
URA
Global X Uranium ETF

ETFs
691
+ 3.42%
$36.45 - $50.4 $25.2K - $34.8K
20.9K $997K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.15K
+ 17.6%
$42.26 - $47.16 $133K - $148K
21K $973K
GRMN
Garmin LTD

Technology
861
New
$211.13 - $246.22 $182K - $212K
861 $211K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.03K
+ 15.13%
$111.55 - $125.05 $115K - $129K
7.87K $984K
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.26K
+ 27.04%
$47.03 - $47.97 $200K - $204K
20K $958K
MGA
Magna International Inc

Consumer Cyclical
4.44K
New
$40.03 - $47.38 $178K - $211K
4.44K $210K
HDB
Hdfc Bank LTD

Financial Services
6.17K
New
$34.14 - $78.94 $211K - $487K
6.17K $210K
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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