Arkadios Wealth Advisors Purchases in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDX
Fedex Corp

Industrials
696
+ 13.47%
$217.1 - $243.2 $151K - $169K
5.86K $1.38M
ASX
Ase Technology Holding Co., Ltd.

Technology
18K
+ 172.84%
$9.5 - $11.71 $171K - $211K
28.4K $315K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.18K
New
$31.31 - $34.54 $193K - $213K
6.18K $208K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
5.22K
New
$38.58 - $40.06 $201K - $209K
5.22K $207K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
6.69K
+ 32.86%
N/A
27K $832K
VIS
Vanguard Industrial ETF

ETFs
629
+ 53.9%
$281.0 - $296.29 $177K - $186K
1.8K $532K
IWB
Ishares Tr Russell 1000 ETF

ETFs
177
+ 3.27%
$339.37 - $366.46 $60.1K - $64.9K
5.6K $2.05M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
11.1K
New
$18.41 - $20.12 $205K - $224K
11.1K $204K
INFY
Infosys LTD

Technology
12.5K
New
$15.98 - $18.96 $200K - $237K
12.5K $203K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
299
+ 0.41%
$46.61 - $49.24 $13.9K - $14.7K
73.9K $3.64M
FFIV
F5, Inc.

Technology
628
New
$290.76 - $334.59 $183K - $210K
628 $202K
MCHI
Ishares Msci China ETF

ETFs
3.07K
New
$54.58 - $65.85 $168K - $202K
3.07K $202K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.58K
New
$42.43 - $45.05 $194K - $206K
4.58K $201K
IBN
Icici Bank LTD

Financial Services
6.66K
New
$30.23 - $34.41 $201K - $229K
6.66K $201K
HEI
Heico Corp

Industrials
622
New
$304.5 - $337.56 $189K - $210K
622 $200K
BIDU
Baidu, Inc.

Communication Services
648
+ 26.3%
$85.86 - $137.83 $55.6K - $89.3K
3.11K $410K
USB
Us Bancorp \De\

Financial Services
515
+ 0.92%
$43.94 - $50.41 $22.6K - $26K
56.7K $2.74M
KT
Kt Corp

Communication Services
10.1K
New
$19.32 - $21.38 $196K - $217K
10.1K $197K
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.4K
+ 25.67%
$69.62 - $73.99 $167K - $178K
11.8K $847K
ES
Eversource Energy

Utilities
1.12K
+ 7.39%
$62.86 - $71.14 $70.5K - $79.8K
16.3K $1.16M
IYF
Ishares Tr

ETFs
1.13K
+ 12.79%
$119.89 - $127.16 $136K - $144K
9.98K $1.26M
PFEB
Innovator U.S. Equity Power Bu

ETFs
3.99K
+ 19.96%
$37.99 - $39.69 $152K - $158K
24K $951K
BKNG
Booking Holdings Inc.

Consumer Cyclical
125
+ 10.1%
$5364.25 - $5815.92 $671K - $727K
1.36K $7.36M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.3K
+ 14.81%
$76.16 - $78.59 $175K - $181K
17.9K $1.39M
IBB
Ishares Biotechnology ETF

ETFs
470
+ 6.79%
$127.63 - $144.37 $60K - $67.9K
7.39K $1.07M
BLD
Top Build Corp

Industrials
78
+ 3.28%
$343.19 - $443.31 $26.8K - $34.6K
2.45K $959K
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.4K
+ 18.64%
$49.32 - $50.93 $168K - $173K
21.6K $1.1M
MTB
M&T Bank Corp

Financial Services
924
+ 70.43%
$183.74 - $204.05 $170K - $189K
2.24K $441K
WEC
Wec Energy Group, Inc.

Utilities
755
+ 7.83%
$103.66 - $114.59 $78.3K - $86.5K
10.4K $1.19M
AON
Aon PLC

Financial Services
518
+ 28.83%
$350.91 - $375.27 $182K - $194K
2.32K $825K
KSS
Kohls Corp

Consumer Cyclical
12K
New
$9.02 - $17.38 $108K - $208K
12K $184K
ED
Consolidated Edison Inc

Utilities
1.81K
+ 68.3%
$95.57 - $105.36 $173K - $191K
4.47K $449K
VV
Vanguard Large Cap ETF

ETFs
263
+ 5.85%
$285.05 - $309.14 $75K - $81.3K
4.76K $1.46M
RELX
Relx PLC

Communication Services
5.37K
+ 47.53%
$45.13 - $54.19 $242K - $291K
16.7K $795K
CRUS
Cirrus Logic, Inc.

Technology
421
+ 6.93%
$97.25 - $127.45 $40.9K - $53.7K
6.5K $814K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.09K
+ 39.45%
$75.26 - $80.19 $157K - $167K
7.37K $588K
GNL
Global Net Lease, Inc.

Real Estate
17.2K
+ 25.95%
$6.85 - $8.33 $118K - $143K
83.5K $679K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
1.52K
+ 5.96%
$54.01 - $60.18 $82K - $91.4K
27K $1.62M
ETSY
Etsy Inc

Consumer Cyclical
674
+ 8.21%
$51.36 - $74.34 $34.6K - $50.1K
8.88K $589K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
231
+ 3.53%
$50.79 - $76.4 $11.7K - $17.6K
6.77K $517K
EWJ
Ishares Msci Japan ETF

ETFs
1.73K
+ 23.76%
$71.69 - $81.49 $124K - $141K
9K $721K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.68K
+ 20.89%
$46.51 - $50.07 $217K - $234K
27.1K $1.27M
SSNC
Ss&C Technologies Holdings Inc

Technology
1.09K
+ 8.38%
$81.85 - $90.2 $89.1K - $98.1K
14.1K $1.25M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.33K
+ 23.78%
$49.05 - $49.99 $163K - $166K
17.3K $862K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
11.4K
+ 12.85%
$11.51 - $12.4 $131K - $141K
99.9K $1.23M
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.68K
+ 5.15%
$42.04 - $45.23 $70.4K - $75.8K
34.2K $1.55M
SPYG
Spdr Portfolio

ETFs
784
+ 8.55%
$94.33 - $105.31 $74K - $82.6K
9.95K $1.04M
SHG
Shinhan Financial Group CO LTD

Financial Services
4.76K
New
N/A
4.76K $164K
COIN
Coinbase Global, Inc.

Technology
572
+ 25.66%
$297.99 - $419.78 $170K - $240K
2.8K $945K
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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