Arkadios Wealth Advisors Purchases in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.19K
+ 7.64%
$50.53 - $50.82 $161K - $162K
44.9K $2.28M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
967
+ 8.85%
$108.47 - $114.7 $105K - $111K
11.9K $1.36M
SHEL
Shell PLC

Energy
1.69K
+ 4.61%
$69.82 - $73.93 $118K - $125K
38.3K $2.74M
EIX
Edison International

Utilities
1.71K
+ 9.37%
$50.42 - $56.35 $86.1K - $96.2K
19.9K $1.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
950
+ 2.64%
$52.12 - $55.33 $49.5K - $52.6K
37K $2.05M
IOT
Samsara Inc.

Technology
8.88K
+ 13.11%
$32.22 - $42.09 $286K - $374K
76.6K $2.85M
BNDX
Vanguard Total International B

ETFs
3.22K
+ 25.96%
$49.0 - $49.51 $158K - $160K
15.6K $773K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.34K
+ 30.59%
$107.66 - $112.36 $144K - $151K
5.72K $637K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
995
+ 7.04%
$85.93 - $92.12 $85.5K - $91.7K
15.1K $1.38M
EEM
Ishares Msci Emerging Markets

ETFs
633
+ 2.67%
$48.07 - $53.4 $30.4K - $33.8K
24.4K $1.3M
MFG
Mizuho Financial Group Inc

Financial Services
23K
New
$5.42 - $6.85 $125K - $157K
23K $153K
CME
Cme Group Inc.

Financial Services
625
+ 19.78%
$258.83 - $287.1 $162K - $179K
3.78K $1.02M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
845
+ 2.4%
$20.62 - $30.81 $17.4K - $26K
36K $959K
HIMX
Himax Technologies, Inc.

Technology
17.1K
New
$7.16 - $9.76 $123K - $167K
17.1K $151K
MAIN
Main Street Capital Corp

Financial Services
76
+ 0.23%
$59.28 - $67.54 $4.51K - $5.13K
32.7K $2.08M
DVY
Ishares Tr

ETFs
233
+ 1.85%
$133.88 - $142.57 $31.2K - $33.2K
12.8K $1.82M
MSCI
Msci Inc.

Financial Services
268
+ 51.54%
$526.48 - $588.0 $141K - $158K
788 $447K
POOL
Pool Corp

Industrials
388
+ 26.91%
$292.13 - $333.62 $113K - $129K
1.83K $567K
PAVE
Global X Fds Us Infrastructure

ETFs
1.24K
+ 5.71%
$44.02 - $47.63 $54.6K - $59.1K
23K $1.09M
PEAK
Healthpeak Properties, Inc.

Real Estate
7.78K
+ 16.38%
N/A
55.3K $1.05M
VHT
Vanguard Health Care ETF

ETFs
347
+ 6.85%
$239.12 - $259.95 $83K - $90.2K
5.42K $1.41M
EMB
Ishares Tr

ETFs
1.41K
+ 29.66%
$91.52 - $95.59 $129K - $135K
6.18K $588K
EXR
Extra Space Storage Inc.

Real Estate
1.65K
+ 12.34%
$134.36 - $152.88 $222K - $253K
15K $2.12M
MTCH
Match Group, Inc.

Communication Services
857
+ 3.3%
$31.83 - $38.77 $27.3K - $33.2K
26.8K $946K
DHI
Horton D R Inc

Consumer Cyclical
233
+ 8.96%
$129.82 - $184.04 $30.2K - $42.9K
2.83K $480K
MA
Mastercard Inc

Financial Services
69
+ 0.45%
$550.18 - $598.96 $38K - $41.3K
15.3K $8.69M
LZ
Legalzoom.Com, Inc.

Industrials
3.35K
+ 4.58%
$8.3 - $11.18 $27.8K - $37.4K
76.3K $792K
SHW
Sherwin Williams CO

Basic Materials
374
+ 9.47%
$330.88 - $375.23 $124K - $140K
4.32K $1.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
409
+ 1.85%
$137.51 - $145.26 $56.2K - $59.4K
22.5K $3.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.3K
+ 27.0%
$98.52 - $103.93 $128K - $135K
6.1K $627K
FE
Firstenergy Corp

Utilities
1.64K
+ 14.51%
$39.76 - $45.82 $65K - $75K
12.9K $591K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.34K
+ 15.53%
$41.53 - $66.18 $55.4K - $88.4K
9.93K $563K
CVNA
Carvana Co.

Consumer Cyclical
193
+ 12.86%
$326.09 - $392.66 $62.9K - $75.8K
1.69K $639K
NJR
New Jersey Resources Corp

Utilities
1.85K
+ 13.67%
$45.05 - $48.15 $83.3K - $89K
15.4K $740K
AVAV
Aero Vironment Inc

Industrials
37
+ 0.91%
$226.08 - $314.89 $8.36K - $11.7K
4.09K $1.29M
GPN
Global Payments Inc

Industrials
1.49K
+ 51.93%
$77.61 - $90.01 $116K - $134K
4.37K $362K
ROLL
Rbc Bearings Inc

Industrials
540
New
N/A
540 $132K
TDIV
First Trust Nasdaq Technology

ETFs
617
+ 7.22%
$89.27 - $100.33 $55.1K - $61.9K
9.16K $902K
CTAS
Cintas Corp

Industrials
722
+ 75.44%
$199.29 - $226.27 $144K - $163K
1.68K $344K
IQV
Iqvia Holdings Inc.

Healthcare
360
+ 18.86%
$157.68 - $200.82 $56.8K - $72.3K
2.27K $430K
DIS
Walt Disney CO

Communication Services
4.43K
+ 11.17%
$112.25 - $124.0 $497K - $549K
44.1K $5.05M
PRU
Prudential Financial Inc

Financial Services
1.76K
+ 12.16%
$100.68 - $109.89 $177K - $194K
16.3K $1.69M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
5.1K
+ 41.2%
$24.11 - $24.94 $123K - $127K
17.5K $435K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
306
+ 11.2%
$301.44 - $365.84 $92.2K - $112K
3.04K $983K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.77K
+ 36.66%
$43.1 - $44.6 $119K - $124K
10.3K $457K
DYN
Dyne Therapeutics, Inc.

Healthcare
10.1K
New
$8.18 - $14.22 $82.7K - $144K
10.1K $127K
WAL
Western Alliance Bancorporation

Financial Services
708
+ 9.78%
$76.33 - $91.49 $54K - $64.8K
7.95K $689K
FITB
Fifth Third Bancorp

Financial Services
2.06K
+ 21.71%
$40.91 - $46.28 $84.4K - $95.5K
11.6K $515K
IRM
Iron Mountain Inc

Real Estate
1.24K
+ 60.79%
$89.46 - $104.46 $111K - $129K
3.28K $334K
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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