Arkadios Wealth Advisors Purchases in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
2.64K
+ 3.44%
$15.64 - $19.17 $41.3K - $50.6K
79.5K $1.24M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
28
+ 0.08%
$52.39 - $53.11 $1.47K - $1.49K
36.6K $1.94M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
285
+ 3.06%
$24.97 - $25.78 $7.12K - $7.35K
9.6K $245K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
95
+ 1.39%
$44.22 - $45.74 $4.2K - $4.35K
6.95K $316K
TNET
Trinet Group, Inc.

Industrials
669
+ 12.09%
$62.83 - $75.19 $42K - $50.3K
6.2K $414K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
101
+ 2.33%
N/A
4.44K $381K
AGZ
Ishares Agency Bond ETF

ETFs
64
+ 2.65%
$108.74 - $110.41 $6.96K - $7.07K
2.48K $273K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
175
+ 0.82%
$25.93 - $26.42 $4.54K - $4.62K
21.6K $563K
TRGP
Targa Resources Corp.

Energy
95
+ 7.61%
$160.52 - $174.4 $15.2K - $16.6K
1.34K $225K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
361
+ 6.85%
$59.29 - $62.87 $21.4K - $22.7K
5.63K $338K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
6
+ 0.15%
$63.98 - $69.04 $384 - $414
3.98K $265K
MAA
Mid America Apartment Communities Inc.

Real Estate
308
+ 6.82%
$138.38 - $153.2 $42.6K - $47.2K
4.83K $674K
SIGI
Selective Insurance Group Inc

Financial Services
310
+ 8.98%
$75.0 - $90.91 $23.3K - $28.2K
3.76K $304K
BRSP
Bright Spire Capital, Inc.

Real Estate
78
+ 0.67%
$4.91 - $5.94 $383 - $463
11.7K $63K
PGF
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.11%
$14.11 - $14.94 $155 - $164
10.4K $151K
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
36
+ 0.54%
$30.86 - $32.68 $1.11K - $1.18K
6.76K $215K
PSA
Public Storage

Real Estate
40
+ 2.34%
$271.94 - $298.09 $10.9K - $11.9K
1.75K $504K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
119
+ 1.06%
$10.01 - $10.55 $1.19K - $1.26K
11.3K $116K
IHF
Ishares Tr

ETFs
4
+ 0.1%
$40.81 - $49.43 $163 - $198
4.17K $206K
AIG
American International Group, Inc.

Financial Services
1.03K
+ 9.35%
$76.34 - $85.87 $78.7K - $88.5K
12.1K $947K
AVT
Avnet Inc

Technology
165
+ 2.42%
$49.46 - $56.3 $8.16K - $9.29K
7K $365K
UNM
Unum Group

Financial Services
204
+ 4.3%
$68.55 - $82.12 $14K - $16.8K
4.95K $385K
ABNB
Airbnb, Inc.

Consumer Cyclical
791
+ 9.19%
$118.3 - $142.16 $93.6K - $112K
9.4K $1.14M
UL
Unilever PLC

Consumer Defensive
444
+ 3.28%
$58.43 - $65.01 $25.9K - $28.9K
14K $828K
Corpay Inc Com Shs
810
New
N/A
810 $0
Annaly Capital Management Inc Com New
152
+ 0.6%
N/A
25.5K $0
Super Micro Computer Inc Com New
5.86K
+ 50.06%
N/A
17.6K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
406
+ 2.3%
N/A
18.1K $0
Te Connectivity PLC Ord Shs
69
+ 3.8%
N/A
1.89K $0
Cooper Cos Inc Com
3.11K
New
N/A
3.11K $0
Galaxy Digital Inc. Cl A
5.33K
New
N/A
5.33K $0
WOOD
Ishares Global Timber & Forest
699
+ 10.93%
N/A
7.1K $0
QTUM
ETF Ser Solutions Defiance Qua
559
+ 6.41%
N/A
9.28K $0
America Movil Sab De Cv Spon Ads Rp Cl B
11.4K
New
N/A
11.4K $0
Linde PLC Shs
369
+ 18.38%
N/A
2.38K $0
PSEP
Innovator U.S. Equity Power Bu
18.9K
+ 142.1%
N/A
32.2K $0
Brookfield Corp Cl A LTD Vt Sh
10
+ 0.1%
N/A
10.1K $0
CGSD
Capital Grp Core Plus Income E
218
+ 2.65%
N/A
8.46K $0
BAUG
Innovator U.S. Equity Buffer E
19.3K
New
N/A
19.3K $0
USEP
Innovator U.S. Equity Ultra Bu
12.9K
New
N/A
12.9K $0
Invesco S&P Smallcap Energy ETF
323
+ 5.58%
N/A
6.11K $0
Innovator Growth 100 Power Buffer ETF January
3.84K
+ 52.31%
N/A
11.2K $0
Innovator U.S. Equity Buffer ETF February
1.55K
+ 7.15%
N/A
23.2K $0
DAUG
First Tr ETF Viii Cboe Vest Us
6.54K
New
N/A
6.54K $0
AFLG
First Tr Exchange Traded Fd Vi
4.26K
+ 16.51%
N/A
30.1K $0
BFB
Brown Forman Corp Cl B
10.2K
+ 42.93%
N/A
34K $0
Atlassian Corporation Cl A
1.39K
New
N/A
1.39K $0
Atac Us Rotation ETF
9
+ 0.09%
N/A
10.1K $0
FSCO
Fs Cr Opportunities Corp Com
23.9K
+ 24.21%
N/A
123K $0
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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