Arkadios Wealth Advisors Purchases in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
30.1K
+ 78.43%
$50.23 - $50.48 $1.51M - $1.52M
68.6K $3.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.32K
+ 2.69%
$459.11 - $506.91 $605K - $668K
50.3K $25.3M
GS
Goldman Sachs Group Inc

Financial Services
884
+ 10.17%
$696.56 - $806.32 $616K - $713K
9.58K $7.63M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14.9K
+ 17.44%
$68.24 - $73.73 $1.02M - $1.1M
101K $7.39M
IVE
Ishares S&P 500 Value ETF

ETFs
4.05K
+ 7.07%
$194.44 - $206.51 $787K - $836K
61.3K $12.7M
BX
Blackstone Inc.

Financial Services
3.49K
+ 8.54%
$152.77 - $188.68 $533K - $659K
44.4K $7.58M
FTCS
First Trust Capital Strength E

ETFs
13K
+ 14.9%
$89.72 - $93.74 $1.17M - $1.22M
100K $9.4M
BSX
Boston Scientific Corp

Healthcare
17K
+ 81.95%
$97.03 - $108.14 $1.65M - $1.84M
37.7K $3.68M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
19K
+ 7.09%
$35.42 - $38.65 $671K - $733K
286K $10.9M
ENVA
Enova International, Inc.

Financial Services
11.9K
+ 61.27%
$100.56 - $127.32 $1.2M - $1.52M
31.4K $3.61M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.08K
+ 38.64%
$404.94 - $499.99 $843K - $1.04M
7.47K $3.62M
TFC
Truist Financial Corp

Financial Services
19.8K
+ 10.4%
$42.83 - $47.07 $849K - $933K
210K $9.62M
MRK
Merck & Co., Inc.

Healthcare
12.9K
+ 19.21%
$77.6 - $87.37 $1M - $1.13M
80K $6.71M
MCD
Mcdonalds Corp

Consumer Cyclical
3.6K
+ 15.27%
$291.67 - $316.99 $1.05M - $1.14M
27.2K $8.25M
LDOS
Leidos Holdings, Inc.

Technology
3.84K
+ 18.9%
$159.2 - $188.96 $611K - $726K
24.2K $4.57M
CMI
Cummins Inc

Industrials
506
+ 4.31%
$327.85 - $426.39 $166K - $216K
12.2K $5.17M
ROST
Ross Stores, Inc.

Consumer Cyclical
5.93K
+ 36.0%
$127.59 - $152.81 $756K - $906K
22.4K $3.41M
STX
Seagate Technology Holdings PLC

Technology
1.16K
+ 10.22%
$142.01 - $236.06 $164K - $273K
12.5K $2.94M
LMT
Lockheed Martin Corp

Industrials
1.29K
+ 6.98%
$410.74 - $499.21 $528K - $642K
19.7K $9.84M
QCOM
Qualcomm Inc

Technology
5.26K
+ 8.88%
$145.84 - $173.55 $768K - $914K
64.5K $10.7M
WMB
Williams Companies, Inc.

Energy
19.4K
+ 24.67%
$56.52 - $64.01 $1.1M - $1.24M
98.2K $6.22M
MUB
Ishares National Muni Bond ETF

ETFs
11.4K
+ 72.47%
$103.24 - $106.68 $1.17M - $1.21M
27.1K $2.88M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.44K
+ 3.75%
$82.22 - $96.68 $201K - $236K
67.6K $6.54M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
50.5K
+ 556.68%
$23.57 - $24.16 $1.19M - $1.22M
59.6K $1.44M
IBM
International Business Machines Corp

Technology
5.52K
+ 20.99%
$234.77 - $292.47 $1.3M - $1.61M
31.8K $8.97M
AMGN
Amgen Inc

Healthcare
4.09K
+ 23.12%
$271.18 - $309.22 $1.11M - $1.26M
21.8K $6.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.22K
+ 34.83%
$182.33 - $194.5 $952K - $1.02M
20.2K $3.93M
SPGI
S&P Global Inc.

Financial Services
2.85K
+ 55.91%
$484.94 - $564.15 $1.38M - $1.61M
7.94K $3.86M
ITW
Illinois Tool Works Inc

Industrials
2.54K
+ 6.79%
$252.31 - $269.41 $640K - $683K
39.9K $10.4M
RDVY
First Trust Rising Dividend Ac

ETFs
2.9K
+ 1.35%
$62.38 - $67.29 $181K - $195K
217K $14.6M
MO
Altria Group, Inc.

Consumer Defensive
1.34K
+ 0.92%
$57.75 - $67.68 $77.1K - $90.4K
146K $9.62M
XSMO
Invesco S&P Smallcap Momentum

ETFs
9.25K
+ 10.75%
$67.1 - $74.29 $621K - $687K
95.3K $7.01M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
6.74K
+ 18.86%
$68.94 - $86.3 $465K - $582K
42.5K $3.66M
ETN
Eaton Corp PLC

Industrials
2.82K
+ 58.34%
$342.99 - $392.76 $966K - $1.11M
7.64K $2.86M
DFAI
Dimensional ETF Tr

ETFs
21.1K
+ 10.35%
$34.05 - $36.55 $718K - $771K
225K $8.17M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
32.3K
+ 199.38%
$33.13 - $33.91 $1.07M - $1.1M
48.5K $1.64M
JCI
Johnson Controls International PLC

Industrials
9.74K
+ 121.86%
$103.24 - $111.73 $1.01M - $1.09M
17.7K $1.95M
IEMG
Ishares Inc

ETFs
20.5K
+ 18.29%
N/A
132K $7.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
16.2K
+ 7.32%
$35.76 - $37.93 $578K - $613K
237K $8.95M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
10.1K
+ 7.29%
$48.35 - $53.13 $490K - $539K
149K $7.87M
TJX
Tjx Companies Inc

Consumer Cyclical
2.24K
+ 6.14%
$121.35 - $144.54 $272K - $324K
38.7K $5.59M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
16.7K
+ 164.38%
$59.61 - $63.09 $995K - $1.05M
26.8K $1.69M
BJUL
Innovator U.S. Equity Buffer E

ETFs
21.6K
New
$47.14 - $49.66 $1.02M - $1.07M
21.6K $1.07M
BSEP
Innovator U.S. Equity Buffer E

ETFs
22.1K
New
$45.13 - $48.29 $996K - $1.07M
22.1K $1.07M
SYLD
Cambria Shareholder Yld ETF

ETFs
9.25K
+ 8.2%
$63.93 - $70.45 $592K - $652K
122K $8.39M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
17.6K
+ 70.03%
$53.62 - $55.95 $944K - $985K
42.7K $2.39M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
23.2K
+ 14.75%
$31.79 - $33.42 $736K - $774K
180K $6.03M
XT
Ishares Tr Exponential Technol

ETFs
6.26K
+ 7.29%
$65.04 - $71.97 $407K - $451K
92.2K $6.63M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4.16K
+ 48.71%
$259.44 - $278.65 $1.08M - $1.16M
12.7K $3.3M
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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