Arkadios Wealth Advisors Purchases in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLW
Corning Inc

Technology
5.37K
+ 27.34%
$51.6 - $82.03 $277K - $441K
25K $2.05M
TBBK
Bancorp, Inc.

Financial Services
13.5K
New
$58.16 - $79.6 $788K - $1.08M
13.5K $1.01M
PJUL
Innovator U.S. Equity Power Bu

ETFs
21.9K
New
$43.83 - $45.64 $959K - $998K
21.9K $998K
AXP
American Express CO

Financial Services
2.41K
+ 17.46%
$294.27 - $342.31 $708K - $824K
16.2K $5.38M
PJUN
Innovator U.S. Equity Power Bu

ETFs
23.6K
New
$39.79 - $41.15 $941K - $973K
23.6K $972K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
56.7K
+ 10.82%
$12.9 - $13.59 $732K - $771K
581K $7.8M
STT
State Street Corp

Financial Services
4.81K
+ 11.67%
$102.01 - $117.25 $491K - $564K
46.1K $5.34M
NVS
Novartis Ag

Healthcare
6.03K
+ 23.51%
$113.5 - $129.73 $684K - $782K
31.7K $4.06M
MLM
Martin Marietta Materials Inc

Basic Materials
1.26K
+ 64.62%
$546.36 - $631.12 $691K - $798K
3.22K $2.03M
PLD
Prologis, Inc.

Real Estate
6.82K
+ 38.71%
$104.08 - $115.35 $709K - $786K
24.4K $2.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.72K
+ 27.74%
$185.88 - $207.44 $691K - $772K
17.1K $3.44M
ICLR
Icon PLC

Healthcare
3.65K
+ 35.85%
$139.63 - $195.01 $510K - $712K
13.8K $2.42M
LOW
Lowes Companies Inc

Consumer Cyclical
1.24K
+ 5.94%
$215.01 - $273.02 $266K - $338K
22.1K $5.56M
IWM
Ishares Russell 2000 ETF

ETFs
1.54K
+ 7.3%
$214.92 - $244.84 $331K - $377K
22.6K $5.48M
PWR
Quanta Services, Inc.

Industrials
571
+ 3.02%
$372.29 - $421.68 $213K - $241K
19.5K $8.08M
BJUN
Innovator U.S. Equity Buffer E

ETFs
23.6K
New
N/A
23.6K $923K
ETR
Entergy Corp

Utilities
8.98K
+ 112.76%
$80.93 - $93.55 $727K - $840K
16.9K $1.58M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
13.4K
+ 332.84%
$64.17 - $68.19 $857K - $911K
17.4K $1.18M
AMD
Advanced Micro Devices Inc

Technology
2.61K
+ 10.49%
$134.8 - $184.42 $352K - $481K
27.5K $4.45M
ICVT
Ishares Tr Convertible Bond Et

ETFs
8.82K
+ 299.97%
$89.29 - $100.17 $788K - $884K
11.8K $1.18M
CLX
Clorox CO

Consumer Defensive
7.37K
New
$117.67 - $131.43 $867K - $969K
7.37K $908K
PAUG
Innovator U.S. Equity Power Bu

ETFs
21.3K
New
$40.45 - $42.49 $863K - $907K
21.3K $906K
RACE
Ferrari N.V.

Consumer Cyclical
1.88K
+ 234.79%
$436.24 - $517.65 $818K - $971K
2.68K $1.3M
BMY
Bristol Myers Squibb CO

Healthcare
25.7K
+ 11.71%
$43.31 - $48.98 $1.11M - $1.26M
245K $11.1M
SCHW
Schwab Charles Corp

Financial Services
6.74K
+ 11.66%
$91.03 - $98.69 $613K - $665K
64.5K $6.16M
SNPS
Synopsys Inc

Technology
1.83K
+ 197.31%
$387.78 - $645.35 $711K - $1.18M
2.76K $1.36M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2.93K
+ 32.18%
$201.83 - $230.93 $592K - $678K
12.1K $2.68M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
4.84K
+ 40.94%
$185.65 - $214.38 $899K - $1.04M
16.7K $3.34M
VDE
Vanguard Energy ETF

ETFs
6.15K
+ 46.3%
$118.37 - $129.65 $728K - $797K
19.4K $2.45M
VAW
Vanguard Materials ETF

ETFs
4.2K
New
$193.21 - $210.15 $812K - $883K
4.2K $861K
HWM
Howmet Aerospace Inc.

Industrials
4.3K
+ 359.72%
$171.0 - $196.23 $734K - $843K
5.49K $1.08M
RPG
Invesco Exchange Traded Fd Tr

ETFs
8.13K
+ 3.49%
$45.41 - $48.26 $369K - $392K
241K $11.5M
T
At&T Inc.

Communication Services
33.4K
+ 23.05%
$26.94 - $29.62 $899K - $988K
178K $5.03M
RPV
Invesco Exchange Traded Fd Tr

ETFs
4.3K
+ 6.0%
$90.97 - $99.42 $391K - $428K
75.9K $7.54M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.73K
+ 36.51%
$110.74 - $122.12 $634K - $699K
21.4K $2.59M
POR
Portland General Electric CO

Utilities
18.7K
New
$39.73 - $44.0 $744K - $824K
18.7K $823K
TMUS
T Mobile Us, Inc.

Communication Services
3.36K
+ 23.83%
$226.02 - $259.01 $760K - $871K
17.5K $4.18M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
13.9K
+ 40.78%
$61.86 - $71.34 $861K - $993K
48.1K $3.08M
MET
Metlife Inc

Financial Services
8.08K
+ 10.92%
$73.82 - $82.37 $596K - $665K
82K $6.76M
KEY
Keycorp

Financial Services
41.8K
+ 331.41%
$17.37 - $19.39 $725K - $810K
54.4K $1.02M
FMAG
Fidelity Covington Tr

ETFs
18.7K
+ 13.16%
$33.94 - $35.45 $636K - $665K
161K $5.67M
HPE
Hewlett Packard Enterprise CO

Technology
31.4K
New
$19.81 - $25.24 $623K - $793K
31.4K $771K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
15.9K
+ 207.5%
$44.63 - $46.82 $710K - $745K
23.6K $1.1M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
19.1K
New
$37.5 - $40.3 $716K - $769K
19.1K $760K
IDEV
Ishares Core Msci Intl Develop

ETFs
9.3K
New
$74.68 - $80.26 $694K - $746K
9.3K $745K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.38K
+ 24.05%
$54.35 - $59.32 $510K - $556K
48.4K $2.86M
KLAC
Kla Corp

Technology
319
+ 14.79%
$843.9 - $1078.6 $269K - $344K
2.48K $2.67M
NOC
Northrop Grumman Corp

Industrials
731
+ 27.82%
$498.9 - $609.32 $365K - $445K
3.36K $2.05M
SHOP
Shopify Inc.

Technology
2.04K
+ 15.85%
$112.11 - $157.12 $229K - $321K
14.9K $2.22M
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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