Arkadios Wealth Advisors Purchases in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
24.5K
New
$28.15 - $30.13 $691K - $739K
24.5K $727K
AEM
Agnico Eagle Mines LTD

Basic Materials
4.32K
New
$116.14 - $168.56 $501K - $728K
4.32K $727K
PWV
Invesco Exchange Traded Fd Tr

ETFs
6.35K
+ 6.34%
$61.22 - $65.41 $389K - $415K
107K $6.95M
AZO
Autozone Inc

Consumer Cyclical
25
+ 2.35%
$3649.42 - $4354.54 $91.2K - $109K
1.09K $4.67M
ABC
Amerisourcebergen Corp

Healthcare
3.88K
+ 29.92%
N/A
16.8K $3.12M
HPQ
Hp Inc

Technology
17.9K
+ 22.4%
$24.45 - $29.35 $438K - $526K
97.9K $2.67M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.97K
New
$133.48 - $144.38 $664K - $718K
4.97K $708K
VGT
Vanguard Information Technolog

ETFs
230
+ 3.58%
$656.44 - $753.15 $151K - $173K
6.66K $4.97M
XEL
Xcel Energy Inc

Utilities
7.41K
+ 85.1%
$67.56 - $80.65 $501K - $598K
16.1K $1.3M
PFE
Pfizer Inc

Healthcare
18K
+ 9.04%
$23.29 - $25.88 $418K - $465K
217K $5.52M
LHX
L3 Harris Technologies, Inc.

Industrials
76
+ 0.62%
$252.18 - $305.41 $19.2K - $23.2K
12.3K $3.76M
NLOK
Norton Life Lock Inc.

Technology
32.1K
+ 30.51%
N/A
137K $2.95M
CEG
Constellation Energy Corp

Utilities
2.01K
+ 47.43%
$298.82 - $354.89 $600K - $713K
6.25K $2.06M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.2K
+ 246.57%
$167.28 - $188.45 $703K - $792K
5.91K $995K
OKE
Oneok Inc

Energy
10.6K
+ 98.85%
$71.36 - $83.47 $757K - $886K
21.4K $1.56M
PNR
Pentair PLC

Industrials
6.07K
New
$100.62 - $112.59 $610K - $683K
6.07K $671K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
13.8K
New
$44.14 - $47.9 $611K - $663K
13.8K $657K
EMLP
First Tr Exchange Traded Iv

ETFs
16K
+ 36.51%
$36.99 - $38.38 $590K - $612K
59.6K $2.28M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
14.4K
+ 12.84%
$42.75 - $43.37 $617K - $626K
127K $5.49M
ADI
Analog Devices Inc

Technology
2.33K
+ 27.65%
$220.68 - $255.63 $515K - $596K
10.8K $2.64M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.2K
+ 12.63%
$98.99 - $112.2 $317K - $359K
28.6K $3.16M
D
Dominion Energy, Inc

Utilities
8.23K
+ 30.28%
$56.32 - $62.1 $464K - $511K
35.4K $2.17M
CPER
United States Copper Index Fun

ETFs
27.2K
+ 24.06%
$27.21 - $36.17 $739K - $982K
140K $4.2M
MS
Morgan Stanley

Financial Services
1.61K
+ 7.8%
$139.09 - $161.16 $224K - $259K
22.2K $3.53M
LYV
Live Nation Entertainment, Inc.

Communication Services
3.84K
New
$143.56 - $174.06 $551K - $668K
3.84K $627K
VB
Vanguard Small Cap ETF

ETFs
1.94K
+ 26.35%
$237.58 - $259.17 $462K - $504K
9.32K $2.37M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
4.44K
New
$117.34 - $141.85 $521K - $630K
4.44K $621K
PEP
Pepsico Inc

Consumer Defensive
3.02K
+ 13.05%
$133.81 - $152.16 $404K - $459K
26.1K $3.67M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.76K
+ 9.3%
$53.81 - $57.52 $364K - $389K
79.4K $4.57M
AZN
Astrazeneca PLC

Healthcare
7.01K
+ 62.62%
$68.72 - $82.11 $482K - $576K
18.2K $1.4M
TXN
Texas Instruments Inc

Technology
3.12K
+ 22.08%
N/A
17.2K $3.36M
TRU
Trans Union

Industrials
7.22K
New
$83.78 - $99.22 $605K - $716K
7.22K $604K
MBB
Ishares Tr

ETFs
6K
+ 26.07%
$92.46 - $95.73 $555K - $574K
29K $2.76M
SGOL
Abrdn Gold ETF Trust

ETFs
1.99K
+ 2.01%
$31.18 - $36.81 $62.1K - $73.4K
101K $3.72M
GM
General Motors CO

Consumer Cyclical
1.76K
+ 4.28%
$48.89 - $61.24 $86.1K - $108K
42.9K $2.62M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
6.19K
+ 12.88%
$64.75 - $69.05 $401K - $427K
54.2K $3.74M
BBUS
J P Morgan Exchg Traded Fd

ETFs
4.9K
New
$111.77 - $121.28 $548K - $594K
4.9K $591K
FVD
First Tr Value Line Divid Inde

ETFs
8.87K
+ 7.65%
$44.73 - $46.86 $397K - $416K
125K $5.77M
OEF
Ishares S&P 100 ETF

ETFs
2.21K
+ 50.65%
N/A
6.58K $1.75M
PDP
Invesco Exchange Traded Fd Tr

ETFs
4.11K
+ 40.11%
$107.15 - $118.05 $440K - $485K
14.4K $1.69M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
4.3K
+ 195.05%
$112.94 - $129.99 $485K - $559K
6.5K $832K
SRE
Sempra Energy

Utilities
5.1K
+ 61.56%
$74.14 - $89.98 $378K - $459K
13.4K $1.2M
SWK
Stanley Black & Decker, Inc.

Industrials
5.93K
+ 29.14%
$66.98 - $79.52 $397K - $472K
26.3K $1.95M
MPWR
Monolithic Power Systems Inc

Technology
624
New
$711.24 - $922.81 $444K - $576K
624 $574K
HCA
Hca Healthcare, Inc.

Healthcare
991
+ 28.31%
$334.32 - $426.2 $331K - $422K
4.49K $1.91M
AGNC
Agnc Investment Corp.

Real Estate
54K
+ 79.9%
$9.2 - $10.37 $497K - $560K
122K $1.19M
ROAD
Construction Partners, Inc.

Industrials
4.46K
New
$93.43 - $136.74 $417K - $610K
4.46K $566K
ABT
Abbott Laboratories

Healthcare
4.59K
+ 16.55%
$120.51 - $136.62 $554K - $627K
32.3K $4.33M
LAD
Lithia Motors Inc

Consumer Cyclical
1.76K
New
$284.47 - $356.6 $502K - $629K
1.76K $557K
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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