Arkadios Wealth Advisors Purchases in Q3 2025

Arkadios Wealth Advisors

  • $3.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
2.57K
New
$106.17 - $107.3 $273K - $276K
2.57K $274K
HERO
Global X Fds Video Games & Esp

ETFs
8.05K
New
$31.09 - $34.46 $250K - $277K
8.05K $272K
AIQ
Global X Funds Global X Artifi

ETFs
5.5K
New
$43.2 - $49.66 $238K - $273K
5.5K $271K
TOST
Toast, Inc.

Technology
7.43K
New
$36.51 - $49.3 $271K - $366K
7.43K $271K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.18K
+ 17.3%
$92.26 - $97.51 $201K - $212K
14.8K $1.42M
XMTR
Xometry, Inc.

Industrials
418
+ 3.54%
$30.97 - $55.91 $12.9K - $23.4K
12.2K $665K
FCX
Freeport Mcmoran Inc

Basic Materials
11K
+ 27.49%
$35.34 - $47.21 $388K - $519K
51K $2M
YOU
Clear Secure, Inc.

Technology
511
+ 1.15%
$27.98 - $38.03 $14.3K - $19.4K
44.8K $1.5M
NTES
Net Ease, Inc.

Communication Services
1.76K
New
$127.31 - $159.34 $224K - $280K
1.76K $266K
SIMO
Silicon Motion Technology Corp

Technology
2.78K
New
$71.17 - $95.06 $198K - $265K
2.78K $263K
ATO
Atmos Energy Corp

Utilities
1.53K
New
$151.51 - $170.75 $232K - $261K
1.53K $260K
PPA
Invesco Exchange Traded Fd Tr

ETFs
754
+ 7.31%
$139.82 - $155.45 $105K - $117K
11.1K $1.72M
CASY
Caseys General Stores Inc

Consumer Cyclical
457
New
$494.52 - $565.32 $226K - $258K
457 $258K
BTU
Peabody Energy Corp

Energy
9.7K
New
$13.18 - $26.81 $128K - $260K
9.7K $257K
CNC
Centene Corp

Healthcare
7.17K
New
$25.21 - $56.65 $181K - $406K
7.17K $255K
FPX
First Trust Us Equity Opportun

ETFs
1.54K
New
$141.57 - $166.21 $218K - $256K
1.54K $255K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.33K
New
$72.04 - $77.35 $240K - $258K
3.33K $255K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.98K
New
$123.13 - $140.8 $244K - $279K
1.98K $254K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
549
+ 24.2%
$284.45 - $324.95 $156K - $178K
2.82K $901K
VRSK
Verisk Analytics, Inc.

Industrials
998
New
$242.3 - $312.95 $242K - $312K
998 $251K
IBP
Installed Building Products, Inc.

Consumer Cyclical
158
+ 4.96%
$184.09 - $279.47 $29.1K - $44.2K
3.35K $825K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.95K
New
$101.96 - $132.43 $199K - $259K
1.95K $250K
VOT
Vanguard Mid Cap Growth Index

ETFs
668
+ 11.6%
$282.75 - $294.19 $189K - $197K
6.43K $1.89M
ZBRA
Zebra Technologies Corp

Technology
844
New
$296.92 - $341.36 $251K - $288K
844 $250K
FNF
Fidelity National Financial, Inc.

Financial Services
4.09K
New
$51.22 - $61.07 $209K - $250K
4.09K $247K
MDB
Mongo Db, Inc.

Technology
24
+ 1.01%
$201.0 - $334.87 $4.82K - $8.04K
2.4K $745K
DD
Du Pont De Nemours, Inc.

Basic Materials
180
+ 0.73%
$69.9 - $78.26 $12.6K - $14.1K
24.8K $1.94M
HAL
Halliburton CO

Energy
1.52K
+ 3.13%
$20.5 - $25.11 $31.2K - $38.2K
50.2K $1.23M
ILDR
First Tr Exchange Traded Fd Vi
7.51K
New
$28.95 - $33.25 $217K - $250K
7.51K $243K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
4.46K
+ 103.65%
$49.98 - $52.24 $223K - $233K
8.76K $457K
RBLX
Roblox Corp

Communication Services
1.75K
New
$100.65 - $141.56 $176K - $248K
1.75K $242K
SAN
Banco Santander, S.A.

Financial Services
23.1K
New
$8.27 - $10.48 $191K - $242K
23.1K $242K
NRG
Nrg Energy, Inc.

Utilities
1.42K
+ 16.67%
$144.77 - $173.91 $205K - $246K
9.92K $1.61M
WRB
Berkley W R Corp

Financial Services
3.16K
New
$67.78 - $76.62 $214K - $242K
3.16K $242K
RS
Reliance Steel & Aluminum CO

Basic Materials
861
New
$277.33 - $343.66 $239K - $296K
861 $241K
OSCR
Oscar Health, Inc.

Healthcare
12.7K
New
$13.42 - $20.45 $171K - $260K
12.7K $240K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.37K
+ 29.8%
$40.94 - $42.85 $220K - $230K
23.4K $985K
CNP
Centerpoint Energy Inc

Utilities
6.18K
New
$35.77 - $39.16 $221K - $242K
6.18K $239K
RIO
Rio Tinto PLC

Basic Materials
768
+ 3.16%
$57.66 - $66.01 $44.3K - $50.7K
25.1K $1.66M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.34K
+ 21.75%
$48.5 - $50.19 $210K - $218K
24.3K $1.22M
BHM
Bluerock Homes Trust, Inc.
23.8K
+ 26.44%
$11.0 - $14.81 $261K - $352K
114K $1.36M
SAP
Sap Se

Technology
1.73K
+ 28.17%
$252.42 - $311.93 $437K - $541K
7.89K $2.11M
EXC
Exelon Corp

Utilities
4.84K
+ 46.53%
$42.73 - $45.54 $207K - $220K
15.2K $685K
FCNCA
First Citizens Bancshares Inc

Financial Services
131
New
$1789.16 - $2158.23 $234K - $283K
131 $234K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
6.64K
New
$28.71 - $37.46 $191K - $249K
6.64K $234K
LPLA
Lpl Financial Holdings Inc.

Financial Services
904
+ 56.46%
$332.69 - $399.0 $301K - $361K
2.51K $833K
NDSN
Nordson Corp

Industrials
1.02K
New
$209.25 - $227.98 $214K - $233K
1.02K $232K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.49K
New
$93.1 - $110.49 $232K - $276K
2.49K $232K
AJG
Arthur J. Gallagher & Co.

Financial Services
987
+ 13.69%
$284.17 - $319.49 $280K - $315K
8.2K $2.54M
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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