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Arkadios Wealth Advisors

Latest statistics and disclosures from Arkadios Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, CARY, AMZN, OMFL, and represent 13.27% of Arkadios Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: WMT (+$6.9M), Angel Oak Funds Trust (+$5.4M), BSV, BRK.B, XBI, VTV, CARY, First Tr Exchng Traded Fd Vi, VGIT, XLE.
Started 52 new stock positions in APO, First Tr Exchng Traded Fd Vi, KJAN, E, RDVI, DVN, BYLD, IVE, Angel Oak Funds Trust, MAA.
Reduced shares in these 10 stocks: SPY (-$6.1M), GLD, QQQ, HD, Etf Managers Tr purefunds ise mo, SMIG, NTNX, AEP, DBC, PXD.
Sold out of its positions in AFL, AMN, AKAM, Aterian, AEL, TEAM, Aurora Cannabis, BGS, BRBR, BOX.
Arkadios Wealth Advisors was a net buyer of stock by $27M.
Arkadios Wealth Advisors has $1.3B in assets under management (AUM), dropping by 8.95%.
Central Index Key (CIK): 0001800798

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Portfolio Holdings for Arkadios Wealth Advisors

Arkadios Wealth Advisors holds 727 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Arkadios Wealth Advisors has 727 total positions. Only the first 250 positions are shown.

Sign up to view all of the Arkadios Wealth Advisors March 31, 2024 positions
Download the Arkadios Wealth Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.4	$44M		257k	171.48	View chart
Nvidia Corporation Stock (NVDA)	2.7	$35M		39k	903.56	View chart
Angel Oak Income Etf Etf (CARY)	2.4	$32M	+9%	1.5M	20.54	View chart
Amazon Stock (AMZN)	2.4	$30M		169k	180.38	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	2.3	$30M	+3%	541k	55.23	View chart
Microsoft Corp Stock (MSFT)	2.2	$29M		69k	420.72	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	2.1	$27M	+2%	301k	90.99	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.8	$23M	-20%	45k	523.07	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.7	$22M	-4%	45k	480.70	View chart
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)	1.5	$19M		672k	27.96	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$19M	-11%	42k	444.01	View chart
Copper Place Global Dividend Growth Etf Etf (GDVD)	1.4	$18M		748k	24.18	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	1.4	$18M	+10%	487k	36.72	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	1.2	$16M	+2%	300k	53.71	View chart
Johnson & Johnson Stock (JNJ)	1.0	$13M	+3%	80k	158.19	View chart
Meta Platforms Inc Cl A Stock (META)	1.0	$12M	-3%	26k	485.59	View chart
Vanguard Small-cap Etf Etf (VB)	0.9	$11M	-3%	50k	228.59	View chart
Vanguard Mid-cap Etf Etf (VO)	0.9	$11M	+8%	46k	249.86	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$11M	+2%	75k	150.93	View chart
Vanguard Value Etf Etf (VTV)	0.9	$11M	+36%	69k	162.86	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$11M	+52%	26k	420.51	View chart
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)	0.8	$11M		433k	24.60	View chart
Jpmorgan Chase & Co Stock (JPM)	0.8	$11M		53k	200.30	View chart
Walmart Stock (WMT)	0.8	$10M	+209%	169k	60.17	View chart
Salesforce Stock (CRM)	0.7	$9.6M		32k	301.18	View chart
Coca Cola Stock (KO)	0.7	$9.5M	+6%	155k	61.18	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.7	$9.1M		103k	88.44	View chart
First Trust Tactical High Yield Etf Etf (HYLS)	0.7	$8.5M	-2%	206k	41.23	View chart
Chevron Corp Stock (CVX)	0.7	$8.4M	+14%	53k	157.74	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.6	$8.1M	-2%	64k	127.12	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.6	$8.1M	+6%	134k	60.30	View chart
Guaranty Bancshares Inc Tex Stock (GNTY)	0.6	$8.1M		266k	30.36	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.6	$8.0M		99k	80.63	View chart
Southern Stock (SO)	0.6	$7.5M		105k	71.74	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.6	$7.4M		130k	56.68	View chart
Phillips 66 Stock (PSX)	0.5	$7.1M	-2%	43k	163.34	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$7.1M		61k	116.24	View chart
Home Depot Stock (HD)	0.5	$6.7M	-22%	18k	383.61	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.5	$6.7M	+212%	87k	76.67	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$6.7M		44k	152.26	View chart
Ishares Silver Trust Etf (SLV)	0.5	$6.5M	+10%	284k	22.75	View chart
Vanguard Growth Etf Etf (VUG)	0.5	$6.4M	-3%	19k	344.21	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.5	$6.1M	+55%	65k	94.41	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.4	$5.7M	-6%	66k	85.65	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.4	$5.4M	-3%	26k	208.27	View chart
Angel Oak High Yield Opportunities Etf Etf	0.4	$5.4M	NEW	490k	10.96	View chart
Spdr Russell 1000 Yield Focus Etf Etf (ONEY)	0.4	$5.3M	-2%	49k	108.66	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$5.3M	-4%	10k	525.72	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$5.1M		24k	210.30	View chart
Abbvie Stock (ABBV)	0.4	$5.0M		28k	182.10	View chart
Reinsurance Grp Of America Stock (RGA)	0.4	$5.0M		26k	192.88	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.4	$4.9M	-2%	120k	40.93	View chart
Illinois Tool Wks Stock (ITW)	0.4	$4.9M		18k	268.32	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$4.9M		14k	337.05	View chart
General Dynamics Corp Stock (GD)	0.4	$4.9M	-13%	17k	282.50	View chart
First Trust Large Cap Value Alphadex Fund Etf (FTA)	0.4	$4.9M	-5%	64k	76.38	View chart
Cummins Stock (CMI)	0.4	$4.8M		16k	294.65	View chart
Unitedhealth Group Stock (UNH)	0.4	$4.7M		9.4k	494.72	View chart
Invesco Db Commodity Index Tracking Fund Etf (DBC)	0.4	$4.6M	-21%	202k	22.97	View chart
Pfizer Stock (PFE)	0.4	$4.6M	+12%	164k	27.75	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$4.5M		9.4k	481.55	View chart
Texas Instrs Stock (TXN)	0.3	$4.5M		26k	174.21	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.3	$4.5M	-7%	92k	49.19	View chart
Metlife Stock (MET)	0.3	$4.3M		58k	74.11	View chart
Merck & Co Stock (MRK)	0.3	$4.2M	+24%	32k	131.95	View chart
Truist Finl Corp Stock (TFC)	0.3	$4.2M		108k	38.98	View chart
Paychex Stock (PAYX)	0.3	$4.2M	+2%	34k	122.80	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$4.1M	+21%	22k	191.88	View chart
Us Bancorp Del Stock (USB)	0.3	$4.1M		92k	44.70	View chart
Disney Walt Stock (DIS)	0.3	$4.1M	-10%	34k	122.36	View chart
Webster Finl Corp Stock (WBS)	0.3	$4.0M		80k	50.77	View chart
Lam Research Corp Stock (LRCX)	0.3	$4.0M	-3%	4.1k	971.51	View chart
Medtronic Stock (MDT)	0.3	$4.0M		46k	87.15	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.3	$4.0M	-2%	71k	56.17	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$4.0M		15k	259.89	View chart
Fs Kkr Cap Corp Cef (FSK)	0.3	$3.9M	+25%	206k	19.07	View chart
Procter And Gamble Stock (PG)	0.3	$3.8M		24k	162.25	View chart
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)	0.3	$3.8M		87k	43.60	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.3	$3.8M	-11%	53k	71.35	View chart
Cisco Sys Stock (CSCO)	0.3	$3.8M		76k	49.91	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.3	$3.7M	-8%	73k	51.06	View chart
Visa Inc Com Cl A Stock (V)	0.3	$3.7M		13k	279.07	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.3	$3.6M	+487%	38k	94.89	View chart
Cvs Health Corp Stock (CVS)	0.3	$3.6M	+9%	45k	79.76	View chart
Verizon Communications Stock (VZ)	0.3	$3.6M	+3%	86k	41.96	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.3	$3.6M	-2%	61k	59.68	View chart
Cion Invt Corp Stock (CION)	0.3	$3.4M		310k	11.00	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$3.3M	-2%	80k	41.77	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Pimco Enhanced Sh Etf (MINT)	0.3	$3.3M	+3%	33k	100.54	View chart
Tesla Stock (TSLA)	0.3	$3.3M	-6%	19k	175.79	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - December Etf (XDEC)	0.3	$3.3M		93k	35.26	View chart
United States Oil Fund Etf (USO)	0.3	$3.2M	+90%	41k	78.73	View chart
Philip Morris Intl Stock (PM)	0.2	$3.2M		35k	91.62	View chart
Target Corp Stock (TGT)	0.2	$3.2M	+32%	18k	177.21	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$3.2M	-16%	64k	50.17	View chart
Ishares Msci Brazil Etf Etf (EWZ)	0.2	$3.1M	+20%	97k	32.42	View chart
Mcdonalds Corp Stock (MCD)	0.2	$3.1M	-4%	11k	281.95	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.2	$3.1M		74k	42.12	View chart
Boeing Stock (BA)	0.2	$3.1M	+2%	16k	192.99	View chart
Eli Lilly & Co Stock (LLY)	0.2	$3.0M	+2%	3.9k	777.94	View chart
First Trust Indxx Global Natural Resources Income Etf Etf (FTRI)	0.2	$3.0M	-8%	226k	13.27	View chart
Interpublic Group Cos Stock (IPG)	0.2	$3.0M	+5%	92k	32.63	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.2	$3.0M		16k	190.68	View chart
Broadcom Stock (AVGO)	0.2	$2.9M	-7%	2.2k	1325.41	View chart
International Business Machs Stock (IBM)	0.2	$2.9M	+2%	15k	190.95	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$2.9M		19k	148.63	View chart
Ares Capital Corp Cef (ARCC)	0.2	$2.8M	-5%	134k	20.82	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.2	$2.8M	-5%	66k	42.23	View chart
Lowes Cos Stock (LOW)	0.2	$2.7M		11k	254.73	View chart
Block Inc Cl A Stock (SQ)	0.2	$2.7M	-12%	32k	84.58	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.2	$2.7M	+496%	47k	58.55	View chart
Booking Holdings Stock (BKNG)	0.2	$2.7M	-5%	742.00	3627.90	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.2	$2.7M	+5%	29k	92.89	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.2	$2.6M	-16%	46k	57.23	View chart
American Elec Pwr Stock (AEP)	0.2	$2.6M	-33%	30k	86.10	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.2	$2.6M	+14%	23k	110.21	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.2	$2.6M	-3%	34k	75.48	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.2	$2.6M		13k	205.09	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$2.5M	+2%	5.5k	454.89	View chart
Old Dominion Freight Line Stock (ODFL)	0.2	$2.5M	+95%	11k	219.31	View chart
GSK Adr (GSK)	0.2	$2.5M		58k	42.87	View chart
Fiverr Intl Ltd Ord Stock (FVRR)	0.2	$2.5M	+27%	117k	21.07	View chart
Spdr S&p Insurance Etf Etf (KIE)	0.2	$2.5M	+361%	47k	52.07	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$2.5M	+5%	44k	56.39	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - January Etf	0.2	$2.4M	NEW	76k	31.76	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.2	$2.4M	+30%	69k	34.82	View chart
Autozone Stock (AZO)	0.2	$2.4M	-4%	757.00	3153.69	View chart
Qualcomm Stock (QCOM)	0.2	$2.4M		14k	169.29	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.2	$2.4M	+14%	52k	45.31	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.2	$2.4M	-4%	61k	38.47	View chart
Intel Corp Stock (INTC)	0.2	$2.3M	+3%	53k	44.17	View chart
Rtx Corporation Stock (RTX)	0.2	$2.3M		24k	97.53	View chart
Copart Stock (CPRT)	0.2	$2.3M		39k	57.92	View chart
Costco Whsl Corp Stock (COST)	0.2	$2.3M		3.1k	732.64	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$2.2M	+7%	13k	169.37	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$2.2M		6.8k	320.60	View chart
Fortinet Stock (FTNT)	0.2	$2.2M	-3%	32k	68.31	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.2	$2.1M	-7%	16k	130.73	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.2	$2.1M	NEW	43k	49.29	View chart
3M Stock (MMM)	0.2	$2.1M	+35%	20k	106.07	View chart
Advanced Micro Devices Stock (AMD)	0.2	$2.1M	+19%	12k	180.49	View chart
Bristol-myers Squibb Stock (BMY)	0.2	$2.0M	+23%	38k	54.23	View chart
Caterpillar Stock (CAT)	0.2	$2.0M	-5%	5.5k	366.45	View chart
Alibaba Group Hldg Adr (BABA)	0.2	$2.0M	+12%	28k	72.36	View chart
Nutanix Inc Cl A Stock (NTNX)	0.2	$2.0M	-43%	32k	61.72	View chart
Ft Vest Fund Of Deep Buffer Etfs Etf (BUFD)	0.2	$2.0M	+6%	84k	23.59	View chart
Gilead Sciences Stock (GILD)	0.2	$2.0M	-2%	27k	73.25	View chart
Spdr Gold Shares Etf (GLD)	0.2	$2.0M	-59%	9.6k	205.72	View chart
Air Prods & Chems Stock (APD)	0.2	$2.0M	+761%	8.1k	242.26	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.2	$1.9M		34k	57.38	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.9M	+17%	17k	110.52	View chart
Amphenol Corp New Cl A Stock (APH)	0.1	$1.9M	-5%	17k	115.35	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.1	$1.9M		9.2k	204.15	View chart
Monster Beverage Corp Stock (MNST)	0.1	$1.8M		31k	59.28	View chart
Netflix Stock (NFLX)	0.1	$1.8M	-11%	3.0k	607.32	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.1	$1.8M		28k	65.37	View chart
General Mls Stock (GIS)	0.1	$1.8M	+30%	26k	69.97	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$1.8M		23k	76.36	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.8M	+30%	14k	128.40	View chart
Western Midstream Partners Lp Com Unit Lp Int Stock (WES)	0.1	$1.8M		50k	35.55	View chart
Zillow Group Inc Cl C Cap Stk Stock (Z)	0.1	$1.8M	-2%	36k	48.78	View chart
Altria Group Stock (MO)	0.1	$1.7M	+14%	40k	43.62	View chart
Paypal Hldgs Stock (PYPL)	0.1	$1.7M	-8%	26k	66.99	View chart
Tjx Cos Stock (TJX)	0.1	$1.7M	-5%	17k	101.42	View chart
Main Str Cap Corp Cef (MAIN)	0.1	$1.7M		36k	47.31	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.7M	+8%	23k	74.22	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$1.7M	+3%	27k	61.53	View chart
Dow Stock (DOW)	0.1	$1.6M	+11%	28k	57.93	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.1	$1.6M	-4%	12k	134.83	View chart
Midcap Financial Invstmnt Corp Cef (MFIC)	0.1	$1.6M	-12%	107k	15.04	View chart
Ross Stores Stock (ROST)	0.1	$1.6M	-2%	11k	146.75	View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)	0.1	$1.6M		28k	57.86	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - March Etf (XMAR)	0.1	$1.6M	-8%	47k	33.62	View chart
Blackstone Stock (BX)	0.1	$1.6M	-6%	12k	131.38	View chart
BP Adr (BP)	0.1	$1.5M	-14%	41k	37.68	View chart
Dollar Gen Corp Stock (DG)	0.1	$1.5M	+161%	9.8k	156.07	View chart
Phillips Edison & Co Reit (PECO)	0.1	$1.5M	-16%	42k	35.87	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.1	$1.4M	-21%	13k	110.54	View chart
Honeywell Intl Stock (HON)	0.1	$1.4M	-8%	7.0k	205.26	View chart
Moderna Stock (MRNA)	0.1	$1.4M	-29%	13k	106.56	View chart
Goldman Sachs Bdc Cef (GSBD)	0.1	$1.4M	-17%	95k	14.98	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.4M	+3%	20k	72.63	View chart
Servicenow Stock (NOW)	0.1	$1.4M	-5%	1.8k	762.40	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$1.4M	-2%	9.4k	147.74	View chart
Ford Mtr Co Del Stock (F)	0.1	$1.4M		104k	13.28	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.1	$1.4M	-12%	57k	23.72	View chart
Exponent Stock (EXPO)	0.1	$1.3M	-3%	16k	82.69	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.3M		6.2k	213.14	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.1	$1.3M		22k	59.62	View chart
Pepsico Stock (PEP)	0.1	$1.3M		7.5k	175.01	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.3M	-7%	5.3k	247.46	View chart
Bank America Corp Stock (BAC)	0.1	$1.3M	-20%	34k	37.92	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.3M	-5%	7.2k	179.11	View chart
Abbott Labs Stock (ABT)	0.1	$1.3M	-10%	11k	113.66	View chart
Devon Energy Corp Stock (DVN)	0.1	$1.3M	NEW	25k	50.18	View chart
Applied Matls Stock (AMAT)	0.1	$1.3M	+11%	6.1k	206.23	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$1.3M	+6%	11k	114.14	View chart
Ansys Stock (ANSS)	0.1	$1.3M	-2%	3.6k	347.16	View chart
Deckers Outdoor Corp Stock (DECK)	0.1	$1.2M		1.3k	941.26	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.1	$1.2M		24k	50.69	View chart
Illumina Stock (ILMN)	0.1	$1.2M	+108%	8.9k	137.32	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$1.2M	+3%	4.5k	270.49	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.2M		2.3k	524.41	View chart
Conagra Brands Stock (CAG)	0.1	$1.2M	+13%	41k	29.64	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.2M	-3%	11k	107.60	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.1	$1.2M	-2%	25k	48.77	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$1.2M	+9%	66k	18.34	View chart
John Hancock Multifactor Large Cap Etf Etf (JHML)	0.1	$1.2M	-2%	19k	64.76	View chart
Grainger W W Stock (GWW)	0.1	$1.2M	-10%	1.2k	1016.90	View chart
Fidelity Covington Trust Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$1.2M		25k	47.58	View chart
Wix Stock (WIX)	0.1	$1.2M	-31%	8.6k	137.48	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$1.2M	+25%	18k	67.04	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$1.2M	-2%	14k	83.58	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.2M	+2%	5.7k	201.49	View chart
International Paper Stock (IP)	0.1	$1.1M	+11%	29k	39.02	View chart
Deere & Co Stock (DE)	0.1	$1.1M	+2%	2.8k	410.68	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$1.1M	+60%	35k	32.23	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.1	$1.1M	-11%	12k	95.60	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$1.1M	+23%	20k	58.06	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.1	$1.1M	+3%	31k	35.91	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.1M	-3%	14k	79.86	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$1.1M	+24%	12k	94.62	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$1.1M	+8%	21k	51.28	View chart
Innovator Defined Wealth Shield Etf Etf (BALT)	0.1	$1.1M	NEW	36k	29.26	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.1M	+90%	7.8k	136.05	View chart
Adobe Stock (ADBE)	0.1	$1.1M	+6%	2.1k	504.60	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$1.0M	-3%	27k	38.48	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.0M		4.1k	249.72	View chart
Pacer Trendpilot 100 Etf Etf (PTNQ)	0.1	$1.0M		15k	68.68	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$1.0M	+2%	20k	51.60	View chart
Oracle Corp Stock (ORCL)	0.1	$1.0M	+3%	8.1k	125.61	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.1	$1.0M	-3%	55k	18.38	View chart
Hercules Capital Cef (HTGC)	0.1	$1.0M		55k	18.45	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$1.0M		44k	23.01	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.1	$1.0M	-4%	55k	18.22	View chart
Crown Castle Reit (CCI)	0.1	$1.0M		9.5k	105.83	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.1	$986k	-6%	21k	47.13	View chart
Viatris Stock (VTRS)	0.1	$985k	-5%	83k	11.94	View chart
Harbor Commodity All-weather Strategy Etf Etf (HGER)	0.1	$983k	+19%	44k	22.14	View chart
Main Sector Rotation Etf Etf (SECT)	0.1	$981k	+3%	20k	50.38	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$976k		6.3k	155.84	View chart
Factset Resh Sys Stock (FDS)	0.1	$965k	-5%	2.1k	454.48	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$959k	-5%	2.8k	346.61	View chart
Samsara Inc Com Cl A Stock (IOT)	0.1	$958k		25k	37.79	View chart
Csx Corp Stock (CSX)	0.1	$955k	-4%	26k	37.07	View chart
Starbucks Corp Stock (SBUX)	0.1	$953k		10k	91.39	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.1	$947k		4.9k	195.08	View chart
Occidental Pete Corp Stock (OXY)	0.1	$944k		15k	64.99	View chart
Amgen Stock (AMGN)	0.1	$943k		3.3k	284.31	View chart
Capri Holdings Stock (CPRI)	0.1	$943k	NEW	21k	45.30	View chart

Past Filings by Arkadios Wealth Advisors

SEC 13F filings are viewable for Arkadios Wealth Advisors going back to 2019

Arkadios Wealth Advisors 2024 Q1 filed April 30, 2024
Arkadios Wealth Advisors 2023 Q4 filed Jan. 24, 2024
Arkadios Wealth Advisors 2023 Q3 filed Oct. 13, 2023
Arkadios Wealth Advisors 2023 Q2 filed July 26, 2023
Arkadios Wealth Advisors 2023 Q1 filed May 2, 2023
Arkadios Wealth Advisors 2022 Q4 filed Jan. 11, 2023
Arkadios Wealth Advisors 2022 Q3 filed Oct. 21, 2022
Arkadios Wealth Advisors 2022 Q2 filed July 14, 2022
Arkadios Wealth Advisors 2022 Q1 filed May 2, 2022
Arkadios Wealth Advisors 2021 Q4 filed Feb. 3, 2022
Arkadios Wealth Advisors 2021 Q3 filed Oct. 19, 2021
Arkadios Wealth Advisors 2021 Q2 filed July 28, 2021
Arkadios Wealth Advisors 2021 Q1 filed April 26, 2021
Arkadios Wealth Advisors 2020 Q4 filed Feb. 9, 2021
Arkadios Wealth Advisors 2020 Q3 filed Nov. 10, 2020
Arkadios Wealth Advisors 2020 Q2 filed Aug. 10, 2020

View all past filings

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