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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, MSFT, and represent 13.35% of Arkadios Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IDV (+$20M), MINT (+$19M), AVGO (+$9.4M), IVV (+$8.9M), Lam Research (+$7.5M), AMZN (+$6.2M), AOHY (+$6.0M), ISRG (+$5.8M), AAPL (+$5.5M), BRK.A (+$5.5M).
Started 117 new stock positions in JSMD, SPHD, SE, RORO, IYR, CDNS, EMN, FFC, BKHY, OSEA.
Reduced shares in these 10 stocks: GDVD (-$19M), SPY (-$14M), LRCX (-$8.6M), JNJ, RGA, DBC, EWJ, USO, SLV, EWZ.
Sold out of its positions in ADMA, ATGE, BLK, CSL, CORT, E, EQNR, FLRG, FBT, GBTC.
Arkadios Wealth Advisors was a net buyer of stock by $210M.
Arkadios Wealth Advisors has $1.8B in assets under management (AUM), dropping by 19.09%.
Central Index Key (CIK): 0001800798

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Positions held by Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Arkadios Wealth Advisors

Arkadios Wealth Advisors holds 918 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Arkadios Wealth Advisors has 918 total positions. Only the first 250 positions are shown.

Sign up to view all of the Arkadios Wealth Advisors Sept. 30, 2024 positions
Download the Arkadios Wealth Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.7	$66M	+9%	281k	233.00	View chart
Nvidia Corporation Stock (NVDA)	3.0	$53M	+10%	436k	121.44	View chart
Angel Oak Income Etf Etf (CARY)	2.4	$43M	+14%	2.0M	21.19	View chart
Amazon Stock (AMZN)	2.1	$38M	+19%	201k	186.33	View chart
Microsoft Corp Stock (MSFT)	2.1	$37M	+12%	85k	430.30	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	1.8	$32M	+5%	608k	52.99	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	1.8	$31M	+4%	327k	95.74	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.4	$26M	+53%	44k	576.82	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$24M	+16%	49k	488.07	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.3	$24M	-2%	45k	527.67	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	1.2	$21M	-2%	535k	39.27	View chart
Ishares International Select Dividend Etf Etf (IDV)	1.2	$20M	NEW	675k	30.23	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	1.1	$20M	+1771%	195k	100.69	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	1.1	$20M	+13%	361k	54.48	View chart
Meta Platforms Inc Cl A Stock (META)	1.0	$17M		30k	572.44	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$17M	+26%	81k	210.86	View chart
Angel Oak High Yield Opportunities Etf Etf (AOHY)	0.9	$16M	+58%	1.5M	11.17	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$16M	+4%	95k	165.85	View chart
Walmart Stock (WMT)	0.9	$16M	+3%	194k	80.75	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.8	$14M	+2%	284k	50.77	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$13M		29k	460.27	View chart
Chevron Corp Stock (CVX)	0.7	$12M	+12%	79k	147.27	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.7	$12M	+33%	51k	225.76	View chart
Exxon Mobil Corp Stock (XOM)	0.7	$12M	+7%	98k	117.22	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.6	$11M	-55%	20k	573.77	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.6	$11M	+4%	165k	64.74	View chart
Home Depot Stock (HD)	0.6	$10M	+17%	26k	405.20	View chart
Salesforce Stock (CRM)	0.6	$10M	+10%	38k	273.71	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$10M	+5%	35k	283.16	View chart
Johnson & Johnson Stock (JNJ)	0.6	$10M	-32%	62k	162.06	View chart
Broadcom Stock (AVGO)	0.6	$10M	+1671%	58k	172.50	View chart
Vanguard Value Etf Etf (VTV)	0.6	$9.9M	+19%	57k	174.57	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.6	$9.8M	+14%	109k	90.80	View chart
Southern Stock (SO)	0.5	$9.4M	-3%	104k	90.18	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$9.4M	+29%	52k	179.16	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.5	$9.2M	+56%	42k	220.89	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$8.9M	+21%	53k	167.19	View chart
Spdr Gold Shares Etf (GLD)	0.5	$8.6M	+146%	35k	243.06	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.5	$8.4M	+3%	134k	62.69	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$8.2M	+46%	22k	375.38	View chart
Procter And Gamble Stock (PG)	0.5	$7.9M	+15%	46k	173.20	View chart
Guaranty Bancshares Inc Tex Stock (GNTY)	0.4	$7.9M	-4%	230k	34.38	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.4	$7.8M	+7%	89k	87.80	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.4	$7.7M	-20%	86k	88.92	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$7.6M	+266%	11.00	691180.00	View chart
Lam Research Corp Stock	0.4	$7.5M	NEW	9.2k	816.07	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.4	$7.3M	+11%	162k	45.32	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$7.2M	+3%	62k	116.96	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.4	$7.2M	+23%	172k	41.69	View chart
Bristol-myers Squibb Stock (BMY)	0.4	$7.2M	+190%	138k	51.74	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.4	$7.1M	-15%	122k	58.32	View chart
Coca Cola Stock (KO)	0.4	$7.0M	-7%	98k	71.86	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.4	$6.8M	+20%	200k	34.07	View chart
Abbvie Stock (ABBV)	0.4	$6.7M	+10%	34k	197.48	View chart
Unitedhealth Group Stock (UNH)	0.4	$6.6M	+23%	11k	584.66	View chart
Intuitive Surgical Stock (ISRG)	0.4	$6.5M	+763%	13k	491.27	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.4	$6.3M	+52%	66k	95.75	View chart
Eli Lilly & Co Stock (LLY)	0.3	$5.8M	+19%	6.5k	885.89	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.3	$5.7M	+35%	97k	59.21	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$5.7M	+17%	12k	493.79	View chart
Phillips 66 Stock (PSX)	0.3	$5.6M		43k	131.45	View chart
Ishares Silver Trust Etf (SLV)	0.3	$5.6M	-33%	196k	28.41	View chart
Medtronic Stock (MDT)	0.3	$5.5M	+22%	61k	90.03	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$5.4M	+11%	69k	78.05	View chart
General Dynamics Corp Stock (GD)	0.3	$5.4M	+3%	18k	302.20	View chart
Cisco Sys Stock (CSCO)	0.3	$5.4M	-6%	101k	53.22	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$5.3M	+9%	9.1k	584.57	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$5.2M	+4%	84k	62.32	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.3	$5.2M	+22%	34k	154.02	View chart
Pfizer Stock (PFE)	0.3	$5.2M	-9%	179k	28.94	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.3	$5.2M	+5%	114k	45.49	View chart
Visa Inc Com Cl A Stock (V)	0.3	$5.1M	+11%	18k	274.95	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$5.1M	+117%	19k	263.84	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.3	$5.0M	+28%	135k	37.20	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.3	$5.0M	+94%	137k	36.38	View chart
Illinois Tool Wks Stock (ITW)	0.3	$5.0M		19k	262.08	View chart
First Trust Large Cap Value Alphadex Fund Etf (FTA)	0.3	$4.9M	-8%	61k	79.13	View chart
Metlife Stock (MET)	0.3	$4.9M	+2%	59k	82.48	View chart
Merck & Co Stock (MRK)	0.3	$4.8M		43k	113.56	View chart
Blackstone Stock (BX)	0.3	$4.8M	+133%	31k	153.13	View chart
Truist Finl Corp Stock (TFC)	0.3	$4.7M		111k	42.77	View chart
Ge Vernova Stock (GEV)	0.3	$4.7M	+1277%	19k	254.98	View chart
Verizon Communications Stock (VZ)	0.3	$4.7M	+5%	105k	44.91	View chart
Tesla Stock (TSLA)	0.3	$4.7M	+8%	18k	261.63	View chart
Paychex Stock (PAYX)	0.3	$4.6M	+6%	34k	134.19	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.3	$4.6M	+19%	90k	50.65	View chart
Fs Kkr Cap Corp Cef (FSK)	0.3	$4.5M	+10%	228k	19.73	View chart
Bank America Corp Stock (BAC)	0.3	$4.5M	+3%	113k	39.68	View chart
Booking Holdings Stock (BKNG)	0.3	$4.4M	+37%	1.1k	4212.20	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$4.4M	-4%	30k	149.64	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.2	$4.4M	+43%	44k	98.10	View chart
Costco Whsl Corp Stock (COST)	0.2	$4.3M	+41%	4.8k	886.50	View chart
Paypal Hldgs Stock (PYPL)	0.2	$4.3M	+13%	55k	78.03	View chart
3M Stock (MMM)	0.2	$4.2M	-13%	31k	136.70	View chart
Mcdonalds Corp Stock (MCD)	0.2	$4.2M	+22%	14k	304.52	View chart
Us Bancorp Del Stock (USB)	0.2	$4.2M		92k	45.73	View chart
Altria Group Stock (MO)	0.2	$4.2M	+3%	82k	51.04	View chart
Darden Restaurants Stock (DRI)	0.2	$4.2M	+7%	25k	164.13	View chart
International Business Machs Stock (IBM)	0.2	$4.1M	+7%	19k	221.08	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$4.1M	+122%	22k	189.80	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.2	$3.9M	-3%	40k	98.80	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$3.9M		10k	383.91	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.2	$3.9M	+28%	129k	29.89	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$3.9M	+49%	65k	59.23	View chart
Harbor Commodity All-weather Strategy Etf Etf (HGER)	0.2	$3.8M	+197%	169k	22.61	View chart
Webster Finl Corp Stock (WBS)	0.2	$3.8M	+2%	81k	46.61	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.2	$3.6M	+942%	4.4k	833.31	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.2	$3.6M	+3%	83k	43.42	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$3.6M	NEW	8.4k	423.12	View chart
Oracle Corp Stock (ORCL)	0.2	$3.5M	+65%	21k	170.40	View chart
Autozone Stock (AZO)	0.2	$3.5M	+42%	1.1k	3151.42	View chart
Cion Invt Corp Stock (CION)	0.2	$3.4M	-4%	287k	11.90	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.2	$3.3M	+1426%	11k	314.38	View chart
Interpublic Group Cos Stock (IPG)	0.2	$3.3M	+9%	105k	31.63	View chart
Fidelity Magellan Etf Etf (FMAG)	0.2	$3.3M	NEW	106k	30.62	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - December Etf (XDEC)	0.2	$3.2M		88k	36.77	View chart
Air Prods & Chems Stock (APD)	0.2	$3.2M	+13%	11k	297.75	View chart
Tjx Cos Stock (TJX)	0.2	$3.1M	+23%	27k	117.54	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.2	$3.1M	+18%	94k	33.23	View chart
Old Dominion Freight Line Stock (ODFL)	0.2	$3.1M	+32%	16k	198.63	View chart
Rtx Corporation Stock (RTX)	0.2	$3.1M	-4%	26k	121.16	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$3.0M	-11%	22k	136.34	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.2	$3.0M	-2%	26k	117.62	View chart
Philip Morris Intl Stock (PM)	0.2	$3.0M	-7%	25k	121.40	View chart
Vaneck Bdc Income Etf Etf (BIZD)	0.2	$3.0M		181k	16.56	View chart
Amphenol Corp New Cl A Stock (APH)	0.2	$3.0M	+35%	46k	65.16	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$3.0M	+4%	36k	83.63	View chart
Fortinet Stock (FTNT)	0.2	$2.9M	+17%	38k	77.55	View chart
Fiverr Intl Ltd Ord Stock (FVRR)	0.2	$2.9M	-2%	113k	25.87	View chart
Texas Instrs Stock (TXN)	0.2	$2.9M	-3%	14k	206.57	View chart
Gilead Sciences Stock (GILD)	0.2	$2.8M	-10%	34k	83.84	View chart
Copart Stock (CPRT)	0.2	$2.8M	+35%	54k	52.40	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.2	$2.8M	-7%	60k	47.12	View chart
Goldman Sachs Group Stock (GS)	0.2	$2.8M	+67%	5.6k	495.14	View chart
American Elec Pwr Stock (AEP)	0.2	$2.8M	-3%	27k	102.60	View chart
Disney Walt Stock (DIS)	0.2	$2.7M	-30%	28k	96.19	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.2	$2.7M	+17%	19k	139.49	View chart
Exponent Stock (EXPO)	0.2	$2.7M	+40%	23k	115.28	View chart
General Mls Stock (GIS)	0.2	$2.7M		36k	73.85	View chart
Ross Stores Stock (ROST)	0.2	$2.7M	+36%	18k	150.51	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.2	$2.7M	+5%	46k	57.22	View chart
Zillow Group Inc Cl C Cap Stk Stock (Z)	0.1	$2.6M		41k	63.85	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.1	$2.6M		45k	58.27	View chart
Pepsico Stock (PEP)	0.1	$2.6M	+16%	15k	170.05	View chart
Caterpillar Stock (CAT)	0.1	$2.6M	+4%	6.7k	391.10	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$2.6M		31k	84.04	View chart
Cvs Health Corp Stock (CVS)	0.1	$2.6M	-21%	41k	62.88	View chart
Qualcomm Stock (QCOM)	0.1	$2.6M	-5%	15k	170.05	View chart
Target Corp Stock (TGT)	0.1	$2.5M	-12%	16k	155.86	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$2.5M	+3%	18k	142.04	View chart
Ares Capital Corp Cef (ARCC)	0.1	$2.5M	+9%	117k	20.94	View chart
Netflix Stock (NFLX)	0.1	$2.4M	+16%	3.4k	709.26	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$2.4M	-3%	50k	47.85	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - January Etf (XJAN)	0.1	$2.4M	-3%	73k	33.18	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$2.4M	+30%	36k	67.51	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.1	$2.4M	+5%	11k	218.48	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$2.4M	+60%	20k	117.29	View chart
Servicenow Stock (NOW)	0.1	$2.4M	+30%	2.6k	894.53	View chart
Uber Technologies Stock (UBER)	0.1	$2.4M	+99%	31k	75.16	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$2.4M	-18%	55k	43.19	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$2.3M	+6%	24k	95.81	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$2.3M	+3%	42k	54.93	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$2.3M	-15%	45k	51.04	View chart
Advanced Micro Devices Stock (AMD)	0.1	$2.3M	-13%	14k	164.08	View chart
Block Inc Cl A Stock (SQ)	0.1	$2.3M	+6%	34k	67.13	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$2.3M	-18%	21k	106.12	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$2.2M	+22%	27k	84.53	View chart
GSK Adr (GSK)	0.1	$2.2M		55k	40.88	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.2M		19k	119.07	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$2.2M	-3%	34k	64.07	View chart
Boeing Stock (BA)	0.1	$2.2M	-21%	14k	152.04	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$2.2M	+8%	38k	57.41	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$2.2M	-4%	7.7k	280.47	View chart
Monster Beverage Corp Stock (MNST)	0.1	$2.2M	+31%	41k	52.17	View chart
Kkr & Co Stock (KKR)	0.1	$2.1M	+316%	17k	130.58	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.1	$2.1M	-9%	11k	191.30	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.1	$2.1M	+4%	35k	60.20	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$2.1M	+69%	36k	57.83	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.1	$2.1M	-8%	41k	50.60	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.1	$2.1M	-6%	34k	59.87	View chart
Lowes Cos Stock (LOW)	0.1	$2.0M	-34%	7.5k	270.85	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$2.0M	+34%	40k	51.05	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.1	$2.0M	+9%	29k	69.74	View chart
Intel Corp Stock (INTC)	0.1	$2.0M	+12%	85k	23.46	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$2.0M		39k	50.74	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$2.0M	+6%	24k	83.00	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$2.0M	+328%	25k	80.37	View chart
American Express Stock (AXP)	0.1	$2.0M	+11%	7.3k	271.19	View chart
Cummins Stock (CMI)	0.1	$2.0M	-11%	6.1k	323.80	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$2.0M	+20%	39k	50.88	View chart
Accel Entertainment Inc Com Cl A1 Stock (ACEL)	0.1	$2.0M	NEW	168k	11.62	View chart
Nextera Energy Stock (NEE)	0.1	$1.9M	+29%	23k	84.53	View chart
Prologis Reit (PLD)	0.1	$1.9M	+13%	15k	126.28	View chart
Deere & Co Stock (DE)	0.1	$1.9M		4.6k	417.33	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$1.9M	+18%	21k	91.81	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$1.9M	+163%	18k	104.18	View chart
Devon Energy Corp Stock (DVN)	0.1	$1.9M	+31%	48k	39.12	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.8M	+10%	21k	88.40	View chart
Applied Matls Stock (AMAT)	0.1	$1.8M	+11%	9.0k	202.05	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$1.8M		113k	16.05	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.1	$1.8M	+14%	9.0k	200.37	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.1	$1.8M	+5%	36k	49.92	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$1.8M	+3%	81k	22.09	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.1	$1.8M	-28%	44k	40.63	View chart
Abbott Labs Stock (ABT)	0.1	$1.8M	+31%	16k	114.01	View chart
Newmont Corp Stock (NEM)	0.1	$1.8M		33k	53.45	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$1.8M	-30%	8.4k	211.83	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.8M	+14%	30k	59.51	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.8M	+3%	10k	173.68	View chart
Dow Stock (DOW)	0.1	$1.8M		32k	54.63	View chart
Citigroup Stock (C)	0.1	$1.7M	+54%	28k	62.60	View chart
Conagra Brands Stock (CAG)	0.1	$1.7M		53k	32.52	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$1.7M	-5%	11k	151.62	View chart
Deckers Outdoor Corp Stock (DECK)	0.1	$1.7M	+683%	11k	159.45	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.7M		10k	162.92	View chart
Wisdomtree Putwrite Strategy Fund Etf (PUTW)	0.1	$1.7M	+323%	50k	33.10	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$1.7M	-2%	31k	52.86	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.6M	+56%	4.7k	353.48	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.6M	+20%	7.8k	207.61	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - March Etf (XMAR)	0.1	$1.6M	-2%	46k	35.49	View chart
Motorola Solutions Stock (MSI)	0.1	$1.6M	+93%	3.6k	449.66	View chart
International Paper Stock (IP)	0.1	$1.6M		33k	48.85	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.6M	+13%	8.1k	198.07	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.6M	-4%	13k	128.20	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.6M	+10%	16k	97.42	View chart
At&t Stock (T)	0.1	$1.6M		71k	22.00	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$1.6M	+461%	13k	118.54	View chart
Innovator Defined Wealth Shield Etf Etf (BALT)	0.1	$1.6M	+37%	50k	30.83	View chart
Conocophillips Stock (COP)	0.1	$1.6M	+5%	15k	105.28	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.1	$1.6M	+10%	31k	49.78	View chart
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)	0.1	$1.6M	+218%	12k	125.45	View chart
Midcap Financial Invstmnt Corp Cef (MFIC)	0.1	$1.6M	+12%	116k	13.39	View chart
Ansys Stock (ANSS)	0.1	$1.5M	+30%	4.8k	318.63	View chart
Occidental Pete Corp Stock (OXY)	0.1	$1.5M	-24%	30k	51.54	View chart
T-mobile Us Stock (TMUS)	0.1	$1.5M	+94%	7.4k	206.36	View chart
Main Str Cap Corp Cef (MAIN)	0.1	$1.5M	-14%	30k	50.14	View chart
Omnicell Stock (OMCL)	0.1	$1.5M		34k	43.60	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$1.5M	+3%	28k	52.66	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.5M		8.2k	179.30	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.5M	+12%	19k	75.11	View chart
Eog Res Stock (EOG)	0.1	$1.4M	+19%	12k	122.93	View chart
Crown Castle Reit (CCI)	0.1	$1.4M	-3%	12k	118.63	View chart
BP Adr (BP)	0.1	$1.4M	-11%	46k	31.39	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.4M	+4%	5.9k	241.10	View chart
Blackrock Stock	0.1	$1.4M	NEW	1.4k	949.73	View chart
Nutanix Inc Cl A Stock (NTNX)	0.1	$1.4M	-8%	23k	59.25	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.4M	-3%	13k	108.63	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.4M	+3%	2.3k	586.63	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.4M	+2%	6.8k	200.79	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.4M		47k	29.11	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 Q3 filed Oct. 24, 2024
Arkadios Wealth Advisors 2024 Q2 filed July 29, 2024
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

View all past filings

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