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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 NVDA, AAPL, SPY, IVV, MSFT, and represent 12.05% of Arkadios Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FBND (+$24M), SPY (+$18M), MFSV (+$14M), IVV (+$13M), CARY (+$13M), SGOV (+$12M), MSFT (+$11M), NVDA (+$11M), ITOT (+$10M), AOHY (+$9.3M).
Started 198 new stock positions in AMX, EWBC, CNC, SCIO, MSTY, AFL, GRAB, CLX, ARCO, DASH.
Reduced shares in these 10 stocks: EUSA (-$15M), SLV, GD, XLE, CRM, DFCF, VTV, ZWS, NECB, VTIP.
Sold out of its positions in ANSS, AI, ATCH, Chargepoint Holdings Inc Com Cl A, CORZ, DFCF, DBX, FOX, FLIN, HIVE.
Arkadios Wealth Advisors was a net buyer of stock by $535M.
Arkadios Wealth Advisors has $4.2B in assets under management (AUM), dropping by 22.94%.
Central Index Key (CIK): 0001800798

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Portfolio Holdings for Arkadios Wealth Advisors

Arkadios Wealth Advisors holds 1386 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Arkadios Wealth Advisors has 1386 total positions. Only the first 250 positions are shown.

Sign up to view all of the Arkadios Wealth Advisors Sept. 30, 2025 positions
Download the Arkadios Wealth Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	3.3	$136M	+8%	727k	186.58	View chart
Apple Stock (AAPL)	2.6	$110M	+5%	431k	254.63	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.1	$87M	+25%	130k	666.19	View chart
Ishares Core S&p 500 Etf Etf (IVV)	2.0	$85M	+18%	127k	669.30	View chart
Microsoft Corp Stock (MSFT)	2.0	$85M	+15%	164k	517.95	View chart
Amazon Stock (AMZN)	1.5	$65M	+12%	294k	219.57	View chart
Angel Oak Income Etf Etf (CARY)	1.5	$61M	+26%	2.9M	20.91	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.5	$61M	+11%	101k	600.36	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$47M	+16%	149k	315.43	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$47M	+17%	192k	243.10	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	1.0	$43M	+5%	708k	60.26	View chart
Broadcom Stock (AVGO)	1.0	$41M	+13%	123k	329.91	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.9	$37M	+2%	193k	189.70	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$35M	+9%	48k	734.38	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.8	$35M	-4%	292k	120.72	View chart
Fidelity Total Bond Etf Etf (FBND)	0.8	$34M	+235%	743k	46.24	View chart
Angel Oak High Yield Opportunities Etf Etf (AOHY)	0.8	$33M	+38%	3.0M	11.20	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.8	$33M	-5%	179k	182.43	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.7	$31M	+10%	551k	55.71	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.6	$27M	+10%	192k	140.95	View chart
Alger Ai Enablers & Adopters Etf Etf (ALAI)	0.6	$27M	+31%	717k	37.50	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.6	$26M	+5%	719k	36.55	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$26M		108k	243.55	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$26M	+3%	51k	502.74	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$25M	+2%	41k	612.35	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$25M	+2%	77k	328.17	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	0.6	$25M	-37%	241k	102.97	View chart
Walmart Stock (WMT)	0.6	$23M	+12%	224k	103.06	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$21M	+17%	185k	112.75	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.5	$21M		204k	100.69	View chart
Spdr Gold Shares Etf (GLD)	0.5	$20M	+12%	57k	355.48	View chart
Home Depot Stock (HD)	0.5	$20M	+9%	49k	405.18	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$20M	+9%	42k	468.41	View chart
Chevron Corp Stock (CVX)	0.5	$19M	+10%	125k	155.29	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.4	$18M	-3%	63k	281.86	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$18M	+78%	147k	118.83	View chart
Eli Lilly & Co Stock (LLY)	0.4	$16M	+21%	21k	763.00	View chart
Arista Networks Stock (ANET)	0.4	$16M		111k	145.71	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$16M	+8%	238k	65.26	View chart
Visa Inc Com Cl A Stock (V)	0.4	$15M	+17%	45k	341.38	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.4	$15M	+2%	311k	49.31	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.4	$15M	+25%	73k	203.59	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.4	$15M	+240%	101k	145.65	View chart
Johnson & Johnson Stock (JNJ)	0.4	$15M	+6%	80k	185.42	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.4	$15M		217k	67.26	View chart
Mfs Active Value Etf Etf (MFSV)	0.3	$14M	+5096%	548k	26.14	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$14M	+73%	185k	74.37	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$14M	+56%	29k	479.60	View chart
Southern Stock (SO)	0.3	$14M	+11%	145k	94.77	View chart
Salesforce Stock (CRM)	0.3	$14M	-16%	58k	237.00	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.3	$13M	+12%	205k	65.00	View chart
Lam Research Corp Stock (LRCX)	0.3	$13M	+99%	99k	133.90	View chart
Procter And Gamble Stock (PG)	0.3	$13M	+19%	85k	153.65	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.3	$13M	+834%	128k	100.69	View chart
Vanguard Value Etf Etf (VTV)	0.3	$13M	-16%	68k	186.49	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.3	$13M	+7%	61k	206.51	View chart
Tesla Stock (TSLA)	0.3	$12M	+14%	28k	444.75	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	0.3	$12M	+63%	224k	53.66	View chart
Costco Whsl Corp Stock (COST)	0.3	$12M	+27%	13k	925.70	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.3	$12M	+10%	205k	57.47	View chart
Jpmorgan Income Etf Etf (JPIE)	0.3	$12M	+358%	252k	46.41	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.3	$12M	+4%	198k	58.85	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.3	$12M	+26%	126k	91.75	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.3	$12M	+19%	41k	279.29	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.3	$12M	-2%	152k	76.01	View chart
Coca Cola Stock (KO)	0.3	$12M	+10%	174k	66.32	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.3	$12M	+3%	241k	47.72	View chart
Abbvie Stock (ABBV)	0.3	$11M	+15%	49k	231.54	View chart
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL)	0.3	$11M	+8%	164k	68.43	View chart
Cisco Sys Stock (CSCO)	0.3	$11M		164k	68.42	View chart
Oracle Corp Stock (ORCL)	0.3	$11M		40k	281.24	View chart
Bristol-myers Squibb Stock (BMY)	0.3	$11M	+11%	247k	45.10	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.3	$11M	+85%	186k	59.92	View chart
Citigroup Stock (C)	0.3	$11M	-3%	109k	101.50	View chart
Netflix Stock (NFLX)	0.3	$11M	+30%	9.2k	1198.90	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.3	$11M	+7%	286k	38.02	View chart
Caterpillar Stock (CAT)	0.3	$11M	+11%	23k	477.17	View chart
Uber Technologies Stock (UBER)	0.3	$11M	+38%	111k	97.97	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.3	$11M	-7%	200k	53.87	View chart
Qualcomm Stock (QCOM)	0.3	$11M	+8%	65k	166.36	View chart
Medtronic Stock (MDT)	0.3	$11M	+8%	113k	95.24	View chart
Bank America Corp Stock (BAC)	0.3	$11M	+8%	203k	51.59	View chart
Illinois Tool Wks Stock (ITW)	0.2	$10M	+6%	40k	260.74	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$10M	+19%	35k	293.75	View chart
Palo Alto Networks Stock (PANW)	0.2	$10M	+25%	50k	203.62	View chart
Rtx Corporation Stock (RTX)	0.2	$10M	+6%	60k	167.33	View chart
Verizon Communications Stock (VZ)	0.2	$10M	+18%	228k	43.95	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$9.8M	+6%	20k	499.23	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.2	$9.8M	-7%	144k	68.08	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.2	$9.7M		70k	139.17	View chart
Altria Group Stock (MO)	0.2	$9.6M		146k	66.06	View chart
Truist Finl Corp Stock (TFC)	0.2	$9.6M	+10%	210k	45.72	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.2	$9.4M	+14%	100k	93.64	View chart
Nextera Energy Stock (NEE)	0.2	$9.3M	+16%	123k	75.49	View chart
Paypal Hldgs Stock (PYPL)	0.2	$9.2M	+10%	137k	67.06	View chart
Newmont Corp Stock (NEM)	0.2	$9.1M	-8%	107k	84.32	View chart
International Business Machs Stock (IBM)	0.2	$9.0M	+20%	32k	282.16	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.2	$9.0M	+7%	237k	37.77	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.2	$8.9M		202k	44.19	View chart
Amphenol Corp New Cl A Stock (APH)	0.2	$8.9M	+18%	72k	123.75	View chart
Adobe Stock (ADBE)	0.2	$8.8M	+15%	25k	352.75	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$8.8M	+49%	321k	27.30	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$8.7M	+18%	132k	65.92	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$8.7M		15k	568.81	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.2	$8.7M	+7%	237k	36.69	View chart
Direxion Daily S&p 500 Bear 1x Shares Etf (SPDN)	0.2	$8.6M	+125%	894k	9.61	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$8.6M	+3%	302k	28.31	View chart
Intuitive Surgical Stock (ISRG)	0.2	$8.5M	+9%	19k	447.23	View chart
Blackrock Stock (BLK)	0.2	$8.5M	+28%	7.3k	1165.89	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$8.4M	+24%	96k	87.31	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.2	$8.4M	+8%	122k	68.66	View chart
Ishares Silver Trust Etf (SLV)	0.2	$8.3M	-33%	197k	42.37	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.2	$8.3M	-32%	93k	89.34	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$8.3M		11.00	754200.00	View chart
Mcdonalds Corp Stock (MCD)	0.2	$8.3M	+15%	27k	303.89	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.2	$8.2M	NEW	63k	130.37	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.2	$8.2M	+10%	225k	36.35	View chart
Quanta Svcs Stock (PWR)	0.2	$8.1M	+3%	20k	414.44	View chart
Goldman Sachs Group Stock (GS)	0.2	$8.0M	+9%	10k	796.15	View chart
Invesco International Buyback Achievers Etf Etf (IPKW)	0.2	$7.9M	+7%	149k	52.69	View chart
Philip Morris Intl Stock (PM)	0.2	$7.8M	+13%	48k	162.19	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.2	$7.8M	+10%	581k	13.43	View chart
Unitedhealth Group Stock (UNH)	0.2	$7.7M	+14%	22k	345.28	View chart
Guaranty Bancshares Inc Tex Stock	0.2	$7.7M	-13%	157k	48.83	View chart
Blackstone Stock (BX)	0.2	$7.6M	+8%	44k	170.84	View chart
Bank New York Mellon Corp Stock (BK)	0.2	$7.6M	+22%	70k	108.96	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.2	$7.5M	+6%	76k	99.40	View chart
Paychex Stock (PAYX)	0.2	$7.5M	+9%	59k	126.76	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$7.5M	-16%	36k	209.26	View chart
Union Pac Corp Stock (UNP)	0.2	$7.5M	+436%	32k	236.39	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$7.4M	+17%	101k	73.46	View chart
Booking Holdings Stock (BKNG)	0.2	$7.4M	+10%	1.4k	5402.91	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.2	$7.1M	+22%	140k	50.78	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.2	$7.0M	+10%	95k	73.57	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.2	$7.0M	NEW	125k	55.87	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.2	$7.0M	+31%	76k	91.42	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.2	$6.9M	+6%	107k	65.21	View chart
Boeing Stock (BA)	0.2	$6.8M		32k	215.84	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$6.8M	+2%	294k	23.28	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.2	$6.8M	+33%	77k	89.37	View chart
Honeywell Intl Stock (HON)	0.2	$6.8M	+28%	32k	210.49	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$6.8M	+9%	14k	490.26	View chart
Merck & Co Stock (MRK)	0.2	$6.8M	+18%	81k	83.93	View chart
Metlife Stock (MET)	0.2	$6.8M	+10%	82k	82.37	View chart
Ge Aerospace Stock (GE)	0.2	$6.7M	+11%	22k	300.83	View chart
Ishares Gold Trust Etf (IAU)	0.2	$6.7M	+101%	92k	72.77	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.2	$6.6M	+7%	92k	71.89	View chart
Proshares Short Qqq Etf (PSQ)	0.2	$6.6M	+75%	212k	31.04	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.2	$6.6M	+100%	274k	23.94	View chart
Air Prods & Chems Stock (APD)	0.2	$6.6M	+11%	24k	272.70	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.2	$6.5M	+3%	68k	96.68	View chart
Darden Restaurants Stock (DRI)	0.2	$6.5M	+6%	34k	190.34	View chart
Harbor All-weather Inflation Focus Etf Etf (HGER)	0.2	$6.3M	+27%	245k	25.80	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$6.3M	+33%	116k	54.18	View chart
Servicenow Stock (NOW)	0.1	$6.2M	+10%	6.8k	920.17	View chart
United Rentals Stock (URI)	0.1	$6.2M	+7%	6.5k	954.48	View chart
Williams Cos Stock (WMB)	0.1	$6.2M	+24%	98k	63.35	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$6.2M	+11%	65k	95.47	View chart
Amgen Stock (AMGN)	0.1	$6.1M	+23%	22k	282.20	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$6.1M	+34%	107k	57.10	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$6.1M	-3%	64k	95.14	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.1	$6.0M	+14%	180k	33.42	View chart
Abrdn Physical Platinum Shares Etf Etf (PPLT)	0.1	$6.0M	-2%	42k	142.88	View chart
Micron Technology Stock (MU)	0.1	$5.8M	+6%	35k	167.32	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$5.8M	-5%	182k	31.91	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.1	$5.8M	+7%	125k	46.24	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$5.7M	+9%	27k	215.78	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$5.7M	-4%	40k	141.77	View chart
Fidelity Magellan Etf Etf (FMAG)	0.1	$5.7M	+13%	161k	35.21	View chart
American Century U.s. Quality Growth Etf Etf (QGRO)	0.1	$5.6M		49k	114.40	View chart
Tjx Cos Stock (TJX)	0.1	$5.6M	+6%	39k	144.54	View chart
Phillips 66 Stock (PSX)	0.1	$5.6M	-4%	41k	136.02	View chart
Progressive Corp Stock (PGR)	0.1	$5.6M	+471%	23k	246.96	View chart
Lowes Cos Stock (LOW)	0.1	$5.6M	+5%	22k	251.32	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$5.5M	+2%	82k	67.83	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$5.5M	+70%	20k	279.84	View chart
Pfizer Stock (PFE)	0.1	$5.5M	+9%	217k	25.48	View chart
Disney Walt Stock (DIS)	0.1	$5.5M	+10%	48k	114.50	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.1	$5.5M	+12%	127k	43.30	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$5.5M	+7%	23k	242.00	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$5.5M	-2%	12k	463.76	View chart
American Express Stock (AXP)	0.1	$5.4M	+17%	16k	332.15	View chart
State Str Corp Stock (STT)	0.1	$5.3M	+11%	46k	116.01	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$5.3M	+39%	25k	208.72	View chart
Interdigital Stock (IDCC)	0.1	$5.3M	+10%	15k	345.25	View chart
Cencora Stock (COR)	0.1	$5.3M	+29%	17k	312.55	View chart
Cummins Stock (CMI)	0.1	$5.3M	+3%	12k	422.59	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$5.1M	-6%	26k	195.86	View chart
Gilead Sciences Stock (GILD)	0.1	$5.1M	-4%	46k	111.00	View chart
Ge Vernova Stock (GEV)	0.1	$5.0M	+29%	8.2k	615.00	View chart
At&t Stock (T)	0.1	$5.0M	+23%	178k	28.24	View chart
Monster Beverage Corp Stock (MNST)	0.1	$5.0M		74k	67.31	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$5.0M	+3%	6.7k	746.63	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.1	$5.0M	+144%	389k	12.77	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$4.8M	+59%	61k	78.91	View chart
3M Stock (MMM)	0.1	$4.8M	+4%	31k	155.20	View chart
Mckesson Corp Stock (MCK)	0.1	$4.7M		6.1k	772.46	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$4.7M	+9%	138k	34.37	View chart
Deere & Co Stock (DE)	0.1	$4.7M	+8%	10k	457.21	View chart
Autozone Stock (AZO)	0.1	$4.7M	+2%	1.1k	4290.24	View chart
Conocophillips Stock (COP)	0.1	$4.6M	+19%	49k	94.59	View chart
Western Digital Corp Stock (WDC)	0.1	$4.6M	+44%	39k	120.06	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$4.6M	+9%	79k	57.54	View chart
Leidos Holdings Stock (LDOS)	0.1	$4.6M	+18%	24k	188.96	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$4.6M	-4%	26k	178.74	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$4.5M	+3%	33k	137.68	View chart
Applied Matls Stock (AMAT)	0.1	$4.5M	-32%	22k	204.74	View chart
Mrc Global Stock (MRC)	0.1	$4.5M	-25%	313k	14.42	View chart
Advanced Micro Devices Stock (AMD)	0.1	$4.5M	+10%	28k	161.78	View chart
Duke Energy Corp Stock (DUK)	0.1	$4.5M	+5%	36k	123.75	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$4.5M	+41%	18k	246.58	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$4.4M	+3%	48k	93.37	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$4.4M	-2%	20k	222.17	View chart
Morgan Stanley Stock (MS)	0.1	$4.3M	+6%	27k	158.96	View chart
Abbott Labs Stock (ABT)	0.1	$4.3M	+16%	32k	133.94	View chart
Block Inc Cl A Stock (XYZ)	0.1	$4.3M	-4%	59k	72.28	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$4.2M	+7%	28k	154.23	View chart
United States Copper Index Fund Etf (CPER)	0.1	$4.2M	+24%	140k	30.00	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$4.2M	-2%	90k	46.71	View chart
T-mobile Us Stock (TMUS)	0.1	$4.2M	+23%	18k	239.39	View chart
D-wave Quantum Stock (QBTS)	0.1	$4.1M		167k	24.71	View chart
Proshares Short Dow30 Etf (DOG)	0.1	$4.1M	NEW	169k	24.34	View chart
American Elec Pwr Stock (AEP)	0.1	$4.1M	+5%	37k	112.50	View chart
General Dynamics Corp Stock (GD)	0.1	$4.1M	-49%	12k	341.01	View chart
Novartis Adr (NVS)	0.1	$4.1M	+23%	32k	128.24	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.1	$4.0M	-14%	44k	91.37	View chart
Fs Kkr Cap Corp Cef (FSK)	0.1	$4.0M	+12%	267k	14.93	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$3.9M	+34%	20k	194.50	View chart
Gen Digital Stock (GEN)	0.1	$3.9M	+30%	137k	28.39	View chart
Devon Energy Corp Stock (DVN)	0.1	$3.9M	+3%	111k	35.06	View chart
S&p Global Stock (SPGI)	0.1	$3.9M	+55%	7.9k	486.65	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$3.8M		60k	63.30	View chart
Capital One Finl Corp Stock (COF)	0.1	$3.8M	+11%	18k	212.60	View chart
L3harris Technologies Stock (LHX)	0.1	$3.8M		12k	305.40	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$3.7M	+3%	31k	122.42	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$3.7M	+12%	54k	68.96	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.1	$3.7M	+2%	101k	36.81	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.1	$3.7M		99k	37.40	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.1	$3.7M	+5%	57k	65.01	View chart
Boston Scientific Corp Stock (BSX)	0.1	$3.7M	+81%	38k	97.63	View chart
Pepsico Stock (PEP)	0.1	$3.7M	+13%	26k	140.44	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.1	$3.7M	+659%	68k	54.09	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$3.7M	+18%	43k	86.30	View chart
Wells Fargo Stock (WFC)	0.1	$3.7M	+65%	44k	83.82	View chart
Ft Vest Us Equity Buffer Etf - December Etf (FDEC)	0.1	$3.6M		74k	49.24	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$3.6M	+38%	7.5k	485.08	View chart
Enova Intl Stock (ENVA)	0.1	$3.6M	+61%	31k	115.09	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.1	$3.6M	+13%	99k	36.30	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$3.6M	-3%	43k	82.96	View chart
Fortinet Stock (FTNT)	0.1	$3.5M	+3%	42k	84.08	View chart

Past Filings by Arkadios Wealth Advisors

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

Arkadios Wealth Advisors 2025 Q3 filed Oct. 29, 2025
Arkadios Wealth Advisors 2025 Q2 filed Aug. 4, 2025
Arkadios Wealth Advisors 2025 Q1 filed May 8, 2025
Arkadios Wealth Advisors 2024 Q4 filed Jan. 15, 2025
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

View all past filings

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