Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 14.27% of Arkadios Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$9.8M), ARTY (+$7.9M), CARY, AOHY, BK, NVDA, FDEC, CEG, UDIV, EUSA.
Started 90 new stock positions in OPTT, VRN, TT, SMR, GJUN, FDEC, NECB, Two Hbrs Invt Corp, COKE, FCOM.
Reduced shares in these 10 stocks: RPG (-$13M), DUSB (-$6.9M), GEV (-$5.4M), WBS, FMAG, XDEC, XBI, ASML, JNJ, IWB.
Sold out of its positions in AFL, AMR, Arista Networks, Ashford Hospitality Tr, AN, BCS, BAH, CDW, Cim Coml Tr Corp, CSQ.
Arkadios Wealth Advisors was a net buyer of stock by $59M.
Arkadios Wealth Advisors has $1.8B in assets under management (AUM), dropping by 3.85%.
Central Index Key (CIK): 0001800798

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Arkadios Wealth Advisors

Arkadios Wealth Advisors holds 931 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Arkadios Wealth Advisors has 931 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.9	$71M		283k	250.42	View chart
Nvidia Corporation Stock (NVDA)	3.4	$62M	+5%	462k	134.29	View chart
Angel Oak Income Etf Etf (CARY)	2.5	$46M	+10%	2.2M	20.59	View chart
Amazon Stock (AMZN)	2.5	$45M	+2%	206k	219.39	View chart
Microsoft Corp Stock (MSFT)	2.0	$37M	+4%	89k	421.50	View chart
Ishares Core S&p 500 Etf Etf (IVV)	2.0	$36M	+37%	61k	588.68	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	1.9	$35M	+6%	647k	54.23	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	1.9	$34M	+8%	356k	95.36	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$25M		49k	511.23	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.2	$23M	-6%	42k	538.81	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$21M	+6%	86k	239.71	View chart
Angel Oak High Yield Opportunities Etf Etf (AOHY)	1.1	$20M	+25%	1.8M	11.01	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$20M	+11%	106k	189.30	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	1.1	$20M		198k	100.34	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	1.0	$19M	+3%	374k	50.21	View chart
Ishares International Select Dividend Etf Etf (IDV)	1.0	$18M		672k	27.38	View chart
Walmart Stock (WMT)	1.0	$18M	+4%	204k	90.35	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$17M	-2%	29k	585.51	View chart
Salesforce Stock (CRM)	0.8	$14M	+11%	42k	334.33	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.7	$13M	+5%	54k	232.52	View chart
Broadcom Stock (AVGO)	0.7	$13M	-6%	54k	231.84	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$12M	-7%	27k	453.28	View chart
Chevron Corp Stock (CVX)	0.6	$12M	+3%	81k	144.84	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.6	$11M	-2%	19k	586.08	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.6	$11M	+14%	189k	58.93	View chart
Exxon Mobil Corp Stock (XOM)	0.6	$11M	+4%	102k	107.57	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$11M	+3%	55k	190.44	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$10M		35k	289.81	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$9.9M	+8%	56k	175.23	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.5	$9.8M	-4%	129k	75.63	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.5	$9.7M	+5%	44k	220.96	View chart
Spdr Gold Shares Etf (GLD)	0.5	$9.6M	+12%	40k	242.13	View chart
Home Depot Stock (HD)	0.5	$9.5M	-4%	25k	388.98	View chart
Southern Stock (SO)	0.5	$9.0M	+4%	109k	82.32	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.5	$8.9M	-59%	216k	41.26	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.5	$8.7M	-9%	99k	87.82	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.5	$8.6M	+22%	211k	40.92	View chart
Bristol-myers Squibb Stock (BMY)	0.5	$8.6M	+9%	151k	56.56	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.5	$8.5M	+8%	176k	48.33	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$8.4M	-5%	21k	401.58	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$8.3M	+16%	72k	115.22	View chart
Vanguard Value Etf Etf (VTV)	0.4	$8.2M	-14%	49k	169.30	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.4	$8.2M		134k	61.34	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.4	$8.2M	+21%	243k	33.79	View chart
Tesla Stock (TSLA)	0.4	$8.1M	+11%	20k	403.83	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.4	$8.0M	+5%	94k	85.66	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.4	$7.9M	NEW	214k	37.07	View chart
Procter And Gamble Stock (PG)	0.4	$7.7M		46k	167.65	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.4	$7.7M	+14%	76k	101.53	View chart
Guaranty Bancshares Inc Tex Stock (GNTY)	0.4	$7.6M	-3%	221k	34.60	View chart
Intuitive Surgical Stock (ISRG)	0.4	$7.6M	+9%	15k	521.96	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.4	$7.5M	-3%	84k	90.21	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$7.5M		11.00	680920.00	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.4	$7.5M	-48%	148k	50.59	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.4	$7.2M	+26%	122k	59.14	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.4	$6.7M	-3%	118k	56.88	View chart
Johnson & Johnson Stock (JNJ)	0.4	$6.7M	-24%	46k	144.62	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.3	$6.4M	+29%	177k	35.85	View chart
Abbvie Stock (ABBV)	0.3	$6.0M		34k	177.70	View chart
Coca Cola Stock (KO)	0.3	$5.9M	-2%	95k	62.26	View chart
Cisco Sys Stock (CSCO)	0.3	$5.9M		99k	59.20	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$5.8M	-5%	11k	526.56	View chart
Visa Inc Com Cl A Stock (V)	0.3	$5.7M	-2%	18k	316.04	View chart
Phillips 66 Stock (PSX)	0.3	$5.6M	+14%	49k	113.93	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$5.6M	+5%	89k	62.31	View chart
Truist Finl Corp Stock (TFC)	0.3	$5.5M	+13%	127k	43.38	View chart
Darden Restaurants Stock (DRI)	0.3	$5.5M	+15%	29k	186.69	View chart
Metlife Stock (MET)	0.3	$5.4M	+12%	66k	81.88	View chart
Paychex Stock (PAYX)	0.3	$5.4M	+13%	39k	140.22	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.3	$5.4M	+15%	39k	137.57	View chart
Illinois Tool Wks Stock (ITW)	0.3	$5.4M	+11%	21k	253.56	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.3	$5.4M	+19%	108k	49.94	View chart
General Dynamics Corp Stock (GD)	0.3	$5.3M	+12%	20k	263.48	View chart
Eli Lilly & Co Stock (LLY)	0.3	$5.2M	+3%	6.7k	771.98	View chart
Booking Holdings Stock (BKNG)	0.3	$5.2M		1.0k	4968.53	View chart
Medtronic Stock (MDT)	0.3	$5.2M	+6%	65k	79.88	View chart
Blackstone Stock (BX)	0.3	$5.1M	-5%	30k	172.42	View chart
Us Bancorp Del Stock (USB)	0.3	$5.0M	+13%	104k	47.83	View chart
Unitedhealth Group Stock (UNH)	0.3	$4.9M	-14%	9.7k	505.85	View chart
Ishares Silver Trust Etf (SLV)	0.3	$4.9M	-5%	186k	26.33	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.3	$4.9M		112k	43.64	View chart
Bank America Corp Stock (BAC)	0.3	$4.8M	-2%	109k	43.95	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.3	$4.8M	+15%	75k	63.45	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$4.7M	+7%	9.7k	485.92	View chart
Paypal Hldgs Stock (PYPL)	0.3	$4.7M		55k	85.35	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$4.6M	-6%	65k	70.28	View chart
Fs Kkr Cap Corp Cef (FSK)	0.2	$4.6M	-7%	210k	21.72	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$4.5M	+7%	11k	410.44	View chart
Qualcomm Stock (QCOM)	0.2	$4.5M	+93%	29k	153.62	View chart
Fiverr Intl Ltd Ord Stock (FVRR)	0.2	$4.4M	+21%	138k	31.73	View chart
Pfizer Stock (PFE)	0.2	$4.3M	-8%	163k	26.53	View chart
Altria Group Stock (MO)	0.2	$4.3M		82k	52.29	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$4.2M		29k	145.35	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.2	$4.2M	+9%	49k	87.33	View chart
Verizon Communications Stock (VZ)	0.2	$4.2M		106k	39.99	View chart
Harbor Commodity All-weather Strategy Etf Etf (HGER)	0.2	$4.2M	+12%	190k	22.14	View chart
Costco Whsl Corp Stock (COST)	0.2	$4.1M	-7%	4.5k	916.23	View chart
Bank New York Mellon Corp Stock (BK)	0.2	$4.0M	+1011%	52k	76.83	View chart
International Business Machs Stock (IBM)	0.2	$4.0M	-3%	18k	219.83	View chart
Constellation Energy Corp Stock (CEG)	0.2	$3.9M	+701%	18k	223.71	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$3.9M		21k	185.13	View chart
Air Prods & Chems Stock (APD)	0.2	$3.8M	+22%	13k	290.04	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.2	$3.7M	-4%	123k	30.47	View chart
Merck & Co Stock (MRK)	0.2	$3.6M	-14%	37k	99.48	View chart
Fortinet Stock (FTNT)	0.2	$3.6M		39k	94.48	View chart
Zillow Group Inc Cl C Cap Stk Stock (Z)	0.2	$3.6M	+18%	49k	74.05	View chart
Interpublic Group Cos Stock (IPG)	0.2	$3.6M	+23%	130k	28.02	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.2	$3.6M		84k	42.61	View chart
3M Stock (MMM)	0.2	$3.6M	-10%	28k	129.09	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$3.5M	+33%	10k	342.16	View chart
Mcdonalds Corp Stock (MCD)	0.2	$3.5M	-13%	12k	289.90	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$3.5M	-3%	8.1k	425.51	View chart
Ft Vest Us Equity Buffer Etf - December Etf (FDEC)	0.2	$3.5M	NEW	78k	44.58	View chart
Block Inc Cl A Stock (XYZ)	0.2	$3.5M	+20%	41k	84.99	View chart
Cion Invt Corp Stock (CION)	0.2	$3.3M	+2%	293k	11.40	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$3.3M	-34%	13k	264.12	View chart
Disney Walt Stock (DIS)	0.2	$3.3M	+5%	30k	111.35	View chart
Goldman Sachs Group Stock (GS)	0.2	$3.3M	+3%	5.8k	572.58	View chart
Autozone Stock (AZO)	0.2	$3.3M	-8%	1.0k	3203.53	View chart
First Trust Large Cap Value Alphadex Fund Etf (FTA)	0.2	$3.3M	-30%	43k	76.46	View chart
Netflix Stock (NFLX)	0.2	$3.2M	+6%	3.6k	891.31	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.2	$3.2M	+35%	40k	81.61	View chart
Servicenow Stock (NOW)	0.2	$3.2M	+15%	3.1k	1060.26	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.2	$3.2M	+11%	29k	112.26	View chart
Lam Research Corp Stock (LRCX)	0.2	$3.2M	+387%	45k	72.23	View chart
Franklin U.s. Core Dividend Tilt Index Etf Etf (UDIV)	0.2	$3.1M	NEW	69k	45.40	View chart
Tjx Cos Stock (TJX)	0.2	$3.1M	-3%	26k	120.81	View chart
Boeing Stock (BA)	0.2	$3.0M	+19%	17k	177.00	View chart
Copart Stock (CPRT)	0.2	$3.0M	-2%	53k	57.39	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$3.0M	+139%	67k	44.87	View chart
Vaneck Bdc Income Etf Etf (BIZD)	0.2	$3.0M		179k	16.63	View chart
Philip Morris Intl Stock (PM)	0.2	$3.0M		25k	120.35	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.2	$3.0M	+9%	65k	45.20	View chart
Amphenol Corp New Cl A Stock (APH)	0.2	$2.9M	-8%	42k	69.45	View chart
Oracle Corp Stock (ORCL)	0.2	$2.9M	-15%	18k	166.64	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.2	$2.8M	+17%	49k	56.38	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$2.7M	-3%	30k	89.60	View chart
Cummins Stock (CMI)	0.1	$2.6M	+24%	7.5k	348.62	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$2.6M	+27%	46k	56.48	View chart
Old Dominion Freight Line Stock (ODFL)	0.1	$2.6M	-6%	15k	176.40	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.1	$2.6M	-3%	44k	59.06	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$2.5M	-2%	19k	135.37	View chart
Kkr & Co Stock (KKR)	0.1	$2.5M	+3%	17k	147.91	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$2.5M		20k	126.75	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$2.5M	+140%	13k	184.88	View chart
Ares Capital Corp Cef (ARCC)	0.1	$2.5M	-4%	112k	21.89	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$2.4M	-17%	78k	31.44	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$2.4M		35k	68.94	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.1	$2.4M	+2%	11k	211.38	View chart
Rtx Corporation Stock (RTX)	0.1	$2.4M	-19%	21k	115.72	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$2.4M	-12%	31k	75.61	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.1	$2.3M	-2%	45k	52.16	View chart
Caterpillar Stock (CAT)	0.1	$2.3M	-3%	6.4k	362.76	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$2.3M	+58%	44k	53.05	View chart
General Mls Stock (GIS)	0.1	$2.3M		36k	63.77	View chart
American Elec Pwr Stock (AEP)	0.1	$2.3M	-7%	25k	92.23	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$2.3M	+213%	83k	27.32	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$2.3M	-2%	17k	132.10	View chart
Ross Stores Stock (ROST)	0.1	$2.3M	-15%	15k	151.27	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$2.2M		54k	41.27	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$2.2M		51k	44.04	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$2.2M		81k	27.40	View chart
Conocophillips Stock (COP)	0.1	$2.2M	+50%	22k	99.17	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$2.2M	-21%	18k	126.10	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$2.2M	+17%	28k	78.61	View chart
Target Corp Stock (TGT)	0.1	$2.2M		16k	135.18	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.1	$2.2M	+7%	9.7k	224.34	View chart
Lowes Cos Stock (LOW)	0.1	$2.2M	+16%	8.8k	246.81	View chart
Gilead Sciences Stock (GILD)	0.1	$2.2M	-30%	24k	92.37	View chart
Monster Beverage Corp Stock (MNST)	0.1	$2.2M		41k	52.56	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$2.2M	+7%	11k	197.49	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$2.2M	-3%	110k	19.59	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$2.2M	-3%	24k	91.68	View chart
Deckers Outdoor Corp Stock (DECK)	0.1	$2.1M		11k	203.09	View chart
Advanced Micro Devices Stock (AMD)	0.1	$2.1M	+27%	18k	120.79	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$2.1M	+16%	13k	159.52	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.1	$2.1M		35k	59.73	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.1	$2.1M		11k	188.27	View chart
Motorola Solutions Stock (MSI)	0.1	$2.1M	+25%	4.5k	462.26	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$2.1M	+30%	16k	127.59	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$2.0M	-10%	40k	50.88	View chart
Citigroup Stock (C)	0.1	$2.0M	+4%	29k	70.39	View chart
Pepsico Stock (PEP)	0.1	$2.0M	-12%	13k	152.06	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$2.0M	+296%	72k	27.87	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$2.0M		8.2k	243.17	View chart
Texas Instrs Stock (TXN)	0.1	$2.0M	-23%	11k	187.51	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$2.0M	+5%	22k	91.43	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$2.0M		39k	50.71	View chart
Whirlpool Corp Stock (WHR)	0.1	$2.0M	NEW	17k	114.48	View chart
Phillips Edison & Co Reit (PECO)	0.1	$2.0M	+49%	52k	37.46	View chart
Omnicell Stock (OMCL)	0.1	$1.9M	+27%	44k	44.52	View chart
Uber Technologies Stock (UBER)	0.1	$1.9M	+2%	32k	60.32	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$1.9M	+196%	73k	26.07	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.1	$1.9M	-9%	37k	50.47	View chart
Exponent Stock (EXPO)	0.1	$1.9M	-9%	21k	89.10	View chart
American Express Stock (AXP)	0.1	$1.9M	-13%	6.3k	296.78	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$1.8M	-6%	35k	52.22	View chart
GSK Adr (GSK)	0.1	$1.8M		55k	33.82	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$1.8M		21k	84.79	View chart
Main Str Cap Corp Cef (MAIN)	0.1	$1.8M		31k	58.58	View chart
Apollo Global Mgmt Stock (APO)	0.1	$1.8M		11k	165.17	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.1	$1.8M	-13%	30k	59.77	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$1.7M	-19%	28k	63.30	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$1.7M	-12%	35k	50.37	View chart
Intel Corp Stock (INTC)	0.1	$1.7M		86k	20.05	View chart
Applied Matls Stock (AMAT)	0.1	$1.7M	+17%	11k	162.63	View chart
Dicks Sporting Goods Stock (DKS)	0.1	$1.7M	+82%	7.5k	228.84	View chart
Devon Energy Corp Stock (DVN)	0.1	$1.7M	+9%	52k	32.73	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$1.7M	+34%	13k	131.76	View chart
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)	0.1	$1.7M	+10%	14k	124.96	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.7M	+7%	22k	75.67	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$1.7M	+12%	15k	115.24	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.7M		29k	57.53	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.7M	+15%	54k	31.36	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.1	$1.7M	-6%	41k	40.34	View chart
Wp Carey Reit (WPC)	0.1	$1.7M	+60%	30k	54.48	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$1.7M	+3%	32k	51.14	View chart
Ft Vest U.s. Equity Deep Buffer Etf - June Etf (DJUN)	0.1	$1.6M	NEW	38k	43.28	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.6M	+21%	15k	106.55	View chart
Rigetti Computing Stock (RGTI)	0.1	$1.6M	NEW	106k	15.26	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$1.6M	+27%	6.7k	242.19	View chart
At&t Stock (T)	0.1	$1.6M		71k	22.77	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.6M		8.2k	195.83	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.6M	+226%	86k	18.50	View chart
Occidental Pete Corp Stock (OXY)	0.1	$1.6M	+8%	32k	49.41	View chart
Samsara Inc Com Cl A Stock (IOT)	0.1	$1.6M	+37%	36k	43.69	View chart
Nutanix Inc Cl A Stock (NTNX)	0.1	$1.6M	+11%	26k	61.18	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.6M	+13%	22k	71.91	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$1.6M	+26%	8.1k	192.85	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.1	$1.6M	NEW	43k	36.00	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$1.6M	-21%	32k	49.43	View chart
Wells Fargo Stock (WFC)	0.1	$1.6M	+11%	22k	70.24	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$1.5M	-54%	4.8k	322.16	View chart
Ansys Stock (ANSS)	0.1	$1.5M	-4%	4.6k	337.33	View chart
Wix Stock (WIX)	0.1	$1.5M	+22%	7.2k	214.55	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.5M	+6%	17k	89.08	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.5M	+6%	2.5k	621.88	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.5M	-6%	4.4k	351.78	View chart
International Paper Stock (IP)	0.1	$1.5M	-14%	28k	53.82	View chart
Expand Energy Corporation Stock (EXE)	0.1	$1.5M	NEW	15k	99.55	View chart
Deere & Co Stock (DE)	0.1	$1.5M	-22%	3.5k	423.65	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.5M	-7%	17k	86.02	View chart
Conagra Brands Stock (CAG)	0.1	$1.5M		53k	27.75	View chart
Eog Res Stock (EOG)	0.1	$1.5M	+2%	12k	122.58	View chart
Prologis Reit (PLD)	0.1	$1.5M	-8%	14k	105.70	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.5M	+5%	5.0k	292.73	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.5M		8.2k	178.07	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$1.4M		28k	51.70	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.4M	-9%	7.1k	201.80	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.1	$1.4M	+109%	14k	104.30	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 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
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z