Arkadios Wealth Advisors

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

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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 1109 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Arkadios Wealth Advisors has 1109 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 3.2 $84M +33% 378k 222.13
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Nvidia Corporation Stock (NVDA) 2.5 $66M +31% 607k 108.38
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Ishares Core S&p 500 Etf Etf (IVV) 2.0 $54M +56% 96k 561.90
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Microsoft Corp Stock (MSFT) 1.9 $50M +48% 132k 375.39
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Amazon Stock (AMZN) 1.9 $49M +25% 258k 190.26
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Angel Oak Income Etf Etf (CARY) 1.8 $47M 2.3M 20.76
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Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 1.3 $36M +3% 666k 53.31
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Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 1.3 $34M +2% 366k 93.59
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Invesco Qqq Trust Series I Etf (QQQ) 1.1 $30M +30% 64k 468.92
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Jpmorgan Chase & Co Stock (JPM) 1.1 $29M +35% 116k 245.30
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Ishares S&p 500 Growth Etf Etf (IVW) 0.9 $25M +253% 268k 92.83
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Meta Platforms Inc Cl A Stock (META) 0.9 $24M +42% 41k 576.36
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.9 $23M +43% 152k 154.64
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.8 $22M +53% 41k 532.57
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Spdr S&p 500 Etf Trust Etf (SPY) 0.8 $22M +102% 39k 559.37
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Ishares International Select Dividend Etf Etf (IDV) 0.8 $21M +2% 686k 31.02
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Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.8 $21M +6% 211k 100.62
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Angel Oak High Yield Opportunities Etf Etf (AOHY) 0.8 $21M +4% 1.9M 10.97
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Harbor Dividend Growth Leaders Etf Etf (GDIV) 0.8 $21M NEW 1.4M 14.56
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.7 $19M +822% 149k 128.96
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Broadcom Stock (AVGO) 0.7 $19M +112% 114k 167.43
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Vanguard S&p 500 Etf Etf (VOO) 0.7 $18M -14% 36k 513.92
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.7 $18M +79% 101k 173.23
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Chevron Corp Stock (CVX) 0.7 $17M +27% 104k 167.29
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Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.6 $17M -9% 339k 50.52
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Exxon Mobil Corp Stock (XOM) 0.6 $17M +37% 140k 118.93
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Technology Select Sector Spdr Fund Etf (XLK) 0.6 $17M +49% 81k 206.48
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Salesforce Stock (CRM) 0.6 $16M +44% 61k 268.36
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Vanguard Value Etf Etf (VTV) 0.6 $16M +89% 92k 172.74
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Vanguard Total Stock Market Etf Etf (VTI) 0.6 $16M +59% 57k 274.84
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Walmart Stock (WMT) 0.6 $15M -14% 173k 87.79
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.5 $15M +92% 40k 361.10
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $14M +67% 92k 156.23
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Home Depot Stock (HD) 0.5 $14M +53% 38k 366.49
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Spdr Gold Shares Etf (GLD) 0.5 $13M +15% 46k 288.15
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.5 $13M +74% 125k 104.57
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First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.5 $12M +69% 208k 58.54
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.5 $12M +133% 208k 58.35
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Palantir Technologies Inc Cl A Stock (PLTR) 0.5 $12M +9% 142k 84.40
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Bristol-myers Squibb Stock (BMY) 0.4 $12M +24% 188k 60.99
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Energy Select Sector Spdr Fund Etf (XLE) 0.4 $11M +25% 118k 93.45
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Financial Select Sector Spdr Fund Etf (XLF) 0.4 $11M +25% 221k 49.81
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Coca Cola Stock (KO) 0.4 $11M +58% 151k 71.62
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Southern Stock (SO) 0.4 $11M +7% 117k 91.95
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Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.4 $11M +323% 195k 54.76
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Visa Inc Com Cl A Stock (V) 0.4 $11M +68% 30k 350.45
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Eli Lilly & Co Stock (LLY) 0.4 $10M +82% 12k 825.87
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Johnson & Johnson Stock (JNJ) 0.4 $10M +31% 61k 165.84
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Procter And Gamble Stock (PG) 0.4 $9.8M +24% 58k 170.42
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Vanguard Short-term Treasury Etf Etf (VGSH) 0.4 $9.7M +854% 165k 58.69
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Ishares Core Dividend Growth Etf Etf (DGRO) 0.4 $9.7M +17% 157k 61.78
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Health Care Select Sector Spdr Fund Etf (XLV) 0.3 $9.2M +60% 63k 146.01
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First Trust Capital Strength Etf Etf (FTCS) 0.3 $9.2M +3% 102k 89.65
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Ishares S&p 500 Value Etf Etf (IVE) 0.3 $9.1M +634% 48k 190.58
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $8.8M 11.00 798441.64
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Invesco S&p 500 Pure Growth Etf Etf (RPG) 0.3 $8.6M +3% 224k 38.25
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Dimensional Ultrashort Fixed Income Etf Etf (DUSB) 0.3 $8.4M +12% 167k 50.73
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First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.3 $8.4M +78% 134k 63.00
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Cisco Sys Stock (CSCO) 0.3 $8.1M +32% 132k 61.71
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First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.3 $8.1M +36% 241k 33.50
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Qualcomm Stock (QCOM) 0.3 $8.1M +81% 53k 153.61
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Unitedhealth Group Stock (UNH) 0.3 $8.0M +57% 15k 523.74
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Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL) 0.3 $8.0M NEW 142k 56.44
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Intuitive Surgical Stock (ISRG) 0.3 $8.0M +11% 16k 495.27
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Abbvie Stock (ABBV) 0.3 $8.0M +12% 38k 209.54
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Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.3 $7.9M +619% 200k 39.69
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Mastercard Incorporated Cl A Stock (MA) 0.3 $7.7M +27% 14k 548.09
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Verizon Communications Stock (VZ) 0.3 $7.7M +60% 169k 45.36
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Paychex Stock (PAYX) 0.3 $7.7M +28% 50k 154.28
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Ishares Future Ai & Tech Etf Etf (ARTY) 0.3 $7.7M +13% 244k 31.45
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Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.3 $7.4M NEW 262k 28.41
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Arista Networks Stock (ANET) 0.3 $7.4M +691% 95k 77.48
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Ishares Russell 2000 Etf Etf (IWM) 0.3 $7.3M -16% 36k 199.60
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Truist Finl Corp Stock (TFC) 0.3 $7.2M +38% 175k 41.15
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Guaranty Bancshares Inc Tex Stock (GNTY) 0.3 $7.2M -18% 179k 40.00
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Dimensional Us High Profitability Etf Etf (DUHP) 0.3 $7.1M -11% 215k 33.14
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Lockheed Martin Corp Stock (LMT) 0.3 $7.1M +63% 16k 446.70
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Invesco S&p 500 Pure Value Etf Etf (RPV) 0.3 $7.1M -8% 77k 92.35
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Medtronic Stock (MDT) 0.3 $7.0M +21% 78k 89.86
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Mcdonalds Corp Stock (MCD) 0.3 $6.9M +84% 22k 312.38
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Vanguard Growth Etf Etf (VUG) 0.3 $6.9M +70% 19k 370.83
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Vanguard Total Bond Market Etf Etf (BND) 0.3 $6.9M +324% 93k 73.45
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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.3 $6.8M +241% 75k 91.73
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Ishares Russell 1000 Value Etf Etf (IWD) 0.3 $6.8M +70% 36k 188.16
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Invesco Large Cap Value Etf Etf (PWV) 0.3 $6.7M -4% 113k 59.51
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Fidelity Total Bond Etf Etf (FBND) 0.2 $6.6M +114% 145k 45.65
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Costco Whsl Corp Stock (COST) 0.2 $6.5M +53% 6.8k 945.75
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Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) 0.2 $6.4M NEW 472k 13.63
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International Business Machs Stock (IBM) 0.2 $6.3M +41% 26k 248.65
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Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $6.3M +40% 41k 153.09
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Adobe Stock (ADBE) 0.2 $6.3M +482% 16k 383.50
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Palo Alto Networks Stock (PANW) 0.2 $6.2M +377% 37k 170.64
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Illinois Tool Wks Stock (ITW) 0.2 $6.2M +18% 25k 248.04
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Dimensional International Core Equity Market Etf Etf (DFAI) 0.2 $6.2M NEW 198k 31.23
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Darden Restaurants Stock (DRI) 0.2 $6.2M 30k 207.76
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Nextera Energy Stock (NEE) 0.2 $6.1M +340% 87k 70.89
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Ishares Silver Trust Etf (SLV) 0.2 $6.1M +5% 195k 30.99
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General Dynamics Corp Stock (GD) 0.2 $6.0M +9% 22k 272.64
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Netflix Stock (NFLX) 0.2 $6.0M +77% 6.4k 932.51
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Paypal Hldgs Stock (PYPL) 0.2 $6.0M +66% 91k 65.25
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Invesco International Buyback Achievers Etf Etf (IPKW) 0.2 $6.0M NEW 131k 45.66
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Vanguard Mid-cap Etf Etf (VO) 0.2 $5.9M +80% 23k 258.61
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Tesla Stock (TSLA) 0.2 $5.9M +12% 23k 259.20
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Altria Group Stock (MO) 0.2 $5.8M +18% 97k 60.02
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Boeing Stock (BA) 0.2 $5.8M +98% 34k 170.55
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $5.8M +447% 62k 93.66
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Metlife Stock (MET) 0.2 $5.7M +7% 72k 80.29
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Vanguard Consumer Staples Etf Etf (VDC) 0.2 $5.7M +132% 26k 218.83
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Us Bancorp Del Stock (USB) 0.2 $5.7M +29% 135k 42.22
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Cambria Shareholder Yield Etf Etf (SYLD) 0.2 $5.6M NEW 88k 63.80
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Schwab International Equity Etf Etf (SCHF) 0.2 $5.6M +226% 282k 19.78
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Servicenow Stock (NOW) 0.2 $5.6M +128% 7.0k 796.25
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Blackstone Stock (BX) 0.2 $5.5M +33% 39k 139.78
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $5.5M +185% 101k 53.97
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Uber Technologies Stock (UBER) 0.2 $5.4M +133% 75k 72.86
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $5.4M +9% 71k 75.65
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Taiwan Semiconductor Mfg Adr (TSM) 0.2 $5.4M +195% 32k 166.00
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Bank America Corp Stock (BAC) 0.2 $5.4M +17% 128k 41.73
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Fidelity High Dividend Etf Etf (FDVV) 0.2 $5.3M 107k 49.60
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Gilead Sciences Stock (GILD) 0.2 $5.1M +94% 46k 112.05
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Harbor Commodity All-weather Strategy Etf Etf (HGER) 0.2 $5.0M +8% 207k 24.05
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Oracle Corp Stock (ORCL) 0.2 $5.0M +102% 36k 139.81
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Vanguard Real Estate Etf Etf (VNQ) 0.2 $5.0M +216% 55k 90.54
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Applied Matls Stock (AMAT) 0.2 $4.9M +221% 34k 145.12
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.2 $4.9M +111% 176k 27.96
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First Trust Value Line Dividend Index Fund Etf (FVD) 0.2 $4.9M -2% 109k 44.59
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Vanguard Total International Stock Etf Etf (VXUS) 0.2 $4.8M -59% 77k 62.10
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Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $4.7M +289% 93k 50.83
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Booking Holdings Stock (BKNG) 0.2 $4.7M -3% 1.0k 4615.73
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Ishares Exponential Technologies Etf Etf (XT) 0.2 $4.6M NEW 81k 57.53
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Lowes Cos Stock (LOW) 0.2 $4.6M +124% 20k 233.23
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Air Prods & Chems Stock (APD) 0.2 $4.6M +18% 16k 294.98
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Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.2 $4.6M +355% 35k 131.71
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Fs Kkr Cap Corp Cef (FSK) 0.2 $4.6M +4% 219k 20.95
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Bank New York Mellon Corp Stock (BK) 0.2 $4.5M +2% 54k 83.87
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Kinder Morgan Inc Del Stock (KMI) 0.2 $4.5M +94% 158k 28.53
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Schwab Charles Corp Stock (SCHW) 0.2 $4.5M +380% 57k 78.28
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American Century U.s. Quality Growth Etf Etf (QGRO) 0.2 $4.4M +938% 47k 93.66
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Pfizer Stock (PFE) 0.2 $4.4M +6% 174k 25.34
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Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.2 $4.3M +20% 102k 42.52
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Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.2 $4.2M +699% 85k 49.90
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Conocophillips Stock (COP) 0.2 $4.2M +81% 40k 105.02
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Fidelity Msci Utilities Index Etf Etf (FUTY) 0.2 $4.2M +1475% 83k 50.95
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Philip Morris Intl Stock (PM) 0.2 $4.2M +8% 27k 158.75
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Ishares Msci Eafe Value Etf Etf (EFV) 0.2 $4.2M +280% 72k 58.94
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Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.2 $4.2M -3% 47k 91.03
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Quanta Svcs Stock (PWR) 0.2 $4.2M +1918% 17k 254.09
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Ameriprise Finl Stock (AMP) 0.2 $4.2M +577% 8.6k 484.00
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Caterpillar Stock (CAT) 0.2 $4.2M +96% 13k 329.79
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Rtx Corporation Stock (RTX) 0.2 $4.2M +53% 31k 132.46
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Monster Beverage Corp Stock (MNST) 0.2 $4.1M +70% 71k 58.52
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Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.2 $4.1M +36% 89k 46.08
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Merck & Co Stock (MRK) 0.2 $4.1M +24% 46k 89.76
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Ishares Bitcoin Trust Etf Etf (IBIT) 0.2 $4.1M +98% 87k 46.81
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Ft Vest Laddered Buffer Etf Etf (BUFR) 0.2 $4.1M +11% 137k 29.69
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $4.0M +8% 11k 352.43
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Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $3.9M +15% 9.4k 419.91
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Fidelity Magellan Etf Etf (FMAG) 0.1 $3.9M NEW 135k 29.08
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First Trust Rba American Industrial Renaissance Etf Etf (AIRR) 0.1 $3.9M +781% 58k 68.21
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3M Stock (MMM) 0.1 $3.9M -3% 27k 146.77
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Autozone Stock (AZO) 0.1 $3.9M 1.0k 3812.77
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Duke Energy Corp Stock (DUK) 0.1 $3.8M +146% 32k 121.97
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $3.8M +67% 85k 45.26
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Fortinet Stock (FTNT) 0.1 $3.8M +3% 40k 96.26
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Vanguard Information Technology Etf Etf (VGT) 0.1 $3.8M +183% 7.0k 542.48
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Amgen Stock (AMGN) 0.1 $3.8M +217% 12k 311.53
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Alibaba Group Hldg Adr (BABA) 0.1 $3.8M +34% 28k 132.24
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American Elec Pwr Stock (AEP) 0.1 $3.7M +37% 34k 109.27
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Ft Vest Us Equity Buffer Etf - December Etf (FDEC) 0.1 $3.7M +10% 86k 43.40
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Phillips 66 Stock (PSX) 0.1 $3.7M -38% 30k 123.47
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Williams Cos Stock (WMB) 0.1 $3.7M +488% 62k 59.76
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Interdigital Stock (IDCC) 0.1 $3.7M +617% 18k 206.73
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United Rentals Stock (URI) 0.1 $3.7M +862% 5.8k 626.68
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Ishares Core High Dividend Etf Etf (HDV) 0.1 $3.6M +3% 30k 121.12
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Deere & Co Stock (DE) 0.1 $3.6M +114% 7.6k 469.32
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Citigroup Stock (C) 0.1 $3.5M +70% 50k 70.99
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Lam Research Corp Stock (LRCX) 0.1 $3.5M +8% 48k 72.70
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Fiverr Intl Ltd Ord Stock (FVRR) 0.1 $3.5M +7% 148k 23.68
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United States Copper Index Fund Etf (CPER) 0.1 $3.5M NEW 110k 31.60
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Blackrock Stock (BLK) 0.1 $3.5M +224% 3.7k 946.90
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First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.1 $3.4M +218% 79k 43.44
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $3.4M +222% 41k 82.73
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Goldman Sachs Group Stock (GS) 0.1 $3.4M +8% 6.2k 546.29
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Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $3.4M +194% 45k 74.72
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Disney Walt Stock (DIS) 0.1 $3.4M +15% 34k 98.70
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At&t Stock (T) 0.1 $3.4M +68% 119k 28.28
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General Mls Stock (GIS) 0.1 $3.4M +54% 56k 59.79
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Tjx Cos Stock (TJX) 0.1 $3.3M +7% 28k 121.79
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Pepsico Stock (PEP) 0.1 $3.3M +66% 22k 149.94
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Ab Short Duration High Yield Etf Etf (SYFI) 0.1 $3.3M NEW 93k 35.54
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Honeywell Intl Stock (HON) 0.1 $3.3M +181% 16k 211.77
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Cion Invt Corp Stock (CION) 0.1 $3.3M +8% 319k 10.35
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Vaneck Bdc Income Etf Etf (BIZD) 0.1 $3.3M +9% 197k 16.76
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Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.1 $3.2M +51% 20k 161.27
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Vanguard Small Cap Value Etf Etf (VBR) 0.1 $3.2M +140% 17k 186.29
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Devon Energy Corp Stock (DVN) 0.1 $3.1M +58% 83k 37.40
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American Express Stock (AXP) 0.1 $3.1M +82% 12k 269.07
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Ishares U.s. Technology Etf Etf (IYW) 0.1 $3.1M +66% 22k 140.44
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Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.1 $3.1M +22% 55k 55.45
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Abbott Labs Stock (ABT) 0.1 $3.1M +93% 23k 132.65
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Franklin U.s. Core Dividend Tilt Index Etf Etf (UDIV) 0.1 $3.1M 70k 43.75
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United Parcel Service Inc Cl B Stock (UPS) 0.1 $3.0M +58% 28k 109.99
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Bellring Brands Stock (BRBR) 0.1 $3.0M +695% 41k 74.46
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Nike Inc Cl B Stock (NKE) 0.1 $3.0M +113% 48k 63.48
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $3.0M +127% 25k 122.01
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Abrdn Physical Gold Shares Etf Etf (SGOL) 0.1 $3.0M NEW 102k 29.82
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Block Inc Cl A Stock (XYZ) 0.1 $3.0M +36% 55k 54.35
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Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.1 $3.0M +31% 37k 81.67
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The Cigna Group Stock (CI) 0.1 $3.0M +126% 9.1k 329.02
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Zoom Communications Inc Cl A Stock (ZM) 0.1 $3.0M +2% 41k 73.77
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First Trust Large Cap Value Alphadex Fund Etf (FTA) 0.1 $3.0M -8% 39k 76.70
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T-mobile Us Stock (TMUS) 0.1 $3.0M +80% 11k 266.69
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Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.1 $3.0M +16% 57k 51.78
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Novartis Adr (NVS) 0.1 $3.0M +212% 27k 111.48
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Cencora Stock (COR) 0.1 $2.9M +340% 10k 278.10
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Gartner Stock (IT) 0.1 $2.9M +171% 6.9k 419.81
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Copart Stock (CPRT) 0.1 $2.9M -4% 51k 56.60
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $2.9M +12% 35k 81.73
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Dimensional Core Fixed Income Etf Etf (DFCF) 0.1 $2.8M +21% 66k 42.06
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Micron Technology Stock (MU) 0.1 $2.8M +112% 32k 86.89
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Mckesson Corp Stock (MCK) 0.1 $2.8M +124% 4.1k 672.93
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Fedex Corp Stock (FDX) 0.1 $2.8M +149% 11k 243.79
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Cvs Health Corp Stock (CVS) 0.1 $2.8M +33% 41k 67.75
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Zillow Group Inc Cl C Cap Stk Stock (Z) 0.1 $2.8M -18% 40k 68.56
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Leidos Holdings Stock (LDOS) 0.1 $2.8M +458% 20k 134.94
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Spdr S&p Dividend Etf Etf (SDY) 0.1 $2.7M +18% 20k 135.68
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Shell Plc Spon Ads Adr (SHEL) 0.1 $2.7M +131% 37k 73.28
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John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.1 $2.7M +32% 47k 57.30
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Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.1 $2.7M +39% 14k 197.49
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Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $2.7M +14% 23k 117.50
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Amphenol Corp New Cl A Stock (APH) 0.1 $2.6M -4% 40k 65.59
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Ford Mtr Stock (F) 0.1 $2.6M +140% 261k 10.03
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Target Corp Stock (TGT) 0.1 $2.6M +53% 25k 104.36
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Ares Capital Corp Cef (ARCC) 0.1 $2.6M +4% 117k 22.16
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HSBC HLDGS Adr (HSBC) 0.1 $2.6M NEW 45k 57.42
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Crown Castle Reit (CCI) 0.1 $2.5M +95% 24k 104.23
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Enterprise Prods Partners Stock (EPD) 0.1 $2.5M +38% 74k 34.14
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $2.5M +58% 13k 193.99
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Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $2.5M +48% 19k 131.06
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Amplify Cybersecurity Etf Etf (HACK) 0.1 $2.5M NEW 35k 71.79
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Dell Technologies Inc Cl C Stock (DELL) 0.1 $2.5M +83% 27k 91.15
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Old Dominion Freight Line Stock (ODFL) 0.1 $2.5M 15k 165.50
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $2.4M +73% 14k 170.88
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Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.1 $2.4M +4% 37k 65.76
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GSK Adr (GSK) 0.1 $2.4M +13% 62k 38.74
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Realty Income Corp Reit (O) 0.1 $2.4M +78% 41k 58.01
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Schlumberger Ltd Com Stk Stock (SLB) 0.1 $2.4M +108% 57k 41.80
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First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.1 $2.4M 44k 54.80
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $2.4M +41% 42k 57.14
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Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $2.4M +15% 46k 51.05
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Past Filings by Arkadios Wealth Advisors

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

View all past filings