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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, IVV, MSFT, AMZN, and represent 11.42% of Arkadios Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$21M), GDIV (+$21M), IVV (+$19M), IVW (+$18M), VYM (+$17M), MSFT (+$16M), NVDA (+$16M), SPY (+$11M), AVGO (+$10M), AMZN (+$9.9M).
Started 245 new stock positions in Creative Media & Cmnty Tr, JNK, IYM, BIIB, UBS, IUSV, PSCE, OIA, BNOV, KIM.
Reduced shares in these 10 stocks: DFUV (-$7.4M), VXUS (-$7.0M), VOO, IPG, CEG, WMT, PSX, KNG, GNTY, IWM.
Sold out of its positions in Advisorshares Tr activ bear etf, ALGN, Altair Engr Inc 1.75 06/15/2027, AUTL, BLNK, Box, CMCT, CDNS, CP, SILA.
Arkadios Wealth Advisors was a net buyer of stock by $865M.
Arkadios Wealth Advisors has $2.6B in assets under management (AUM), dropping by 44.37%.
Central Index Key (CIK): 0001800798

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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.

Sign up to view all of the Arkadios Wealth Advisors March 31, 2025 positions
Download the Arkadios Wealth Advisors March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.2	$84M	+33%	378k	222.13	View chart
Nvidia Corporation Stock (NVDA)	2.5	$66M	+31%	607k	108.38	View chart
Ishares Core S&p 500 Etf Etf (IVV)	2.0	$54M	+56%	96k	561.90	View chart
Microsoft Corp Stock (MSFT)	1.9	$50M	+48%	132k	375.39	View chart
Amazon Stock (AMZN)	1.9	$49M	+25%	258k	190.26	View chart
Angel Oak Income Etf Etf (CARY)	1.8	$47M		2.3M	20.76	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	1.3	$36M	+3%	666k	53.31	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	1.3	$34M	+2%	366k	93.59	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.1	$30M	+30%	64k	468.92	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$29M	+35%	116k	245.30	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.9	$25M	+253%	268k	92.83	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$24M	+42%	41k	576.36	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$23M	+43%	152k	154.64	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$22M	+53%	41k	532.57	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.8	$22M	+102%	39k	559.37	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.8	$21M	+2%	686k	31.02	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.8	$21M	+6%	211k	100.62	View chart
Angel Oak High Yield Opportunities Etf Etf (AOHY)	0.8	$21M	+4%	1.9M	10.97	View chart
Harbor Dividend Growth Leaders Etf Etf (GDIV)	0.8	$21M	NEW	1.4M	14.56	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.7	$19M	+822%	149k	128.96	View chart
Broadcom Stock (AVGO)	0.7	$19M	+112%	114k	167.43	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$18M	-14%	36k	513.92	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.7	$18M	+79%	101k	173.23	View chart
Chevron Corp Stock (CVX)	0.7	$17M	+27%	104k	167.29	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.6	$17M	-9%	339k	50.52	View chart
Exxon Mobil Corp Stock (XOM)	0.6	$17M	+37%	140k	118.93	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.6	$17M	+49%	81k	206.48	View chart
Salesforce Stock (CRM)	0.6	$16M	+44%	61k	268.36	View chart
Vanguard Value Etf Etf (VTV)	0.6	$16M	+89%	92k	172.74	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$16M	+59%	57k	274.84	View chart
Walmart Stock (WMT)	0.6	$15M	-14%	173k	87.79	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$15M	+92%	40k	361.10	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$14M	+67%	92k	156.23	View chart
Home Depot Stock (HD)	0.5	$14M	+53%	38k	366.49	View chart
Spdr Gold Shares Etf (GLD)	0.5	$13M	+15%	46k	288.15	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$13M	+74%	125k	104.57	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.5	$12M	+69%	208k	58.54	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.5	$12M	+133%	208k	58.35	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.5	$12M	+9%	142k	84.40	View chart
Bristol-myers Squibb Stock (BMY)	0.4	$12M	+24%	188k	60.99	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.4	$11M	+25%	118k	93.45	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.4	$11M	+25%	221k	49.81	View chart
Coca Cola Stock (KO)	0.4	$11M	+58%	151k	71.62	View chart
Southern Stock (SO)	0.4	$11M	+7%	117k	91.95	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.4	$11M	+323%	195k	54.76	View chart
Visa Inc Com Cl A Stock (V)	0.4	$11M	+68%	30k	350.45	View chart
Eli Lilly & Co Stock (LLY)	0.4	$10M	+82%	12k	825.87	View chart
Johnson & Johnson Stock (JNJ)	0.4	$10M	+31%	61k	165.84	View chart
Procter And Gamble Stock (PG)	0.4	$9.8M	+24%	58k	170.42	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.4	$9.7M	+854%	165k	58.69	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.4	$9.7M	+17%	157k	61.78	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.3	$9.2M	+60%	63k	146.01	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.3	$9.2M	+3%	102k	89.65	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.3	$9.1M	+634%	48k	190.58	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$8.8M		11.00	798441.64	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.3	$8.6M	+3%	224k	38.25	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.3	$8.4M	+12%	167k	50.73	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.3	$8.4M	+78%	134k	63.00	View chart
Cisco Sys Stock (CSCO)	0.3	$8.1M	+32%	132k	61.71	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.3	$8.1M	+36%	241k	33.50	View chart
Qualcomm Stock (QCOM)	0.3	$8.1M	+81%	53k	153.61	View chart
Unitedhealth Group Stock (UNH)	0.3	$8.0M	+57%	15k	523.74	View chart
Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL)	0.3	$8.0M	NEW	142k	56.44	View chart
Intuitive Surgical Stock (ISRG)	0.3	$8.0M	+11%	16k	495.27	View chart
Abbvie Stock (ABBV)	0.3	$8.0M	+12%	38k	209.54	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.3	$7.9M	+619%	200k	39.69	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$7.7M	+27%	14k	548.09	View chart
Verizon Communications Stock (VZ)	0.3	$7.7M	+60%	169k	45.36	View chart
Paychex Stock (PAYX)	0.3	$7.7M	+28%	50k	154.28	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.3	$7.7M	+13%	244k	31.45	View chart
Sprott Physical Gold & Silver Tr Unit Cef (CEF)	0.3	$7.4M	NEW	262k	28.41	View chart
Arista Networks Stock (ANET)	0.3	$7.4M	+691%	95k	77.48	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$7.3M	-16%	36k	199.60	View chart
Truist Finl Corp Stock (TFC)	0.3	$7.2M	+38%	175k	41.15	View chart
Guaranty Bancshares Inc Tex Stock (GNTY)	0.3	$7.2M	-18%	179k	40.00	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.3	$7.1M	-11%	215k	33.14	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$7.1M	+63%	16k	446.70	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.3	$7.1M	-8%	77k	92.35	View chart
Medtronic Stock (MDT)	0.3	$7.0M	+21%	78k	89.86	View chart
Mcdonalds Corp Stock (MCD)	0.3	$6.9M	+84%	22k	312.38	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$6.9M	+70%	19k	370.83	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$6.9M	+324%	93k	73.45	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.3	$6.8M	+241%	75k	91.73	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$6.8M	+70%	36k	188.16	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.3	$6.7M	-4%	113k	59.51	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$6.6M	+114%	145k	45.65	View chart
Costco Whsl Corp Stock (COST)	0.2	$6.5M	+53%	6.8k	945.75	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.2	$6.4M	NEW	472k	13.63	View chart
International Business Machs Stock (IBM)	0.2	$6.3M	+41%	26k	248.65	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.2	$6.3M	+40%	41k	153.09	View chart
Adobe Stock (ADBE)	0.2	$6.3M	+482%	16k	383.50	View chart
Palo Alto Networks Stock (PANW)	0.2	$6.2M	+377%	37k	170.64	View chart
Illinois Tool Wks Stock (ITW)	0.2	$6.2M	+18%	25k	248.04	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.2	$6.2M	NEW	198k	31.23	View chart
Darden Restaurants Stock (DRI)	0.2	$6.2M		30k	207.76	View chart
Nextera Energy Stock (NEE)	0.2	$6.1M	+340%	87k	70.89	View chart
Ishares Silver Trust Etf (SLV)	0.2	$6.1M	+5%	195k	30.99	View chart
General Dynamics Corp Stock (GD)	0.2	$6.0M	+9%	22k	272.64	View chart
Netflix Stock (NFLX)	0.2	$6.0M	+77%	6.4k	932.51	View chart
Paypal Hldgs Stock (PYPL)	0.2	$6.0M	+66%	91k	65.25	View chart
Invesco International Buyback Achievers Etf Etf (IPKW)	0.2	$6.0M	NEW	131k	45.66	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$5.9M	+80%	23k	258.61	View chart
Tesla Stock (TSLA)	0.2	$5.9M	+12%	23k	259.20	View chart
Altria Group Stock (MO)	0.2	$5.8M	+18%	97k	60.02	View chart
Boeing Stock (BA)	0.2	$5.8M	+98%	34k	170.55	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$5.8M	+447%	62k	93.66	View chart
Metlife Stock (MET)	0.2	$5.7M	+7%	72k	80.29	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.2	$5.7M	+132%	26k	218.83	View chart
Us Bancorp Del Stock (USB)	0.2	$5.7M	+29%	135k	42.22	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.2	$5.6M	NEW	88k	63.80	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$5.6M	+226%	282k	19.78	View chart
Servicenow Stock (NOW)	0.2	$5.6M	+128%	7.0k	796.25	View chart
Blackstone Stock (BX)	0.2	$5.5M	+33%	39k	139.78	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$5.5M	+185%	101k	53.97	View chart
Uber Technologies Stock (UBER)	0.2	$5.4M	+133%	75k	72.86	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$5.4M	+9%	71k	75.65	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$5.4M	+195%	32k	166.00	View chart
Bank America Corp Stock (BAC)	0.2	$5.4M	+17%	128k	41.73	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.2	$5.3M		107k	49.60	View chart
Gilead Sciences Stock (GILD)	0.2	$5.1M	+94%	46k	112.05	View chart
Harbor Commodity All-weather Strategy Etf Etf (HGER)	0.2	$5.0M	+8%	207k	24.05	View chart
Oracle Corp Stock (ORCL)	0.2	$5.0M	+102%	36k	139.81	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.2	$5.0M	+216%	55k	90.54	View chart
Applied Matls Stock (AMAT)	0.2	$4.9M	+221%	34k	145.12	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$4.9M	+111%	176k	27.96	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.2	$4.9M	-2%	109k	44.59	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$4.8M	-59%	77k	62.10	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$4.7M	+289%	93k	50.83	View chart
Booking Holdings Stock (BKNG)	0.2	$4.7M	-3%	1.0k	4615.73	View chart
Ishares Exponential Technologies Etf Etf (XT)	0.2	$4.6M	NEW	81k	57.53	View chart
Lowes Cos Stock (LOW)	0.2	$4.6M	+124%	20k	233.23	View chart
Air Prods & Chems Stock (APD)	0.2	$4.6M	+18%	16k	294.98	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.2	$4.6M	+355%	35k	131.71	View chart
Fs Kkr Cap Corp Cef (FSK)	0.2	$4.6M	+4%	219k	20.95	View chart
Bank New York Mellon Corp Stock (BK)	0.2	$4.5M	+2%	54k	83.87	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$4.5M	+94%	158k	28.53	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$4.5M	+380%	57k	78.28	View chart
American Century U.s. Quality Growth Etf Etf (QGRO)	0.2	$4.4M	+938%	47k	93.66	View chart
Pfizer Stock (PFE)	0.2	$4.4M	+6%	174k	25.34	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.2	$4.3M	+20%	102k	42.52	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.2	$4.2M	+699%	85k	49.90	View chart
Conocophillips Stock (COP)	0.2	$4.2M	+81%	40k	105.02	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.2	$4.2M	+1475%	83k	50.95	View chart
Philip Morris Intl Stock (PM)	0.2	$4.2M	+8%	27k	158.75	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$4.2M	+280%	72k	58.94	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.2	$4.2M	-3%	47k	91.03	View chart
Quanta Svcs Stock (PWR)	0.2	$4.2M	+1918%	17k	254.09	View chart
Ameriprise Finl Stock (AMP)	0.2	$4.2M	+577%	8.6k	484.00	View chart
Caterpillar Stock (CAT)	0.2	$4.2M	+96%	13k	329.79	View chart
Rtx Corporation Stock (RTX)	0.2	$4.2M	+53%	31k	132.46	View chart
Monster Beverage Corp Stock (MNST)	0.2	$4.1M	+70%	71k	58.52	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.2	$4.1M	+36%	89k	46.08	View chart
Merck & Co Stock (MRK)	0.2	$4.1M	+24%	46k	89.76	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.2	$4.1M	+98%	87k	46.81	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.2	$4.1M	+11%	137k	29.69	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$4.0M	+8%	11k	352.43	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$3.9M	+15%	9.4k	419.91	View chart
Fidelity Magellan Etf Etf (FMAG)	0.1	$3.9M	NEW	135k	29.08	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.1	$3.9M	+781%	58k	68.21	View chart
3M Stock (MMM)	0.1	$3.9M	-3%	27k	146.77	View chart
Autozone Stock (AZO)	0.1	$3.9M		1.0k	3812.77	View chart
Duke Energy Corp Stock (DUK)	0.1	$3.8M	+146%	32k	121.97	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$3.8M	+67%	85k	45.26	View chart
Fortinet Stock (FTNT)	0.1	$3.8M	+3%	40k	96.26	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$3.8M	+183%	7.0k	542.48	View chart
Amgen Stock (AMGN)	0.1	$3.8M	+217%	12k	311.53	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$3.8M	+34%	28k	132.24	View chart
American Elec Pwr Stock (AEP)	0.1	$3.7M	+37%	34k	109.27	View chart
Ft Vest Us Equity Buffer Etf - December Etf (FDEC)	0.1	$3.7M	+10%	86k	43.40	View chart
Phillips 66 Stock (PSX)	0.1	$3.7M	-38%	30k	123.47	View chart
Williams Cos Stock (WMB)	0.1	$3.7M	+488%	62k	59.76	View chart
Interdigital Stock (IDCC)	0.1	$3.7M	+617%	18k	206.73	View chart
United Rentals Stock (URI)	0.1	$3.7M	+862%	5.8k	626.68	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$3.6M	+3%	30k	121.12	View chart
Deere & Co Stock (DE)	0.1	$3.6M	+114%	7.6k	469.32	View chart
Citigroup Stock (C)	0.1	$3.5M	+70%	50k	70.99	View chart
Lam Research Corp Stock (LRCX)	0.1	$3.5M	+8%	48k	72.70	View chart
Fiverr Intl Ltd Ord Stock (FVRR)	0.1	$3.5M	+7%	148k	23.68	View chart
United States Copper Index Fund Etf (CPER)	0.1	$3.5M	NEW	110k	31.60	View chart
Blackrock Stock (BLK)	0.1	$3.5M	+224%	3.7k	946.90	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$3.4M	+218%	79k	43.44	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$3.4M	+222%	41k	82.73	View chart
Goldman Sachs Group Stock (GS)	0.1	$3.4M	+8%	6.2k	546.29	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$3.4M	+194%	45k	74.72	View chart
Disney Walt Stock (DIS)	0.1	$3.4M	+15%	34k	98.70	View chart
At&t Stock (T)	0.1	$3.4M	+68%	119k	28.28	View chart
General Mls Stock (GIS)	0.1	$3.4M	+54%	56k	59.79	View chart
Tjx Cos Stock (TJX)	0.1	$3.3M	+7%	28k	121.79	View chart
Pepsico Stock (PEP)	0.1	$3.3M	+66%	22k	149.94	View chart
Ab Short Duration High Yield Etf Etf (SYFI)	0.1	$3.3M	NEW	93k	35.54	View chart
Honeywell Intl Stock (HON)	0.1	$3.3M	+181%	16k	211.77	View chart
Cion Invt Corp Stock (CION)	0.1	$3.3M	+8%	319k	10.35	View chart
Vaneck Bdc Income Etf Etf (BIZD)	0.1	$3.3M	+9%	197k	16.76	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$3.2M	+51%	20k	161.27	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$3.2M	+140%	17k	186.29	View chart
Devon Energy Corp Stock (DVN)	0.1	$3.1M	+58%	83k	37.40	View chart
American Express Stock (AXP)	0.1	$3.1M	+82%	12k	269.07	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$3.1M	+66%	22k	140.44	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.1	$3.1M	+22%	55k	55.45	View chart
Abbott Labs Stock (ABT)	0.1	$3.1M	+93%	23k	132.65	View chart
Franklin U.s. Core Dividend Tilt Index Etf Etf (UDIV)	0.1	$3.1M		70k	43.75	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$3.0M	+58%	28k	109.99	View chart
Bellring Brands Stock (BRBR)	0.1	$3.0M	+695%	41k	74.46	View chart
Nike Inc Cl B Stock (NKE)	0.1	$3.0M	+113%	48k	63.48	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$3.0M	+127%	25k	122.01	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.1	$3.0M	NEW	102k	29.82	View chart
Block Inc Cl A Stock (XYZ)	0.1	$3.0M	+36%	55k	54.35	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$3.0M	+31%	37k	81.67	View chart
The Cigna Group Stock (CI)	0.1	$3.0M	+126%	9.1k	329.02	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.1	$3.0M	+2%	41k	73.77	View chart
First Trust Large Cap Value Alphadex Fund Etf (FTA)	0.1	$3.0M	-8%	39k	76.70	View chart
T-mobile Us Stock (TMUS)	0.1	$3.0M	+80%	11k	266.69	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$3.0M	+16%	57k	51.78	View chart
Novartis Adr (NVS)	0.1	$3.0M	+212%	27k	111.48	View chart
Cencora Stock (COR)	0.1	$2.9M	+340%	10k	278.10	View chart
Gartner Stock (IT)	0.1	$2.9M	+171%	6.9k	419.81	View chart
Copart Stock (CPRT)	0.1	$2.9M	-4%	51k	56.60	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$2.9M	+12%	35k	81.73	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.1	$2.8M	+21%	66k	42.06	View chart
Micron Technology Stock (MU)	0.1	$2.8M	+112%	32k	86.89	View chart
Mckesson Corp Stock (MCK)	0.1	$2.8M	+124%	4.1k	672.93	View chart
Fedex Corp Stock (FDX)	0.1	$2.8M	+149%	11k	243.79	View chart
Cvs Health Corp Stock (CVS)	0.1	$2.8M	+33%	41k	67.75	View chart
Zillow Group Inc Cl C Cap Stk Stock (Z)	0.1	$2.8M	-18%	40k	68.56	View chart
Leidos Holdings Stock (LDOS)	0.1	$2.8M	+458%	20k	134.94	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$2.7M	+18%	20k	135.68	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$2.7M	+131%	37k	73.28	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.1	$2.7M	+32%	47k	57.30	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.1	$2.7M	+39%	14k	197.49	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$2.7M	+14%	23k	117.50	View chart
Amphenol Corp New Cl A Stock (APH)	0.1	$2.6M	-4%	40k	65.59	View chart
Ford Mtr Stock (F)	0.1	$2.6M	+140%	261k	10.03	View chart
Target Corp Stock (TGT)	0.1	$2.6M	+53%	25k	104.36	View chart
Ares Capital Corp Cef (ARCC)	0.1	$2.6M	+4%	117k	22.16	View chart
HSBC HLDGS Adr (HSBC)	0.1	$2.6M	NEW	45k	57.42	View chart
Crown Castle Reit (CCI)	0.1	$2.5M	+95%	24k	104.23	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$2.5M	+38%	74k	34.14	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$2.5M	+58%	13k	193.99	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$2.5M	+48%	19k	131.06	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.1	$2.5M	NEW	35k	71.79	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$2.5M	+83%	27k	91.15	View chart
Old Dominion Freight Line Stock (ODFL)	0.1	$2.5M		15k	165.50	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$2.4M	+73%	14k	170.88	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$2.4M	+4%	37k	65.76	View chart
GSK Adr (GSK)	0.1	$2.4M	+13%	62k	38.74	View chart
Realty Income Corp Reit (O)	0.1	$2.4M	+78%	41k	58.01	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.1	$2.4M	+108%	57k	41.80	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.1	$2.4M		44k	54.80	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$2.4M	+41%	42k	57.14	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$2.4M	+15%	46k	51.05	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 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
Arkadios Wealth Advisors 2021 Q3 filed Oct. 19, 2021
Arkadios Wealth Advisors 2021 Q2 filed July 28, 2021

View all past filings

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