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

Companies in the Arkadios Wealth Advisors portfolio as of the March 2022 quarterly 13F filing

Arkadios Wealth Advisors has 551 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) 4.3 $33M -4% 187k 174.61
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR) 3.2 $24M +50% 1.0M 23.77
Amazon Stock (AMZN) 2.0 $15M +6% 4.7k 3259.98
Microsoft Corp Stock (MSFT) 1.8 $14M +2% 45k 308.31
Ft Cboe Vest Fund Of Deep Buffer Etfs Etf (BUFD) 1.3 $10M NEW 485k 21.22
Vanguard Small-cap Index Fund Etf (VB) 1.3 $9.7M +3% 46k 212.53
Nvidia Corporation Stock (NVDA) 1.2 $9.2M 34k 272.87
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 1.2 $9.0M -8% 181k 49.58
John Hancock Multifactor Large Cap Etf Etf (JHML) 1.2 $8.8M +48% 156k 56.72
Ishares Morningstar Growth Etf Etf (ILCG) 1.1 $8.2M +23% 126k 65.00
First Trust Tactical High Yield Etf Etf (HYLS) 1.1 $8.1M 177k 45.76
First Trust Capital Strength Etf Etf (FTCS) 1.0 $8.0M +16% 102k 78.20
Meta Platforms Inc Cl A Stock (FB) 1.0 $7.9M +38% 35k 222.37
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 1.0 $7.5M +497% 264k 28.43

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Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.9 $7.0M +83% 82k 84.83
Unitedhealth Group Stock (UNH) 0.9 $6.8M 13k 509.98
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.9 $6.7M -6% 67k 100.17
Invesco S&p 500 Pure Value Etf Etf (RPV) 0.9 $6.6M +26% 77k 85.65
Vanguard Mid-cap Index Fund Etf (VO) 0.8 $6.3M +2% 27k 237.84
Phillips Edison & Co Reit (PECO) 0.8 $6.3M NEW 182k 34.39
Guaranty Bancshares Inc Tex Stock (GNTY) 0.8 $6.1M 174k 35.00
Ishares Russell Top 200 Etf Etf (IWL) 0.8 $6.0M +6% 56k 108.08
Schwab Us Dividend Equity Etf Etf (SCHD) 0.8 $6.0M -46% 76k 78.89
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.8 $5.8M -3% 2.1k 2781.07
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.8 $5.8M -12% 16k 352.92
Vanguard Total Stock Market Index Fund Etf (VTI) 0.8 $5.8M 25k 227.69
Johnson & Johnson Stock (JNJ) 0.7 $5.7M +26% 32k 177.22
United Parcel Service Inc Cl B Stock (UPS) 0.7 $5.7M 26k 214.47
Spdr S&p 500 Etf Etf (SPY) 0.7 $5.5M 12k 451.67
Home Depot Stock (HD) 0.7 $5.4M +3% 18k 299.31
Pfizer Stock (PFE) 0.7 $5.2M -11% 100k 51.77
Ishares Gold Trust Etf (IAU) 0.6 $4.8M +87% 131k 36.83
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON) 0.6 $4.8M +11% 188k 25.53
Invesco Qqq Trust Etf (QQQ) 0.6 $4.8M -20% 13k 362.57
Walmart Stock (WMT) 0.6 $4.8M +15% 32k 148.91
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.6 $4.7M +20% 1.7k 2792.45
Ishares Russell 1000 Growth Etf Etf (IWF) 0.6 $4.7M +33% 17k 277.61
Abbvie Stock (ABBV) 0.6 $4.5M +22% 28k 162.10
Vanguard Total International Bond Etf Etf (BNDX) 0.6 $4.2M +2% 81k 52.43
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.5 $4.1M +7% 108k 37.71
Spdr Russell 1000 Yield Focus Etf Etf (ONEY) 0.5 $3.9M +5% 38k 101.44
Tesla Stock (TSLA) 0.5 $3.8M +4% 3.6k 1077.57
Ishares Core High Dividend Etf Etf (HDV) 0.5 $3.8M +193% 36k 106.88
Vanguard Growth Index Fund Etf (VUG) 0.5 $3.8M +2% 13k 287.61
Jpmorgan Chase & Co Stock (JPM) 0.5 $3.7M +7% 27k 136.33
Ishares S&p Small-cap Fund Etf (IJR) 0.5 $3.7M +58% 34k 107.87
First Trust Nasdaq Rising Dividend Achievers Fund Etf (RDVY) 0.5 $3.7M -32% 75k 49.01
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.5 $3.6M +117% 38k 94.90
Moderna Stock (MRNA) 0.5 $3.5M -24% 21k 172.24
Novavax Stock (NVAX) 0.5 $3.5M +2990% 48k 73.65
Invesco Dynamic Leisure And Entertainment Etf Etf (PEJ) 0.5 $3.5M +39% 72k 48.76
Ft Cboe Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.5 $3.5M +155% 63k 54.81
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.4 $3.4M -17% 64k 52.54
Vanguard Real Estate Etf Etf (VNQ) 0.4 $3.3M +296% 31k 108.36
First Trust Value Line Dividend Index Fund Etf (FVD) 0.4 $3.3M +10% 77k 42.29
Cvs Health Corp Stock (CVS) 0.4 $3.3M +9% 32k 101.20
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $3.2M +2% 70k 46.12
Glaxosmithkline Adr (GSK) 0.4 $3.2M +30% 73k 43.56
Technology Select Sector Spdr Fund Etf (XLK) 0.4 $3.1M -11% 20k 158.93
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.4 $3.1M -23% 84k 36.87
Coca Cola Stock (KO) 0.4 $3.1M +18% 50k 61.99
Ishares Msci World Etf Etf (URTH) 0.4 $3.0M +2% 24k 128.17
Capri Holdings Stock (CPRI) 0.4 $3.0M +17% 58k 51.39
Fs Kkr Cap Corp Cef (FSK) 0.4 $2.9M +5% 127k 22.82
Nutanix Inc Cl A Stock (NTNX) 0.4 $2.9M +29% 107k 26.82
Southern Stock (SO) 0.4 $2.9M +57% 40k 72.52
Block Inc Cl A Stock (SQ) 0.4 $2.9M +69% 21k 135.61
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.4 $2.8M -8% 58k 48.03
Vanguard Consumer Staples Index Fund Etf (VDC) 0.4 $2.7M -17% 14k 195.90
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.4 $2.7M 57k 47.65
Invesco Dynamic Large Cap Growth Etf Etf (PWB) 0.4 $2.7M +63% 37k 72.25
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.3 $2.7M -12% 14k 187.85
First Trust Institutional Preferred Securities And Income Etf Etf (FPEI) 0.3 $2.6M +163% 135k 19.40
Ishares Core S&p 500 Etf Etf (IVV) 0.3 $2.6M -8% 5.8k 453.70
Janus Henderson Short Duration Income Etf Etf (VNLA) 0.3 $2.6M -23% 53k 49.08
Disney Walt Stock (DIS) 0.3 $2.6M +29% 19k 137.18
First Trust Dorsey Wright International Focus 5 Etf Etf (IFV) 0.3 $2.5M 122k 20.85
Spdr Gold Shares Etf (GLD) 0.3 $2.5M +17% 14k 180.68
Fortinet Stock (FTNT) 0.3 $2.5M 7.4k 341.68
Mastercard Incorporated Cl A Stock (MA) 0.3 $2.5M -22% 6.9k 357.37
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.3 $2.5M -2% 16k 152.50
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM) 0.3 $2.4M +7% 45k 54.80
Cisco Sys Stock (CSCO) 0.3 $2.4M +8% 44k 55.77
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.3 $2.4M +10% 19k 125.08
Ft Cboe Vest U.s. Equity Deep Buffer Etf - December Etf (DDEC) 0.3 $2.4M +12% 73k 32.29
Salesforce Stock (CRM) 0.3 $2.3M +85% 11k 212.34
Verizon Communications Stock (VZ) 0.3 $2.3M -35% 44k 50.95
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.3 $2.2M -7% 46k 48.94
Exxon Mobil Corp Stock (XOM) 0.3 $2.2M 27k 82.58
Fiverr Intl Ltd Ord Stock (FVRR) 0.3 $2.2M +125% 29k 76.09
Lam Research Corp Stock (LRCX) 0.3 $2.1M +8% 4.0k 537.59
First Trust Nasdaq Cea Cybersecurity Etf Etf (CIBR) 0.3 $2.1M 40k 53.11
Invesco Dynamic Large Cap Value Etf Etf (PWV) 0.3 $2.1M +49% 43k 48.91
Mcdonalds Corp Stock (MCD) 0.3 $2.1M +18% 8.4k 247.25
Procter And Gamble Stock (PG) 0.3 $2.0M +8% 13k 152.81
Ishares Russell 1000 Value Etf Etf (IWD) 0.3 $2.0M +22% 12k 166.01
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.3 $2.0M -38% 129k 15.62
Raytheon Technologies Corp Stock (RTX) 0.3 $2.0M +33% 20k 99.05
Paychex Stock (PAYX) 0.3 $2.0M +94% 15k 136.48
Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Etf (SRVR) 0.3 $2.0M -33% 50k 39.03
Financial Select Sector Spdr Fund Etf (XLF) 0.3 $2.0M -6% 51k 38.32
Pacer Benchmark Industrial Real Estate Sctr Etf Etf (INDS) 0.3 $1.9M -38% 38k 50.81
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.3 $1.9M +151% 19k 102.42
Eaton Vance Tax-managed Global Cef (ETW) 0.2 $1.9M -40% 185k 10.20
Zillow Group Inc Cl C Cap Stk Stock (Z) 0.2 $1.9M +32% 38k 49.28
Illinois Tool Wks Stock (ITW) 0.2 $1.9M +98% 8.9k 209.44
Broadcom Stock (AVGO) 0.2 $1.9M +56% 3.0k 629.69
Boeing Stock (BA) 0.2 $1.8M -8% 9.6k 191.46
Visa Inc Com Cl A Stock (V) 0.2 $1.8M +19% 8.1k 221.83
First Trust Technology Alphadex Fund Etf (FXL) 0.2 $1.8M 16k 116.13
Ford Mtr Co Del Stock (F) 0.2 $1.8M -33% 104k 16.91
American Century Stoxx U.s. Quality Growth Etf Etf (QGRO) 0.2 $1.7M -32% 26k 68.01
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.2 $1.7M +36% 23k 75.89
Vanguard S&p 500 Etf Etf (VOO) 0.2 $1.7M 4.1k 415.24
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.2 $1.7M 38k 44.41
Phillips 66 Stock (PSX) 0.2 $1.7M +68% 19k 86.36
Crown Castle Intl Corp Reit (CCI) 0.2 $1.7M +10% 9.0k 184.58
Texas Instrs Stock (TXN) 0.2 $1.6M +155% 9.0k 183.47
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $1.6M -12% 21k 77.58
Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 0.2 $1.6M -24% 37k 44.78
General Dynamics Corp Stock (GD) 0.2 $1.6M +91% 6.8k 241.23
Zoom Video Communications Inc Cl A Stock (ZM) 0.2 $1.6M +91% 14k 117.23
Paypal Hldgs Stock (PYPL) 0.2 $1.6M -3% 14k 115.67
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $1.6M +5% 10k 157.70
Abbott Labs Stock (ABT) 0.2 $1.6M +20% 13k 118.39
American Elec Pwr Stock (AEP) 0.2 $1.6M +71% 16k 99.80
Apollo Invt Corp Cef (AINV) 0.2 $1.6M +120% 118k 13.22
Fedex Corp Stock (FDX) 0.2 $1.5M -5% 6.6k 231.31
Welltower Reit (WELL) 0.2 $1.5M -9% 16k 96.12
Blackrock Tcp Capital Corp Cef (TCPC) 0.2 $1.5M +90% 104k 14.30
Omnicell Stock (OMCL) 0.2 $1.5M +42% 11k 129.51
First Trust Small Cap Core Alphadex Fund Etf (FYX) 0.2 $1.4M +5% 16k 91.57
Fidelity Total Bond Etf Etf (FBND) 0.2 $1.4M +26% 28k 49.76
Ares Capital Corp Cef (ARCC) 0.2 $1.4M +24% 67k 20.94
Qualcomm Stock (QCOM) 0.2 $1.4M +10% 9.2k 152.86
Bluerock Residential Gwt Reit Com Cl A Reit (BRG) 0.2 $1.4M NEW 53k 26.56
Preferred Apt Cmntys Reit (APTS) 0.2 $1.4M -32% 56k 24.94
Illumina Stock (ILMN) 0.2 $1.4M -2% 4.0k 349.45
Chevron Corp Stock (CVX) 0.2 $1.4M 8.5k 162.79
Philip Morris Intl Stock (PM) 0.2 $1.4M +14% 15k 93.95
Digital Rlty Tr Reit (DLR) 0.2 $1.4M +2% 9.7k 141.78
Blackrock Stock (BLK) 0.2 $1.4M +24% 1.8k 764.01
Cummins Stock (CMI) 0.2 $1.3M NEW 6.6k 205.12
Norfolk Southn Corp Stock (NSC) 0.2 $1.3M -3% 4.7k 285.23
Nextera Energy Stock (NEE) 0.2 $1.3M +25% 16k 84.71
Ark Innovation Etf Etf (ARKK) 0.2 $1.3M +66% 20k 66.28
Kratos Defense & Sec Solutions Stock (KTOS) 0.2 $1.3M -3% 64k 20.49
Metlife Stock (MET) 0.2 $1.3M +99% 18k 70.30
Alibaba Group Hldg Adr (BABA) 0.2 $1.3M -18% 12k 108.78
Wheaton Precious Metals Corp Stock (WPM) 0.2 $1.3M NEW 27k 47.57
Hartford Multifactor Developed Markets Etf (RODM) 0.2 $1.2M 42k 29.12
Netflix Stock (NFLX) 0.2 $1.2M +11% 3.3k 374.54
Fifth Third Bancorp Stock (FITB) 0.2 $1.2M +85% 28k 43.02
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.2 $1.2M -33% 24k 49.78
Costco Whsl Corp Stock (COST) 0.2 $1.2M 2.1k 575.68
Health Care Select Sector Spdr Fund Etf (XLV) 0.2 $1.2M -17% 8.7k 137.02
Essential Utils Stock (WTRG) 0.2 $1.2M -9% 23k 51.13
Danaher Corporation Stock (DHR) 0.2 $1.2M +37% 4.0k 293.32
Newtek Business Svcs Corp Cef (NEWT) 0.2 $1.2M +4% 44k 26.70
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 0.2 $1.2M +20% 24k 49.35
Merck & Co Stock (MRK) 0.2 $1.2M 14k 82.08
Truist Finl Corp Stock (TFC) 0.2 $1.2M +146% 21k 56.68
Prospect Cap Corp Cef (PSEC) 0.2 $1.2M +103% 141k 8.28
First Trust Large Cap Value Opportunities Alphadex Fund Etf (FTA) 0.2 $1.1M NEW 16k 70.54
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.2 $1.1M +13% 31k 37.42
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $1.1M -10% 15k 74.45
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $1.1M -3% 5.0k 226.98
Matinas Biopharma Hldgs Stock (MTNB) 0.1 $1.1M 1.4M 0.80
Us Bancorp Del Stock (USB) 0.1 $1.1M +107% 21k 53.13
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $1.1M -27% 24k 45.17
Fidelity Msci Consumer Staples Index Etf Etf (FSTA) 0.1 $1.1M +15% 23k 45.84
Nike Inc Cl B Stock (NKE) 0.1 $1.1M +60% 8.0k 134.56
Bk Of America Corp Stock (BAC) 0.1 $1.1M +12% 26k 41.20
Vanguard Value Index Fund Etf (VTV) 0.1 $1.1M -5% 7.2k 147.85
Caterpillar Stock (CAT) 0.1 $1.1M -3% 4.8k 222.78
Wix Stock (WIX) 0.1 $1.1M NEW 10k 104.45
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $1.1M -2% 16k 67.09
First Trust Health Care Alphadex Fund Etf (FXH) 0.1 $1.1M -2% 9.2k 114.68
Ishares U.s. Industrials Etf Etf (IYJ) 0.1 $1.0M +175% 10k 105.40
Paramount Global Class B Stock (PARA) 0.1 $1.0M -13% 28k 37.81
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.1 $1.0M 12k 90.51
Reinsurance Grp Of America Stock (RGA) 0.1 $1.0M +150% 9.4k 109.47
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $1.0M +25% 13k 76.48
Bristol-myers Squibb Stock (BMY) 0.1 $1.0M +24% 14k 73.06
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.1 $1.0M -21% 7.6k 132.11
Brown Forman Corp Cl B Stock (BF.B) 0.1 $985k 15k 67.05
Prologis Reit (PLD) 0.1 $966k +7% 6.0k 161.46
Lockheed Martin Corp Stock (LMT) 0.1 $966k 2.2k 441.50
Intel Corp Stock (INTC) 0.1 $964k -33% 20k 49.55
Advanced Micro Devices Stock (AMD) 0.1 $962k -4% 8.8k 109.36
Etfmg Prime Mobile Payments Etf Etf (IPAY) 0.1 $960k 18k 52.10
Main Str Cap Corp Cef (MAIN) 0.1 $952k 22k 42.64
Zoetis Inc Cl A Stock (ZTS) 0.1 $941k +95% 5.0k 188.50
First Trust Alternative Absolute Return Strategy Etf Etf (FAAR) 0.1 $930k -32% 28k 33.86
Csx Corp Stock (CSX) 0.1 $926k +4% 25k 37.44
Huntsman Corp Stock (HUN) 0.1 $911k +93% 24k 37.52
Webster Finl Corp Stock (WBS) 0.1 $908k +136% 16k 56.13
Ishares Select Dividend Etf Etf (DVY) 0.1 $907k +27% 7.1k 128.09
Deere & Co Stock (DE) 0.1 $901k +11% 2.2k 415.40
Vanguard Health Care Index Fund Etf (VHT) 0.1 $899k -2% 3.5k 254.24
Hasbro Stock (HAS) 0.1 $884k +104% 11k 81.87
Marathon Oil Corp Stock (MRO) 0.1 $884k 35k 25.11
Chargepoint Holdings Inc Com Cl A Stock (CHPT) 0.1 $883k -6% 44k 19.87
Duolingo Inc Cl A Stock (DUOL) 0.1 $882k +98% 9.3k 95.09
Wisdomtree U.s. Midcap Fund Etf (EZM) 0.1 $879k -29% 16k 54.66
Adobe Systems Incorporated Stock (ADBE) 0.1 $851k +44% 1.9k 455.57
Global Net Lease Reit (GNL) 0.1 $850k -12% 54k 15.73
Kraneshares Electric Vehicles & Future Mobility Etf Etf (KARS) 0.1 $850k +79% 22k 39.45
Innovator Growth 100 Accelerated Etf - Quarterly Etf (XDQQ) 0.1 $848k 30k 27.90
New Jersey Res Corp Stock (NJR) 0.1 $847k -7% 19k 45.84
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.1 $844k -11% 13k 65.70
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $843k 11k 77.23
Crispr Therapeutics Ag Namen Akt Stock (CRSP) 0.1 $830k +3% 13k 62.76
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.1 $830k -3% 7.9k 104.86
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.1 $830k -86% 5.1k 162.24
Waste Mgmt Inc Del Stock (WM) 0.1 $806k -11% 5.1k 158.54
Innovator U.s. Equity Accelerated Etf - Quarterly Etf (XDSQ) 0.1 $800k +7% 29k 27.36
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.1 $799k +36% 16k 50.25
Main Sector Rotation Etf Etf (SECT) 0.1 $795k +40% 19k 42.56
Target Corp Stock (TGT) 0.1 $795k -6% 3.7k 212.17
First Trust Lunt U.s. Factor Rotation Etf Etf (FCTR) 0.1 $793k -34% 24k 32.76
Innovator Us Equity Accelerated 9 Buffer Etf Etf (XBAP) 0.1 $791k 29k 27.71
Old Dominion Freight Line Stock (ODFL) 0.1 $788k NEW 2.6k 298.60
Schwab Charles Corp Stock (SCHW) 0.1 $773k -13% 9.2k 84.27
Royal Bk Cda Stock (RY) 0.1 $772k 7.0k 110.21
Citizens Finl Group Stock (CFG) 0.1 $771k +10% 17k 45.32
Amphenol Corp New Cl A Stock (APH) 0.1 $769k +179% 10k 75.37
Wells Fargo Stock (WFC) 0.1 $768k -28% 16k 48.48
Booking Holdings Stock (BKNG) 0.1 $768k NEW 327.00 2348.62
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV) 0.1 $762k +5% 13k 58.93
Invesco S&p 500 Equal Weight Industrials Etf Etf (RGI) 0.1 $756k NEW 4.0k 188.53
Lilly Eli & Co Stock (LLY) 0.1 $753k -19% 2.6k 286.31
First Trust S-network Electric & Future Vehicle Ecosystem Etf Etf (CARZ) 0.1 $751k +37% 13k 57.95
Leggett & Platt Stock (LEG) 0.1 $745k +125% 21k 34.81
Autodesk Stock (ADSK) 0.1 $744k +17% 3.5k 214.35
Ishares Biotechnology Fund Etf (IBB) 0.1 $732k +15% 5.6k 130.30
Advisorshares Ranger Equity Bear Etf Etf 0.1 $732k -2% 30k 24.46
First Trust Financials Alphadex Fund Etf (FXO) 0.1 $725k +45% 16k 45.91
Spdr S&p Midcap 400 Etf Etf (MDY) 0.1 $724k -4% 1.5k 490.51
Starbucks Corp Stock (SBUX) 0.1 $713k -5% 7.8k 90.91
Owl Rock Capital Corporation Cef (ORCC) 0.1 $710k +2% 48k 14.79
Huntington Bancshares Stock (HBAN) 0.1 $708k 48k 14.63
Honeywell Intl Stock (HON) 0.1 $701k -7% 3.6k 194.72
Ishares Msci Eafe Etf Etf (EFA) 0.1 $700k -7% 9.5k 73.58
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.1 $693k -12% 5.6k 123.13
First Trust Industrials/producer Durables Alphadex Fund Etf (FXR) 0.1 $688k +87% 12k 56.55
Ishares Silver Trust Etf (SLV) 0.1 $680k +53% 30k 22.88
Vanguard Mega Cap Value Etf Etf (MGV) 0.1 $669k +15% 6.2k 107.28
Nuveen Nasdaq 100 Dynamic Over Cef (QQQX) 0.1 $669k -40% 24k 28.45
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $666k -8% 1.6k 416.25

Past Filings by Arkadios Wealth Advisors

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