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, CARY, OMFL, SPY, MSFT, and represent 13.37% of Arkadios Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CARY (+$7.7M), IWM, CVX, GDVD, XDEC, QQQ, RPG, FDVV, OMFL, SPY.
Started 70 new stock positions in AMCR, ALGN, QDEC, AKAM, SCI, YJUN, WD, IYR, PDP, AEL.
Reduced shares in these 10 stocks: FITB, PXD, NOBL, ILCG, VYM, XLE, RPV, UPS, FTCS, BRK.A.
Sold out of its positions in Activision Blizzard, Biomarin Pharma Inc convertible/, DVN, Dexcom, DEO, EQIX, MDIV, DMAY, Ford Mtr Co Del, GPC.
Arkadios Wealth Advisors was a net buyer of stock by $25M.
Arkadios Wealth Advisors has $1.2B in assets under management (AUM), dropping by 12.14%.
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 732 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Arkadios Wealth Advisors has 732 total positions. Only the first 250 positions are shown.

Sign up to view all of the Arkadios Wealth Advisors Dec. 31, 2023 positions
Download the Arkadios Wealth Advisors December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.3	$50M		262k	192.53	View chart
Angel Oak Income Etf Etf (CARY)	2.4	$29M	+36%	1.4M	20.46	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	2.3	$27M	+7%	521k	51.41	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.3	$27M	+7%	56k	475.31	View chart
Microsoft Corp Stock (MSFT)	2.2	$26M		68k	376.04	View chart
Amazon Stock (AMZN)	2.2	$26M		168k	151.94	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	2.1	$25M	+7%	294k	84.44	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.7	$21M		47k	436.80	View chart
Nvidia Corporation Stock (NVDA)	1.7	$20M		40k	495.22	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.6	$19M	+13%	47k	409.52	View chart
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)	1.5	$18M	-2%	683k	26.57	View chart
R3 Global Dividend Growth Etf Etf (GDVD)	1.5	$17M	+19%	734k	23.46	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	1.3	$15M	+5%	292k	51.68	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	1.2	$14M	+17%	442k	32.26	View chart
Johnson & Johnson Stock (JNJ)	1.0	$12M	+7%	77k	156.74	View chart
Vanguard Small-cap Etf Etf (VB)	0.9	$11M		52k	213.33	View chart
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)	0.9	$11M		438k	24.74	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$10M	-3%	73k	139.69	View chart
Vanguard Mid-cap Etf Etf (VO)	0.8	$9.8M	+16%	42k	232.64	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$9.4M	-7%	27k	353.96	View chart
Guaranty Bancshares Inc Tex Stock (GNTY)	0.8	$8.9M		266k	33.62	View chart
Jpmorgan Chase & Co Stock (JPM)	0.8	$8.9M	+4%	52k	170.10	View chart
First Trust Tactical High Yield Etf Etf (HYLS)	0.7	$8.8M		211k	41.57	View chart
Walmart Stock (WMT)	0.7	$8.6M		54k	157.65	View chart
Coca Cola Stock (KO)	0.7	$8.6M	+8%	146k	58.93	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.7	$8.6M	-11%	104k	82.08	View chart
Salesforce Stock (CRM)	0.7	$8.3M		32k	263.14	View chart
Home Depot Stock (HD)	0.7	$7.8M	-4%	23k	346.54	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.6	$7.7M		101k	76.13	View chart
Vanguard Value Etf Etf (VTV)	0.6	$7.6M	+7%	51k	149.50	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.6	$7.6M	-2%	66k	115.09	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.6	$7.3M	+20%	127k	57.96	View chart
Southern Stock (SO)	0.6	$7.2M		103k	70.12	View chart
Chevron Corp Stock (CVX)	0.6	$7.0M	+83%	47k	149.16	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.6	$6.6M	+9%	130k	50.74	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$6.3M	+4%	45k	140.93	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$6.2M		62k	99.98	View chart
Vanguard Growth Etf Etf (VUG)	0.5	$6.0M	-5%	19k	310.88	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$6.0M	+3%	17k	356.65	View chart
Phillips 66 Stock (PSX)	0.5	$5.9M		45k	133.14	View chart
Invesco Db Commodity Index Tracking Fund Etf (DBC)	0.5	$5.7M	+4%	259k	22.04	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.5	$5.6M	-16%	71k	80.04	View chart
Ishares Silver Trust Etf (SLV)	0.5	$5.6M	+4%	256k	21.78	View chart
General Dynamics Corp Stock (GD)	0.4	$5.2M	-9%	20k	259.67	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.4	$5.2M	+7%	27k	192.48	View chart
Spdr Russell 1000 Yield Focus Etf Etf (ONEY)	0.4	$5.1M	-2%	50k	100.72	View chart
Tesla Stock (TSLA)	0.4	$5.0M	-4%	20k	248.48	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$5.0M	+50%	11k	477.65	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$5.0M	+191%	25k	200.71	View chart
Unitedhealth Group Stock (UNH)	0.4	$4.9M		9.3k	526.49	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.4	$4.9M	-3%	99k	49.37	View chart
First Trust Large Cap Value Alphadex Fund Etf (FTA)	0.4	$4.8M		67k	70.84	View chart
Illinois Tool Wks Stock (ITW)	0.4	$4.7M	-4%	18k	261.94	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.4	$4.6M	-2%	124k	36.98	View chart
Spdr Gold Shares Etf (GLD)	0.4	$4.5M	-11%	24k	191.17	View chart
Abbvie Stock (ABBV)	0.4	$4.3M	-18%	28k	154.97	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$4.3M	+42%	14k	303.17	View chart
Texas Instrs Stock (TXN)	0.4	$4.3M	-5%	25k	170.46	View chart
Pfizer Stock (PFE)	0.4	$4.2M	+24%	146k	28.79	View chart
Reinsurance Grp Of America Stock (RGA)	0.4	$4.2M		26k	161.78	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.3	$4.0M	+45%	80k	50.62	View chart
Boeing Stock (BA)	0.3	$4.0M	-9%	16k	260.66	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$4.0M	-2%	9.4k	426.52	View chart
Us Bancorp Del Stock (USB)	0.3	$4.0M	+6%	92k	43.28	View chart
Webster Finl Corp Stock (WBS)	0.3	$4.0M	+7%	78k	50.76	View chart
Cummins Stock (CMI)	0.3	$4.0M		17k	239.57	View chart
Paychex Stock (PAYX)	0.3	$4.0M	+2%	33k	119.11	View chart
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)	0.3	$3.9M		89k	44.61	View chart
Truist Finl Corp Stock (TFC)	0.3	$3.9M	+2%	106k	36.92	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.3	$3.8M	+44%	60k	64.14	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.3	$3.8M	-13%	73k	51.67	View chart
Metlife Stock (MET)	0.3	$3.8M	+3%	57k	66.13	View chart
Cisco Sys Stock (CSCO)	0.3	$3.8M	-6%	75k	50.52	View chart
Medtronic Stock (MDT)	0.3	$3.7M	+6%	46k	82.38	View chart
American Elec Pwr Stock (AEP)	0.3	$3.7M	+3%	46k	81.22	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.3	$3.7M	+5%	77k	47.90	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$3.6M	-9%	15k	237.22	View chart
Cion Invt Corp Stock (CION)	0.3	$3.5M	+3%	314k	11.31	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.3	$3.5M	-27%	42k	83.84	View chart
Procter And Gamble Stock (PG)	0.3	$3.5M		24k	146.54	View chart
Mcdonalds Corp Stock (MCD)	0.3	$3.5M		12k	296.51	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.3	$3.4M	-2%	62k	55.34	View chart
Visa Inc Com Cl A Stock (V)	0.3	$3.4M	+6%	13k	260.34	View chart
Disney Walt Stock (DIS)	0.3	$3.4M		37k	90.29	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$3.4M	-3%	82k	41.10	View chart
Lam Research Corp Stock (LRCX)	0.3	$3.3M		4.3k	783.30	View chart
Cvs Health Corp Stock (CVS)	0.3	$3.3M	-8%	42k	78.96	View chart
Philip Morris Intl Stock (PM)	0.3	$3.3M		35k	94.08	View chart
Fs Kkr Cap Corp Cef (FSK)	0.3	$3.3M	+3%	163k	19.97	View chart
Pimco Enhanced Short Maturity Active Etf Etf (MINT)	0.3	$3.2M		32k	99.79	View chart
First Trust Indxx Global Natural Resources Income Etf Etf (FTRI)	0.3	$3.2M		246k	13.02	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$3.2M	+23%	18k	179.97	View chart
Verizon Communications Stock (VZ)	0.3	$3.1M		84k	37.70	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - December Etf (XDEC)	0.3	$3.1M	+612%	91k	34.03	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.3	$3.0M	-27%	19k	157.23	View chart
Block Inc Cl A Stock (SQ)	0.2	$2.9M		37k	77.35	View chart
Interpublic Group Cos Stock (IPG)	0.2	$2.8M	+20%	87k	32.64	View chart
Ares Capital Corp Cef (ARCC)	0.2	$2.8M		142k	20.03	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.2	$2.8M	-13%	55k	51.55	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.2	$2.8M	-13%	70k	40.56	View chart
Ishares Msci Brazil Etf Etf (EWZ)	0.2	$2.8M	+31%	80k	34.96	View chart
Booking Holdings Stock (BKNG)	0.2	$2.8M	+2%	786.00	3547.22	View chart
Merck & Co Stock (MRK)	0.2	$2.8M	-8%	26k	109.02	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.2	$2.8M		16k	175.47	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.2	$2.8M	-17%	73k	37.60	View chart
Nutanix Inc Cl A Stock (NTNX)	0.2	$2.7M	-12%	57k	47.69	View chart
Broadcom Stock (AVGO)	0.2	$2.7M	-8%	2.4k	1116.32	View chart
Intel Corp Stock (INTC)	0.2	$2.6M		51k	50.25	View chart
Fiverr Intl Ltd Ord Stock (FVRR)	0.2	$2.5M	+16%	92k	27.22	View chart
International Business Machs Stock (IBM)	0.2	$2.5M		15k	163.55	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$2.4M	+2%	5.4k	453.27	View chart
Lowes Cos Stock (LOW)	0.2	$2.4M		11k	222.56	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.2	$2.4M	-44%	35k	67.82	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.2	$2.4M	-6%	13k	186.55	View chart
Old Dominion Freight Line Stock (ODFL)	0.2	$2.4M		5.8k	405.36	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.2	$2.3M	+4%	27k	85.54	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.2	$2.2M		64k	35.20	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$2.2M	-2%	41k	53.84	View chart
Gilead Sciences Stock (GILD)	0.2	$2.2M	+50%	28k	81.01	View chart
Eli Lilly & Co Stock (LLY)	0.2	$2.2M	-2%	3.8k	582.87	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.2	$2.2M	-16%	18k	125.14	View chart
GSK Adr (GSK)	0.2	$2.2M		58k	37.06	View chart
Zillow Group Inc Cl C Cap Stk Stock (Z)	0.2	$2.2M	+9%	37k	57.86	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$2.1M	+27%	28k	77.02	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.2	$2.1M	+42%	20k	101.99	View chart
Costco Whsl Corp Stock (COST)	0.2	$2.1M	+2%	3.1k	660.09	View chart
Autozone Stock (AZO)	0.2	$2.1M	+3%	796.00	2585.61	View chart
Qualcomm Stock (QCOM)	0.2	$2.0M	-10%	14k	144.63	View chart
Rtx Corporation Stock (RTX)	0.2	$2.0M	-15%	24k	84.14	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.2	$2.0M	-3%	27k	71.91	View chart
Copart Stock (CPRT)	0.2	$1.9M		40k	49.00	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$1.9M	-14%	12k	157.80	View chart
Target Corp Stock (TGT)	0.2	$1.9M	-33%	14k	142.42	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.2	$1.9M	NEW	46k	42.28	View chart
Fortinet Stock (FTNT)	0.2	$1.9M		33k	58.53	View chart
Alibaba Group Hldg Adr (BABA)	0.2	$1.9M		25k	77.51	View chart
Moderna Stock (MRNA)	0.2	$1.9M	-15%	19k	99.45	View chart
Phillips Edison & Co Reit (PECO)	0.2	$1.8M	-24%	51k	36.48	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.2	$1.8M	+148%	17k	110.13	View chart
Monster Beverage Corp Stock (MNST)	0.2	$1.8M	+3%	32k	57.61	View chart
Ft Vest Fund Of Deep Buffer Etfs Etf (BUFD)	0.2	$1.8M	+11%	79k	22.70	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.2	$1.8M	-12%	34k	52.66	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.1	$1.8M	-10%	9.2k	190.97	View chart
Paypal Hldgs Stock (PYPL)	0.1	$1.7M	+37%	28k	61.41	View chart
Caterpillar Stock (CAT)	0.1	$1.7M	-2%	5.9k	295.68	View chart
Amphenol Corp New Cl A Stock (APH)	0.1	$1.7M		18k	99.13	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$1.7M		6.8k	255.32	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.1	$1.7M	-7%	53k	32.77	View chart
BP Adr (BP)	0.1	$1.7M	+12%	48k	35.40	View chart
Etfmg Prime Mobile Payments Etfmg Prime Mobile Payments Fund Etf	0.1	$1.7M	+47%	37k	46.41	View chart
Tjx Cos Stock (TJX)	0.1	$1.7M	-2%	18k	93.81	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - March Etf (XMAR)	0.1	$1.7M		51k	32.88	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$1.7M	-7%	23k	72.03	View chart
Goldman Sachs Bdc Cef (GSBD)	0.1	$1.7M	+19%	115k	14.65	View chart
Aam Bahl & Gaynor Small/mid Cap Income Growth Etf Etf (SMIG)	0.1	$1.7M	+3%	67k	25.20	View chart
Blackstone Stock (BX)	0.1	$1.7M	-2%	13k	130.92	View chart
Midcap Financial Invstmnt Corp Cef (MFIC)	0.1	$1.7M		122k	13.68	View chart
Netflix Stock (NFLX)	0.1	$1.7M	-8%	3.4k	486.88	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.1	$1.6M		13k	128.07	View chart
Honeywell Intl Stock (HON)	0.1	$1.6M		7.6k	209.71	View chart
3M Stock (MMM)	0.1	$1.6M	+16%	15k	109.32	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.6M	+5%	15k	108.25	View chart
Main Str Cap Corp Cef (MAIN)	0.1	$1.6M		37k	43.23	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$1.6M	-25%	31k	51.31	View chart
Ross Stores Stock (ROST)	0.1	$1.5M	+3%	11k	138.39	View chart
Wix Stock (WIX)	0.1	$1.5M	-10%	13k	123.02	View chart
Pioneer Nat Res Stock (PXD)	0.1	$1.5M	-68%	6.8k	224.88	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.5M	+17%	27k	54.98	View chart
Exponent Stock (EXPO)	0.1	$1.5M		17k	88.04	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.5M	+137%	21k	70.35	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.1	$1.5M	-40%	66k	22.44	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$1.5M	+11%	26k	55.90	View chart
Western Midstream Partners Lp Com Unit Lp Int Stock (WES)	0.1	$1.5M		50k	29.26	View chart
Bank America Corp Stock (BAC)	0.1	$1.5M	-37%	43k	33.67	View chart
United States Oil Fund Etf (USO)	0.1	$1.4M	-32%	22k	66.65	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.4M	-3%	9.7k	147.40	View chart
Altria Group Stock (MO)	0.1	$1.4M	+4%	35k	40.34	View chart
Abbott Labs Stock (ABT)	0.1	$1.4M	+7%	13k	110.07	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.4M	+5%	5.7k	243.82	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.4M		19k	73.55	View chart
Dow Stock (DOW)	0.1	$1.4M	+4%	25k	54.84	View chart
Servicenow Stock (NOW)	0.1	$1.4M	+2%	1.9k	706.49	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.1	$1.4M	+118%	23k	59.66	View chart
Ansys Stock (ANSS)	0.1	$1.3M		3.7k	362.88	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$1.3M	-3%	9.6k	136.38	View chart
Pepsico Stock (PEP)	0.1	$1.3M	+2%	7.6k	169.84	View chart
Ford Mtr Co Del Stock (F)	0.1	$1.3M	-3%	106k	12.19	View chart
General Mls Stock (GIS)	0.1	$1.3M	+3%	20k	65.14	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.3M	+2%	7.7k	165.26	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.3M	+27%	12k	108.41	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.1	$1.2M	-2%	25k	50.47	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.2M	-57%	11k	111.63	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.1	$1.2M	-4%	13k	87.67	View chart
Blackrock Tcp Capital Corp Cef (TCPC)	0.1	$1.2M		101k	11.54	View chart
Adobe Stock (ADBE)	0.1	$1.2M	-39%	1.9k	596.60	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.1	$1.2M	-6%	25k	45.69	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.1	$1.2M		57k	20.29	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$1.1M	-11%	15k	78.03	View chart
John Hancock Multifactor Large Cap Etf Etf (JHML)	0.1	$1.1M	-7%	19k	58.81	View chart
Fidelity Covington Trust Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$1.1M	-2%	25k	44.63	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.1M		6.2k	179.09	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.1M	-5%	2.3k	483.94	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.1M	-11%	15k	75.35	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.1M	+189%	11k	103.45	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.1	$1.1M	-2%	22k	49.34	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$1.1M	-2%	4.4k	250.69	View chart
Crown Castle Reit (CCI)	0.1	$1.1M	+10%	9.4k	115.19	View chart
Deere & Co Stock (DE)	0.1	$1.1M	-10%	2.7k	399.93	View chart
Grainger W W Stock (GWW)	0.1	$1.1M		1.3k	828.50	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$1.1M	-8%	10k	104.47	View chart
Factset Resh Sys Stock (FDS)	0.1	$1.1M		2.2k	477.14	View chart
Extra Space Storage Reit (EXR)	0.1	$1.1M	+41%	6.6k	160.33	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$1.1M	+8%	60k	17.64	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.1	$1.1M	+5%	30k	34.77	View chart
First Trust Dorsey Wright International Focus 5 Etf Etf (IFV)	0.1	$1.1M		54k	19.54	View chart
Conagra Brands Stock (CAG)	0.1	$1.0M	+9%	37k	28.66	View chart
Lululemon Athletica Stock (LULU)	0.1	$1.0M		2.0k	511.27	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.1	$1.0M	-32%	58k	17.83	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$1.0M	+49%	20k	52.37	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.0M	+2%	2.9k	350.87	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$1.0M	-18%	28k	35.88	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$1.0M	+26%	20k	51.27	View chart
Starbucks Corp Stock (SBUX)	0.1	$995k	-3%	10k	96.01	View chart
Qualys Stock (QLYS)	0.1	$985k	+64%	5.0k	196.28	View chart
Prologis Reit (PLD)	0.1	$984k	-12%	7.4k	133.30	View chart
Etfmg Prime Cyber Security Etfmg Prime Cyber Security Fund Etf	0.1	$979k	+222%	16k	60.41	View chart
Nike Inc Cl B Stock (NKE)	0.1	$978k	+8%	9.0k	108.57	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$977k	+23%	19k	50.58	View chart
Pacer Trendpilot 100 Etf Etf (PTNQ)	0.1	$962k		15k	65.33	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$957k	-25%	4.8k	197.36	View chart
Automatic Data Processing Stock (ADP)	0.1	$956k		4.1k	232.94	View chart
International Paper Stock (IP)	0.1	$951k	+14%	26k	36.15	View chart
Amgen Stock (AMGN)	0.1	$947k		3.3k	288.04	View chart
Viatris Stock (VTRS)	0.1	$942k	+30%	87k	10.83	View chart
Essential Utils Stock (WTRG)	0.1	$941k		25k	37.35	View chart
Five Below Stock (FIVE)	0.1	$939k	-35%	4.4k	213.16	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$937k	-73%	9.8k	95.20	View chart
Csx Corp Stock (CSX)	0.1	$934k		27k	34.67	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$929k	+135%	12k	77.39	View chart
Nextera Energy Stock (NEE)	0.1	$924k	-12%	15k	60.74	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$923k	-46%	9.3k	98.88	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$922k	+3%	14k	65.80	View chart
Hercules Capital Cef (HTGC)	0.1	$913k	+5%	55k	16.67	View chart
Deckers Outdoor Corp Stock (DECK)	0.1	$900k		1.3k	668.43	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$892k	+18%	6.2k	143.63	View chart
Applied Matls Stock (AMAT)	0.1	$889k		5.5k	162.06	View chart
Ft Vest Nasdaq-100 Buffer Etf - March Etf (QMAR)	0.1	$882k	-7%	34k	25.63	View chart
Main Sector Rotation Etf Etf (SECT)	0.1	$876k	-10%	19k	46.55	View chart
Omnicell Stock (OMCL)	0.1	$865k	+6%	23k	37.63	View chart
Occidental Pete Corp Stock (OXY)	0.1	$861k	-9%	14k	59.71	View chart

Past Filings by Arkadios Wealth Advisors

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

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
Arkadios Wealth Advisors 2020 Q4 filed Feb. 9, 2021
Arkadios Wealth Advisors 2020 Q3 filed Nov. 10, 2020
Arkadios Wealth Advisors 2020 Q2 filed Aug. 10, 2020
Arkadios Wealth Advisors 2020 Q1 filed May 14, 2020

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