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 2021 quarterly 13F filing

Arkadios Wealth Advisors has 1740 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) 3.7 $23M +12% 186k 122.15
First Trust Capital Strength Etf Etf (FTCS) 1.8 $11M +20% 151k 70.81
Microsoft Corp Stock (MSFT) 1.5 $9.3M +10% 40k 235.75
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR) 1.5 $8.9M +149% 402k 22.10
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 1.4 $8.7M -15% 86k 101.91
Vanguard Small-cap Index Fund Etf (VB) 1.3 $7.7M 36k 214.07
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 1.2 $7.3M +12% 137k 52.83
Amazon Stock (AMZN) 1.1 $6.9M +11% 2.2k 3093.72
First Trust Tactical High Yield Etf Etf (HYLS) 1.1 $6.7M +11% 139k 48.64
First Trust Value Line Dividend Index Fund Etf (FVD) 1.1 $6.4M +22% 170k 37.98
Janus Henderson Short Duration Income Etf Etf (VNLA) 1.0 $6.3M +5% 126k 50.18
Ark Genomic Revolution Etf Etf (ARKG) 1.0 $6.3M +4% 71k 88.73
Ishares Core S&p 500 Etf Etf (IVV) 1.0 $6.3M +11% 16k 397.79
Vanguard High Dividend Yield Etf Etf (VYM) 1.0 $6.2M +9% 62k 101.08

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Vanguard Total International Bond Etf Etf (BNDX) 1.0 $6.2M +20% 108k 57.11
Ishares Morningstar Growth Etf Etf (ILCG) 0.9 $5.7M +50% 20k 288.47
Vanguard Mid-cap Index Fund Etf (VO) 0.9 $5.5M 25k 221.32
Ishares Comex Gold Trust Etf (IAU) 0.9 $5.5M +17% 338k 16.26
Vanguard Total Stock Market Index Fund Etf (VTI) 0.9 $5.3M 26k 206.70
Ishares S&p 500 Growth Etf Etf (IVW) 0.9 $5.2M -4% 80k 65.10
Spdr S&p 500 Etf Etf (SPY) 0.8 $5.1M 13k 396.34
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.8 $5.1M 103k 49.13
Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 0.8 $4.9M -5% 102k 48.20
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.8 $4.8M +133% 94k 51.05
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.8 $4.8M 119k 40.41
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.8 $4.7M +155% 92k 51.53
Guaranty Bancshares Inc Tex Stock (GNTY) 0.8 $4.7M +9% 127k 36.74
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.8 $4.6M 85k 54.68
Facebook Inc Cl A Stock (FB) 0.8 $4.6M +34% 16k 294.08
Ishares Russell 1000 Growth Etf Etf (IWF) 0.7 $4.1M +18% 17k 243.00
Home Depot Stock (HD) 0.6 $3.9M +18% 13k 305.22
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON) 0.6 $3.9M +2% 146k 26.63
Vanguard Consumer Staples Index Fund Etf (VDC) 0.6 $3.9M -39% 22k 178.20
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.6 $3.9M +51% 34k 113.81
Johnson & Johnson Stock (JNJ) 0.6 $3.8M +48% 23k 164.33
Boeing Stock (BA) 0.6 $3.7M 15k 254.72
Ishares S&p Small-cap Fund Etf (IJR) 0.6 $3.7M +506% 34k 108.52
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.6 $3.7M +9% 17k 218.03
Jpmorgan Chase & Co Stock (JPM) 0.6 $3.5M +30% 23k 152.21
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $3.4M +9% 13k 255.40
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.5 $3.2M 89k 36.30
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.5 $3.2M 62k 52.04
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.5 $3.2M +84% 88k 36.44
Ishares Core Msci Eafe Etf Etf (IEFA) 0.5 $3.2M +18416% 44k 72.04
John Hancock Multifactor Large Cap Etf Etf (JHML) 0.5 $3.2M +14831% 62k 50.86
Ark Next Generation Internet Etf Etf (ARKW) 0.5 $3.1M +125% 21k 147.43
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $3.0M +16% 1.5k 2068.57
Vanguard Growth Index Fund Etf (VUG) 0.5 $3.0M +3% 12k 256.98
Ishares Msci Em Esg Select Etf Etf (ESGE) 0.5 $3.0M -19% 70k 43.30
Ishares Russell Top 200 Etf Etf (IWL) 0.5 $2.9M 31k 94.70
Spdr Gold Shares Etf (GLD) 0.5 $2.9M -25% 18k 159.95
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $2.8M +37% 1.4k 2056.00
Disney Walt Stock (DIS) 0.5 $2.8M +18% 15k 184.51
Ishares J.p. Morgan Em Corporate Bond Etf Etf (CEMB) 0.5 $2.8M +2% 54k 51.97
American Century Stoxx U.s. Quality Growth Etf Etf (QGRO) 0.4 $2.7M 43k 64.27
Walmart Stock (WMT) 0.4 $2.7M +51% 20k 135.82
First Trust Nasdaq Cea Cybersecurity Etf Etf (CIBR) 0.4 $2.7M +10% 64k 41.82
First Trust Dorsey Wright International Focus 5 Etf Etf (IFV) 0.4 $2.7M +3% 116k 22.96
Paypal Hldgs Stock (PYPL) 0.4 $2.6M +30% 11k 242.76
Invesco S&p 500 Pure Value Etf Etf (RPV) 0.4 $2.6M +993% 35k 73.96
At&t Stock (T) 0.4 $2.6M +101% 85k 30.27
Ishares Msci World Etf Etf (URTH) 0.4 $2.6M +3% 22k 118.48
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.4 $2.5M +6% 17k 144.19
Invesco Qqq Trust Etf (QQQ) 0.4 $2.4M +8% 7.6k 319.05
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.4 $2.4M +6% 54k 44.64
Ishares S&p Midcap Fund Etf (IJH) 0.4 $2.4M +1094% 9.2k 260.19
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.4 $2.3M +10% 40k 57.17
Accel Entertainment Inc Com Cl A1 Stock (ACEL) 0.4 $2.3M 208k 10.93
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.4 $2.3M +2% 46k 49.10
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.4 $2.2M 22k 98.65
Ishares Nasdaq Biotechnology Index Fund Etf (IBB) 0.4 $2.1M +2% 14k 150.50
Mastercard Incorporated Cl A Stock (MA) 0.3 $2.0M +34% 5.7k 355.92
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.3 $2.0M 50k 40.68
Technology Select Sector Spdr Fund Etf (XLK) 0.3 $2.0M -4% 15k 132.81
Ishares Msci Emerging Markets Etf Etf (EEM) 0.3 $2.0M 37k 53.33
First Trust Large Cap Core Alphadex Fund Etf (FEX) 0.3 $2.0M 25k 80.06
Verizon Communications Stock (VZ) 0.3 $2.0M +41% 34k 58.13
Alibaba Group Hldg Adr (BABA) 0.3 $1.9M +8% 8.5k 226.70
Procter And Gamble Stock (PG) 0.3 $1.9M +10% 14k 135.38
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.3 $1.9M -8% 19k 102.04
Wisdomtree U.s. Smallcap Fund Etf (EES) 0.3 $1.9M +12% 40k 47.36
First Trust Technology Alphadex Fund Etf (FXL) 0.3 $1.9M 16k 113.59
Unitedhealth Group Stock (UNH) 0.3 $1.9M +38% 5.0k 372.10
Ishares Core Dividend Growth Etf Etf (DGRO) 0.3 $1.9M +13% 39k 48.25
Cisco Sys Stock (CSCO) 0.3 $1.8M +56% 35k 51.68
Philip Morris Intl Stock (PM) 0.3 $1.8M +380% 20k 88.70
Wisdomtree U.s. Midcap Fund Etf (EZM) 0.3 $1.8M +5% 35k 50.90
Tesla Stock (TSLA) 0.3 $1.7M -25% 2.6k 667.69
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.3 $1.7M 19k 91.60
Ishares Russell 1000 Value Etf Etf (IWD) 0.3 $1.7M +6% 11k 151.52
Nvidia Corporation Stock (NVDA) 0.3 $1.7M +2% 3.2k 534.01
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW) 0.3 $1.7M +21% 28k 62.28
Coca Cola Stock (KO) 0.3 $1.7M +32% 33k 52.69
Exxon Mobil Corp Stock (XOM) 0.3 $1.7M +117% 31k 55.82
Dupont De Nemours Stock (DD) 0.3 $1.7M +200% 22k 77.26
Spdr Bloomberg Barclays Short Term High Yield Bond Etf Etf (SJNK) 0.3 $1.7M +31% 61k 27.32
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.3 $1.7M +88% 13k 128.20
Health Care Select Sector Spdr Fund Etf (XLV) 0.3 $1.7M -38% 14k 116.68
First Trust Alternative Absolute Return Strategy Etf Etf (FAAR) 0.3 $1.6M +3% 57k 28.85
Spdr S&p Kensho Clean Power Etf Etf (CNRG) 0.3 $1.6M NEW 14k 113.94
Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Etf (SRVR) 0.3 $1.6M NEW 45k 36.18
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.3 $1.6M +22135% 20k 78.33
Fs Kkr Cap Corp Ii Stock (FSKR) 0.3 $1.5M 79k 19.52
Visa Inc Com Cl A Stock (V) 0.2 $1.5M -13% 7.2k 211.70
Altria Group Stock (MO) 0.2 $1.5M +694% 29k 51.14
Netflix Stock (NFLX) 0.2 $1.5M +6% 2.8k 521.63
Moderna Stock (MRNA) 0.2 $1.5M +49% 11k 130.91
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $1.5M +571% 23k 64.35
Materials Select Sector Spdr Fund Etf (XLB) 0.2 $1.4M +8% 18k 78.76
United Parcel Service Inc Cl B Stock (UPS) 0.2 $1.4M +147% 8.5k 169.98
Salesforce Stock (CRM) 0.2 $1.4M +14% 6.7k 211.86
Kinder Morgan Inc Del Stock (KMI) 0.2 $1.4M +2669% 85k 16.64
Neogenomics Stock (NEO) 0.2 $1.4M -3% 29k 48.21
Ford Mtr Co Del Stock (F) 0.2 $1.4M +43% 114k 12.25
Wisdomtree International Multifactor Fund Etf (DWMF) 0.2 $1.4M +7% 55k 25.47
Ark Innovation Etf Etf (ARKK) 0.2 $1.4M +9% 12k 119.93
Eaton Vance Tax-managed Global Cef (ETW) 0.2 $1.4M 133k 10.32
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.2 $1.4M -3% 13k 105.86
Fidelity Msci Consumer Staples Index Etf Etf (FSTA) 0.2 $1.3M -47% 32k 41.58
First Trust Nasdaq Rising Dividend Achievers Fund Etf (RDVY) 0.2 $1.3M +15% 29k 45.47
Carrier Global Corporation Stock (CARR) 0.2 $1.3M +1852% 31k 42.21
Janus Small/mid Cap Growth Alpha Etf Etf (JSMD) 0.2 $1.3M -2% 19k 67.09
Norfolk Southn Corp Stock (NSC) 0.2 $1.3M +50% 4.8k 268.56
Iron Mtn Reit (IRM) 0.2 $1.3M +11351% 34k 37.00
Intel Corp Stock (INTC) 0.2 $1.3M +40% 20k 63.96
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN) 0.2 $1.2M +149% 18k 68.57
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $1.2M 8.6k 141.55
Etfmg Prime Mobile Payments Etf Etf (IPAY) 0.2 $1.2M +7% 18k 66.79
Cvs Health Corp Stock (CVS) 0.2 $1.2M +25% 16k 75.23
Pfizer Stock (PFE) 0.2 $1.2M +66% 33k 36.21
Healthpeak Properties Reit (PEAK) 0.2 $1.2M +4852% 37k 31.73
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.2 $1.2M +14% 7.0k 167.97
Newtek Business Svcs Corp Cef (NEWT) 0.2 $1.2M 44k 26.70
Under Armour Inc Cl A Stock (UAA) 0.2 $1.2M NEW 53k 22.15
Vanguard Value Index Fund Etf (VTV) 0.2 $1.1M +34% 8.7k 131.42
Costco Whsl Corp Stock (COST) 0.2 $1.1M +5% 3.2k 352.26
Lockheed Martin Corp Stock (LMT) 0.2 $1.1M +22% 3.0k 369.30
Williams Cos Stock (WMB) 0.2 $1.1M +431554% 48k 23.67
Hartford Multifactor Developed Markets Etf (RODM) 0.2 $1.1M 38k 29.69
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.2 $1.1M -43% 13k 86.18
Advanced Micro Devices Stock (AMD) 0.2 $1.1M +2546% 14k 78.46
Ppl Corp Stock (PPL) 0.2 $1.1M +1912550% 38k 28.83
Utilities Select Sector Spdr Fund Etf (XLU) 0.2 $1.1M -38% 17k 64.01
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $1.1M +56% 22k 49.03
Fedex Corp Stock (FDX) 0.2 $1.1M +17% 3.8k 283.96
Fidelity Msci Communication Services Index Etf Etf (FCOM) 0.2 $1.1M -3% 22k 49.31
Pepsico Stock (PEP) 0.2 $1.1M +2% 7.5k 141.40
Invesco Dwa Momentum Etf Etf (PDP) 0.2 $1.0M +51% 12k 85.07
Twitter Stock (TWTR) 0.2 $1.0M +7% 16k 63.63
Lumen Technologies Stock (LUMN) 0.2 $1.0M +7151% 76k 13.35
Invesco Dynamic Leisure And Entertainment Etf Etf (PEJ) 0.2 $1.0M +6% 22k 45.93
Nextera Energy Stock (NEE) 0.2 $997k +37% 13k 75.59
Blackrock Stock (BLK) 0.2 $989k +153% 1.3k 753.81
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.2 $984k 64k 15.49
First Trust Health Care Alphadex Fund Etf (FXH) 0.2 $984k +13% 9.1k 108.55
Essential Utils Stock (WTRG) 0.2 $977k 22k 44.75
Fidelity Msci Industrials Index Etf Etf (FIDU) 0.2 $964k 19k 52.07
Preferred Apt Cmntys Reit (APTS) 0.2 $963k -7% 98k 9.85
Brown Forman Corp Cl B Stock (BF.B) 0.2 $961k 14k 68.96
Merck & Co Stock (MRK) 0.2 $949k +26% 12k 77.07
First Tr Exchange Traded Fd Ii Indxx Nextg Etf Etf (NXTG) 0.2 $947k +6% 13k 72.99
Caterpillar Stock (CAT) 0.2 $946k 4.1k 231.81
Financial Select Sector Spdr Fund Etf (XLF) 0.2 $942k +31% 28k 34.04
Raytheon Technologies Corp Stock (RTX) 0.2 $939k +37% 12k 77.19
Bk Of America Corp Stock (BAC) 0.1 $895k +21% 23k 38.68
Etfmg Alternative Harvest Etf Etf (MJ) 0.1 $895k +142% 39k 22.89
Main Str Cap Corp Cef (MAIN) 0.1 $894k 23k 39.15
First Trust Large Cap Growth Opportunities Alphadex Fund Etf (FTC) 0.1 $884k +42% 9.1k 97.56
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $882k +68% 15k 58.11
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.1 $877k 29k 30.66
Lilly Eli & Co Stock (LLY) 0.1 $869k +191% 4.7k 186.72
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.1 $868k +24% 35k 25.10
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.1 $855k -7% 13k 68.25
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.1 $848k +26% 8.9k 95.73
Vanguard S&p 500 Etf Etf (VOO) 0.1 $841k +33% 2.3k 364.07
Lowes Cos Stock (LOW) 0.1 $827k +51% 4.4k 189.98
Square Inc Cl A Stock (SQ) 0.1 $827k +158% 3.6k 226.89
Qualcomm Stock (QCOM) 0.1 $814k +116% 6.1k 132.49
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.1 $814k 2.2k 377.73
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $806k 8.0k 100.39
Waste Mgmt Inc Del Stock (WM) 0.1 $798k 6.2k 128.98
Fs Kkr Cap Corp Cef (FSK) 0.1 $793k 40k 19.81
Spdr S&p Midcap 400 Etf Etf (MDY) 0.1 $788k +11% 1.7k 476.13
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.1 $785k +8% 24k 32.72
Starbucks Corp Stock (SBUX) 0.1 $783k +10% 7.2k 109.14
Bristol-myers Squibb Stock (BMY) 0.1 $775k +40% 12k 63.10
Ishares Msci Eafe Etf Etf (EFA) 0.1 $774k +22% 10k 75.83
Global Pmts Stock (GPN) 0.1 $770k 3.8k 201.57
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $770k -30% 5.9k 129.70
Proshares Online Retail Etf Etf (ONLN) 0.1 $769k +10% 9.8k 78.36
Deere & Co Stock (DE) 0.1 $767k +4% 2.1k 373.96
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $742k 9.9k 75.06
Abbott Labs Stock (ABT) 0.1 $737k +12% 6.2k 119.84
New Jersey Res Corp Stock (NJR) 0.1 $736k -11% 19k 39.83
Genuine Parts Stock (GPC) 0.1 $728k +4% 6.3k 115.57
Mcdonalds Corp Stock (MCD) 0.1 $727k +4% 3.2k 223.97
Wells Fargo Stock (WFC) 0.1 $719k +390% 18k 39.03
Spdr S&p Dividend Etf Etf (SDY) 0.1 $712k +94% 6.0k 117.98
Vanguard Extended Market Index Fund Etf (VXF) 0.1 $712k +5% 4.0k 176.81
Owl Rock Capital Corporation Cef (ORCC) 0.1 $710k +614% 52k 13.76
Blackrock Tcp Capital Corp Cef (TCPC) 0.1 $705k +15% 51k 13.82
Royal Bk Cda Stock (RY) 0.1 $697k +7% 7.6k 92.20
Duke Energy Corp Stock (DUK) 0.1 $692k +13% 7.2k 96.41
Chevron Corp Stock (CVX) 0.1 $690k +18% 6.6k 104.69
Airbnb Inc Com Cl A Stock (ABNB) 0.1 $690k +100% 3.7k 187.70
Abbvie Stock (ABBV) 0.1 $683k +13% 6.3k 108.16
Vanguard Health Care Index Fund Etf (VHT) 0.1 $679k 3.0k 228.62
Vanguard Small-cap Value Index Fund Etf (VBR) 0.1 $678k 4.1k 165.57
Wisdomtree U.s. Largecap Fund Etf (EPS) 0.1 $678k +50% 16k 43.34
Innovator Nasdaq-100 Power Buffer Etf - January Etf (NJAN) 0.1 $673k +950% 17k 38.84
Ishares Silver Trust Etf (SLV) 0.1 $673k +27% 30k 22.67
Apollo Invt Corp Cef (AINV) 0.1 $669k +9% 49k 13.71
United Rentals Stock (URI) 0.1 $655k -5% 2.0k 329.15
Ai Powered Equity Etf Etf (AIEQ) 0.1 $630k 17k 38.27
Dow Stock (DOW) 0.1 $625k +2% 9.8k 63.91
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $619k +7% 7.9k 78.28
Global Net Lease Reit (GNL) 0.1 $618k -7% 34k 18.04
Ishares Russell 2000 Etf Etf (IWM) 0.1 $614k -36% 2.8k 220.70
Mohawk Group Hldgs Stock (MWK) 0.1 $611k +100% 21k 29.47
Ishares Russell 2000 Growth Etf Etf (IWO) 0.1 $605k 2.0k 300.70
Valero Energy Corp Stock (VLO) 0.1 $602k +96% 8.4k 71.52
Ishares Morningstar Small-cap Growth Etf Etf (ISCG) 0.1 $599k +82% 2.0k 300.40
Hercules Capital Cef (HTGC) 0.1 $593k 37k 16.03
Invesco S&p Midcap Momentum Etf Etf (XMMO) 0.1 $591k 7.1k 83.77
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.1 $585k +167% 28k 20.92
Invesco Dynamic Large Cap Growth Etf Etf (PWB) 0.1 $584k +4255% 8.6k 68.06
Spdr Nuveen Bloomberg Barclays Municipal Bond Etf Etf (TFI) 0.1 $578k +120% 11k 51.62
Digital Rlty Tr Reit (DLR) 0.1 $568k +6% 4.0k 140.73
Micron Technology Stock (MU) 0.1 $566k +16% 6.4k 88.16
Ishares National Muni Bond Etf Etf (MUB) 0.1 $558k 4.8k 115.96
Nutanix Inc Cl A Stock (NTNX) 0.1 $556k +236% 21k 26.34
Invesco Aerospace & Defense Etf Etf (PPA) 0.1 $555k -39% 7.6k 72.64
Viacomcbs Inc Cl B Stock (VIAC) 0.1 $546k +132% 12k 45.09
Vanguard Mega Cap Value Etf Etf (MGV) 0.1 $543k -9% 5.7k 95.03
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW) 0.1 $534k 5.2k 103.09
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV) 0.1 $534k 9.9k 53.97
Fidelity Total Bond Etf Etf (FBND) 0.1 $532k +13% 10k 52.35
Carnival Corp Paired Ctf Stock (CCL) 0.1 $531k +109% 20k 26.52
General Dynamics Corp Stock (GD) 0.1 $529k +60% 2.9k 181.54
Schwab Charles Corp Stock (SCHW) 0.1 $529k -5% 8.1k 65.16
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.1 $527k -27% 8.1k 65.22
New York Cmnty Bancorp Stock (NYCB) 0.1 $524k 42k 12.61
Las Vegas Sands Corp Stock (LVS) 0.1 $512k +413% 8.4k 60.64
Southwest Airls Stock (LUV) 0.1 $509k +8% 8.4k 60.94
Wisdomtree U.s. High Dividend Fund Etf (DHS) 0.1 $508k +25% 6.7k 76.22
Adobe Systems Incorporated Stock (ADBE) 0.1 $507k +49% 1.1k 475.16
Csx Corp Stock (CSX) 0.1 $507k 5.3k 96.39
Paychex Stock (PAYX) 0.1 $500k +93% 5.1k 98.00
Albemarle Corp Stock (ALB) 0.1 $491k 3.4k 145.87
Prospect Cap Corp Cef (PSEC) 0.1 $490k -6% 64k 7.66

Past Filings by Arkadios Wealth Advisors

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