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 June 2021 quarterly 13F filing

Arkadios Wealth Advisors has 2028 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 $30M +17% 219k 136.96
Microsoft Corp Stock (MSFT) 1.8 $14M +34% 53k 270.89
Amazon Stock (AMZN) 1.5 $13M +64% 3.7k 3440.62
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 1.3 $10M +41% 194k 53.63
First Trust Capital Strength Etf Etf (FTCS) 1.3 $10M -9% 137k 75.55
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR) 1.2 $9.6M +4% 420k 22.94
Vanguard Small-cap Index Fund Etf (VB) 1.0 $8.5M +3% 38k 225.26
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 1.0 $8.5M -3% 83k 101.96
Facebook Inc Cl A Stock (FB) 0.9 $7.5M +37% 22k 347.67
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.9 $7.4M +119% 193k 38.56
First Trust Tactical High Yield Etf Etf (HYLS) 0.9 $7.1M +5% 146k 48.51
First Trust Value Line Dividend Index Fund Etf (FVD) 0.9 $7.1M +4% 178k 39.77
Ishares Core S&p 500 Etf Etf (IVV) 0.8 $6.9M 16k 429.92
Vanguard High Dividend Yield Etf Etf (VYM) 0.8 $6.7M +3% 64k 104.76

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Vanguard Total Stock Market Index Fund Etf (VTI) 0.8 $6.2M +8% 28k 222.79
Ishares Morningstar Growth Etf Etf (ILCG) 0.8 $6.2M +378% 95k 64.75
Vanguard Mid-cap Index Fund Etf (VO) 0.7 $6.1M +2% 26k 237.33
United Parcel Service Inc Cl B Stock (UPS) 0.7 $6.0M +240% 29k 207.96
Spdr S&p 500 Etf Etf (SPY) 0.7 $5.7M +2% 13k 428.03
Ishares Russell 1000 Growth Etf Etf (IWF) 0.6 $5.3M +16% 20k 271.46
Ark Genomic Revolution Etf Etf (ARKG) 0.6 $5.3M -19% 57k 92.49
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.6 $5.2M +7% 99k 52.41
Janus Henderson Short Duration Income Etf Etf (VNLA) 0.6 $5.1M -19% 101k 50.21
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.6 $5.0M 120k 41.95
Home Depot Stock (HD) 0.6 $4.9M +19% 15k 318.84
Eaton Vance Tax-managed Global Cef (ETW) 0.6 $4.9M +236% 448k 10.89
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.6 $4.8M +41% 2.0k 2441.72
Ishares S&p Small-cap Fund Etf (IJR) 0.6 $4.7M +24% 42k 112.96
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.6 $4.7M +1069% 31k 150.59
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.6 $4.7M -12% 91k 51.84
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $4.7M +27% 17k 277.88
Boeing Stock (BA) 0.6 $4.6M +31% 19k 239.53
American Century Stoxx U.s. Quality Growth Etf Etf (QGRO) 0.6 $4.5M +51% 65k 70.07
Jpmorgan Chase & Co Stock (JPM) 0.5 $4.5M +26% 29k 155.53
Technology Select Sector Spdr Fund Etf (XLK) 0.5 $4.4M +97% 30k 147.65
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.5 $4.3M +4% 18k 244.85
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.5 $4.3M +312% 262k 16.28
Contextlogic Inc Com Cl A Stock (WISH) 0.5 $4.2M +1167% 322k 13.17
Guaranty Bancshares Inc Tex Stock (GNTY) 0.5 $4.1M -4% 121k 34.07
John Hancock Multifactor Large Cap Etf Etf (JHML) 0.5 $4.1M +21% 76k 54.42
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.5 $4.1M -15% 80k 50.90
Johnson & Johnson Stock (JNJ) 0.5 $4.1M +7% 25k 164.71
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON) 0.5 $4.0M +3% 151k 26.66
Vanguard Total International Bond Etf Etf (BNDX) 0.5 $3.9M -36% 69k 57.09
Vanguard Growth Index Fund Etf (VUG) 0.5 $3.8M +12% 13k 286.81
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $3.8M +3% 1.5k 2505.93
Ishares S&p 500 Growth Etf Etf (IVW) 0.5 $3.8M -35% 52k 72.71
Invesco Qqq Trust Etf (QQQ) 0.5 $3.7M +38% 11k 354.38
Invesco S&p 500 Pure Value Etf Etf (RPV) 0.5 $3.7M +36% 48k 77.16
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $3.7M +8% 68k 54.31
Nvidia Corporation Stock (NVDA) 0.4 $3.6M +40% 4.6k 800.04
Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 0.4 $3.6M -26% 75k 48.41
Disney Walt Stock (DIS) 0.4 $3.6M +33% 21k 175.75
Walmart Stock (WMT) 0.4 $3.6M +29% 26k 141.00
Paypal Hldgs Stock (PYPL) 0.4 $3.5M +12% 12k 291.42
Verizon Communications Stock (VZ) 0.4 $3.5M +82% 62k 56.03
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.4 $3.4M +2% 91k 37.52
Vanguard Consumer Staples Index Fund Etf (VDC) 0.4 $3.4M -15% 18k 182.47
Nutanix Inc Cl A Stock (NTNX) 0.4 $3.3M +310% 87k 38.22
First Trust Nasdaq Cea Cybersecurity Etf Etf (CIBR) 0.4 $3.3M +11% 71k 46.75
Ishares Russell Top 200 Etf Etf (IWL) 0.4 $3.2M +2% 32k 102.78
Ishares Msci Em Esg Select Etf Etf (ESGE) 0.4 $3.2M 70k 45.14
Financial Select Sector Spdr Fund Etf (XLF) 0.4 $3.2M +211% 86k 36.69
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.4 $3.1M +31% 61k 51.50
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.4 $3.1M +695% 22k 144.31
First Trust Dorsey Wright International Focus 5 Etf Etf (IFV) 0.4 $3.0M +6% 123k 24.64
Spdr S&p Kensho Clean Power Etf Etf (CNRG) 0.4 $3.0M +100% 29k 105.84
Ishares Msci Emerging Markets Etf Etf (EEM) 0.4 $3.0M +45% 54k 55.15
Ishares J.p. Morgan Em Corporate Bond Etf Etf (CEMB) 0.4 $2.9M +2% 56k 52.49
Mastercard Incorporated Cl A Stock (MA) 0.4 $2.9M +38% 7.9k 365.08
Pacer Trendpilot Us Bond Etf Etf (PTBD) 0.4 $2.9M NEW 104k 27.71
Spdr Gold Shares Etf (GLD) 0.3 $2.9M -4% 17k 165.62
Ishares Msci World Etf Etf (URTH) 0.3 $2.8M 22k 126.57
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.3 $2.8M 17k 159.03
Alibaba Group Hldg Adr (BABA) 0.3 $2.7M +41% 12k 226.72
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.3 $2.7M +6% 58k 47.37
Moderna Stock (MRNA) 0.3 $2.7M +2% 12k 234.93
Ark Next Generation Internet Etf Etf (ARKW) 0.3 $2.7M -16% 17k 154.02
Ishares S&p Midcap Fund Etf (IJH) 0.3 $2.7M +8% 10k 268.66
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.3 $2.7M +25% 62k 42.77
Energy Select Sector Spdr Fund Etf (XLE) 0.3 $2.6M +120% 49k 53.86
First Trust Municipal High Income Etf Etf (FMHI) 0.3 $2.6M NEW 47k 56.22
Pfizer Stock (PFE) 0.3 $2.5M +96% 65k 39.16
Health Care Select Sector Spdr Fund Etf (XLV) 0.3 $2.5M +40% 20k 125.93
Cvs Health Corp Stock (CVS) 0.3 $2.5M +89% 30k 83.42
Fs Kkr Cap Corp Cef (FSK) 0.3 $2.5M +191% 117k 21.50
Cisco Sys Stock (CSCO) 0.3 $2.5M +32% 47k 52.99
Accel Entertainment Inc Com Cl A1 Stock (ACEL) 0.3 $2.5M 208k 11.87
Pacer Benchmark Data & Infrastructure Real Estate Sctr Etf Etf (SRVR) 0.3 $2.5M +36% 61k 40.33
Coca Cola Stock (KO) 0.3 $2.4M +38% 45k 54.10
Philip Morris Intl Stock (PM) 0.3 $2.4M +21% 25k 99.10
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.3 $2.4M +3% 23k 102.86
Unitedhealth Group Stock (UNH) 0.3 $2.4M +18% 5.9k 400.41
Invesco Dynamic Leisure And Entertainment Etf Etf (PEJ) 0.3 $2.4M +103% 45k 52.26
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.3 $2.4M -49% 43k 54.80
Ishares Gold Trust Etf (IAU) 0.3 $2.3M NEW 69k 33.71
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.3 $2.3M +34% 27k 84.50
Exxon Mobil Corp Stock (XOM) 0.3 $2.3M +19% 37k 63.07
Aterian Stock (ATER) 0.3 $2.3M NEW 154k 14.63
First Trust Lunt U.s. Factor Rotation Etf Etf (FCTR) 0.3 $2.2M NEW 63k 34.75
Glaxosmithkline Adr (GSK) 0.3 $2.2M +1585% 55k 39.81
Tesla Stock (TSLA) 0.3 $2.2M +22% 3.2k 679.59
Procter And Gamble Stock (PG) 0.3 $2.2M +12% 16k 134.91
Ford Mtr Co Del Stock (F) 0.3 $2.1M +24% 143k 14.86
Abbvie Stock (ABBV) 0.3 $2.1M +195% 19k 112.61
Salesforce Stock (CRM) 0.3 $2.1M +26% 8.5k 244.25
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $2.1M +35% 18k 117.78
First Trust Nasdaq Rising Dividend Achievers Fund Etf (RDVY) 0.3 $2.1M +48% 43k 48.03
Pacer Benchmark Industrial Real Estate Sctr Etf Etf (INDS) 0.2 $2.0M NEW 48k 43.13
First Trust Technology Alphadex Fund Etf (FXL) 0.2 $2.0M 16k 124.11
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $2.0M +32% 30k 66.98
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $2.0M +4% 40k 50.34
Visa Inc Com Cl A Stock (V) 0.2 $2.0M +17% 8.4k 233.75
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.2 $2.0M -6% 17k 113.16
First Trust Alternative Absolute Return Strategy Etf Etf (FAAR) 0.2 $1.9M +12% 64k 30.39
Viacomcbs Inc Cl B Stock (VIAC) 0.2 $1.9M +255% 43k 45.19
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.2 $1.9M +13% 15k 132.58
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $1.9M +7% 12k 158.57
First Trust Large Cap Core Alphadex Fund Etf (FEX) 0.2 $1.9M -8% 23k 85.86
Direxion Auspice Broad Commodity Strategy Etf Etf (COM) 0.2 $1.9M NEW 63k 30.29
Intel Corp Stock (INTC) 0.2 $1.9M +67% 33k 56.12
Wisdomtree U.s. Midcap Fund Etf (EZM) 0.2 $1.8M -2% 34k 52.39
Global Net Lease Reit (GNL) 0.2 $1.8M +179% 96k 18.49
Capri Holdings Stock (CPRI) 0.2 $1.8M +324% 31k 57.16
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.2 $1.7M -7% 18k 98.75
Mcdonalds Corp Stock (MCD) 0.2 $1.7M +127% 7.4k 230.98
Materials Select Sector Spdr Fund Etf (XLB) 0.2 $1.7M +12% 21k 82.28
Pacer Emerging Markets Cash Cows 100 Etf Etf (ECOW) 0.2 $1.7M NEW 62k 26.60
Wells Fargo Stock (WFC) 0.2 $1.6M +95% 36k 45.28
Advanced Micro Devices Stock (AMD) 0.2 $1.6M +21% 17k 93.88
Ark Innovation Etf Etf (ARKK) 0.2 $1.6M +7% 12k 130.77
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW) 0.2 $1.6M -14% 24k 67.20
Ishares Esg Aware U.s. Aggregate Bond Etf Etf (EAGG) 0.2 $1.6M NEW 29k 55.32
Utilities Select Sector Spdr Fund Etf (XLU) 0.2 $1.6M +46% 25k 63.20
Lockheed Martin Corp Stock (LMT) 0.2 $1.6M +36% 4.2k 378.35
Newtek Business Svcs Corp Cef (NEWT) 0.2 $1.6M 45k 34.92
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI) 0.2 $1.6M +3389% 59k 26.36
Netflix Stock (NFLX) 0.2 $1.6M +4% 3.0k 527.88
Kinder Morgan Inc Del Stock (KMI) 0.2 $1.6M 85k 18.23
At&t Stock (T) 0.2 $1.5M -37% 53k 28.77
Electronic Arts Stock (EA) 0.2 $1.5M +460% 11k 143.77
Vanguard S&p 500 Etf Etf (VOO) 0.2 $1.5M +64% 3.8k 393.48
Amgen Stock (AMGN) 0.2 $1.5M +209% 6.1k 243.65
Chevron Corp Stock (CVX) 0.2 $1.5M +110% 14k 104.72
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $1.4M +9% 9.5k 150.70
Abbott Labs Stock (ABT) 0.2 $1.4M +100% 12k 115.92
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $1.4M +392% 19k 73.60
Costco Whsl Corp Stock (COST) 0.2 $1.4M +10% 3.6k 395.66
Square Inc Cl A Stock (SQ) 0.2 $1.4M +57% 5.7k 243.64
Qualcomm Stock (QCOM) 0.2 $1.4M +57% 9.7k 142.89
Omnicell Stock (OMCL) 0.2 $1.4M +157% 9.1k 151.45
Blackrock Stock (BLK) 0.2 $1.4M +19% 1.6k 874.84
Williams Cos Stock (WMB) 0.2 $1.4M +9% 52k 26.54
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 0.2 $1.4M NEW 31k 44.59
Merck & Co Stock (MRK) 0.2 $1.3M +40% 17k 77.76
Preferred Apt Cmntys Reit (APTS) 0.2 $1.3M +40% 138k 9.75
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.2 $1.3M +803% 20k 68.85
Oneok Stock (OKE) 0.2 $1.3M +201% 24k 55.62
Hartford Multifactor Developed Markets Etf (RODM) 0.2 $1.3M +14% 43k 30.70
Etfmg Alternative Harvest Etf Etf (MJ) 0.2 $1.3M +64% 64k 20.57
Neogenomics Stock (NEO) 0.2 $1.3M 29k 45.14
Raytheon Technologies Corp Stock (RTX) 0.2 $1.3M +27% 16k 85.29
Etfmg Prime Mobile Payments Etf Etf (IPAY) 0.2 $1.3M +4% 19k 70.42
Iron Mtn Reit (IRM) 0.2 $1.3M -9% 31k 42.32
Norfolk Southn Corp Stock (NSC) 0.2 $1.3M +3% 4.9k 265.25
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW) 0.2 $1.3M NEW 40k 32.53
American Century Quality Diversified International Etf Etf (QINT) 0.2 $1.3M NEW 25k 51.90
Vanguard Value Index Fund Etf (VTV) 0.2 $1.3M +6% 9.3k 137.41
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.2 $1.3M +90% 53k 23.64
Janus Small Cap Growth Alpha Etf Etf (JSML) 0.2 $1.3M NEW 18k 68.40
Fidelity Msci Communication Services Index Etf Etf (FCOM) 0.2 $1.2M +3% 23k 54.45
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.2 $1.2M 6.9k 178.49
Essential Utils Stock (WTRG) 0.1 $1.2M +20% 26k 45.68
Twitter Stock (TWTR) 0.1 $1.2M +7% 17k 68.80
Pepsico Stock (PEP) 0.1 $1.2M +6% 7.9k 148.11
Fedex Corp Stock (FDX) 0.1 $1.2M +2% 3.9k 298.26
First Trust Nasdaq Clean Edge Green Energy Etf Etf (QCLN) 0.1 $1.2M -8% 17k 69.17
Hercules Capital Cef (HTGC) 0.1 $1.1M +78% 66k 17.06
Invesco Dynamic Large Cap Growth Etf Etf (PWB) 0.1 $1.1M +75% 15k 74.45
Bristol-myers Squibb Stock (BMY) 0.1 $1.1M +36% 17k 66.79
Invesco Dwa Momentum Etf Etf (PDP) 0.1 $1.1M 12k 89.58
Otis Worldwide Corp Stock (OTIS) 0.1 $1.1M +1233% 13k 81.72
First Trust Health Care Alphadex Fund Etf (FXH) 0.1 $1.1M 9.1k 117.04
Caterpillar Stock (CAT) 0.1 $1.1M +19% 4.9k 217.61
First Trust Large Cap Growth Opportunities Alphadex Fund Etf (FTC) 0.1 $1.1M +5% 9.6k 109.79
Proshares Online Retail Etf Etf (ONLN) 0.1 $1.1M +32% 13k 80.82
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.1 $1.0M +11% 9.9k 105.92
Bk Of America Corp Stock (BAC) 0.1 $1.0M +9% 25k 41.20
Brown Forman Corp Cl B Stock (BF.B) 0.1 $1.0M 14k 74.92
First Tr Exchange Traded Fd Ii Indxx Nextg Etf Etf (NXTG) 0.1 $1.0M +5% 14k 76.33
Dupont De Nemours Stock (DD) 0.1 $1.0M -38% 13k 77.36
Legg Mason Low Volatility High Dividend Etf Etf (LVHD) 0.1 $1.0M +1871% 28k 36.46
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $1.0M +11% 17k 60.91
Nuveen Nasdaq 100 Dynamic Over Cef (QQQX) 0.1 $1.0M +346% 35k 29.37
Starbucks Corp Stock (SBUX) 0.1 $1.0M +28% 9.2k 111.75
Fidelity Msci Consumer Staples Index Etf Etf (FSTA) 0.1 $1.0M -25% 24k 42.58
Welltower Reit (WELL) 0.1 $1.0M +249% 12k 83.05
Fidelity Msci Industrials Index Etf Etf (FIDU) 0.1 $1.0M 19k 54.22
Synchrony Financial Stock (SYF) 0.1 $1.0M +3929% 21k 48.49
Lowes Cos Stock (LOW) 0.1 $994k +17% 5.1k 193.95
Carrier Global Corporation Stock (CARR) 0.1 $988k -33% 20k 48.56
Fidelity Msci Financials Index Etf Etf (FNCL) 0.1 $987k +170% 19k 52.31
West Pharmaceutical Svsc Stock (WST) 0.1 $985k +2643% 2.7k 359.10
Generac Hldgs Stock (GNRC) 0.1 $983k +1260% 2.4k 415.12
Nextera Energy Stock (NEE) 0.1 $968k 13k 73.24
Lkq Corp Stock (LKQ) 0.1 $957k NEW 20k 49.20
T-mobile Us Stock (TMUS) 0.1 $956k +726% 6.6k 144.78
Vanguard Health Care Index Fund Etf (VHT) 0.1 $948k +29% 3.8k 247.13
Eaton Vance Tax-managed Global Cef (EXG) 0.1 $945k +459% 93k 10.20
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.1 $944k +18% 29k 33.15
Fidelity Total Bond Etf Etf (FBND) 0.1 $941k +73% 18k 53.28
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $938k -16% 11k 86.12
Deere & Co Stock (DE) 0.1 $930k +28% 2.6k 352.54
International Business Machs Stock (IBM) 0.1 $921k +136% 6.3k 146.52
Ishares Biotechnology Fund Etf (IBB) 0.1 $917k -60% 5.6k 163.49
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.1 $917k +4% 13k 69.95
Main Str Cap Corp Cef (MAIN) 0.1 $916k -2% 22k 41.07
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.1 $916k +671% 14k 63.72
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $915k +230% 8.8k 104.17
Ishares Select Dividend Etf Etf (DVY) 0.1 $911k +178% 7.8k 116.60
Honeywell Intl Stock (HON) 0.1 $909k +101% 4.1k 219.30
Idex Corp Stock (IEX) 0.1 $898k NEW 4.1k 220.04
Waste Mgmt Inc Del Stock (WM) 0.1 $895k +3% 6.4k 140.02
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.1 $893k -62% 15k 59.62
Target Corp Stock (TGT) 0.1 $884k +94% 3.7k 241.66
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $880k +37% 11k 80.89
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.1 $876k 29k 30.61
Pacer Lunt Midcap Multi-factor Alternator Etf Etf (PAMC) 0.1 $859k NEW 23k 36.72
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.1 $856k +153% 5.5k 154.76
First Rep Bk San Francisco Cal Stock (FRC) 0.1 $847k NEW 4.5k 187.10
Spdr S&p Midcap 400 Etf Etf (MDY) 0.1 $843k +3% 1.7k 490.97
Enphase Energy Stock (ENPH) 0.1 $839k +75% 4.6k 183.59
Healthpeak Properties Reit (PEAK) 0.1 $832k -33% 25k 33.27
Schwab Charles Corp Stock (SCHW) 0.1 $825k +39% 11k 72.78
Duke Energy Corp Stock (DUK) 0.1 $821k +15% 8.3k 98.64
Dxc Technology Stock (DXC) 0.1 $815k +77437% 21k 38.93
Broadcom Stock (AVGO) 0.1 $813k +166% 1.7k 476.83
Lilly Eli & Co Stock (LLY) 0.1 $810k -24% 3.5k 229.40
Ishares Semiconductor Fund Etf (SOXX) 0.1 $807k +2438% 1.8k 454.14
Ishares Msci Eafe Etf Etf (EFA) 0.1 $806k 10k 78.81
Owl Rock Capital Corporation Cef (ORCC) 0.1 $789k +7% 55k 14.26
Illinois Tool Wks Stock (ITW) 0.1 $788k +85% 3.5k 223.48
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $787k +150% 5.3k 147.60
Southern Stock (SO) 0.1 $787k +72% 13k 60.47
Ares Capital Corp Cef (ARCC) 0.1 $782k +57% 40k 19.58
Royal Bk Cda Stock (RY) 0.1 $777k 7.7k 101.25
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $777k +57% 2.0k 398.46
Genuine Parts Stock (GPC) 0.1 $774k -2% 6.1k 126.43
First Trust Tcw Securitized Plus Etf Etf (DEED) 0.1 $772k NEW 30k 25.90
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $771k 10k 77.45

Past Filings by Arkadios Wealth Advisors

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