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

Arkadios Wealth Advisors holds 601 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Arkadios Wealth Advisors has 601 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) 4.5 $38M 229k 164.90
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Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR) 2.3 $20M -7% 829k 23.47
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Microsoft Corp Stock (MSFT) 1.9 $16M 55k 288.30
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Amazon Stock (AMZN) 1.8 $15M +5% 147k 103.29
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Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 1.6 $13M +32% 283k 46.49
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Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 1.5 $13M +16% 165k 75.55
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Nvidia Corporation Stock (NVDA) 1.5 $12M +7% 44k 277.77
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First Trust Capital Strength Etf Etf (FTCS) 1.2 $10M 142k 72.94
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First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON) 1.2 $9.7M 402k 24.21
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Spdr S&p 500 Etf Trust Etf (SPY) 1.1 $9.6M -2% 23k 409.39
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Vanguard Small-cap Etf Etf (VB) 1.1 $9.5M 50k 189.56
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First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 1.1 $9.5M +7% 210k 45.06
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Ishares Core High Dividend Etf Etf (HDV) 1.1 $9.5M +27% 93k 101.66
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Ft Cboe Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 1.0 $8.8M +17% 171k 51.44
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Invesco S&p 500 Pure Value Etf Etf (RPV) 1.0 $8.1M 107k 75.90
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Guaranty Bancshares Inc Tex Stock (GNTY) 1.0 $8.1M 289k 27.87
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Vanguard Total Stock Market Etf Etf (VTI) 0.9 $7.9M -3% 39k 204.10
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Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.9 $7.9M +23% 87k 91.24
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Meta Platforms Inc Cl A Stock (META) 0.9 $7.9M -9% 37k 211.94
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First Trust Tactical High Yield Etf Etf (HYLS) 0.9 $7.5M +2% 189k 39.76
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Johnson & Johnson Stock (JNJ) 0.9 $7.2M +7% 46k 155.00
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Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.8 $6.9M +6% 74k 93.59
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.8 $6.6M +4% 90k 73.16
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.8 $6.5M +9% 68k 96.70
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Home Depot Stock (HD) 0.8 $6.5M -2% 22k 295.12
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Vanguard Mid-cap Etf Etf (VO) 0.8 $6.4M +3% 30k 210.92
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $6.3M 61k 103.73
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Ishares Russell Top 200 Etf Etf (IWL) 0.7 $6.3M 64k 97.31
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Walmart Stock (WMT) 0.7 $6.1M 42k 147.45
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Jpmorgan Chase & Co Stock (JPM) 0.7 $5.6M 43k 130.31
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Fidelity Total Bond Etf Etf (FBND) 0.6 $5.3M +20% 115k 46.00
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Pfizer Stock (PFE) 0.6 $5.2M +46% 128k 40.80
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Salesforce Stock (CRM) 0.6 $5.1M +13% 26k 199.78
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $5.0M -18% 16k 308.77
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Coca Cola Stock (KO) 0.6 $4.8M +3% 77k 62.03
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First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.5 $4.6M 103k 44.87
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Exxon Mobil Corp Stock (XOM) 0.5 $4.6M 42k 109.66
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Vanguard Growth Etf Etf (VUG) 0.5 $4.6M 18k 249.44
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Southern Stock (SO) 0.5 $4.5M +3% 65k 69.58
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Invesco Dynamic Large Cap Value Etf Etf (PWV) 0.5 $4.5M 99k 45.28
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Vanguard Total International Bond Etf Etf (BNDX) 0.5 $4.3M +2% 89k 48.92
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Spdr Russell 1000 Yield Focus Etf Etf (ONEY) 0.5 $4.3M +2% 46k 94.31
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United Parcel Service Inc Cl B Stock (UPS) 0.5 $4.3M 22k 193.99
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Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.5 $4.2M 119k 35.20
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Abbvie Stock (ABBV) 0.5 $4.2M +7% 26k 159.37
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Unitedhealth Group Stock (UNH) 0.5 $4.2M +8% 8.8k 472.58
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First Trust Large Cap Value Alphadex Fund Etf (FTA) 0.5 $4.0M 61k 66.40
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Boeing Stock (BA) 0.5 $4.0M -7% 19k 212.43
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First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.5 $4.0M 171k 23.49
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Technology Select Sector Spdr Fund Etf (XLK) 0.5 $3.9M -9% 26k 151.01
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $3.9M -3% 38k 104.00
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First Trust Value Line Dividend Index Fund Etf (FVD) 0.4 $3.8M 94k 40.16
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Ishares Morningstar Growth Etf Etf (ILCG) 0.4 $3.8M -2% 68k 55.36
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Tesla Stock (TSLA) 0.4 $3.7M +25% 18k 207.46
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Disney Walt Stock (DIS) 0.4 $3.7M -5% 37k 100.13
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Invesco S&p 500 Pure Growth Etf Etf (RPG) 0.4 $3.7M +205% 24k 151.14
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Chevron Corp Stock (CVX) 0.4 $3.6M +31% 22k 163.16
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Mastercard Incorporated Cl A Stock (MA) 0.4 $3.6M +15% 9.8k 363.42
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Phillips 66 Stock (PSX) 0.4 $3.5M +6% 35k 101.38
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Ft Cboe Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.4 $3.5M -15% 118k 29.66
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Illinois Tool Wks Stock (ITW) 0.4 $3.4M +5% 14k 243.45
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Broadcom Stock (AVGO) 0.4 $3.4M +9% 5.4k 641.51
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Texas Instrs Stock (TXN) 0.4 $3.4M +12% 18k 186.01
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First Trust Low Duration Opportunities Etf Etf (LMBS) 0.4 $3.4M +16% 71k 47.87
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Cvs Health Corp Stock (CVS) 0.4 $3.4M +7% 45k 74.31
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Cion Invt Corp Stock (CION) 0.4 $3.3M +7% 330k 9.87
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Fs Kkr Cap Corp Cef (FSK) 0.4 $3.2M +6% 176k 18.50
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $3.2M +3% 79k 40.40
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Invesco Qqq Trust Etf (QQQ) 0.4 $3.2M -11% 9.9k 320.95
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Phillips Edison & Co Reit (PECO) 0.4 $3.0M +3% 93k 32.62
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First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.4 $3.0M 67k 45.08
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Cisco Sys Stock (CSCO) 0.4 $3.0M -2% 57k 52.27
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Pimco Enhanced Short Maturity Active Etf Etf (MINT) 0.4 $3.0M -5% 30k 99.25
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First Trust Indxx Global Natural Resources Income Etf Etf (FTRI) 0.3 $2.9M 216k 13.26
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Verizon Communications Stock (VZ) 0.3 $2.9M -9% 73k 38.89
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General Dynamics Corp Stock (GD) 0.3 $2.8M +9% 12k 228.21
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Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM) 0.3 $2.8M +2% 57k 49.87
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Moderna Stock (MRNA) 0.3 $2.8M +15% 18k 153.58
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Capri Holdings Stock (CPRI) 0.3 $2.8M +11% 60k 47.00
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Paychex Stock (PAYX) 0.3 $2.7M +8% 24k 114.59
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Raytheon Technologies Corp Stock (RTX) 0.3 $2.7M 27k 97.93
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Vanguard Ftse Developed Markets Etf Etf (VEA) 0.3 $2.7M +10% 59k 45.17
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Cummins Stock (CMI) 0.3 $2.7M +6% 11k 238.87
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Ishares Core S&p 500 Etf Etf (IVV) 0.3 $2.6M +2% 6.4k 411.07
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Nutanix Inc Cl A Stock (NTNX) 0.3 $2.6M -17% 101k 25.99
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Alibaba Group Hldg Adr (BABA) 0.3 $2.6M 25k 102.18
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First Trust Dow Jones Internet Index Fund Etf (FDN) 0.3 $2.6M -3% 18k 147.85
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American Elec Pwr Stock (AEP) 0.3 $2.5M +11% 28k 90.99
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Lockheed Martin Corp Stock (LMT) 0.3 $2.5M +10% 5.3k 472.70
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Visa Inc Com Cl A Stock (V) 0.3 $2.5M -2% 11k 225.46
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Ares Capital Corp Cef (ARCC) 0.3 $2.5M +8% 135k 18.27
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Financial Select Sector Spdr Fund Etf (XLF) 0.3 $2.4M +15% 75k 32.15
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Fiverr Intl Ltd Ord Stock (FVRR) 0.3 $2.4M +37% 69k 34.92
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Reinsurance Grp Of America Stock (RGA) 0.3 $2.4M +9% 18k 132.76
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.3 $2.4M +6% 17k 144.62
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Ft Cboe Vest Fund Of Deep Buffer Etf Etf (BUFD) 0.3 $2.3M -26% 115k 20.43
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Lam Research Corp Stock (LRCX) 0.3 $2.3M +2% 4.4k 530.09
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Ishares Floating Rate Bond Etf Etf (FLOT) 0.3 $2.3M +211% 46k 50.39
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Mcdonalds Corp Stock (MCD) 0.3 $2.3M +4% 8.1k 279.61
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Fortinet Stock (FTNT) 0.3 $2.3M -2% 34k 66.46
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $2.3M -58% 9.2k 244.33
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Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.3 $2.2M NEW 14k 156.78
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Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.3 $2.2M 20k 109.94
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Block Inc Cl A Stock (SQ) 0.3 $2.2M +34% 32k 68.65
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Medtronic Stock (MDT) 0.3 $2.2M +13% 27k 80.62
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Zillow Group Inc Cl C Cap Stk Stock (Z) 0.3 $2.2M -3% 49k 44.47
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GSK Adr (GSK) 0.3 $2.1M -6% 60k 35.58
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Procter And Gamble Stock (PG) 0.2 $2.1M +2% 14k 148.70
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Vanguard S&p 500 Etf Etf (VOO) 0.2 $2.1M 5.6k 376.08
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First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.2 $2.1M 16k 130.51
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Spdr Gold Shares Etf (GLD) 0.2 $2.1M +2% 11k 183.22
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Metlife Stock (MET) 0.2 $2.1M +7% 36k 57.94
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John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.2 $2.1M -16% 43k 47.88
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Old Dominion Freight Line Stock (ODFL) 0.2 $2.0M +14% 5.9k 340.82
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Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.2 $2.0M -5% 26k 74.71
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Vanguard Consumer Staples Etf Etf (VDC) 0.2 $1.9M -5% 10k 193.53
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Philip Morris Intl Stock (PM) 0.2 $1.9M 20k 97.25
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First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.2 $1.9M 44k 42.75
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Fifth Third Bancorp Stock (FITB) 0.2 $1.9M +14% 70k 26.64
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Booking Holdings Stock (BKNG) 0.2 $1.9M +33% 698.00 2652.41
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Autozone Stock (AZO) 0.2 $1.8M +32% 748.00 2458.15
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Merck & Co Stock (MRK) 0.2 $1.8M 17k 106.39
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Truist Finl Corp Stock (TFC) 0.2 $1.8M +19% 53k 34.10
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Five Below Stock (FIVE) 0.2 $1.8M 8.7k 205.97
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Webster Finl Corp Stock (WBS) 0.2 $1.8M +13% 45k 39.42
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Us Bancorp Del Stock (USB) 0.2 $1.7M +12% 48k 36.05
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $1.7M +4% 23k 72.74
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Zoom Video Communications Inc Cl A Stock (ZM) 0.2 $1.7M +36% 23k 73.84
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Advance Auto Parts Stock (AAP) 0.2 $1.7M +30% 14k 121.61
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First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.2 $1.6M +51% 98k 16.75
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Exponent Stock (EXPO) 0.2 $1.6M +27% 16k 99.69
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First Trust Technology Alphadex Fund Etf (FXL) 0.2 $1.6M 15k 105.19
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Amphenol Corp New Cl A Stock (APH) 0.2 $1.6M +15% 20k 81.72
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Omnicell Stock (OMCL) 0.2 $1.6M +96% 27k 58.67
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Monster Beverage Corp Stock (MNST) 0.2 $1.6M +182% 29k 54.01
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First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.2 $1.6M +24% 44k 35.50
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Copart Stock (CPRT) 0.2 $1.5M +31% 21k 75.21
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Midcap Financial Invstmnt Corp Cef (MFIC) 0.2 $1.5M +15% 134k 11.40
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Adobe Systems Incorporated Stock (ADBE) 0.2 $1.5M +8% 3.9k 385.37
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Bristol-myers Squibb Stock (BMY) 0.2 $1.5M -2% 22k 69.31
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Tjx Cos Stock (TJX) 0.2 $1.5M +22% 19k 78.36
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Main Str Cap Corp Cef (MAIN) 0.2 $1.4M 36k 39.46
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Ford Mtr Co Del Stock (F) 0.2 $1.4M 113k 12.60
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John Hancock Multifactor Large Cap Etf Etf (JHML) 0.2 $1.4M 27k 51.79
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.2 $1.4M +200% 3.00 465600.00
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First Trust Enhanced Short Maturity Etf Etf (FTSM) 0.2 $1.4M +124% 23k 59.51
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Costco Whsl Corp Stock (COST) 0.2 $1.4M 2.8k 496.84
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Nike Inc Cl B Stock (NKE) 0.2 $1.4M +31% 11k 122.64
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Caterpillar Stock (CAT) 0.2 $1.3M -3% 5.9k 228.84
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Goldman Sachs Bdc Cef (GSBD) 0.2 $1.3M +21% 98k 13.65
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First Trust Small Cap Core Alphadex Fund Etf (FYX) 0.2 $1.3M -39% 17k 80.60
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Lowes Cos Stock (LOW) 0.2 $1.3M +33% 6.6k 199.97
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Health Care Select Sector Spdr Fund Etf (XLV) 0.2 $1.3M -8% 10k 129.46
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First Trust Dorsey Wright International Focus 5 Etf Etf (IFV) 0.2 $1.3M -18% 76k 17.24
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Nextera Energy Stock (NEE) 0.2 $1.3M 17k 77.08
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Becton Dickinson & Co Stock (BDX) 0.2 $1.3M -4% 5.2k 247.56
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Vanguard Value Etf Etf (VTV) 0.2 $1.3M +17% 9.3k 138.11
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Energy Select Sector Spdr Fund Etf (XLE) 0.2 $1.3M +4% 15k 82.83
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Crown Castle Reit (CCI) 0.1 $1.3M -5% 9.3k 133.84
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Vanguard Total International Stock Etf Etf (VXUS) 0.1 $1.2M +17% 23k 55.21
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Ansys Stock (ANSS) 0.1 $1.2M +32% 3.7k 332.80
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Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $1.2M -6% 30k 40.98
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Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $1.2M -61% 7.9k 152.26
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Abbott Labs Stock (ABT) 0.1 $1.2M -4% 12k 101.26
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Bank America Corp Stock (BAC) 0.1 $1.2M +6% 41k 28.60
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Netflix Stock (NFLX) 0.1 $1.2M +8% 3.4k 345.48
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Zoetis Inc Cl A Stock (ZTS) 0.1 $1.2M +24% 7.0k 166.44
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Qualcomm Stock (QCOM) 0.1 $1.2M +5% 9.2k 127.58
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Wheaton Precious Metals Corp Stock (WPM) 0.1 $1.1M 24k 48.16
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Harbor Dividend Growth Leaders Etf Etf (GDIV) 0.1 $1.1M NEW 93k 12.07
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Vanguard Total Bond Market Etf Etf (BND) 0.1 $1.1M +35% 15k 73.83
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Essential Utils Stock (WTRG) 0.1 $1.1M +14% 25k 43.65
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Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $1.1M -5% 12k 91.05
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Etfmg Prime Mobile Payments Etfmg Prime Mobile Payments Fund Etf (IPAY) 0.1 $1.1M 25k 41.67
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First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.1 $1.1M +355% 40k 26.65
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Paypal Hldgs Stock (PYPL) 0.1 $1.1M 14k 75.94
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Norfolk Southn Corp Stock (NSC) 0.1 $1.0M 4.9k 211.98
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Illumina Stock (ILMN) 0.1 $1.0M +8% 4.5k 232.55
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Blackrock Tcp Capital Corp Cef (TCPC) 0.1 $1.0M +6% 101k 10.30
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Ross Stores Stock (ROST) 0.1 $1.0M +18% 9.7k 106.13
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First Trust Cloud Computing Etf Etf (SKYY) 0.1 $1.0M -5% 15k 66.90
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First Trust Health Care Alphadex Fund Etf (FXH) 0.1 $1.0M 9.5k 107.53
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Danaher Corporation Stock (DHR) 0.1 $1.0M -2% 4.1k 252.05
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Blackstone Stock (BX) 0.1 $1.0M +7% 12k 87.84
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Vanguard Health Care Etf Etf (VHT) 0.1 $1.0M +6% 4.2k 238.48
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Advanced Micro Devices Stock (AMD) 0.1 $1.0M +10% 10k 98.01
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Starbucks Corp Stock (SBUX) 0.1 $998k +30% 9.6k 104.13
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Prologis Reit (PLD) 0.1 $997k -3% 8.0k 124.76
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Lilly Eli & Co Stock (LLY) 0.1 $989k +27% 2.9k 343.42
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Deere & Co Stock (DE) 0.1 $978k +8% 2.4k 412.83
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Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $964k -11% 14k 67.69
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Prospect Cap Corp Cef (PSEC) 0.1 $959k +4% 138k 6.96
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Waste Mgmt Inc Del Stock (WM) 0.1 $959k 5.9k 163.16
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Main Sector Rotation Etf Etf (SECT) 0.1 $952k 24k 40.60
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Pepsico Stock (PEP) 0.1 $933k +4% 5.1k 182.31
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Vanguard Information Technology Etf Etf (VGT) 0.1 $926k +3% 2.4k 385.54
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Vanguard Short-term Bond Etf Etf (BSV) 0.1 $917k +20% 12k 76.49
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International Business Machs Stock (IBM) 0.1 $915k +15% 7.0k 131.09
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Pacer Trendpilot 100 Etf Etf (PTNQ) 0.1 $913k -4% 17k 54.89
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Welltower Reit (WELL) 0.1 $909k 13k 71.69
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Fidelity Covington Trust Msci Consumer Staples Index Etf Etf (FSTA) 0.1 $908k 20k 45.15
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Ishares Russell 2000 Etf Etf (IWM) 0.1 $901k +21% 5.0k 178.39
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Servicenow Stock (NOW) 0.1 $897k +11% 1.9k 464.72
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Target Corp Stock (TGT) 0.1 $895k -7% 5.4k 165.62
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First Trust Multi-manager Large Growth Etf Etf (MMLG) 0.1 $894k -2% 47k 19.09
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Ishares Silver Trust Etf (SLV) 0.1 $891k -2% 40k 22.12
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Wix Stock (WIX) 0.1 $877k -40% 8.8k 99.80
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Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $873k -9% 14k 62.40
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Grainger W W Stock (GWW) 0.1 $872k 1.3k 689.02
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Intel Corp Stock (INTC) 0.1 $863k -12% 26k 32.67
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Csx Corp Stock (CSX) 0.1 $843k -19% 28k 29.94
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $843k 6.1k 137.26
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Brown Forman Corp Cl B Stock (BF.B) 0.1 $841k 13k 64.27
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Automatic Data Processing Stock (ADP) 0.1 $835k +37% 3.7k 222.65
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New Jersey Res Corp Stock (NJR) 0.1 $831k -2% 16k 53.20
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Marathon Pete Corp Stock (MPC) 0.1 $828k -2% 6.1k 134.83
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First Trust Financials Alphadex Fund Etf (FXO) 0.1 $819k +19% 22k 37.33
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Honeywell Intl Stock (HON) 0.1 $804k -4% 4.2k 191.13
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Ishares Biotechnology Etf Etf (IBB) 0.1 $797k +34% 6.2k 129.16
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Kraneshares Electric Vehicles & Future Mobility Index Etf Etf (KARS) 0.1 $790k -14% 26k 30.68
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Vanguard Small Cap Value Etf Etf (VBR) 0.1 $790k +12% 5.0k 158.77
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Harbor Commodity All-weather Strategy Etf Etf (HGER) 0.1 $787k +7% 36k 22.15
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Kratos Defense & Sec Solutions Stock (KTOS) 0.1 $785k -2% 58k 13.48
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Factset Resh Sys Stock (FDS) 0.1 $779k -2% 1.9k 415.01
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Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $776k 11k 71.51
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $774k +41% 2.7k 285.77
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Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $768k 1.7k 458.37
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Roku Inc Com Cl A Stock (ROKU) 0.1 $767k NEW 12k 65.82
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Blackrock Enhanced Global Divi Cef (BOE) 0.1 $766k 77k 9.93
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $757k -6% 11k 71.52
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Ishares Select Dividend Etf Etf (DVY) 0.1 $756k +6% 6.5k 117.18
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Eaton Vance Tax-managed Buy- W Cef (ETV) 0.1 $744k -4% 59k 12.63
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Northrop Grumman Corp Stock (NOC) 0.1 $738k +2% 1.6k 461.69
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Fidelity Msci Health Care Index Etf Etf (FHLC) 0.1 $735k 12k 61.47
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Masimo Corp Stock (MASI) 0.1 $732k +26% 4.0k 184.54
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $722k -2% 4.7k 154.00
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Voya Emerging Mkts High Divid Cef (IHD) 0.1 $718k 134k 5.37
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Lululemon Athletica Stock (LULU) 0.1 $716k +21% 2.0k 364.18
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Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP) 0.1 $707k -5% 26k 27.48
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Direxion Auspice Broad Commodity Strategy Etf Etf (COM) 0.1 $706k +12% 23k 30.67
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Autodesk Stock (ADSK) 0.1 $697k +4% 3.3k 208.16
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Advisorshares Ranger Equity Bear Etf Etf 0.1 $690k 27k 25.43
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Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.1 $690k +45% 14k 48.15
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Royal Bk Cda Sustainabl Stock (RY) 0.1 $683k 7.1k 95.59
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Innovator U.s. Equity Buffer Etf - June Etf (BJUN) 0.1 $670k 21k 32.00
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $666k +3% 2.7k 250.15
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Franklin Bsp Rlty Tr Reit (FBRT) 0.1 $665k +47% 56k 11.93
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Eaton Vance Tax-managed Global Cef (ETW) 0.1 $665k -14% 82k 8.08
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Matinas Biopharma Hldgs Stock (MTNB) 0.1 $658k 1.4M 0.47
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Hercules Capital Cef (HTGC) 0.1 $656k -2% 51k 12.89
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Past Filings by Arkadios Wealth Advisors

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