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Arkadios Wealth Advisors

Latest statistics and disclosures from Arkadios Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, BUFR, MSFT, AMZN, OMFL, and represent 12.02% of Arkadios Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: OMFL, RPG, PRF, HDV, EUSA, PFE, FLOT, NOBL, KNG, GDIV.
Started 75 new stock positions in AI, IGSB, IBP, NCMI, BITO, IBKR, UBER, ATVI, ROP, IEF.
Reduced shares in these 10 stocks: IWF, IWD, BUFR, LEG, BRK.B, FYX, BUFD, META, DUOL, DAPR.
Sold out of its positions in ARE, CP, CGC, C, WISH, JETS, SILJ, MJ, FXN, FTSL.
Arkadios Wealth Advisors was a net buyer of stock by $45M.
Arkadios Wealth Advisors has $842M in assets under management (AUM), dropping by 11.40%.
Central Index Key (CIK): 0001800798

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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.

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Download the Arkadios Wealth Advisors March 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.5	$38M		229k	164.90	View chart
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)	2.3	$20M	-7%	829k	23.47	View chart
Microsoft Corp Stock (MSFT)	1.9	$16M		55k	288.30	View chart
Amazon Stock (AMZN)	1.8	$15M	+5%	147k	103.29	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	1.6	$13M	+32%	283k	46.49	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	1.5	$13M	+16%	165k	75.55	View chart
Nvidia Corporation Stock (NVDA)	1.5	$12M	+7%	44k	277.77	View chart
First Trust Capital Strength Etf Etf (FTCS)	1.2	$10M		142k	72.94	View chart
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)	1.2	$9.7M		402k	24.21	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.1	$9.6M	-2%	23k	409.39	View chart
Vanguard Small-cap Etf Etf (VB)	1.1	$9.5M		50k	189.56	View chart
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)	1.1	$9.5M	+7%	210k	45.06	View chart
Ishares Core High Dividend Etf Etf (HDV)	1.1	$9.5M	+27%	93k	101.66	View chart
Ft Cboe Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	1.0	$8.8M	+17%	171k	51.44	View chart
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Invesco S&p 500 Pure Value Etf Etf (RPV)	1.0	$8.1M		107k	75.90	View chart
Guaranty Bancshares Inc Tex Stock (GNTY)	1.0	$8.1M		289k	27.87	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.9	$7.9M	-3%	39k	204.10	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.9	$7.9M	+23%	87k	91.24	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$7.9M	-9%	37k	211.94	View chart
First Trust Tactical High Yield Etf Etf (HYLS)	0.9	$7.5M	+2%	189k	39.76	View chart
Johnson & Johnson Stock (JNJ)	0.9	$7.2M	+7%	46k	155.00	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.8	$6.9M	+6%	74k	93.59	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.8	$6.6M	+4%	90k	73.16	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.8	$6.5M	+9%	68k	96.70	View chart
Home Depot Stock (HD)	0.8	$6.5M	-2%	22k	295.12	View chart
Vanguard Mid-cap Etf Etf (VO)	0.8	$6.4M	+3%	30k	210.92	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$6.3M		61k	103.73	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.7	$6.3M		64k	97.31	View chart
Walmart Stock (WMT)	0.7	$6.1M		42k	147.45	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$5.6M		43k	130.31	View chart
Fidelity Total Bond Etf Etf (FBND)	0.6	$5.3M	+20%	115k	46.00	View chart
Pfizer Stock (PFE)	0.6	$5.2M	+46%	128k	40.80	View chart
Salesforce Stock (CRM)	0.6	$5.1M	+13%	26k	199.78	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$5.0M	-18%	16k	308.77	View chart
Coca Cola Stock (KO)	0.6	$4.8M	+3%	77k	62.03	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.5	$4.6M		103k	44.87	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$4.6M		42k	109.66	View chart
Vanguard Growth Etf Etf (VUG)	0.5	$4.6M		18k	249.44	View chart
Southern Stock (SO)	0.5	$4.5M	+3%	65k	69.58	View chart
Invesco Dynamic Large Cap Value Etf Etf (PWV)	0.5	$4.5M		99k	45.28	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.5	$4.3M	+2%	89k	48.92	View chart
Spdr Russell 1000 Yield Focus Etf Etf (ONEY)	0.5	$4.3M	+2%	46k	94.31	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.5	$4.3M		22k	193.99	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.5	$4.2M		119k	35.20	View chart
Abbvie Stock (ABBV)	0.5	$4.2M	+7%	26k	159.37	View chart
Unitedhealth Group Stock (UNH)	0.5	$4.2M	+8%	8.8k	472.58	View chart
First Trust Large Cap Value Alphadex Fund Etf (FTA)	0.5	$4.0M		61k	66.40	View chart
Boeing Stock (BA)	0.5	$4.0M	-7%	19k	212.43	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.5	$4.0M		171k	23.49	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.5	$3.9M	-9%	26k	151.01	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$3.9M	-3%	38k	104.00	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.4	$3.8M		94k	40.16	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.4	$3.8M	-2%	68k	55.36	View chart
Tesla Stock (TSLA)	0.4	$3.7M	+25%	18k	207.46	View chart
Disney Walt Stock (DIS)	0.4	$3.7M	-5%	37k	100.13	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	0.4	$3.7M	+205%	24k	151.14	View chart
Chevron Corp Stock (CVX)	0.4	$3.6M	+31%	22k	163.16	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$3.6M	+15%	9.8k	363.42	View chart
Phillips 66 Stock (PSX)	0.4	$3.5M	+6%	35k	101.38	View chart
Ft Cboe Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR)	0.4	$3.5M	-15%	118k	29.66	View chart
Illinois Tool Wks Stock (ITW)	0.4	$3.4M	+5%	14k	243.45	View chart
Broadcom Stock (AVGO)	0.4	$3.4M	+9%	5.4k	641.51	View chart
Texas Instrs Stock (TXN)	0.4	$3.4M	+12%	18k	186.01	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.4	$3.4M	+16%	71k	47.87	View chart
Cvs Health Corp Stock (CVS)	0.4	$3.4M	+7%	45k	74.31	View chart
Cion Invt Corp Stock (CION)	0.4	$3.3M	+7%	330k	9.87	View chart
Fs Kkr Cap Corp Cef (FSK)	0.4	$3.2M	+6%	176k	18.50	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$3.2M	+3%	79k	40.40	View chart
Invesco Qqq Trust Etf (QQQ)	0.4	$3.2M	-11%	9.9k	320.95	View chart
Phillips Edison & Co Reit (PECO)	0.4	$3.0M	+3%	93k	32.62	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.4	$3.0M		67k	45.08	View chart
Cisco Sys Stock (CSCO)	0.4	$3.0M	-2%	57k	52.27	View chart
Pimco Enhanced Short Maturity Active Etf Etf (MINT)	0.4	$3.0M	-5%	30k	99.25	View chart
First Trust Indxx Global Natural Resources Income Etf Etf (FTRI)	0.3	$2.9M		216k	13.26	View chart
Verizon Communications Stock (VZ)	0.3	$2.9M	-9%	73k	38.89	View chart
General Dynamics Corp Stock (GD)	0.3	$2.8M	+9%	12k	228.21	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.3	$2.8M	+2%	57k	49.87	View chart
Moderna Stock (MRNA)	0.3	$2.8M	+15%	18k	153.58	View chart
Capri Holdings Stock (CPRI)	0.3	$2.8M	+11%	60k	47.00	View chart
Paychex Stock (PAYX)	0.3	$2.7M	+8%	24k	114.59	View chart
Raytheon Technologies Corp Stock (RTX)	0.3	$2.7M		27k	97.93	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.3	$2.7M	+10%	59k	45.17	View chart
Cummins Stock (CMI)	0.3	$2.7M	+6%	11k	238.87	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$2.6M	+2%	6.4k	411.07	View chart
Nutanix Inc Cl A Stock (NTNX)	0.3	$2.6M	-17%	101k	25.99	View chart
Alibaba Group Hldg Adr (BABA)	0.3	$2.6M		25k	102.18	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.3	$2.6M	-3%	18k	147.85	View chart
American Elec Pwr Stock (AEP)	0.3	$2.5M	+11%	28k	90.99	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$2.5M	+10%	5.3k	472.70	View chart
Visa Inc Com Cl A Stock (V)	0.3	$2.5M	-2%	11k	225.46	View chart
Ares Capital Corp Cef (ARCC)	0.3	$2.5M	+8%	135k	18.27	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.3	$2.4M	+15%	75k	32.15	View chart
Fiverr Intl Ltd Ord Stock (FVRR)	0.3	$2.4M	+37%	69k	34.92	View chart
Reinsurance Grp Of America Stock (RGA)	0.3	$2.4M	+9%	18k	132.76	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$2.4M	+6%	17k	144.62	View chart
Ft Cboe Vest Fund Of Deep Buffer Etf Etf (BUFD)	0.3	$2.3M	-26%	115k	20.43	View chart
Lam Research Corp Stock (LRCX)	0.3	$2.3M	+2%	4.4k	530.09	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.3	$2.3M	+211%	46k	50.39	View chart
Mcdonalds Corp Stock (MCD)	0.3	$2.3M	+4%	8.1k	279.61	View chart
Fortinet Stock (FTNT)	0.3	$2.3M	-2%	34k	66.46	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$2.3M	-58%	9.2k	244.33	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.3	$2.2M	NEW	14k	156.78	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.3	$2.2M		20k	109.94	View chart
Block Inc Cl A Stock (SQ)	0.3	$2.2M	+34%	32k	68.65	View chart
Medtronic Stock (MDT)	0.3	$2.2M	+13%	27k	80.62	View chart
Zillow Group Inc Cl C Cap Stk Stock (Z)	0.3	$2.2M	-3%	49k	44.47	View chart
GSK Adr (GSK)	0.3	$2.1M	-6%	60k	35.58	View chart
Procter And Gamble Stock (PG)	0.2	$2.1M	+2%	14k	148.70	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$2.1M		5.6k	376.08	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.2	$2.1M		16k	130.51	View chart
Spdr Gold Shares Etf (GLD)	0.2	$2.1M	+2%	11k	183.22	View chart
Metlife Stock (MET)	0.2	$2.1M	+7%	36k	57.94	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.2	$2.1M	-16%	43k	47.88	View chart
Old Dominion Freight Line Stock (ODFL)	0.2	$2.0M	+14%	5.9k	340.82	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.2	$2.0M	-5%	26k	74.71	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.2	$1.9M	-5%	10k	193.53	View chart
Philip Morris Intl Stock (PM)	0.2	$1.9M		20k	97.25	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$1.9M		44k	42.75	View chart
Fifth Third Bancorp Stock (FITB)	0.2	$1.9M	+14%	70k	26.64	View chart
Booking Holdings Stock (BKNG)	0.2	$1.9M	+33%	698.00	2652.41	View chart
Autozone Stock (AZO)	0.2	$1.8M	+32%	748.00	2458.15	View chart
Merck & Co Stock (MRK)	0.2	$1.8M		17k	106.39	View chart
Truist Finl Corp Stock (TFC)	0.2	$1.8M	+19%	53k	34.10	View chart
Five Below Stock (FIVE)	0.2	$1.8M		8.7k	205.97	View chart
Webster Finl Corp Stock (WBS)	0.2	$1.8M	+13%	45k	39.42	View chart
Us Bancorp Del Stock (USB)	0.2	$1.7M	+12%	48k	36.05	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$1.7M	+4%	23k	72.74	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.2	$1.7M	+36%	23k	73.84	View chart
Advance Auto Parts Stock (AAP)	0.2	$1.7M	+30%	14k	121.61	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.2	$1.6M	+51%	98k	16.75	View chart
Exponent Stock (EXPO)	0.2	$1.6M	+27%	16k	99.69	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.2	$1.6M		15k	105.19	View chart
Amphenol Corp New Cl A Stock (APH)	0.2	$1.6M	+15%	20k	81.72	View chart
Omnicell Stock (OMCL)	0.2	$1.6M	+96%	27k	58.67	View chart
Monster Beverage Corp Stock (MNST)	0.2	$1.6M	+182%	29k	54.01	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.2	$1.6M	+24%	44k	35.50	View chart
Copart Stock (CPRT)	0.2	$1.5M	+31%	21k	75.21	View chart
Midcap Financial Invstmnt Corp Cef (MFIC)	0.2	$1.5M	+15%	134k	11.40	View chart
Adobe Systems Incorporated Stock (ADBE)	0.2	$1.5M	+8%	3.9k	385.37	View chart
Bristol-myers Squibb Stock (BMY)	0.2	$1.5M	-2%	22k	69.31	View chart
Tjx Cos Stock (TJX)	0.2	$1.5M	+22%	19k	78.36	View chart
Main Str Cap Corp Cef (MAIN)	0.2	$1.4M		36k	39.46	View chart
Ford Mtr Co Del Stock (F)	0.2	$1.4M		113k	12.60	View chart
John Hancock Multifactor Large Cap Etf Etf (JHML)	0.2	$1.4M		27k	51.79	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$1.4M	+200%	3.00	465600.00	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.2	$1.4M	+124%	23k	59.51	View chart
Costco Whsl Corp Stock (COST)	0.2	$1.4M		2.8k	496.84	View chart
Nike Inc Cl B Stock (NKE)	0.2	$1.4M	+31%	11k	122.64	View chart
Caterpillar Stock (CAT)	0.2	$1.3M	-3%	5.9k	228.84	View chart
Goldman Sachs Bdc Cef (GSBD)	0.2	$1.3M	+21%	98k	13.65	View chart
First Trust Small Cap Core Alphadex Fund Etf (FYX)	0.2	$1.3M	-39%	17k	80.60	View chart
Lowes Cos Stock (LOW)	0.2	$1.3M	+33%	6.6k	199.97	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.2	$1.3M	-8%	10k	129.46	View chart
First Trust Dorsey Wright International Focus 5 Etf Etf (IFV)	0.2	$1.3M	-18%	76k	17.24	View chart
Nextera Energy Stock (NEE)	0.2	$1.3M		17k	77.08	View chart
Becton Dickinson & Co Stock (BDX)	0.2	$1.3M	-4%	5.2k	247.56	View chart
Vanguard Value Etf Etf (VTV)	0.2	$1.3M	+17%	9.3k	138.11	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.2	$1.3M	+4%	15k	82.83	View chart
Crown Castle Reit (CCI)	0.1	$1.3M	-5%	9.3k	133.84	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.2M	+17%	23k	55.21	View chart
Ansys Stock (ANSS)	0.1	$1.2M	+32%	3.7k	332.80	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.1	$1.2M	-6%	30k	40.98	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.2M	-61%	7.9k	152.26	View chart
Abbott Labs Stock (ABT)	0.1	$1.2M	-4%	12k	101.26	View chart
Bank America Corp Stock (BAC)	0.1	$1.2M	+6%	41k	28.60	View chart
Netflix Stock (NFLX)	0.1	$1.2M	+8%	3.4k	345.48	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$1.2M	+24%	7.0k	166.44	View chart
Qualcomm Stock (QCOM)	0.1	$1.2M	+5%	9.2k	127.58	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.1	$1.1M		24k	48.16	View chart
Harbor Dividend Growth Leaders Etf Etf (GDIV)	0.1	$1.1M	NEW	93k	12.07	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.1M	+35%	15k	73.83	View chart
Essential Utils Stock (WTRG)	0.1	$1.1M	+14%	25k	43.65	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$1.1M	-5%	12k	91.05	View chart
Etfmg Prime Mobile Payments Etfmg Prime Mobile Payments Fund Etf (IPAY)	0.1	$1.1M		25k	41.67	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.1	$1.1M	+355%	40k	26.65	View chart
Paypal Hldgs Stock (PYPL)	0.1	$1.1M		14k	75.94	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$1.0M		4.9k	211.98	View chart
Illumina Stock (ILMN)	0.1	$1.0M	+8%	4.5k	232.55	View chart
Blackrock Tcp Capital Corp Cef (TCPC)	0.1	$1.0M	+6%	101k	10.30	View chart
Ross Stores Stock (ROST)	0.1	$1.0M	+18%	9.7k	106.13	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.1	$1.0M	-5%	15k	66.90	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.1	$1.0M		9.5k	107.53	View chart
Danaher Corporation Stock (DHR)	0.1	$1.0M	-2%	4.1k	252.05	View chart
Blackstone Stock (BX)	0.1	$1.0M	+7%	12k	87.84	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$1.0M	+6%	4.2k	238.48	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.0M	+10%	10k	98.01	View chart
Starbucks Corp Stock (SBUX)	0.1	$998k	+30%	9.6k	104.13	View chart
Prologis Reit (PLD)	0.1	$997k	-3%	8.0k	124.76	View chart
Lilly Eli & Co Stock (LLY)	0.1	$989k	+27%	2.9k	343.42	View chart
Deere & Co Stock (DE)	0.1	$978k	+8%	2.4k	412.83	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.1	$964k	-11%	14k	67.69	View chart
Prospect Cap Corp Cef (PSEC)	0.1	$959k	+4%	138k	6.96	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$959k		5.9k	163.16	View chart
Main Sector Rotation Etf Etf (SECT)	0.1	$952k		24k	40.60	View chart
Pepsico Stock (PEP)	0.1	$933k	+4%	5.1k	182.31	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$926k	+3%	2.4k	385.54	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$917k	+20%	12k	76.49	View chart
International Business Machs Stock (IBM)	0.1	$915k	+15%	7.0k	131.09	View chart
Pacer Trendpilot 100 Etf Etf (PTNQ)	0.1	$913k	-4%	17k	54.89	View chart
Welltower Reit (WELL)	0.1	$909k		13k	71.69	View chart
Fidelity Covington Trust Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$908k		20k	45.15	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$901k	+21%	5.0k	178.39	View chart
Servicenow Stock (NOW)	0.1	$897k	+11%	1.9k	464.72	View chart
Target Corp Stock (TGT)	0.1	$895k	-7%	5.4k	165.62	View chart
First Trust Multi-manager Large Growth Etf Etf (MMLG)	0.1	$894k	-2%	47k	19.09	View chart
Ishares Silver Trust Etf (SLV)	0.1	$891k	-2%	40k	22.12	View chart
Wix Stock (WIX)	0.1	$877k	-40%	8.8k	99.80	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$873k	-9%	14k	62.40	View chart
Grainger W W Stock (GWW)	0.1	$872k		1.3k	689.02	View chart
Intel Corp Stock (INTC)	0.1	$863k	-12%	26k	32.67	View chart
Csx Corp Stock (CSX)	0.1	$843k	-19%	28k	29.94	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$843k		6.1k	137.26	View chart
Brown Forman Corp Cl B Stock (BF.B)	0.1	$841k		13k	64.27	View chart
Automatic Data Processing Stock (ADP)	0.1	$835k	+37%	3.7k	222.65	View chart
New Jersey Res Corp Stock (NJR)	0.1	$831k	-2%	16k	53.20	View chart
Marathon Pete Corp Stock (MPC)	0.1	$828k	-2%	6.1k	134.83	View chart
First Trust Financials Alphadex Fund Etf (FXO)	0.1	$819k	+19%	22k	37.33	View chart
Honeywell Intl Stock (HON)	0.1	$804k	-4%	4.2k	191.13	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$797k	+34%	6.2k	129.16	View chart
Kraneshares Electric Vehicles & Future Mobility Index Etf Etf (KARS)	0.1	$790k	-14%	26k	30.68	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$790k	+12%	5.0k	158.77	View chart
Harbor Commodity All-weather Strategy Etf Etf (HGER)	0.1	$787k	+7%	36k	22.15	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.1	$785k	-2%	58k	13.48	View chart
Factset Resh Sys Stock (FDS)	0.1	$779k	-2%	1.9k	415.01	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$776k		11k	71.51	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$774k	+41%	2.7k	285.77	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$768k		1.7k	458.37	View chart
Roku Inc Com Cl A Stock (ROKU)	0.1	$767k	NEW	12k	65.82	View chart
Blackrock Enhanced Global Divi Cef (BOE)	0.1	$766k		77k	9.93	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$757k	-6%	11k	71.52	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$756k	+6%	6.5k	117.18	View chart
Eaton Vance Tax-managed Buy- W Cef (ETV)	0.1	$744k	-4%	59k	12.63	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$738k	+2%	1.6k	461.69	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$735k		12k	61.47	View chart
Masimo Corp Stock (MASI)	0.1	$732k	+26%	4.0k	184.54	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$722k	-2%	4.7k	154.00	View chart
Voya Emerging Mkts High Divid Cef (IHD)	0.1	$718k		134k	5.37	View chart
Lululemon Athletica Stock (LULU)	0.1	$716k	+21%	2.0k	364.18	View chart
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP)	0.1	$707k	-5%	26k	27.48	View chart
Direxion Auspice Broad Commodity Strategy Etf Etf (COM)	0.1	$706k	+12%	23k	30.67	View chart
Autodesk Stock (ADSK)	0.1	$697k	+4%	3.3k	208.16	View chart
Advisorshares Ranger Equity Bear Etf Etf	0.1	$690k		27k	25.43	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$690k	+45%	14k	48.15	View chart
Royal Bk Cda Sustainabl Stock (RY)	0.1	$683k		7.1k	95.59	View chart
Innovator U.s. Equity Buffer Etf - June Etf (BJUN)	0.1	$670k		21k	32.00	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$666k	+3%	2.7k	250.15	View chart
Franklin Bsp Rlty Tr Reit (FBRT)	0.1	$665k	+47%	56k	11.93	View chart
Eaton Vance Tax-managed Global Cef (ETW)	0.1	$665k	-14%	82k	8.08	View chart
Matinas Biopharma Hldgs Stock (MTNB)	0.1	$658k		1.4M	0.47	View chart
Hercules Capital Cef (HTGC)	0.1	$656k	-2%	51k	12.89	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 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
Arkadios Wealth Advisors 2019 Q4 filed Feb. 14, 2020

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Arkadios Wealth Advisors

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Portfolio Holdings for Arkadios Wealth Advisors

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Past Filings by Arkadios Wealth Advisors