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 559 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Arkadios Wealth Advisors has 559 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) 3.9 $30M +10% 229k 129.93
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR) 2.6 $20M +14% 897k 22.21
Microsoft Corp Stock (MSFT) 1.7 $13M +5% 55k 239.82
Amazon Stock (AMZN) 1.5 $12M +5% 139k 84.00
First Trust Capital Strength Etf Etf (FTCS) 1.4 $11M +22% 141k 74.95
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 1.4 $10M +24% 141k 72.94
Guaranty Bancshares Inc Tex Stock (GNTY) 1.3 $10M 291k 34.64
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON) 1.3 $9.6M +9% 397k 24.11
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 1.2 $9.1M NEW 213k 42.94
Spdr S&p 500 Etf Trust Etf (SPY) 1.2 $9.1M +155% 24k 382.43
Vanguard Small-cap Etf Etf (VB) 1.2 $9.1M 50k 183.54
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 1.1 $8.6M +19% 195k 43.92
Invesco S&p 500 Pure Value Etf Etf (RPV) 1.1 $8.2M +31% 105k 77.98
Vanguard Total Stock Market Etf Etf (VTI) 1.0 $7.7M +111% 40k 191.19

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Johnson & Johnson Stock (JNJ) 1.0 $7.6M +9% 43k 176.65
Ishares Core High Dividend Etf Etf (HDV) 1.0 $7.6M +20% 73k 104.24
Ft Cboe Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 1.0 $7.4M +27% 146k 51.09
First Trust Tactical High Yield Etf Etf (HYLS) 0.9 $7.1M -3% 183k 38.94
Home Depot Stock (HD) 0.9 $7.1M -4% 23k 315.86
Schwab Us Dividend Equity Etf Etf (SCHD) 0.9 $6.5M 87k 75.54
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.8 $6.4M +34% 70k 91.31
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.8 $6.3M +16% 70k 89.99
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.8 $6.2M 20k 308.90
Nvidia Corporation Stock (NVDA) 0.8 $6.0M 41k 146.14
Vanguard Mid-cap Etf Etf (VO) 0.8 $6.0M 29k 203.81
Walmart Stock (WMT) 0.8 $5.9M +10% 42k 141.79
Ishares Core S&p Small Cap Etf Etf (IJR) 0.8 $5.8M +25% 62k 94.64
Ishares Russell Top 200 Etf Etf (IWL) 0.8 $5.7M +2% 64k 89.97
Jpmorgan Chase & Co Stock (JPM) 0.8 $5.7M +10% 43k 134.10
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $5.3M 60k 88.23
Meta Platforms Inc Cl A Stock (META) 0.7 $4.9M 41k 120.34
Coca Cola Stock (KO) 0.6 $4.7M +18% 75k 63.61
Ishares Russell 1000 Growth Etf Etf (IWF) 0.6 $4.7M +31% 22k 214.24
Exxon Mobil Corp Stock (XOM) 0.6 $4.7M +19% 43k 110.30
Invesco Dynamic Large Cap Value Etf Etf (PWV) 0.6 $4.6M +36% 98k 47.06
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.6 $4.5M -19% 103k 43.92
Southern Stock (SO) 0.6 $4.5M +19% 63k 71.41
Pfizer Stock (PFE) 0.6 $4.5M -26% 87k 51.24
Fidelity Total Bond Etf Etf (FBND) 0.6 $4.3M 96k 45.02
Unitedhealth Group Stock (UNH) 0.6 $4.3M -36% 8.1k 530.18
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.6 $4.2M -39% 171k 24.49
Spdr Russell 1000 Yield Focus Etf Etf (ONEY) 0.6 $4.2M 45k 93.70
Ft Cboe Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.5 $4.1M -9% 140k 29.46
Vanguard Total International Bond Etf Etf (BNDX) 0.5 $4.1M +3% 87k 47.43
First Trust Large Cap Value Alphadex Fund Etf (FTA) 0.5 $4.0M +53% 61k 65.81
Abbvie Stock (ABBV) 0.5 $4.0M +17% 25k 161.61
Cvs Health Corp Stock (CVS) 0.5 $3.9M +3% 42k 93.19
Boeing Stock (BA) 0.5 $3.9M +16% 20k 190.49
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.5 $3.9M +11% 120k 32.23
Vanguard Growth Etf Etf (VUG) 0.5 $3.8M +2% 18k 213.11
First Trust Value Line Dividend Index Fund Etf (FVD) 0.5 $3.8M +49% 95k 39.91
United Parcel Service Inc Cl B Stock (UPS) 0.5 $3.8M 22k 173.84
Technology Select Sector Spdr Fund Etf (XLK) 0.5 $3.6M +20% 29k 124.44
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $3.5M 39k 88.73
Ishares Morningstar Growth Etf Etf (ILCG) 0.4 $3.4M -11% 70k 48.68
Phillips 66 Stock (PSX) 0.4 $3.4M +8% 33k 104.08
Disney Walt Stock (DIS) 0.4 $3.4M +15% 39k 86.88
Nutanix Inc Cl A Stock (NTNX) 0.4 $3.2M -15% 123k 26.05
Verizon Communications Stock (VZ) 0.4 $3.2M +44% 81k 39.40
Pimco Enhanced Short Maturity Active Etf Etf (MINT) 0.4 $3.1M +2% 32k 98.65
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.4 $3.1M +19% 67k 46.55
Ishares Russell 1000 Value Etf Etf (IWD) 0.4 $3.1M +14% 20k 151.65
Ft Cboe Vest Fund Of Deep Buffer Etf Etf (BUFD) 0.4 $3.1M +24% 156k 19.67
Capri Holdings Stock (CPRI) 0.4 $3.1M -12% 54k 57.32
Chevron Corp Stock (CVX) 0.4 $3.0M +44% 17k 179.49
Salesforce Stock (CRM) 0.4 $3.0M +9% 23k 132.59
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $3.0M +3% 77k 38.98
Cion Invt Corp Stock (CION) 0.4 $3.0M +4% 306k 9.75
Invesco Qqq Trust Etf (QQQ) 0.4 $3.0M -22% 11k 266.27
Illinois Tool Wks Stock (ITW) 0.4 $3.0M +4% 13k 220.30
Mastercard Incorporated Cl A Stock (MA) 0.4 $2.9M 8.4k 347.72
First Trust Indxx Global Natural Resources Income Etf Etf (FTRI) 0.4 $2.9M NEW 214k 13.71
Fs Kkr Cap Corp Cef (FSK) 0.4 $2.9M -6% 164k 17.50
First Trust Low Duration Opportunities Etf Etf (LMBS) 0.4 $2.9M -5% 61k 47.41
Phillips Edison & Co Reit (PECO) 0.4 $2.8M -10% 89k 31.84
Moderna Stock (MRNA) 0.4 $2.8M -13% 16k 179.62
General Dynamics Corp Stock (GD) 0.4 $2.8M +9% 11k 248.11
Raytheon Technologies Corp Stock (RTX) 0.4 $2.8M +17% 28k 100.92
Cisco Sys Stock (CSCO) 0.4 $2.8M +10% 58k 47.64
Broadcom Stock (AVGO) 0.4 $2.7M +15% 4.9k 559.12
Texas Instrs Stock (TXN) 0.4 $2.7M +12% 16k 165.22
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM) 0.3 $2.6M 55k 46.63
Paychex Stock (PAYX) 0.3 $2.5M +13% 22k 115.56
Cummins Stock (CMI) 0.3 $2.5M +9% 10k 242.28
Metlife Stock (MET) 0.3 $2.4M +10% 33k 72.37
Ishares Core S&p 500 Etf Etf (IVV) 0.3 $2.4M +14% 6.3k 384.22
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.3 $2.4M +6% 52k 46.54
American Elec Pwr Stock (AEP) 0.3 $2.4M +12% 25k 94.95
Visa Inc Com Cl A Stock (V) 0.3 $2.4M +3% 11k 207.76
Reinsurance Grp Of America Stock (RGA) 0.3 $2.3M +13% 17k 142.09
Lockheed Martin Corp Stock (LMT) 0.3 $2.3M +14% 4.8k 486.48
Ares Capital Corp Cef (ARCC) 0.3 $2.3M +24% 124k 18.47
First Trust Dow Jones Internet Index Fund Etf (FDN) 0.3 $2.2M +34% 18k 123.15
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.3 $2.2M -2% 53k 41.97
Alibaba Group Hldg Adr (BABA) 0.3 $2.2M +46% 25k 88.09
Financial Select Sector Spdr Fund Etf (XLF) 0.3 $2.2M +13% 65k 34.20
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.3 $2.2M +4% 21k 108.07
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.3 $2.2M +50% 16k 141.25
First Trust Small Cap Core Alphadex Fund Etf (FYX) 0.3 $2.1M +21% 27k 78.45
Procter And Gamble Stock (PG) 0.3 $2.1M -3% 14k 151.56
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.3 $2.1M +11% 28k 74.55
Mcdonalds Corp Stock (MCD) 0.3 $2.1M -33% 7.8k 263.52
Philip Morris Intl Stock (PM) 0.3 $2.0M +17% 20k 101.21
Vanguard Consumer Staples Etf Etf (VDC) 0.3 $2.0M -9% 11k 191.56
Fifth Third Bancorp Stock (FITB) 0.3 $2.0M +19% 61k 32.81
Vanguard S&p 500 Etf Etf (VOO) 0.3 $2.0M -4% 5.6k 351.36
Merck & Co Stock (MRK) 0.3 $1.9M 17k 110.95
Truist Finl Corp Stock (TFC) 0.3 $1.9M +21% 44k 43.03
Spdr Gold Shares Etf (GLD) 0.2 $1.9M +57% 11k 169.64
Webster Finl Corp Stock (WBS) 0.2 $1.9M +21% 40k 47.34
Medtronic Stock (MDT) 0.2 $1.9M +16% 24k 77.72
Us Bancorp Del Stock (USB) 0.2 $1.8M +19% 42k 43.61
Lam Research Corp Stock (LRCX) 0.2 $1.8M 4.3k 420.28
Tesla Stock (TSLA) 0.2 $1.8M +7% 14k 123.18
Leggett & Platt Stock (LEG) 0.2 $1.7M +24% 54k 32.23
Fortinet Stock (FTNT) 0.2 $1.7M -6% 35k 48.89
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.2 $1.7M +2% 16k 105.24
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.2 $1.7M +10% 43k 38.71
Zillow Group Inc Cl C Cap Stk Stock (Z) 0.2 $1.6M +5% 50k 32.21
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $1.6M +9% 22k 72.10
Bristol-myers Squibb Stock (BMY) 0.2 $1.6M +24% 22k 71.95
First Trust Dorsey Wright International Focus 5 Etf Etf (IFV) 0.2 $1.6M -21% 94k 16.73
GSK Adr (GSK) 0.2 $1.6M 64k 24.42
Advance Auto Parts Stock (AAP) 0.2 $1.5M +27% 11k 147.03
Five Below Stock (FIVE) 0.2 $1.5M NEW 8.7k 176.87
Health Care Select Sector Spdr Fund Etf (XLV) 0.2 $1.5M +23% 11k 135.85
Block Inc Cl A Stock (SQ) 0.2 $1.5M -16% 24k 62.84
Old Dominion Freight Line Stock (ODFL) 0.2 $1.5M 5.2k 283.80
Fiverr Intl Ltd Ord Stock (FVRR) 0.2 $1.5M 50k 29.14
Caterpillar Stock (CAT) 0.2 $1.5M +3% 6.1k 239.54
Nextera Energy Stock (NEE) 0.2 $1.4M 17k 83.60
First Trust Technology Alphadex Fund Etf (FXL) 0.2 $1.4M 15k 91.55
Becton Dickinson & Co Stock (BDX) 0.2 $1.4M +33% 5.5k 254.28
Autozone Stock (AZO) 0.2 $1.4M 564.00 2466.18
Abbott Labs Stock (ABT) 0.2 $1.4M +5% 12k 109.79
Main Str Cap Corp Cef (MAIN) 0.2 $1.4M +48% 37k 36.95
Crown Castle Reit (CCI) 0.2 $1.3M -3% 9.9k 135.64
Midcap Financial Invstmnt Corp Cef (MFIC) 0.2 $1.3M -19% 116k 11.40
John Hancock Multifactor Large Cap Etf Etf (JHML) 0.2 $1.3M -84% 27k 49.25
Ford Mtr Co Del Stock (F) 0.2 $1.3M +3% 112k 11.63
Amphenol Corp New Cl A Stock (APH) 0.2 $1.3M 17k 76.14
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.2 $1.3M +5% 32k 41.14
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $1.3M +30% 15k 87.47
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.2 $1.3M +6% 35k 36.56
Bank America Corp Stock (BAC) 0.2 $1.3M +34% 39k 33.12
Costco Whsl Corp Stock (COST) 0.2 $1.3M +30% 2.8k 456.55
Exponent Stock (EXPO) 0.2 $1.3M 13k 99.09
Blackrock Tcp Capital Corp Cef (TCPC) 0.2 $1.2M -23% 95k 12.94
Norfolk Southn Corp Stock (NSC) 0.2 $1.2M 4.9k 246.44
Adobe Systems Incorporated Stock (ADBE) 0.2 $1.2M +142% 3.6k 336.53
Tjx Cos Stock (TJX) 0.2 $1.2M 15k 79.60
Invesco S&p 500 Pure Growth Etf Etf (RPG) 0.2 $1.2M +12% 7.9k 151.62
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) 0.2 $1.2M NEW 65k 17.81
Wix Stock (WIX) 0.2 $1.1M 15k 76.83
Zoom Video Communications Inc Cl A Stock (ZM) 0.2 $1.1M +7% 17k 67.74
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $1.1M +19% 16k 70.50
Vanguard Value Etf Etf (VTV) 0.1 $1.1M 7.9k 140.38
Danaher Corporation Stock (DHR) 0.1 $1.1M 4.2k 265.44
Goldman Sachs Bdc Cef (GSBD) 0.1 $1.1M +80% 81k 13.72
Csx Corp Stock (CSX) 0.1 $1.1M +22% 35k 30.98
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $1.1M +14% 13k 83.60
Booking Holdings Stock (BKNG) 0.1 $1.1M +3% 523.00 2015.28
Essential Utils Stock (WTRG) 0.1 $1.1M 22k 47.73
Monster Beverage Corp Stock (MNST) 0.1 $1.0M 10k 101.53
First Trust Health Care Alphadex Fund Etf (FXH) 0.1 $1.0M +7% 9.5k 108.73
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $997k NEW 19k 51.72
Lowes Cos Stock (LOW) 0.1 $995k +52% 5.0k 199.22
Nike Inc Cl B Stock (NKE) 0.1 $993k 8.5k 117.01
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $987k +2% 15k 63.90
Vanguard Health Care Etf Etf (VHT) 0.1 $986k +4% 4.0k 248.06
Etfmg Prime Mobile Payments Etfmg Prime Mobile Payments Fund Etf (IPAY) 0.1 $978k +27% 25k 39.26
Paypal Hldgs Stock (PYPL) 0.1 $973k +24% 14k 71.22
Qualcomm Stock (QCOM) 0.1 $955k +6% 8.7k 109.94
Copart Stock (CPRT) 0.1 $953k +104% 16k 60.89
Ross Stores Stock (ROST) 0.1 $946k 8.2k 116.06
Honeywell Intl Stock (HON) 0.1 $946k +10% 4.4k 214.32
Prologis Reit (PLD) 0.1 $936k +15% 8.3k 112.72
Deere & Co Stock (DE) 0.1 $934k 2.2k 428.69
Wheaton Precious Metals Corp Stock (WPM) 0.1 $931k -10% 24k 39.08
First Trust Cloud Computing Etf Etf (SKYY) 0.1 $930k +71% 16k 57.61
Waste Mgmt Inc Del Stock (WM) 0.1 $923k -2% 5.9k 156.88
Netflix Stock (NFLX) 0.1 $921k +8% 3.1k 294.88
Prospect Cap Corp Cef (PSEC) 0.1 $918k -25% 131k 6.99
Ishares Silver Trust Etf (SLV) 0.1 $907k +10% 41k 22.02
Main Sector Rotation Etf Etf (SECT) 0.1 $903k +22% 23k 38.79
Fidelity Covington Trust Msci Consumer Staples Index Etf Etf (FSTA) 0.1 $890k +38% 20k 44.81
Pepsico Stock (PEP) 0.1 $889k 4.9k 180.64
Target Corp Stock (TGT) 0.1 $870k 5.8k 149.05
Brown Forman Corp Cl B Stock (BF.B) 0.1 $866k 13k 65.68
Pacer Trendpilot 100 Etf Etf (PTNQ) 0.1 $858k NEW 17k 49.23
Northrop Grumman Corp Stock (NOC) 0.1 $849k +11% 1.6k 545.64
International Business Machs Stock (IBM) 0.1 $848k 6.0k 140.88
Newtek Business Svcs Corp Cef (NEWT) 0.1 $847k +12% 52k 16.25
Kraneshares Electric Vehicles & Future Mobility Index Etf Etf (KARS) 0.1 $845k +3% 30k 28.14
Illumina Stock (ILMN) 0.1 $836k +15% 4.1k 202.20
Welltower Reit (WELL) 0.1 $831k -4% 13k 65.55
Lilly Eli & Co Stock (LLY) 0.1 $829k -5% 2.3k 365.88
Zoetis Inc Cl A Stock (ZTS) 0.1 $827k +4% 5.6k 146.56
Blackstone Stock (BX) 0.1 $803k +93% 11k 74.19
First Trust Multi-manager Large Growth Etf Etf (MMLG) 0.1 $797k NEW 48k 16.52
New Jersey Res Corp Stock (NJR) 0.1 $797k -9% 16k 49.62
Intel Corp Stock (INTC) 0.1 $796k +11% 30k 26.43
Vanguard Total Bond Market Etf Etf (BND) 0.1 $794k +96% 11k 71.84
Advisorshares Ranger Equity Bear Etf Etf 0.1 $780k -9% 27k 28.75
Factset Resh Sys Stock (FDS) 0.1 $776k 1.9k 401.12
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.1 $765k -7% 12k 63.98
Spdr S&p Biotech Etf Etf (XBI) 0.1 $760k +4% 9.2k 83.00
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.1 $756k -15% 62k 12.28
First Trust Financials Alphadex Fund Etf (FXO) 0.1 $754k +9% 18k 40.96
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $748k +7% 1.7k 442.90
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $748k +158% 9.9k 75.28
Eaton Vance Tax-managed Global Cef (ETW) 0.1 $747k -17% 96k 7.76
Ishares Msci Eafe Etf Etf (EFA) 0.1 $745k +20% 11k 65.64
Vanguard Information Technology Etf Etf (VGT) 0.1 $741k +5% 2.3k 319.45
Blackrock Stock (BLK) 0.1 $741k +11% 1.0k 708.76
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $740k 11k 68.30
Blackrock Enhanced Global Divi Cef (BOE) 0.1 $737k +29% 77k 9.56
Marathon Pete Corp Stock (MPC) 0.1 $737k -2% 6.3k 116.40
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $736k +11% 15k 50.33
Ishares Select Dividend Etf Etf (DVY) 0.1 $732k -9% 6.1k 120.59
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $730k 4.8k 151.86
Starbucks Corp Stock (SBUX) 0.1 $729k -4% 7.4k 99.20
Harbor All-weather Inflation Focus Etf Etf (HGER) 0.1 $728k NEW 33k 22.03
Ishares Russell 2000 Etf Etf (IWM) 0.1 $727k 4.2k 174.34
Grainger W W Stock (GWW) 0.1 $703k +3% 1.3k 556.35
Omnicell Stock (OMCL) 0.1 $703k +35% 14k 50.42
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $701k +3% 4.4k 158.81
Matinas Biopharma Hldgs Stock (MTNB) 0.1 $700k 1.4M 0.50
Wp Carey Reit (WPC) 0.1 $694k -7% 8.9k 78.15
Hercules Capital Cef (HTGC) 0.1 $691k +115% 52k 13.22
Voya Emerging Mkts High Divid Cef (IHD) 0.1 $691k +63% 134k 5.16
Innovator U.s. Equity Accelerated 9 Buffer Etf - April Etf (XBAP) 0.1 $687k 27k 25.37
Wells Fargo Stock (WFC) 0.1 $683k +4% 17k 41.29
Amgen Stock (AMGN) 0.1 $675k -2% 2.6k 262.65
Servicenow Stock (NOW) 0.1 $672k +5% 1.7k 388.27
Ansys Stock (ANSS) 0.1 $670k +3% 2.8k 241.59
Royal Bk Cda Sustainabl Stock (RY) 0.1 $668k 7.1k 94.02
Vanguard Real Estate Etf Etf (VNQ) 0.1 $665k -72% 8.1k 82.48
Shell Plc Spon Ads Adr (SHEL) 0.1 $659k +32% 12k 56.95
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $655k +9% 6.2k 105.29
Innovator U.s. Equity Buffer Etf - June Etf (BJUN) 0.1 $652k -2% 21k 30.56
Automatic Data Processing Stock (ADP) 0.1 $650k +2% 2.7k 238.83
American Tower Corp Reit (AMT) 0.1 $650k +10% 3.1k 211.85
Ishares U.s. Healthcare Etf Etf (IYH) 0.1 $646k +6% 2.3k 283.76
Elevance Health Stock (ELV) 0.1 $645k +11% 1.3k 513.00
Ishares Gold Trust Etf (IAU) 0.1 $645k -77% 19k 34.59
Schwab Charles Corp Stock (SCHW) 0.1 $635k 7.6k 83.25
Duke Energy Corp Stock (DUK) 0.1 $635k +5% 6.2k 102.99
Thermo Fisher Scientific Stock (TMO) 0.1 $630k +36% 1.1k 550.93
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $622k +42% 2.6k 241.90

Past Filings by Arkadios Wealth Advisors

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