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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, SPY, OMFL, AMZN, MSFT, and represent 12.46% of Arkadios Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CARY (+$21M), VOO (+$16M), GDVD (+$13M), SPY (+$13M), QQQ (+$11M), RPG (+$10M), OMFL (+$7.9M), EUSA (+$7.8M), AAPL (+$6.2M), DBC (+$5.9M).
Started 148 new stock positions in ADMA, PRTYQ, GM, Biomarin Pharma Inc convertible/, Marriott Vacations Worldwide, IGIB, Imax Corp, QMAR, Square, CLF.
Reduced shares in these 10 stocks: IJS (-$6.6M), FIXD (-$5.5M), IJR (-$5.3M), NOBL, BUFR, VTI, LMBS, AVGO, CPRI, FTGC.
Sold out of its positions in American Finance Trust Inc ltd partnership, VXX, CGNX, CBD, COM, FXO, FYC, FTSL, DAPR, GSEW.
Arkadios Wealth Advisors was a net buyer of stock by $231M.
Arkadios Wealth Advisors has $1.1B in assets under management (AUM), dropping by 22.59%.
Central Index Key (CIK): 0001800798

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Portfolio Holdings for Arkadios Wealth Advisors

Arkadios Wealth Advisors holds 709 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Arkadios Wealth Advisors has 709 total positions. Only the first 250 positions are shown.

Sign up to view all of the Arkadios Wealth Advisors Sept. 30, 2023 positions
Download the Arkadios Wealth Advisors September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.2	$45M	+16%	260k	171.21	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.1	$22M	+130%	52k	427.48	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	2.1	$22M	+55%	483k	45.84	View chart
Amazon Stock (AMZN)	2.0	$21M	+19%	168k	127.12	View chart
Microsoft Corp Stock (MSFT)	2.0	$21M	+25%	67k	315.75	View chart
Angel Oak Income Etf Etf (CARY)	2.0	$21M	NEW	1.0M	20.10	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	1.9	$21M	+61%	273k	75.21	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.7	$18M	+754%	46k	392.70	View chart
Nvidia Corporation Stock (NVDA)	1.7	$18M		40k	434.99	View chart
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)	1.6	$17M	-18%	698k	24.49	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$15M	+292%	42k	358.27	View chart
Ft Cboe Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	1.3	$14M	+58%	275k	49.36	View chart
R3 Global Dividend Growth Etf Etf (GDVD)	1.2	$13M	NEW	612k	21.33	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	1.1	$11M	+709%	377k	30.15	View chart
Johnson & Johnson Stock (JNJ)	1.1	$11M	+54%	72k	155.75	View chart
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)	1.0	$11M		444k	23.90	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$9.9M	+20%	76k	130.86	View chart
Vanguard Small-cap Etf Etf (VB)	0.9	$9.9M		52k	189.07	View chart
Walmart Stock (WMT)	0.8	$8.9M	+27%	56k	159.93	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.8	$8.7M	+7%	118k	73.58	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$8.7M	-5%	29k	300.21	View chart
First Trust Tactical High Yield Etf Etf (HYLS)	0.8	$8.3M	+4%	212k	39.23	View chart
Guaranty Bancshares Inc Tex Stock (GNTY)	0.7	$7.8M		270k	28.69	View chart
Vanguard Mid-cap Etf Etf (VO)	0.7	$7.5M	+14%	36k	208.24	View chart
Coca Cola Stock (KO)	0.7	$7.5M	+68%	134k	55.98	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$7.2M	+12%	50k	145.02	View chart
Exxon Mobil Corp Stock (XOM)	0.7	$7.2M	+43%	61k	117.58	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.7	$7.2M	+7%	101k	70.76	View chart
Home Depot Stock (HD)	0.7	$7.2M	+11%	24k	302.16	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.7	$7.0M		67k	103.37	View chart
Southern Stock (SO)	0.6	$6.6M	+56%	102k	64.72	View chart
Vanguard Value Etf Etf (VTV)	0.6	$6.5M	+413%	47k	137.93	View chart
Salesforce Stock (CRM)	0.6	$6.4M	+20%	32k	202.78	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.6	$6.2M	-8%	84k	73.63	View chart
Invesco Db Commodity Index Tracking Fund Etf (DBC)	0.6	$6.2M	+1964%	248k	24.96	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$5.7M	+5%	16k	350.29	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.5	$5.6M	+254%	105k	53.52	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$5.6M	+15%	43k	131.85	View chart
Vanguard Growth Etf Etf (VUG)	0.5	$5.6M	+12%	21k	272.31	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.5	$5.5M	+15%	118k	46.80	View chart
Phillips 66 Stock (PSX)	0.5	$5.4M	+29%	45k	120.15	View chart
Tesla Stock (TSLA)	0.5	$5.3M	+16%	21k	250.22	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.5	$5.2M	+284%	58k	90.39	View chart
Abbvie Stock (ABBV)	0.5	$5.1M	+39%	34k	149.06	View chart
Pioneer Nat Res Stock (PXD)	0.5	$5.0M	NEW	22k	229.55	View chart
Ishares Silver Trust Etf (SLV)	0.5	$5.0M	+474%	245k	20.34	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.5	$4.9M	+8%	102k	47.83	View chart
General Dynamics Corp Stock (GD)	0.5	$4.9M	+77%	22k	220.97	View chart
Spdr Russell 1000 Yield Focus Etf Etf (ONEY)	0.4	$4.7M	+7%	51k	91.42	View chart
Unitedhealth Group Stock (UNH)	0.4	$4.7M	+6%	9.3k	504.17	View chart
Spdr Gold Shares Etf (GLD)	0.4	$4.6M	+131%	27k	171.45	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.4	$4.4M		127k	34.90	View chart
Illinois Tool Wks Stock (ITW)	0.4	$4.3M	+33%	19k	230.31	View chart
Chevron Corp Stock (CVX)	0.4	$4.3M	+15%	26k	168.62	View chart
Cisco Sys Stock (CSCO)	0.4	$4.3M	+37%	80k	53.76	View chart
Texas Instrs Stock (TXN)	0.4	$4.3M	+39%	27k	159.01	View chart
First Trust Large Cap Value Alphadex Fund Etf (FTA)	0.4	$4.3M	+3%	66k	64.78	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.4	$4.1M	-2%	25k	163.93	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.4	$4.1M	+18%	26k	155.87	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.4	$3.9M	-10%	85k	45.95	View chart
Pfizer Stock (PFE)	0.4	$3.9M	-4%	118k	33.17	View chart
Mastercard Incorporated Cl A Stock (MA)	0.4	$3.8M		9.6k	395.92	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.4	$3.8M	-4%	63k	59.65	View chart
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)	0.4	$3.8M	-59%	89k	42.05	View chart
Reinsurance Grp Of America Stock (RGA)	0.4	$3.7M	+44%	26k	145.19	View chart
Paychex Stock (PAYX)	0.4	$3.7M	+35%	32k	115.33	View chart
Cummins Stock (CMI)	0.4	$3.7M	+46%	16k	228.46	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$3.5M	-46%	17k	212.41	View chart
Procter And Gamble Stock (PG)	0.3	$3.5M	+60%	24k	145.86	View chart
Metlife Stock (MET)	0.3	$3.5M	+58%	56k	62.91	View chart
Medtronic Stock (MDT)	0.3	$3.4M	+61%	43k	78.36	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$3.3M	+3%	85k	39.21	View chart
American Elec Pwr Stock (AEP)	0.3	$3.3M	+61%	44k	75.22	View chart
Boeing Stock (BA)	0.3	$3.3M	-4%	17k	191.68	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.3	$3.3M	-59%	37k	88.55	View chart
Philip Morris Intl Stock (PM)	0.3	$3.2M	+65%	35k	92.58	View chart
Cion Invt Corp Stock (CION)	0.3	$3.2M	-3%	304k	10.57	View chart
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM)	0.3	$3.2M	+6%	64k	50.49	View chart
Pimco Enhanced Short Maturity Active Etf Etf (MINT)	0.3	$3.2M	+8%	32k	100.14	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.3	$3.2M	+22%	73k	43.72	View chart
Cvs Health Corp Stock (CVS)	0.3	$3.2M	+7%	46k	69.82	View chart
First Trust Indxx Global Natural Resources Income Etf Etf (FTRI)	0.3	$3.1M	+7%	248k	12.63	View chart
Fs Kkr Cap Corp Cef (FSK)	0.3	$3.1M	-4%	158k	19.69	View chart
Mcdonalds Corp Stock (MCD)	0.3	$3.0M	+42%	12k	263.43	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.3	$3.0M	-10%	81k	37.39	View chart
Disney Walt Stock (DIS)	0.3	$3.0M	+5%	37k	81.05	View chart
Fifth Third Bancorp Stock (FITB)	0.3	$3.0M	+61%	119k	25.33	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$3.0M	+17%	7.0k	429.45	View chart
Truist Finl Corp Stock (TFC)	0.3	$3.0M	+83%	103k	28.61	View chart
Webster Finl Corp Stock (WBS)	0.3	$2.9M	+51%	73k	40.31	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.3	$2.9M	+27%	89k	33.17	View chart
Us Bancorp Del Stock (USB)	0.3	$2.9M	+65%	87k	33.06	View chart
Merck & Co Stock (MRK)	0.3	$2.9M	+62%	28k	102.95	View chart
Visa Inc Com Cl A Stock (V)	0.3	$2.8M	+11%	12k	230.01	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.3	$2.8M	-4%	64k	44.30	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.3	$2.8M	+18%	55k	50.89	View chart
Ares Capital Corp Cef (ARCC)	0.3	$2.7M	+2%	139k	19.47	View chart
Verizon Communications Stock (VZ)	0.3	$2.7M	+18%	84k	32.41	View chart
Lam Research Corp Stock (LRCX)	0.3	$2.7M		4.3k	626.76	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$2.7M	+6%	10k	266.00	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.3	$2.7M	+861%	26k	103.32	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.3	$2.6M	-31%	110k	24.00	View chart
United States Oil Fund Etf (USO)	0.2	$2.6M	NEW	32k	80.86	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.2	$2.5M	NEW	41k	60.29	View chart
Bristol-myers Squibb Stock (BMY)	0.2	$2.4M	+81%	41k	58.04	View chart
Booking Holdings Stock (BKNG)	0.2	$2.4M	+8%	769.00	3083.95	View chart
Old Dominion Freight Line Stock (ODFL)	0.2	$2.3M		5.7k	409.17	View chart
Moderna Stock (MRNA)	0.2	$2.3M	+29%	23k	103.29	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.2	$2.3M		16k	145.27	View chart
Lowes Cos Stock (LOW)	0.2	$2.3M	+66%	11k	207.83	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.2	$2.3M		21k	109.68	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$2.3M	+193%	14k	159.49	View chart
Nutanix Inc Cl A Stock (NTNX)	0.2	$2.3M	-14%	65k	34.88	View chart
Target Corp Stock (TGT)	0.2	$2.3M	+235%	21k	110.57	View chart
Phillips Edison & Co Reit (PECO)	0.2	$2.2M	-16%	67k	33.54	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.2	$2.2M	-14%	14k	159.61	View chart
Broadcom Stock (AVGO)	0.2	$2.2M	-49%	2.6k	830.44	View chart
Alibaba Group Hldg Adr (BABA)	0.2	$2.1M		25k	86.74	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$2.1M	+7%	5.2k	408.99	View chart
GSK Adr (GSK)	0.2	$2.1M		59k	36.25	View chart
Eli Lilly & Co Stock (LLY)	0.2	$2.1M	+54%	3.9k	537.13	View chart
International Business Machs Stock (IBM)	0.2	$2.1M	+115%	15k	140.30	View chart
Interpublic Group Cos Stock (IPG)	0.2	$2.1M	+165%	72k	28.66	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.2	$2.0M	NEW	26k	78.55	View chart
Rtx Corporation Stock (RTX)	0.2	$2.0M	+10%	28k	71.97	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.2	$2.0M	+438%	64k	31.82	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$2.0M	-10%	14k	141.69	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.2	$2.0M	+38%	29k	69.94	View chart
Fortinet Stock (FTNT)	0.2	$2.0M		33k	58.68	View chart
Autozone Stock (AZO)	0.2	$1.9M		766.00	2539.99	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$1.9M		43k	45.43	View chart
Fiverr Intl Ltd Ord Stock (FVRR)	0.2	$1.9M	+32%	78k	24.47	View chart
Bank America Corp Stock (BAC)	0.2	$1.9M	+51%	69k	27.38	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.2	$1.9M		10k	182.67	View chart
Ishares Msci Brazil Etf Etf (EWZ)	0.2	$1.9M	NEW	61k	30.67	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.2	$1.8M	-6%	39k	47.32	View chart
Intel Corp Stock (INTC)	0.2	$1.8M	+88%	51k	35.55	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.2	$1.7M		25k	68.81	View chart
Costco Whsl Corp Stock (COST)	0.2	$1.7M	+8%	3.1k	565.03	View chart
Qualcomm Stock (QCOM)	0.2	$1.7M	+83%	16k	111.06	View chart
Copart Stock (CPRT)	0.2	$1.7M	+94%	39k	43.09	View chart
Midcap Financial Invstmnt Corp Cef (MFIC)	0.2	$1.7M	-7%	122k	13.75	View chart
Ft Cboe Vest U.s. Equity Enhance & Moderate Buffer Etf - March Etf (XMAR)	0.2	$1.7M	+164%	52k	31.64	View chart
BP Adr (BP)	0.2	$1.7M	+342%	43k	38.72	View chart
Block Inc Cl A Stock (SQ)	0.2	$1.7M	+35%	37k	44.26	View chart
Caterpillar Stock (CAT)	0.2	$1.7M	+14%	6.0k	273.00	View chart
Tjx Cos Stock (TJX)	0.2	$1.6M		19k	88.88	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$1.6M	+4%	22k	75.17	View chart
Adobe Stock (ADBE)	0.2	$1.6M	-14%	3.2k	509.90	View chart
Monster Beverage Corp Stock (MNST)	0.2	$1.6M	+3%	31k	52.95	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.2	$1.6M	+28%	57k	28.23	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$1.6M		3.00	531477.00	View chart
Zillow Group Inc Cl C Cap Stk Stock (Z)	0.1	$1.6M	-6%	34k	46.16	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$1.6M	+146%	18k	88.69	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.5M	+75%	8.5k	176.75	View chart
Ft Cboe Vest Fund Of Deep Buffer Etf Etf (BUFD)	0.1	$1.5M	-24%	70k	21.25	View chart
Amphenol Corp New Cl A Stock (APH)	0.1	$1.5M	-5%	18k	83.99	View chart
Main Str Cap Corp Cef (MAIN)	0.1	$1.5M		36k	40.63	View chart
Aam Bahl & Gaynor Small/mid Cap Income Growth Etf Etf (SMIG)	0.1	$1.5M	+249%	64k	22.79	View chart
Exponent Stock (EXPO)	0.1	$1.5M	+4%	17k	85.60	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.1	$1.4M		86k	16.88	View chart
Honeywell Intl Stock (HON)	0.1	$1.4M	+110%	7.8k	184.74	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$1.4M	+21%	14k	98.89	View chart
Netflix Stock (NFLX)	0.1	$1.4M	-12%	3.7k	377.60	View chart
Blackstone Stock (BX)	0.1	$1.4M	-12%	13k	107.14	View chart
Goldman Sachs Bdc Cef (GSBD)	0.1	$1.4M	+3%	97k	14.56	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.4M	+4%	5.4k	258.52	View chart
Altria Group Stock (MO)	0.1	$1.4M	+142%	33k	42.05	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.1	$1.4M	-17%	13k	111.15	View chart
Gilead Sciences Stock (GILD)	0.1	$1.4M	+377%	18k	74.94	View chart
Ford Mtr Co Del Stock (F)	0.1	$1.4M		110k	12.42	View chart
Western Midstream Partners Lp Com Unit Lp Int Stock (WES)	0.1	$1.4M	NEW	50k	27.23	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.3M	-14%	19k	69.78	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.3M	-79%	14k	94.33	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$1.3M	+2%	10k	128.74	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.1	$1.3M	+86%	25k	50.74	View chart
Wix Stock (WIX)	0.1	$1.3M	+48%	14k	91.80	View chart
Dow Stock (DOW)	0.1	$1.3M	+156%	24k	51.56	View chart
Pepsico Stock (PEP)	0.1	$1.3M	+36%	7.4k	169.44	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.2M	+27%	23k	53.56	View chart
General Mls Stock (GIS)	0.1	$1.2M	+391%	19k	63.99	View chart
Ross Stores Stock (ROST)	0.1	$1.2M	+9%	11k	112.95	View chart
Paypal Hldgs Stock (PYPL)	0.1	$1.2M	+30%	21k	58.46	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$1.2M	+52%	24k	50.26	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$1.2M	-30%	16k	72.38	View chart
3M Stock (MMM)	0.1	$1.2M	+149%	13k	93.62	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$1.2M	-17%	35k	33.44	View chart
Blackrock Tcp Capital Corp Cef (TCPC)	0.1	$1.2M		99k	11.74	View chart
Abbott Labs Stock (ABT)	0.1	$1.1M	+7%	12k	96.85	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.1M	+14%	17k	68.92	View chart
Deere & Co Stock (DE)	0.1	$1.1M	+29%	3.0k	377.41	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.1M	-22%	7.5k	151.82	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$1.1M	+3%	6.5k	173.99	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$1.1M	+18%	6.7k	167.38	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.1	$1.1M	-4%	27k	40.96	View chart
Fidelity Covington Trust Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$1.1M	+18%	26k	42.58	View chart
Five Below Stock (FIVE)	0.1	$1.1M	-6%	6.8k	160.90	View chart
John Hancock Multifactor Large Cap Etf Etf (JHML)	0.1	$1.1M	-18%	21k	53.02	View chart
Ansys Stock (ANSS)	0.1	$1.1M		3.7k	297.55	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.1	$1.1M	-4%	14k	75.91	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$1.1M	+2%	4.5k	235.12	View chart
Servicenow Stock (NOW)	0.1	$1.1M	+4%	1.9k	558.96	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.0M		10k	102.82	View chart
Occidental Pete Corp Stock (OXY)	0.1	$1.0M	+338%	16k	64.88	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$1.0M	+343%	11k	91.59	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$1.0M		11k	91.35	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.0M		2.4k	414.89	View chart
Nextera Energy Stock (NEE)	0.1	$994k	+4%	17k	57.29	View chart
Starbucks Corp Stock (SBUX)	0.1	$979k	+7%	11k	91.27	View chart
Factset Resh Sys Stock (FDS)	0.1	$979k	+17%	2.2k	437.33	View chart
Etfmg Prime Mobile Payments Etfmg Prime Mobile Payments Fund Etf (IPAY)	0.1	$976k	-2%	25k	39.10	View chart
Omnicell Stock (OMCL)	0.1	$975k	+6%	22k	45.04	View chart
Automatic Data Processing Stock (ADP)	0.1	$969k	+25%	4.0k	240.55	View chart
First Trust Small Cap Core Alphadex Fund Etf (FYX)	0.1	$967k	-2%	12k	80.66	View chart
Danaher Corporation Stock (DHR)	0.1	$961k	+4%	3.9k	248.12	View chart
First Trust Dorsey Wright International Focus 5 Etf Etf (IFV)	0.1	$944k	-18%	53k	17.74	View chart
Prologis Reit (PLD)	0.1	$942k		8.4k	112.21	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$940k	NEW	9.2k	102.54	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$938k	+59%	10k	91.82	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$935k	+3%	6.1k	152.44	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.1	$925k		23k	40.55	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$917k	+2%	4.7k	196.94	View chart
Pacer Trendpilot 100 Etf Etf (PTNQ)	0.1	$914k		15k	61.44	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$914k	NEW	55k	16.58	View chart
Grainger W W Stock (GWW)	0.1	$914k	+4%	1.3k	691.62	View chart
Conagra Brands Stock (CAG)	0.1	$910k	NEW	33k	27.42	View chart
Ft Cboe Vest Nasdaq-100 Buffer Etf - March Etf (QMAR)	0.1	$897k	NEW	37k	24.03	View chart
Amgen Stock (AMGN)	0.1	$890k	+23%	3.3k	268.75	View chart
Main Sector Rotation Etf Etf (SECT)	0.1	$887k		21k	42.09	View chart
Marathon Pete Corp Stock (MPC)	0.1	$887k	-5%	5.9k	151.35	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.1	$883k	NEW	29k	30.66	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$873k	+7%	2.8k	307.07	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$872k	+25%	14k	64.38	View chart
Essential Utils Stock (WTRG)	0.1	$866k		25k	34.33	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$864k	+29%	8.0k	107.63	View chart
Whirlpool Corp Stock (WHR)	0.1	$860k	NEW	6.4k	133.70	View chart
Hercules Capital Cef (HTGC)	0.1	$850k	+3%	52k	16.42	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.1	$846k		56k	15.02	View chart
Csx Corp Stock (CSX)	0.1	$845k		28k	30.75	View chart
Welltower Reit (WELL)	0.1	$839k	-3%	10k	81.92	View chart
Genuine Parts Stock (GPC)	0.1	$826k	NEW	5.7k	144.39	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$825k	NEW	16k	50.18	View chart
International Paper Stock (IP)	0.1	$815k	NEW	23k	35.47	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.1	$815k	-76%	17k	47.24	View chart
Conocophillips Stock (COP)	0.1	$809k	+8%	6.8k	119.79	View chart
Palo Alto Networks Stock (PANW)	0.1	$802k	+2%	3.4k	234.44	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.1	$797k	+67%	31k	26.15	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$794k	+14%	13k	60.58	View chart
Lululemon Athletica Stock (LULU)	0.1	$794k		2.1k	385.60	View chart
Nike Inc Cl B Stock (NKE)	0.1	$792k	-20%	8.3k	95.62	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 Q3 filed Oct. 13, 2023
Arkadios Wealth Advisors 2023 Q2 filed July 26, 2023
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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