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 2020 quarterly 13F filing

Arkadios Wealth Advisors has 1005 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 4.8 $8.7M 22k 388.23
Pimco Enhanced Short Maturity Active Exchange-traded Fund Exchange Traded Fund (MINT) 4.3 $7.8M +49% 77k 101.64
Ishares Morningstar Large-cap Growth Etf Exchange Traded Fund (JKE) 3.8 $6.8M -2% 28k 244.51
Vanguard Consumer Staples Index Fund Exchange Traded Fund (VDC) 3.0 $5.5M 35k 155.64
Amazon Common Stock (AMZN) 2.5 $4.5M +2% 1.5k 3084.07
Spdr S&p 500 Etf Exchange Traded Fund (SPY) 2.4 $4.4M -14% 14k 318.90
John Hancock Multifactor Mid Cap Etf Exchange Traded Fund (JHMM) 2.4 $4.3M +25% 121k 35.55
Microsoft Corp Common Stock (MSFT) 2.1 $3.8M -5% 18k 208.35
Facebook Inc Cl A Common Stock (FB) 1.9 $3.4M +4% 14k 239.73
Guaranty Bancshares Inc Tex Common Stock (GNTY) 1.6 $2.8M 113k 24.84
Ishares Russell 2000 Etf Exchange Traded Fund (IWM) 1.4 $2.5M 18k 141.83
First Trust Dow Jones Internet Index Fund Exchange Traded Fund (FDN) 1.2 $2.2M NEW 12k 177.71
First Trust Dorsey Wright International Focus 5 Etf Exchange Traded Fund (IFV) 1.1 $2.1M -15% 115k 17.96
Cim Income Nav Inc Com Cl D Real Estate Investment Trust 1.1 $2.1M +13% 120k 17.13

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Fidelity Msci Consumer Staples Index Etf Exchange Traded Fund (FSTA) 1.1 $2.0M +24% 56k 36.34
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL) 1.1 $1.9M +10% 1.3k 1520.86
Spdr Gold Shares Exchange Traded Fund (GLD) 1.0 $1.8M +73% 11k 170.19
First Trust Nasdaq-100 Technology Sector Index Fund Exchange Traded Fund (QTEC) 1.0 $1.8M 16k 112.14
Global Net Lease Real Estate Investment Trust (GNL) 1.0 $1.8M +3% 109k 16.25
First Trust Dorsey Wright Focus 5 Etf Exchange Traded Fund (FV) 0.9 $1.7M -4% 52k 32.75
Invesco Qqq Trust Exchange Traded Fund (QQQ) 0.9 $1.6M NEW 6.0k 260.39
Preferred Apt Cmntys Real Estate Investment Trust (APTS) 0.8 $1.4M +40% 191k 7.26
Netflix Common Stock (NFLX) 0.8 $1.4M -31% 2.6k 524.90
Home Depot Common Stock (HD) 0.8 $1.4M +4% 5.3k 257.81
Mastercard Incorporated Cl A Common Stock (MA) 0.8 $1.4M +11% 4.5k 299.01
Alphabet Inc Cap Stk Cl C Common Stock (GOOG) 0.7 $1.3M +9% 884.00 1520.58
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF) 0.7 $1.3M +169% 6.6k 200.58
Walmart Common Stock (WMT) 0.7 $1.3M +8% 10k 132.02
Visa Inc Com Cl A Common Stock (V) 0.7 $1.3M +3% 6.7k 193.34
Paypal Hldgs Common Stock (PYPL) 0.7 $1.2M -23% 7.2k 172.30
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B) 0.7 $1.2M +2% 6.5k 189.62
First Trust Technology Alphadex Fund Exchange Traded Fund (FXL) 0.7 $1.2M 15k 84.18
Utilities Select Sector Spdr Fund Exchange Traded Fund (XLU) 0.7 $1.2M 21k 58.37
Nvidia Corporation Common Stock (NVDA) 0.7 $1.2M -2% 2.8k 415.19
Johnson & Johnson Common Stock (JNJ) 0.6 $1.2M +7% 7.9k 147.89
First Trust Nasdaq Cea Cybersecurity Etf Exchange Traded Fund (CIBR) 0.6 $1.1M 34k 33.66
Spdr Dow Jones Industrial Average Etf Exchange Traded Fund (DIA) 0.6 $1.1M -3% 4.3k 266.60
Verizon Communications Common Stock (VZ) 0.5 $950k +14% 17k 55.43
Brown Forman Corp Cl B Common Stock (BF.B) 0.5 $923k 14k 66.22
Hartford Multifactor Developed Markets Exchange Traded Fund (RODM) 0.5 $904k 36k 25.20
Invesco S&p 500 Equal Weight Etf Exchange Traded Fund (RSP) 0.5 $876k -10% 8.5k 103.25
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG) 0.5 $865k +9494% 8.2k 106.04
Tesla Common Stock (TSLA) 0.5 $843k 556.00 1516.80
Procter And Gamble Common Stock (PG) 0.5 $837k +25% 6.7k 125.08
Electronic Arts Common Stock (EA) 0.5 $825k -25% 6.0k 138.53
Etfmg Prime Mobile Payments Etf Exchange Traded Fund (IPAY) 0.5 $815k 16k 50.02
Phillips Edison & Co Real Estate Investment Trust (PHEC) 0.4 $808k 92k 8.75
Disney Walt Co Com Disney Common Stock (DIS) 0.4 $797k 6.7k 118.64
Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD) 0.4 $796k +176% 6.9k 114.89
Square Inc Cl A Common Stock (SQ) 0.4 $784k -49% 6.5k 121.24
Jpmorgan Chase & Co Common Stock (JPM) 0.4 $764k +22% 7.8k 98.21
Pimco Enhanced Low Duration Active Exchange-traded Fund Exchange Traded Fund (LDUR) 0.4 $758k NEW 7.4k 101.91
First Trust Health Care Alphadex Fund Exchange Traded Fund (FXH) 0.4 $737k -5% 8.0k 92.36
Nutanix Inc Cl A Common Stock (NTNX) 0.4 $723k +84% 35k 20.82
Ishares Nasdaq Biotechnology Index Fund Exchange Traded Fund (IBB) 0.4 $681k +66% 4.9k 140.27
Ishares 1-3 Year Treasury Bond Etf Exchange Traded Fund (SHY) 0.4 $677k +290% 7.8k 86.56
Invesco Taxable Municipal Bond Etf Exchange Traded Fund (BAB) 0.4 $668k -12% 20k 33.25
New Jersey Res Common Stock (NJR) 0.4 $655k +2% 21k 31.42
Boeing Common Stock (BA) 0.4 $649k 3.6k 180.00
Omnicell Common Stock (OMCL) 0.4 $646k +64% 10k 63.15
Unitedhealth Group Common Stock (UNH) 0.3 $627k -3% 2.0k 308.61
Ishares S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT) 0.3 $614k -15% 3.6k 169.25
Welltower Real Estate Investment Trust (WELL) 0.3 $610k +219% 12k 49.94
Vanguard High Dividend Yield Etf Exchange Traded Fund (VYM) 0.3 $600k +15% 7.5k 80.28
Coca Cola Common Stock (KO) 0.3 $593k +9% 13k 45.87
Ishares Russell Mid-cap Growth Etf Exchange Traded Fund (IWP) 0.3 $575k +4582% 3.6k 161.66
Pepsico Common Stock (PEP) 0.3 $569k 4.2k 135.53
First Trust Morningstar Dividend Leaders Index Fund Exchange Traded Fund (FDL) 0.3 $561k -20% 22k 25.69
Ishares Comex Gold Trust Exchange Traded Fund (IAU) 0.3 $547k +1440% 32k 17.29
Abbott Labs Common Stock (ABT) 0.3 $547k +31% 5.8k 94.82
Nextera Energy Common Stock (NEE) 0.3 $544k +3% 2.1k 262.63
Norfolk Southern Corp Common Stock (NSC) 0.3 $538k +2% 3.0k 177.93
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW) 0.3 $534k +3% 2.5k 216.08
Ishares National Muni Bond Etf Exchange Traded Fund (MUB) 0.3 $534k 4.6k 115.84
Schwab U.s. Large-cap Value Etf Exchange Traded Fund (SCHV) 0.3 $533k NEW 10k 51.08
Cion Invt Corp Common Stock 0.3 $533k -19% 71k 7.46
American Fin Tr Inc Com Class A Real Estate Investment Trust (AFIN) 0.3 $521k 72k 7.28
Vanguard Health Care Index Fund Exchange Traded Fund (VHT) 0.3 $520k 2.6k 198.69
First Trust Cloud Computing Etf Exchange Traded Fund (SKYY) 0.3 $514k -2% 6.9k 74.90
Spdr S&p 400 Mid Cap Growth Etf Exchange Traded Fund (MDYG) 0.3 $508k -2% 9.4k 54.08
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB) 0.3 $497k +91% 6.6k 75.67
Cisco Sys Common Stock (CSCO) 0.3 $493k 11k 46.26
Twitter Common Stock (TWTR) 0.3 $492k -35% 14k 34.38
Merck & Co Common Stock (MRK) 0.3 $489k +17% 6.3k 78.26
Waste Mgmt Inc Del Common Stock (WM) 0.3 $483k +5% 4.5k 106.21
Spdr S&p Midcap 400 Etf Exchange Traded Fund (MDY) 0.3 $483k -11% 1.5k 325.01
Cim Coml Tr Corp Pfd Ser A Real Estate Investment Trust 0.3 $474k +199% 19k 25.00
Royal Bk Cda Common Stock (RY) 0.3 $473k 6.8k 69.62
Caterpillar Inc Del Common Stock (CAT) 0.3 $460k +4% 3.4k 136.91
Mcdonalds Corp Common Stock (MCD) 0.3 $457k +3% 2.4k 190.75
Spdr Doubleline Total Return Tactical Etf Exchange Traded Fund (TOTL) 0.3 $455k NEW 9.2k 49.57
Consumer Staples Select Sector Spdr Fund Exchange Traded Fund (XLP) 0.3 $451k +7% 7.4k 61.08
First Trust Value Line Dividend Index Fund Exchange Traded Fund (FVD) 0.2 $445k 14k 30.86
Ishares Phlx Sox Semiconductor Sector Index Fund Exchange Traded Fund (SOXX) 0.2 $443k NEW 1.6k 280.95
Extra Space Storage Real Estate Investment Trust (EXR) 0.2 $440k +229% 4.5k 97.29
Global Pmts Common Stock (GPN) 0.2 $436k +66725% 2.7k 163.05
Benefit Str Prtnr Rlty Tr Real Estate Investment Trust 0.2 $436k 24k 18.57
Technology Select Sector Spdr Fund Exchange Traded Fund (XLK) 0.2 $435k 4.1k 107.08
Equity Residential Sh Ben Int Real Estate Investment Trust (EQR) 0.2 $433k +9639% 7.6k 57.02
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV) 0.2 $430k -15% 1.3k 320.20
First Trust Nasdaq-100 Equal Weighted Index Fund Exchange Traded Fund (QQEW) 0.2 $427k 5.2k 82.15
Preferred Apt Cmntys Inc 6 Pfd Sr A 05.30 Real Estate Investment Trust 0.2 $425k 425.00 1000.00
First Trust Financials Alphadex Fund Exchange Traded Fund (FXO) 0.2 $425k -38% 17k 25.06
Energy Select Sector Spdr Fund Exchange Traded Fund (XLE) 0.2 $423k +1274% 12k 36.59
Intel Corp Common Stock (INTC) 0.2 $414k +2% 7.0k 58.98
Ishares S&p Mid-cap 400 Growth Etf Exchange Traded Fund (IJK) 0.2 $408k 1.8k 225.57
Hines Global Income Trust Inc Shs Cl D Real Estate Investment Trust 0.2 $407k 42k 9.71
Ishares Msci Eafe Etf Exchange Traded Fund (EFA) 0.2 $406k +2% 6.5k 62.84
First Trust Nasdaq Rising Dividend Achievers Fund Exchange Traded Fund (RDVY) 0.2 $404k -4% 13k 31.38
Nikola Corp Common Stock (NKLA) 0.2 $404k NEW 7.6k 53.14
Outfront Media Real Estate Investment Trust (OUT) 0.2 $399k NEW 30k 13.35
Raytheon Technologies Corp Common Stock (RTX) 0.2 $395k NEW 6.5k 60.47
At&t Common Stock (T) 0.2 $394k +7% 13k 29.95
Starbucks Corp Common Stock (SBUX) 0.2 $391k +24% 5.4k 72.74
Fs Kkr Capital Corp. Ii Common Stock (FSKR) 0.2 $377k NEW 29k 12.96
Bk Of America Corp Common Stock (BAC) 0.2 $372k 15k 24.14
Prologis Real Estate Investment Trust (PLD) 0.2 $363k +61% 3.9k 93.40
Lockheed Martin Corp Common Stock (LMT) 0.2 $352k 990.00 355.87
Preferred Apt Cmntys Inc Pfd Ser A Redm Real Estate Investment Trust 0.2 $341k +121% 341.00 1000.00
Ishares U.s. Healthcare Etf Exchange Traded Fund (IYH) 0.2 $339k +71% 1.5k 222.51
Northrop Grumman Corp Common Stock (NOC) 0.2 $336k 1.1k 295.76
Exxon Mobil Corp Common Stock (XOM) 0.2 $328k +21% 7.4k 44.08
First Tr Exchange Traded Fd Ii Indxx Nextg Etf Exchange Traded Fund (NXTG) 0.2 $322k 5.7k 56.67
Costco Whsl Corp Common Stock (COST) 0.2 $318k +9% 969.00 327.72
Invesco S&p 500 Low Volatility Etf Exchange Traded Fund (SPLV) 0.2 $313k 6.1k 51.37
Danaher Corporation Common Stock (DHR) 0.2 $301k +9% 1.6k 185.56
3M Common Stock (MMM) 0.2 $295k +10% 1.9k 158.55
Fidelity Total Bond Etf Exchange Traded Fund (FBND) 0.2 $294k NEW 5.4k 54.50
Ares Coml Real Estate Corp Real Estate Investment Trust (ACRE) 0.2 $293k +3% 35k 8.40
Powershares Kbw High Dividend Yield Financial Portfolio Exchange Traded Fund (KBWD) 0.2 $292k +104% 22k 13.12
Moderna Common Stock (MRNA) 0.2 $289k +28% 3.9k 75.04
Csx Corp Common Stock (CSX) 0.2 $289k 4.2k 69.34
Berkshire Hathaway Inc Del Cl A Common Stock (BRK.A) 0.2 $285k 1.00 284780.00
Ishares Russell Mid-cap Value Etf Exchange Traded Fund (IWS) 0.2 $281k -68% 3.6k 77.18
Pfizer Common Stock (PFE) 0.2 $277k 7.9k 35.23
Ishares Iboxx $ Investment Grade Corporate Bond Etf Exchange Traded Fund (LQD) 0.1 $265k +863% 1.9k 136.34
Deere & Co Common Stock (DE) 0.1 $262k +37% 1.5k 169.66
Salesforce Common Stock (CRM) 0.1 $258k +8% 1.4k 189.56
Preferred Apt Cmntys Inc Pfd Ser A Real Estate Investment Trust 0.1 $255k 255.00 1000.00
Preferred Apt Cmntys Inc Pfd Ser A Redm Real Estate Investment Trust 0.1 $248k 248.00 1000.00
Teladoc Health Common Stock (TDOC) 0.1 $247k +2% 1.2k 209.22
Realty Income Corp Real Estate Investment Trust (O) 0.1 $244k +13% 4.2k 57.56
Qualcomm Common Stock (QCOM) 0.1 $242k 2.6k 92.30
U.s. Global Jets Etf Exchange Traded Fund (JETS) 0.1 $237k +91% 15k 16.00
Honeywell Intl Common Stock (HON) 0.1 $229k +8% 1.5k 148.16
Philip Morris Intl Common Stock (PM) 0.1 $225k +5% 3.0k 74.32
International Business Machs Common Stock (IBM) 0.1 $222k -15% 1.8k 120.55
United Parcel Service Inc Cl B Common Stock (UPS) 0.1 $220k -4% 1.9k 115.33
Ishares U.s. Industrials Etf Exchange Traded Fund (IYJ) 0.1 $217k -42% 1.4k 152.38
Hines Global Income Trust Inc Shs Cl I Real Estate Investment Trust 0.1 $216k 22k 9.71
Sun Cmntys Real Estate Investment Trust (SUI) 0.1 $216k 1.6k 135.93
Invesco Ultra Short Duration Etf Exchange Traded Fund (GSY) 0.1 $208k +8% 4.1k 50.46
Cvs Health Corp Common Stock (CVS) 0.1 $207k +8% 3.2k 63.70
Nike Inc Cl B Common Stock (NKE) 0.1 $201k +42% 2.1k 96.80
Ishares Russell 2000 Growth Etf Exchange Traded Fund (IWO) 0.1 $201k +5% 967.00 207.82
Chevron Corp Common Stock (CVX) 0.1 $194k +9% 2.2k 88.20
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO) 0.1 $192k -31% 4.5k 42.89
General Electric Common Stock (GE) 0.1 $191k +56% 28k 6.87
Vanguard Short-term Inflation-protected Securities Etf Exchange Traded Fund (VTIP) 0.1 $188k +241% 3.7k 50.31
Invesco Buyback Achievers Etf Exchange Traded Fund (PKW) 0.1 $186k -34% 3.2k 58.45
First Trust Water Etf Exchange Traded Fund (FIW) 0.1 $184k -6% 3.2k 56.81
First Trust Capital Strength Etf Exchange Traded Fund (FTCS) 0.1 $183k NEW 3.0k 60.76
Match Group Common Stock (MTCH) 0.1 $180k NEW 1.8k 97.93
Blackrock Common Stock (BLK) 0.1 $178k +56% 317.00 562.38
Medtronic Common Stock (MDT) 0.1 $177k +9% 1.9k 94.65
Vereit Real Estate Investment Trust (VER) 0.1 $177k 28k 6.24
Invesco Dwa Momentum Etf Exchange Traded Fund (PDP) 0.1 $175k 2.5k 69.31
Packaging Corp Amer Common Stock (PKG) 0.1 $174k -6% 1.7k 102.12
Invesco Aerospace & Defense Etf Exchange Traded Fund (PPA) 0.1 $173k +4% 3.2k 53.64
Abbvie Common Stock (ABBV) 0.1 $172k +10% 1.7k 98.89
Schwab International Equity Etf Exchange Traded Fund (SCHF) 0.1 $170k +2725% 5.5k 30.65
Roku Inc Com Cl A Common Stock (ROKU) 0.1 $168k +21% 1.1k 150.36
Annaly Capital Management Real Estate Investment Trust (NLY) 0.1 $168k +2% 25k 6.75
Target Corp Common Stock (TGT) 0.1 $167k NEW 1.4k 120.14
Paychex Common Stock (PAYX) 0.1 $165k 2.3k 71.90
First Trust Small Cap Core Alphadex Fund Exchange Traded Fund (FYX) 0.1 $165k 3.1k 53.82
Fidelity Msci Information Technology Index Etf Exchange Traded Fund (FTEC) 0.1 $162k 1.9k 84.17
Texas Instrs Common Stock (TXN) 0.1 $161k 1.2k 131.89
Preferred Apt Cmntys Inc Pfd Ser A Redm Real Estate Investment Trust 0.1 $161k +544% 161.00 1000.00
Essential Utils Common Stock (WTRG) 0.1 $159k +75% 3.7k 43.39
Preferred Apt Cmntys Inc 6 Pfd Sr A 05.15 Real Estate Investment Trust 0.1 $158k +46% 158.00 1000.00
Iqvia Hldgs Common Stock (IQV) 0.1 $158k +889% 1.1k 147.78
Duke Energy Corp Common Stock (DUK) 0.1 $158k -8% 1.9k 81.72
First Trust North American Energy Infrastructure Fund Exchange Traded Fund (EMLP) 0.1 $157k 7.9k 19.87
Comcast Corp New Cl A Common Stock (CMCSA) 0.1 $156k -25% 3.8k 41.18
First Trust Emerging Markets Alphadex Fund Exchange Traded Fund (FEM) 0.1 $155k +4% 6.8k 22.61
Ishares Edge Msci Intl Quality Factor Etf Exchange Traded Fund (IQLT) 0.1 $153k NEW 5.0k 30.44
Digital Rlty Tr Real Estate Investment Trust (DLR) 0.1 $153k +275% 1.0k 146.81
Synopsys Common Stock (SNPS) 0.1 $152k 780.00 195.28
First Trust Ssi Strategic Convertible Securities Etf Exchange Traded Fund (FCVT) 0.1 $152k 4.1k 36.70
Ishares Exponential Technologies Etf Exchange Traded Fund (XT) 0.1 $152k 3.3k 46.33
Schwab U.s. Reit Etf Exchange Traded Fund (SCHH) 0.1 $151k +1922% 4.3k 34.93
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG) 0.1 $150k +1709% 2.9k 51.26
Broadcom Common Stock (AVGO) 0.1 $150k +43% 475.00 315.53
Baxter Intl Common Stock (BAX) 0.1 $149k 1.8k 84.70
Mondelez Intl Inc Cl A Common Stock (MDLZ) 0.1 $149k -4% 2.8k 52.86
Vanguard Small-cap Index Fund Exchange Traded Fund (VB) 0.1 $149k -8% 1.0k 145.58
Ishares Msci Emerging Markets Etf Exchange Traded Fund (EEM) 0.1 $148k -3% 3.4k 43.02
Ishares U.s. Healthcare Providers Etf Exchange Traded Fund (IHF) 0.1 $148k 748.00 197.87
Southern Common Stock (SO) 0.1 $148k -13% 2.8k 53.68
Cim Coml Tr Corp Real Estate Investment Trust (CMCT) 0.1 $148k +17% 13k 11.59
Ishares Silver Trust Exchange Traded Fund (SLV) 0.1 $147k +22% 8.2k 17.97
Preferred Apt Cmntys Inc Cal Pfd Ser A Real Estate Investment Trust 0.1 $146k 146.00 1000.00
Redfin Corp Common Stock (RDFN) 0.1 $144k +6% 4.1k 35.54
Gilead Sciences Common Stock (GILD) 0.1 $144k +9% 1.9k 77.19
Charter Communications Inc New Cl A Common Stock (CHTR) 0.1 $141k +13% 260.00 542.95
Dominion Energy Common Stock (D) 0.1 $141k -31% 1.9k 73.94
Invesco Db Oil Fund Exchange Traded Fund (DBO) 0.1 $140k NEW 19k 7.23
Proshares Ultrapro S&p 500 Exchange Traded Fund (UPRO) 0.1 $140k +679% 2.9k 48.77
Preferred Apt Cmntys Inc Pfd Ser A Redm Real Estate Investment Trust 0.1 $139k 139.00 1000.00
Vanguard Information Technology Index Fund Exchange Traded Fund (VGT) 0.1 $137k -6% 481.00 285.14
Bristol-myers Squibb Common Stock (BMY) 0.1 $137k +2% 2.4k 57.90
Vanguard Real Estate Etf Exchange Traded Fund (VNQ) 0.1 $136k -36% 1.7k 77.87
American Wtr Wks Common Stock (AWK) 0.1 $133k NEW 983.00 134.84
Ishares Russell Mid-cap Etf Exchange Traded Fund (IWR) 0.1 $132k -51% 2.4k 54.34
Zoom Video Communications Inc Cl A Common Stock (ZM) 0.1 $131k +597% 502.00 260.01
Wisdomtree U.s. Largecap Dividend Fund Exchange Traded Fund (DLN) 0.1 $130k 1.4k 94.94
Lowes Cos Common Stock (LOW) 0.1 $130k -24% 924.00 140.10
Jpmorgan Ultra-short Income Etf Exchange Traded Fund (JPST) 0.1 $128k -49% 2.5k 50.78
First Trust Nasdaq Aba Community Bank Index Fund Exchange Traded Fund (QABA) 0.1 $127k -18% 3.9k 32.71
Dycom Inds Common Stock (DY) 0.1 $126k NEW 3.2k 40.01
Zoetis Inc Cl A Common Stock (ZTS) 0.1 $126k +1051% 898.00 140.40
Illinois Tool Wks Common Stock (ITW) 0.1 $126k -2% 702.00 179.52
Schwab Charles Corp Common Stock (SCHW) 0.1 $126k +113% 3.6k 34.55
L3harris Technologies Common Stock (LHX) 0.1 $126k +25% 773.00 162.39
Americold Rlty Tr Real Estate Investment Trust (COLD) 0.1 $125k -65% 3.5k 35.37
Accenture Plc Ireland Shs Class A Common Stock (ACN) 0.1 $125k +4% 571.00 219.16
Vanguard Communication Services Etf Exchange Traded Fund (VOX) 0.1 $124k +19% 1.3k 97.95
Physicians Rlty Tr Real Estate Investment Trust (DOC) 0.1 $123k +12% 7.2k 17.18
Invesco S&p 500 Revenue Etf Exchange Traded Fund (RWL) 0.1 $121k 2.3k 52.15
Phillips 66 Common Stock (PSX) 0.1 $119k +5% 1.9k 61.96
Union Pac Corp Common Stock (UNP) 0.1 $118k -17% 689.00 171.89
Marriott Intl Inc New Cl A Common Stock (MAR) 0.1 $116k +229% 1.3k 87.12
Amgen Common Stock (AMGN) 0.1 $116k +7% 456.00 253.59
Fidelity Msci Industrials Index Etf Exchange Traded Fund (FIDU) 0.1 $115k +10% 3.2k 36.33
Altria Group Common Stock (MO) 0.1 $114k +14% 2.8k 41.07
Invesco S&p 500 Equal Weight Materials Etf Exchange Traded Fund (RTM) 0.1 $114k 1.1k 106.53
Cdw Corp Common Stock (CDW) 0.1 $112k +88% 982.00 114.41
X-trackers Msci Eafe Hedged Equity Etf Exchange Traded Fund (DBEF) 0.1 $112k -16% 3.6k 30.85
Nomad Foods Ltd Usd Ord Common Stock (NOMD) 0.1 $112k +1272% 5.2k 21.40
Verisk Analytics Common Stock (VRSK) 0.1 $111k +1193% 634.00 174.61
Proshares Ultra Qqq Exchange Traded Fund (QLD) 0.1 $110k NEW 675.00 163.46
Iac Interactivecorp Common Stock (IAC) 0.1 $109k NEW 855.00 127.57
Public Svc Enterprise Grp Common Stock (PEG) 0.1 $107k +11% 2.1k 51.53
Velocityshares 3x Long Silver Etn Linked To The S&p Gsci Silver Index Er Exchange Traded Fund (USLVF) 0.1 $107k NEW 1.3k 82.18
Micron Technology Common Stock (MU) 0.1 $107k -14% 2.1k 49.71
Fiserv Common Stock (FISV) 0.1 $107k +83% 1.1k 97.54
Great Ajax Corp Real Estate Investment Trust (AJX) 0.1 $106k 13k 8.17
Cim Coml Tr Corp Pfd Ser A Real Estate Investment Trust 0.1 $105k NEW 4.2k 25.00
Fedex Corp Common Stock (FDX) 0.1 $104k +49% 657.00 158.70

Past Filings by Arkadios Wealth Advisors

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