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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, NVDA, CARY, MSFT, AMZN, and represent 13.88% of Arkadios Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$44M), DUSB (+$14M), IVV (+$10M), DGRO (+$6.4M), DFUV (+$5.5M), DUHP (+$5.3M), VTI, CARY, AOHY, IJR.
Started 184 new stock positions in NEM, SIFY, URA, PODD, EMXC, SJNK, RCL, IGM, OKE, J.
Reduced shares in these 10 stocks: BUFR (-$17M), VB (-$10M), UCON (-$10M), VO (-$8.9M), IWL (-$8.1M), HYLS (-$7.8M), SCHD (-$6.0M), BSV (-$5.7M), ONEY (-$5.3M), DBEF.
Sold out of its positions in ARI, APO, Vpc Impact Acquisition Hld-a, WRB, BIO, CMCT, CAH, Chimera Investment Corp etf, CFG, CBDBY.
Arkadios Wealth Advisors was a net buyer of stock by $218M.
Arkadios Wealth Advisors has $1.5B in assets under management (AUM), dropping by 14.88%.
Central Index Key (CIK): 0001800798

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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 850 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Arkadios Wealth Advisors has 850 total positions. Only the first 250 positions are shown.

Sign up to view all of the Arkadios Wealth Advisors June 30, 2024 positions
Download the Arkadios Wealth Advisors June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.7	$54M		257k	210.62	View chart
Nvidia Corporation Stock (NVDA)	3.3	$49M	+911%	394k	123.54	View chart
Angel Oak Income Etf Etf (CARY)	2.5	$37M	+15%	1.8M	20.60	View chart
Microsoft Corp Stock (MSFT)	2.3	$34M	+10%	76k	446.95	View chart
Amazon Stock (AMZN)	2.2	$32M		168k	193.25	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	2.0	$30M	+6%	577k	52.49	View chart
Ishares Msci Usa Equal Weighted Etf Etf (EUSA)	1.9	$28M	+3%	312k	88.25	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.6	$24M		44k	544.21	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.5	$23M	+2%	46k	500.13	View chart
Invesco S&p 500 Pure Growth Etf Etf (RPG)	1.4	$20M	+12%	547k	37.26	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$20M		42k	479.11	View chart
Copper Place Global Dividend Growth Etf Etf (GDVD)	1.3	$19M		763k	24.74	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$17M	+22%	91k	182.15	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	1.1	$16M	+6%	319k	50.52	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.1	$16M	+186%	29k	547.23	View chart
Meta Platforms Inc Cl A Stock (META)	1.0	$15M	+16%	30k	504.21	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.9	$14M	NEW	278k	50.67	View chart
Johnson & Johnson Stock (JNJ)	0.9	$13M	+14%	92k	146.16	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$13M	+21%	64k	202.26	View chart
Walmart Stock (WMT)	0.9	$13M	+11%	188k	67.71	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$12M	+11%	29k	406.80	View chart
Chevron Corp Stock (CVX)	0.7	$11M	+31%	70k	156.42	View chart
Exxon Mobil Corp Stock (XOM)	0.7	$11M	+49%	91k	115.12	View chart
Angel Oak High Yield Opportunities Etf Etf (AOHY)	0.7	$10M	+88%	924k	10.89	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.6	$9.5M	+17%	158k	60.30	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.6	$9.0M	+5%	108k	83.42	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$9.0M	+119%	34k	267.51	View chart
Salesforce Stock (CRM)	0.6	$8.8M	+7%	34k	257.10	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.6	$8.6M	+47%	38k	226.23	View chart
Lam Research Corp Stock (LRCX)	0.6	$8.6M	+96%	8.1k	1064.81	View chart
Southern Stock (SO)	0.6	$8.3M	+2%	108k	77.57	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$8.0M		44k	183.42	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.5	$8.0M	+43%	95k	84.04	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.5	$7.9M	+10%	143k	55.04	View chart
Ishares Silver Trust Etf (SLV)	0.5	$7.8M	+3%	293k	26.57	View chart
Vanguard Value Etf Etf (VTV)	0.5	$7.6M	-31%	48k	160.41	View chart
Guaranty Bancshares Inc Tex Stock (GNTY)	0.5	$7.6M	-9%	241k	31.54	View chart
Home Depot Stock (HD)	0.5	$7.6M	+25%	22k	344.24	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.5	$7.5M	+27%	83k	91.15	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.5	$7.5M	+567%	130k	57.61	View chart
Coca Cola Stock (KO)	0.5	$6.7M	-31%	106k	63.65	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.4	$6.6M	+206%	40k	164.28	View chart
Procter And Gamble Stock (PG)	0.4	$6.5M	+67%	40k	164.92	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$6.3M	+244%	59k	106.66	View chart
Phillips 66 Stock (PSX)	0.4	$6.0M		43k	141.17	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.4	$5.9M	+96%	144k	41.11	View chart
Pfizer Stock (PFE)	0.4	$5.5M	+20%	198k	27.98	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$5.5M	+4%	15k	364.50	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.4	$5.5M	NEW	139k	39.27	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$5.4M	+8%	27k	202.89	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.4	$5.3M	NEW	166k	31.99	View chart
Abbvie Stock (ABBV)	0.4	$5.3M	+11%	31k	171.52	View chart
Broadcom Stock (AVGO)	0.4	$5.2M	+46%	3.3k	1605.31	View chart
Merck & Co Stock (MRK)	0.3	$5.2M	+31%	42k	123.80	View chart
Cisco Sys Stock (CSCO)	0.3	$5.1M	+43%	108k	47.51	View chart
Reinsurance Grp Of America Stock (RGA)	0.3	$5.1M	-4%	25k	205.27	View chart
General Dynamics Corp Stock (GD)	0.3	$5.0M		17k	290.14	View chart
First Trust Large Cap Value Alphadex Fund Etf (FTA)	0.3	$4.9M	+5%	67k	73.60	View chart
Eli Lilly & Co Stock (LLY)	0.3	$4.9M	+39%	5.5k	905.37	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$4.7M	+493%	80k	58.52	View chart
Unitedhealth Group Stock (UNH)	0.3	$4.7M	-2%	9.2k	509.26	View chart
Invesco Db Commodity Index Tracking Fund Etf (DBC)	0.3	$4.5M	-4%	194k	23.23	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$4.5M	+171%	62k	72.64	View chart
Illinois Tool Wks Stock (ITW)	0.3	$4.4M	+2%	19k	236.96	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.3	$4.4M	+64%	108k	40.75	View chart
Mastercard Incorporated Cl A Stock (MA)	0.3	$4.4M	+5%	9.9k	441.16	View chart
Visa Inc Com Cl A Stock (V)	0.3	$4.3M	+25%	17k	262.47	View chart
Bank America Corp Stock (BAC)	0.3	$4.3M	+216%	108k	39.77	View chart
Truist Finl Corp Stock (TFC)	0.3	$4.2M		109k	38.85	View chart
Fs Kkr Cap Corp Cef (FSK)	0.3	$4.1M		207k	19.73	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.3	$4.1M	+447%	31k	132.05	View chart
Verizon Communications Stock (VZ)	0.3	$4.1M	+14%	99k	41.24	View chart
Disney Walt Stock (DIS)	0.3	$4.1M	+22%	41k	99.29	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.3	$4.0M	+194%	28k	145.75	View chart
Metlife Stock (MET)	0.3	$4.0M		57k	70.19	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$4.0M	+901%	43k	92.54	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.3	$3.9M		71k	54.75	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.3	$3.9M	+8%	57k	68.24	View chart
Medtronic Stock (MDT)	0.3	$3.9M	+7%	50k	78.71	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$3.8M	+49%	8.2k	467.10	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.3	$3.8M	+7%	41k	92.71	View chart
Paychex Stock (PAYX)	0.3	$3.8M	-5%	32k	118.56	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$3.7M	-46%	10k	374.01	View chart
Cion Invt Corp Stock (CION)	0.2	$3.7M	-2%	301k	12.12	View chart
3M Stock (MMM)	0.2	$3.6M	+80%	36k	102.19	View chart
Altria Group Stock (MO)	0.2	$3.6M	+99%	80k	45.55	View chart
Us Bancorp Del Stock (USB)	0.2	$3.6M		91k	39.70	View chart
Darden Restaurants Stock (DRI)	0.2	$3.6M	NEW	24k	151.32	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.2	$3.5M	+44%	75k	46.78	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$3.4M	+30%	25k	136.85	View chart
Webster Finl Corp Stock (WBS)	0.2	$3.4M		78k	43.59	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.2	$3.4M	+623%	80k	42.20	View chart
Boeing Stock (BA)	0.2	$3.4M	+15%	18k	182.01	View chart
United States Oil Fund Etf (USO)	0.2	$3.3M	+2%	42k	79.59	View chart
Tesla Stock (TSLA)	0.2	$3.3M	-12%	17k	197.88	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - December Etf (XDEC)	0.2	$3.2M	-4%	89k	36.07	View chart
Qualcomm Stock (QCOM)	0.2	$3.2M	+13%	16k	199.18	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$3.1M	+18%	8.1k	383.20	View chart
Vaneck Bdc Income Etf Etf (BIZD)	0.2	$3.1M	+885%	180k	17.11	View chart
Spdr Gold Shares Etf (GLD)	0.2	$3.1M	+49%	14k	215.01	View chart
Cvs Health Corp Stock (CVS)	0.2	$3.1M	+14%	52k	59.06	View chart
Booking Holdings Stock (BKNG)	0.2	$3.0M	+3%	765.00	3961.56	View chart
International Business Machs Stock (IBM)	0.2	$3.0M	+12%	17k	172.95	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.2	$2.9M	+594%	65k	45.22	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.2	$2.9M	-85%	101k	28.92	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.2	$2.9M	+14%	27k	108.70	View chart
Costco Whsl Corp Stock (COST)	0.2	$2.9M	+9%	3.4k	850.10	View chart
Mcdonalds Corp Stock (MCD)	0.2	$2.9M		11k	254.84	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.2	$2.8M	+165%	31k	91.78	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.2	$2.8M	+11%	32k	88.31	View chart
Texas Instrs Stock (TXN)	0.2	$2.8M	-44%	14k	194.53	View chart
Interpublic Group Cos Stock (IPG)	0.2	$2.8M	+4%	96k	29.09	View chart
Paypal Hldgs Stock (PYPL)	0.2	$2.8M	+85%	48k	58.03	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.2	$2.8M	NEW	67k	41.54	View chart
Target Corp Stock (TGT)	0.2	$2.7M	+2%	19k	148.04	View chart
Ishares Msci Brazil Etf Etf (EWZ)	0.2	$2.7M	+3%	100k	27.33	View chart
Novo-nordisk A S Adr (NVO)	0.2	$2.7M	+37%	19k	142.74	View chart
Fiverr Intl Ltd Ord Stock (FVRR)	0.2	$2.7M		116k	23.43	View chart
Philip Morris Intl Stock (PM)	0.2	$2.7M	-23%	27k	101.33	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$2.7M	-27%	53k	51.09	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$2.7M	+141%	106k	25.33	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$2.7M	+141%	34k	78.33	View chart
Rtx Corporation Stock (RTX)	0.2	$2.7M	+13%	27k	100.39	View chart
Gilead Sciences Stock (GILD)	0.2	$2.6M	+41%	38k	68.61	View chart
Advanced Micro Devices Stock (AMD)	0.2	$2.6M	+38%	16k	162.21	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.2	$2.6M		45k	57.27	View chart
Spdr S&p Insurance Etf Etf (KIE)	0.2	$2.6M	+8%	51k	49.83	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.2	$2.6M	-7%	32k	81.41	View chart
Lowes Cos Stock (LOW)	0.2	$2.5M	+6%	11k	220.46	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.2	$2.5M	+125%	79k	31.55	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.2	$2.5M	-2%	12k	204.94	View chart
Occidental Pete Corp Stock (OXY)	0.2	$2.5M	+171%	39k	63.03	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - January Etf (XJAN)	0.2	$2.5M		76k	32.50	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$2.5M		44k	56.42	View chart
Air Prods & Chems Stock (APD)	0.2	$2.5M	+17%	9.5k	258.04	View chart
American Elec Pwr Stock (AEP)	0.2	$2.4M	-8%	28k	87.74	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.2	$2.4M	-21%	12k	197.47	View chart
Tjx Cos Stock (TJX)	0.2	$2.4M	+27%	22k	110.10	View chart
Intel Corp Stock (INTC)	0.2	$2.4M	+44%	76k	30.97	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.2	$2.3M	+2%	70k	33.38	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.2	$2.3M		62k	37.95	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.2	$2.3M	NEW	44k	53.13	View chart
Autozone Stock (AZO)	0.2	$2.3M	+3%	782.00	2965.96	View chart
General Mls Stock (GIS)	0.2	$2.3M	+41%	37k	63.26	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.2	$2.3M	+84%	45k	50.66	View chart
Amphenol Corp New Cl A Stock (APH)	0.2	$2.3M	+104%	34k	67.37	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$2.3M	-34%	52k	43.76	View chart
Ares Capital Corp Cef (ARCC)	0.2	$2.2M	-19%	108k	20.84	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.2	$2.2M	+712%	40k	55.50	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.1	$2.2M	+65%	37k	59.60	View chart
Pepsico Stock (PEP)	0.1	$2.2M	+76%	13k	164.93	View chart
Copart Stock (CPRT)	0.1	$2.2M	+2%	40k	54.16	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$2.2M	+298%	17k	127.18	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$2.1M	-80%	8.8k	242.11	View chart
Caterpillar Stock (CAT)	0.1	$2.1M	+15%	6.4k	333.09	View chart
GSK Adr (GSK)	0.1	$2.1M	-5%	55k	38.50	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.1	$2.1M	NEW	36k	59.26	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.1	$2.1M		43k	49.24	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$2.1M		16k	128.43	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$2.1M	NEW	23k	91.81	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.1	$2.1M	+12%	10k	203.02	View chart
Old Dominion Freight Line Stock (ODFL)	0.1	$2.1M	+3%	12k	176.60	View chart
Block Inc Cl A Stock (SQ)	0.1	$2.0M	-2%	31k	64.49	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$2.0M	+26%	48k	41.53	View chart
Netflix Stock (NFLX)	0.1	$2.0M	-2%	2.9k	674.87	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$2.0M	+454%	39k	50.47	View chart
Ford Mtr Co Del Stock (F)	0.1	$2.0M	+51%	157k	12.54	View chart
Fortinet Stock (FTNT)	0.1	$1.9M	+2%	32k	60.27	View chart
Applied Matls Stock (AMAT)	0.1	$1.9M	+32%	8.1k	236.00	View chart
Zillow Group Inc Cl C Cap Stk Stock (Z)	0.1	$1.9M	+13%	41k	46.39	View chart
Cummins Stock (CMI)	0.1	$1.9M	-57%	6.9k	276.92	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$1.9M	-5%	26k	72.00	View chart
Ross Stores Stock (ROST)	0.1	$1.9M	+18%	13k	145.32	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$1.9M	+76%	35k	53.53	View chart
BP Adr (BP)	0.1	$1.9M	+25%	52k	36.10	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.1	$1.8M		34k	55.04	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$1.8M	+322%	113k	16.22	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$1.8M	+200%	3.00	612241.00	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$1.8M	+237%	12k	150.50	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.8M	+78%	10k	173.49	View chart
Main Str Cap Corp Cef (MAIN)	0.1	$1.8M	-3%	35k	50.49	View chart
Oracle Corp Stock (ORCL)	0.1	$1.8M	+55%	13k	141.20	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$1.7M		27k	64.00	View chart
Devon Energy Corp Stock (DVN)	0.1	$1.7M	+43%	36k	47.40	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$1.7M	-4%	22k	76.58	View chart
Dow Stock (DOW)	0.1	$1.7M	+14%	32k	53.05	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.7M	+26%	9.8k	173.81	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.7M	+34%	9.7k	174.46	View chart
Deere & Co Stock (DE)	0.1	$1.7M	+62%	4.5k	373.61	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.7M	-78%	22k	77.76	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.1	$1.7M	NEW	34k	48.60	View chart
Blackstone Stock (BX)	0.1	$1.7M	+11%	13k	123.80	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$1.6M	NEW	32k	50.88	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - March Etf (XMAR)	0.1	$1.6M		47k	34.57	View chart
Conocophillips Stock (COP)	0.1	$1.6M	+98%	14k	114.38	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$1.6M	+346%	18k	91.78	View chart
Servicenow Stock (NOW)	0.1	$1.6M	+11%	2.0k	786.83	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.1	$1.6M	-4%	27k	59.19	View chart
Exponent Stock (EXPO)	0.1	$1.6M		17k	95.12	View chart
Monster Beverage Corp Stock (MNST)	0.1	$1.6M		31k	49.95	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$1.6M	+20%	79k	19.87	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$1.6M	+114%	32k	48.74	View chart
Midcap Financial Invstmnt Corp Cef (MFIC)	0.1	$1.6M	-3%	103k	15.14	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.5M	+68%	13k	118.60	View chart
Honeywell Intl Stock (HON)	0.1	$1.5M	+2%	7.2k	213.53	View chart
American Express Stock (AXP)	0.1	$1.5M	+206%	6.6k	231.56	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.5M	+127%	3.3k	452.36	View chart
Prologis Reit (PLD)	0.1	$1.5M	+90%	13k	112.31	View chart
Conagra Brands Stock (CAG)	0.1	$1.5M	+27%	52k	28.42	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.5M	-5%	26k	56.68	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.1	$1.4M	+204%	7.9k	182.41	View chart
Nutanix Inc Cl A Stock (NTNX)	0.1	$1.4M	-21%	25k	56.85	View chart
International Paper Stock (IP)	0.1	$1.4M	+12%	33k	43.15	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.4M	+179%	19k	75.37	View chart
Newmont Corp Stock (NEM)	0.1	$1.4M	NEW	34k	41.87	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.4M	+193%	8.2k	170.76	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$1.4M	+18%	30k	47.40	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.1	$1.4M	NEW	28k	49.70	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$1.4M	+13%	13k	110.35	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.4M	+15%	13k	106.55	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.4M	+3%	6.5k	213.33	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$1.4M	+27%	27k	51.24	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.3M	NEW	47k	28.98	View chart
At&t Stock (T)	0.1	$1.3M	+31%	70k	19.11	View chart
Moderna Stock (MRNA)	0.1	$1.3M	-16%	11k	118.75	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.3M	+6%	5.6k	233.71	View chart
Adobe Stock (ADBE)	0.1	$1.3M	+13%	2.4k	555.44	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.3M	+87%	7.1k	182.55	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.1	$1.3M	-5%	54k	23.91	View chart
Deckers Outdoor Corp Stock (DECK)	0.1	$1.3M		1.3k	967.95	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.3M	-4%	2.2k	576.62	View chart
Harbor Commodity All-weather Strategy Etf Etf (HGER)	0.1	$1.3M	+27%	57k	22.50	View chart
Nextera Energy Stock (NEE)	0.1	$1.2M	+19%	18k	70.81	View chart
Eog Res Stock (EOG)	0.1	$1.2M	+508%	9.9k	125.87	View chart
Ft Vest Laddered Deep Buffer Etf Etf (BUFD)	0.1	$1.2M	-39%	51k	24.32	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.2M	-12%	17k	72.05	View chart
Abbott Labs Stock (ABT)	0.1	$1.2M	+4%	12k	103.91	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.2M	NEW	15k	83.76	View chart
Crown Castle Reit (CCI)	0.1	$1.2M	+32%	13k	97.70	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.1	$1.2M	-25%	9.0k	136.27	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.1	$1.2M	-14%	11k	110.50	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.2M	-69%	6.6k	182.51	View chart
Wix Stock (WIX)	0.1	$1.2M	-13%	7.5k	159.07	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$1.2M	+48%	9.8k	120.98	View chart
Ansys Stock (ANSS)	0.1	$1.2M		3.7k	321.50	View chart
Phillips Edison & Co Reit (PECO)	0.1	$1.2M	-15%	36k	32.71	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$1.2M	+167%	21k	54.49	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$1.2M	+209%	9.5k	121.87	View chart
Amgen Stock (AMGN)	0.1	$1.2M	+11%	3.7k	312.45	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.1	$1.2M	NEW	8.0k	145.48	View chart

Past Filings by Arkadios Wealth Advisors

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

Arkadios Wealth Advisors 2024 Q2 filed July 29, 2024
Arkadios Wealth Advisors 2024 Q1 filed April 30, 2024
Arkadios Wealth Advisors 2023 Q4 filed Jan. 24, 2024
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

View all past filings

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