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 540 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Arkadios Wealth Advisors has 540 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) 3.8 $26M 188k 136.72
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR) 2.4 $16M -27% 739k 21.46
Microsoft Corp Stock (MSFT) 1.8 $12M +2% 46k 256.82
Amazon Stock (AMZN) 1.6 $11M +2052% 102k 106.21
Guaranty Bancshares Inc Tex Stock (GNTY) 1.6 $11M +69% 294k 36.25
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 1.4 $9.5M +13% 205k 46.37
John Hancock Multifactor Large Cap Etf Etf (JHML) 1.3 $9.0M +21% 190k 47.68
Vanguard Small-cap Index Fund Etf (VB) 1.2 $7.9M 45k 176.12
First Trust Capital Strength Etf Etf (FTCS) 1.1 $7.4M +3% 105k 69.93
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 1.1 $7.1M +23% 101k 70.64
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 1.0 $7.1M 264k 26.76
First Trust Tactical High Yield Etf Etf (HYLS) 1.0 $6.9M 176k 39.15
Unitedhealth Group Stock (UNH) 1.0 $6.8M 13k 513.61
Nvidia Corporation Stock (NVDA) 0.9 $6.2M +21% 41k 151.59

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Johnson & Johnson Stock (JNJ) 0.9 $6.1M +6% 34k 177.52
Home Depot Stock (HD) 0.9 $5.9M +17% 21k 274.26
Meta Platforms Inc Cl A Stock (META) 0.9 $5.9M +2% 36k 161.24
Invesco S&p 500 Pure Value Etf Etf (RPV) 0.8 $5.5M -4% 74k 75.09
Ishares Morningstar Growth Etf Etf (ILCG) 0.8 $5.5M -12% 110k 50.09
Schwab Us Dividend Equity Etf Etf (SCHD) 0.8 $5.5M 77k 71.63
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.8 $5.4M +18% 2.5k 2178.86
Ishares Russell Top 200 Etf Etf (IWL) 0.8 $5.1M +2% 57k 89.81
Vanguard Mid-cap Index Fund Etf (VO) 0.8 $5.1M -2% 26k 196.97
Ishares Core High Dividend Etf Etf (HDV) 0.7 $4.9M +37% 49k 100.43
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON) 0.7 $4.8M +4% 196k 24.50
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $4.7M +5% 17k 273.02
Ishares Gold Trust Etf (IAU) 0.7 $4.7M +4% 136k 34.31
Abbvie Stock (ABBV) 0.7 $4.7M +9% 30k 153.17
Ft Cboe Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.7 $4.7M +50% 95k 49.11
First Trust Nasdaq Rising Dividend Achievers Fund Etf (RDVY) 0.7 $4.6M +50% 112k 40.92
Pfizer Stock (PFE) 0.7 $4.4M -15% 84k 52.43
Ft Cboe Vest U.s. Equity Deep Buffer Etf - April Etf (DAPR) 0.6 $4.3M NEW 148k 29.14
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.6 $4.3M +32% 50k 85.36
Walmart Stock (WMT) 0.6 $4.1M +6% 34k 121.59
Ishares Russell 1000 Growth Etf Etf (IWF) 0.6 $4.0M +8% 19k 218.68
Ishares S&p Small-cap Fund Etf (IJR) 0.6 $4.0M +27% 43k 92.41
United Parcel Service Inc Cl B Stock (UPS) 0.6 $4.0M -18% 22k 182.56
Vanguard Total International Bond Etf Etf (BNDX) 0.6 $3.9M 80k 49.55
Spdr S&p 500 Etf Etf (SPY) 0.6 $3.9M -14% 10k 377.25
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.6 $3.8M +3% 1.8k 2187.32
Moderna Stock (MRNA) 0.6 $3.8M +29% 27k 142.86
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF) 0.6 $3.7M 107k 34.81
Invesco Qqq Trust Etf (QQQ) 0.6 $3.7M 13k 280.26
Phillips Edison & Co Reit (PECO) 0.5 $3.5M -41% 106k 33.41
Spdr Russell 1000 Yield Focus Etf Etf (ONEY) 0.5 $3.4M 38k 89.13
Coca Cola Stock (KO) 0.5 $3.4M +9% 54k 62.92
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.5 $3.3M -50% 34k 99.10
Salesforce Stock (CRM) 0.5 $3.3M +83% 20k 165.06
Cvs Health Corp Stock (CVS) 0.5 $3.3M +9% 35k 92.66
Jpmorgan Chase & Co Stock (JPM) 0.5 $3.3M +7% 29k 112.61
Southern Stock (SO) 0.5 $3.2M +12% 45k 71.30
GSK Adr (GSK) 0.5 $3.2M 73k 43.53
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.5 $3.1M +42% 65k 48.30
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.5 $3.1M +83% 34k 89.03
Vanguard Total Stock Market Index Fund Etf (VTI) 0.5 $3.0M -36% 16k 188.61
Fs Kkr Cap Corp Cef (FSK) 0.5 $3.0M +22% 156k 19.42
First Trust Value Line Dividend Index Fund Etf (FVD) 0.4 $3.0M 76k 38.81
Invesco Dynamic Large Cap Growth Etf Etf (PWB) 0.4 $2.9M +34% 50k 58.67
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $2.9M 69k 41.65
Vanguard Growth Index Fund Etf (VUG) 0.4 $2.9M -2% 13k 222.87
Fidelity Total Bond Etf Etf (FBND) 0.4 $2.8M +111% 60k 46.52
Mastercard Incorporated Cl A Stock (MA) 0.4 $2.8M +26% 8.8k 315.48
Technology Select Sector Spdr Fund Etf (XLK) 0.4 $2.6M +6% 21k 127.13
Exxon Mobil Corp Stock (XOM) 0.4 $2.6M +14% 31k 85.63
Disney Walt Stock (DIS) 0.4 $2.6M +46% 28k 94.39
Tesla Stock (TSLA) 0.4 $2.6M +7% 3.8k 673.42
Vanguard Real Estate Etf Etf (VNQ) 0.4 $2.6M -8% 28k 91.13
Ishares Msci World Etf Etf (URTH) 0.4 $2.6M 24k 106.90
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.4 $2.5M NEW 45k 56.28
Mcdonalds Corp Stock (MCD) 0.4 $2.5M +20% 10k 246.85
Upstart Hldgs Stock (UPST) 0.4 $2.5M NEW 78k 31.62
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.4 $2.4M -13% 55k 44.18
Verizon Communications Stock (VZ) 0.4 $2.4M +4% 47k 50.75
Spdr Gold Shares Etf (GLD) 0.4 $2.4M 14k 168.47
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.3 $2.3M 56k 41.42
Invesco Dynamic Large Cap Value Etf Etf (PWV) 0.3 $2.3M +24% 53k 43.65
Vanguard Consumer Staples Index Fund Etf (VDC) 0.3 $2.3M -11% 12k 185.38
Capri Holdings Stock (CPRI) 0.3 $2.3M -3% 56k 41.00
Invesco Dynamic Leisure And Entertainment Etf Etf (PEJ) 0.3 $2.3M -12% 63k 36.27
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.3 $2.3M -4% 55k 40.80
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.3 $2.2M -16% 70k 30.94
First Trust Dorsey Wright International Focus 5 Etf Etf (IFV) 0.3 $2.1M 121k 17.67
Fortinet Stock (FTNT) 0.3 $2.1M +404% 37k 56.58
Ishares Russell 1000 Value Etf Etf (IWD) 0.3 $2.1M +19% 15k 144.99
Raytheon Technologies Corp Stock (RTX) 0.3 $2.1M +6% 22k 96.10
Spdr Portfolio Msci Global Stock Market Etf Etf (SPGM) 0.3 $2.0M 44k 46.00
Boeing Stock (BA) 0.3 $2.0M +52% 15k 136.74
Cisco Sys Stock (CSCO) 0.3 $2.0M +6% 46k 42.63
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.3 $2.0M -3% 19k 105.32
First Trust Senior Loan Fund Etf (FTSL) 0.3 $2.0M NEW 44k 44.10
Paychex Stock (PAYX) 0.3 $1.9M +15% 17k 113.88
General Dynamics Corp Stock (GD) 0.3 $1.9M +27% 8.6k 221.26
Procter And Gamble Stock (PG) 0.3 $1.9M 13k 143.77
Janus Henderson Short Duration Income Etf Etf (VNLA) 0.3 $1.9M -26% 39k 48.63
Illinois Tool Wks Stock (ITW) 0.3 $1.9M +15% 10k 182.29
Ft Cboe Vest Fund Of Deep Buffer Etfs Etf (BUFD) 0.3 $1.9M -80% 96k 19.54
Phillips 66 Stock (PSX) 0.3 $1.9M +17% 23k 81.98
Lam Research Corp Stock (LRCX) 0.3 $1.9M +9% 4.4k 426.14
Visa Inc Com Cl A Stock (V) 0.3 $1.8M +14% 9.3k 196.93
First Trust Large Cap Value Opportunities Alphadex Fund Etf (FTA) 0.3 $1.8M +81% 30k 62.11
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC) 0.3 $1.8M 16k 114.43
American Elec Pwr Stock (AEP) 0.3 $1.8M +18% 19k 95.96
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 0.3 $1.8M +55% 37k 48.46
Crown Castle Intl Corp Reit (CCI) 0.3 $1.8M +16% 11k 168.39
Texas Instrs Stock (TXN) 0.3 $1.8M +27% 12k 153.69
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.3 $1.8M 14k 127.00
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.3 $1.8M 130k 13.51
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.3 $1.7M +5% 24k 72.18
Ishares Core S&p 500 Etf Etf (IVV) 0.3 $1.7M -22% 4.5k 379.12
Broadcom Stock (AVGO) 0.2 $1.6M +13% 3.4k 485.90
First Trust Nasdaq Cea Cybersecurity Etf Etf (CIBR) 0.2 $1.6M 40k 40.23
Financial Select Sector Spdr Fund Etf (XLF) 0.2 $1.6M 51k 31.45
Ares Capital Corp Cef (ARCC) 0.2 $1.6M +33% 89k 17.93
Cummins Stock (CMI) 0.2 $1.6M +26% 8.3k 193.52
Lockheed Martin Corp Stock (LMT) 0.2 $1.6M +69% 3.7k 429.95
Cion Invt Corp Stock (CION) 0.2 $1.6M NEW 183k 8.70
Alibaba Group Hldg Adr (BABA) 0.2 $1.6M +19% 14k 113.66
Franklin Bsp Rlty Tr Reit (FBRT) 0.2 $1.6M NEW 117k 13.48
Autozone Stock (AZO) 0.2 $1.6M +180% 733.00 2148.70
Exponent Stock (EXPO) 0.2 $1.6M +211% 17k 91.50
Nutanix Inc Cl A Stock (NTNX) 0.2 $1.6M 106k 14.63
Old Dominion Freight Line Stock (ODFL) 0.2 $1.5M +127% 6.0k 256.29
Fiverr Intl Ltd Ord Stock (FVRR) 0.2 $1.5M +52% 44k 34.39
Philip Morris Intl Stock (PM) 0.2 $1.5M +5% 15k 98.72
Zoom Video Communications Inc Cl A Stock (ZM) 0.2 $1.5M 14k 107.98
Apollo Invt Corp Cef (AINV) 0.2 $1.5M +17% 138k 10.77
Reinsurance Grp Of America Stock (RGA) 0.2 $1.5M +34% 13k 117.27
Metlife Stock (MET) 0.2 $1.5M +29% 24k 62.80
Blackrock Tcp Capital Corp Cef (TCPC) 0.2 $1.5M +12% 118k 12.53
Block Inc Cl A Stock (SQ) 0.2 $1.5M +12% 24k 61.46
Fedex Corp Stock (FDX) 0.2 $1.4M -3% 6.4k 226.65
First Trust Technology Alphadex Fund Etf (FXL) 0.2 $1.4M 15k 94.14
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.2 $1.4M -3% 37k 38.97
First Trust Preferred Securities And Income Etf Etf (FPE) 0.2 $1.4M NEW 82k 17.23
Merck & Co Stock (MRK) 0.2 $1.4M +8% 16k 91.18
Truist Finl Corp Stock (TFC) 0.2 $1.4M +44% 30k 47.43
Vanguard S&p 500 Etf Etf (VOO) 0.2 $1.4M 4.0k 346.85
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $1.4M -6% 20k 70.19
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $1.4M 10k 134.21
Us Bancorp Del Stock (USB) 0.2 $1.4M +43% 30k 46.02
Abbott Labs Stock (ABT) 0.2 $1.4M -6% 13k 108.65
Bristol-myers Squibb Stock (BMY) 0.2 $1.3M +26% 18k 76.98
Eaton Vance Tax-managed Global Cef (ETW) 0.2 $1.3M -12% 161k 8.31
Fifth Third Bancorp Stock (FITB) 0.2 $1.3M +39% 39k 33.60
First Trust Small Cap Core Alphadex Fund Etf (FYX) 0.2 $1.3M +7% 17k 76.67
Digital Rlty Tr Reit (DLR) 0.2 $1.3M +2% 10k 129.85
Amphenol Corp New Cl A Stock (APH) 0.2 $1.3M +95% 20k 64.37
Monster Beverage Corp Stock (MNST) 0.2 $1.2M +195% 14k 92.72
Welltower Reit (WELL) 0.2 $1.2M -3% 15k 82.37
Chevron Corp Stock (CVX) 0.2 $1.2M 8.3k 144.83
Prospect Cap Corp Cef (PSEC) 0.2 $1.2M +21% 171k 6.99
Omnicell Stock (OMCL) 0.2 $1.2M -8% 10k 113.79
Ford Mtr Co Del Stock (F) 0.2 $1.2M 106k 11.13
Zillow Group Inc Cl C Cap Stk Stock (Z) 0.2 $1.2M -3% 37k 31.75
Leggett & Platt Stock (LEG) 0.2 $1.2M +55% 33k 34.57
Nextera Energy Stock (NEE) 0.2 $1.1M -6% 15k 77.44
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.2 $1.1M +381% 12k 94.40
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 0.2 $1.1M +3% 32k 35.22
Health Care Select Sector Spdr Fund Etf (XLV) 0.2 $1.1M 8.6k 128.29
Matinas Biopharma Hldgs Stock (MTNB) 0.2 $1.1M 1.4M 0.79
Vanguard Value Index Fund Etf (VTV) 0.2 $1.1M +15% 8.4k 131.88
Copart Stock (CPRT) 0.2 $1.1M +164% 10k 108.61
Hartford Multifactor Developed Markets Etf (RODM) 0.2 $1.1M +2% 43k 24.88
Norfolk Southn Corp Stock (NSC) 0.2 $1.1M 4.7k 227.34
Booking Holdings Stock (BKNG) 0.2 $1.1M +87% 613.00 1748.78
Webster Finl Corp Stock (WBS) 0.2 $1.1M +54% 25k 42.15
Danaher Corporation Stock (DHR) 0.2 $1.1M +2% 4.2k 253.43
Bluerock Residential Gwt Reit Com Cl A Reit (BRG) 0.2 $1.0M -24% 40k 26.29
Qualcomm Stock (QCOM) 0.2 $1.0M -10% 8.2k 127.79
Essential Utils Stock (WTRG) 0.2 $1.0M -2% 23k 45.84
Brown Forman Corp Cl B Stock (BF.B) 0.2 $1.0M 15k 70.19
Tjx Cos Stock (TJX) 0.2 $1.0M +87% 18k 55.84
Huntsman Corp Stock (HUN) 0.1 $996k +44% 35k 28.35
Nike Inc Cl B Stock (NKE) 0.1 $980k +20% 9.6k 102.20
Advance Auto Parts Stock (AAP) 0.1 $970k NEW 5.6k 173.09
Servicenow Stock (NOW) 0.1 $967k +88% 2.0k 475.42
Wheaton Precious Metals Corp Stock (WPM) 0.1 $965k 27k 36.02
Becton Dickinson & Co Stock (BDX) 0.1 $962k +74% 3.9k 246.54
Advisorshares Ranger Equity Bear Etf Etf 0.1 $959k 30k 32.04
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $953k NEW 12k 80.47
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $952k -2% 15k 61.98
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $944k -12% 14k 70.12
Wix Stock (WIX) 0.1 $943k +41% 14k 65.56
Caterpillar Stock (CAT) 0.1 $928k +8% 5.2k 178.70
First Trust Health Care Alphadex Fund Etf (FXH) 0.1 $916k -3% 8.9k 103.07
Costco Whsl Corp Stock (COST) 0.1 $898k -9% 1.9k 479.44
Kratos Defense & Sec Solutions Stock (KTOS) 0.1 $893k 64k 13.89
Ansys Stock (ANSS) 0.1 $883k +192% 3.7k 239.36
Waste Mgmt Inc Del Stock (WM) 0.1 $857k +10% 5.6k 152.95
Main Str Cap Corp Cef (MAIN) 0.1 $855k 22k 38.54
Newtek Business Svcs Corp Cef (NEWT) 0.1 $854k +2% 45k 18.94
Generac Hldgs Stock (GNRC) 0.1 $850k +185% 4.0k 210.60
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $839k -11% 12k 71.55
Bk Of America Corp Stock (BAC) 0.1 $837k +3% 27k 31.13
Ishares Select Dividend Etf Etf (DVY) 0.1 $836k 7.1k 117.70
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $835k 5.0k 168.62
Ishares U.s. Industrials Etf Etf (IYJ) 0.1 $831k -5% 9.4k 88.09
Prologis Reit (PLD) 0.1 $831k +18% 7.1k 117.66
Zoetis Inc Cl A Stock (ZTS) 0.1 $829k -3% 4.8k 171.88
Vanguard Health Care Index Fund Etf (VHT) 0.1 $827k 3.5k 235.48
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $820k -14% 20k 40.11
Crispr Therapeutics Ag Namen Akt Stock (CRSP) 0.1 $805k 13k 60.75
Fidelity Msci Consumer Staples Index Etf Etf (FSTA) 0.1 $804k -20% 19k 43.29
New Jersey Res Corp Stock (NJR) 0.1 $794k -3% 18k 44.54
Ishares Biotechnology Fund Etf (IBB) 0.1 $793k +20% 6.7k 117.62
Factset Resh Sys Stock (FDS) 0.1 $792k +143% 2.1k 384.84
Marathon Oil Corp Stock (MRO) 0.1 $790k 35k 22.49
Global Net Lease Reit (GNL) 0.1 $786k +2% 56k 14.16
Lilly Eli & Co Stock (LLY) 0.1 $782k -8% 2.4k 324.08
Csx Corp Stock (CSX) 0.1 $776k +7% 27k 29.07
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.1 $774k 13k 60.65
Duolingo Inc Cl A Stock (DUOL) 0.1 $759k -6% 8.7k 87.57
Adobe Systems Incorporated Stock (ADBE) 0.1 $752k +9% 2.1k 366.11
First Tr Exchange Traded Fd Ii Cloud Computing Etf (SKYY) 0.1 $748k 11k 65.89
Ross Stores Stock (ROST) 0.1 $742k +158% 11k 70.23
Pepsico Stock (PEP) 0.1 $732k +17% 4.4k 166.59
Kraneshares Electric Vehicles & Future Mobility Etf Etf (KARS) 0.1 $729k -4% 21k 35.27
Illumina Stock (ILMN) 0.1 $711k -3% 3.9k 184.48
Lhc Group Stock (LHCG) 0.1 $710k +188% 4.6k 155.77
Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 0.1 $709k -54% 17k 42.17
Etfmg Prime Mobile Payments Etf Etf (IPAY) 0.1 $706k -2% 18k 39.12
Intel Corp Stock (INTC) 0.1 $698k -4% 19k 37.39
Goldman Sachs Bdc Cef (GSBD) 0.1 $697k +23% 42k 16.79
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $696k 11k 63.70
Royal Bk Cda Stock (RY) 0.1 $694k +2% 7.2k 96.86
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.1 $682k -7% 4.8k 143.40
Main Sector Rotation Etf Etf (SECT) 0.1 $679k 19k 36.35
Ark Innovation Etf Etf (ARKK) 0.1 $679k -14% 17k 39.91
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.1 $677k -9% 7.2k 94.50
Innovator Us Equity Accelerated 9 Buffer Etf Etf (XBAP) 0.1 $676k -3% 28k 24.55
Deere & Co Stock (DE) 0.1 $669k +2% 2.2k 299.60
Innovator U.s. Equity Buffer Etf - June Etf (BJUN) 0.1 $668k +15% 22k 29.83
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $655k 13k 49.94
Paramount Global Class B Stock (PARA) 0.1 $655k -3% 27k 24.70
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $646k +23% 2.0k 326.43
Innovator U.s. Equity Accelerated Etf - Quarterly Etf (XDSQ) 0.1 $644k -3% 28k 22.80
First Trust Financials Alphadex Fund Etf (FXO) 0.1 $639k +4% 16k 38.85
Honeywell Intl Stock (HON) 0.1 $637k 3.7k 173.81
Innovator Growth 100 Accelerated Etf - Quarterly Etf (XDQQ) 0.1 $631k -3% 29k 21.47
Paypal Hldgs Stock (PYPL) 0.1 $629k -35% 9.0k 69.80
Advanced Micro Devices Stock (AMD) 0.1 $629k -6% 8.2k 76.41
First Trust Materials Alphadex Fund Etf (FXZ) 0.1 $622k +24% 11k 56.54
Northrop Grumman Corp Stock (NOC) 0.1 $619k -2% 1.3k 478.36
Wells Fargo Stock (WFC) 0.1 $619k 16k 39.17
First Trust Industrials/producer Durables Alphadex Fund Etf (FXR) 0.1 $618k +5% 13k 48.14
Target Corp Stock (TGT) 0.1 $617k +16% 4.4k 141.19
Owl Rock Capital Corporation Cef (ORCC) 0.1 $610k +3% 50k 12.33
Chargepoint Holdings Inc Com Cl A Stock (CHPT) 0.1 $609k 45k 13.69
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.1 $589k +34% 9.7k 60.72
American Tower Corp Reit (AMT) 0.1 $588k +10% 2.3k 255.43

Past Filings by Arkadios Wealth Advisors

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