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 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.

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

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