Arkadios Wealth Advisors Q1 2024 Filing

Filed April 30, 2024

Portfolio Value

$1.3B

Holdings

727

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (727 positions)

StockValue
VHTVANGUARD HEALTH CARE ETF
$1.2M
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$1.2M
CAGCONAGRA BRANDS INC COM
$1.2M
MUBISHARES NATIONAL MUNI BOND ETF
$1.2M
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$1.2M
KMIKINDER MORGAN INC DEL COM
$1.2M
JHMLJOHN HANCOCK MULTIFACTOR LARGE CAP ETF
$1.2M
GWWGRAINGER W W INC COM
$1.2M
FSTAFIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF
$1.2M
WIXWIX COM LTD SHS
$1.2M
SHELSHELL PLC SPON ADS
$1.2M
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$1.2M
MRNAMODERNA INC COM
$1.2M
MPCMARATHON PETE CORP COM
$1.2M
IPINTERNATIONAL PAPER CO COM
$1.1M
DEDEERE & CO COM
$1.1M
PFFISHARES PREFERRED & INCOME SECURITIES ETF
$1.1M
SKYYFIRST TRUST CLOUD COMPUTING ETF
$1.1M
DGROISHARES CORE DIVIDEND GROWTH ETF
$1.1M
WYWEYERHAEUSER CO MTN BE COM NEW
$1.1M
EFAISHARES MSCI EAFE ETF
$1.1M
TLTISHARES 20 YEAR TREASURY BOND ETF
$1.1M
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$1.1M
DDTOINNOVATOR DEFINED WEALTH SHIELD ETF
$1.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$1.1M
ADBEADOBE INC COM
$1.1M
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
$1.0M
ADPAUTOMATIC DATA PROCESSING INC COM
$1.0M
PTNQPACER TRENDPILOT 100 ETF
$1.0M
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$1.0M
ORCLORACLE CORP COM
$1.0M
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW
$1.0M
HTGCHERCULES CAPITAL INC COM
$1.0M
PLTRPALANTIR TECHNOLOGIES INC CL A
$1.0M
FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
$1.0M
8CWCROWN CASTLE INC COM
$1.0M
WPMWHEATON PRECIOUS METALS CORP COM
$986K
VTRSVIATRIS INC COM
$985K
HGERHARBOR COMMODITY ALL-WEATHER STRATEGY ETF
$983K
SECTMAIN SECTOR ROTATION ETF
$981K
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$976K
FDSFACTSET RESH SYS INC COM
$965K
ACNACCENTURE PLC IRELAND SHS CLASS A
$959K
IOTSAMSARA INC COM CL A
$958K
CSXCSX CORP COM
$955K
SBUXSTARBUCKS CORP COM
$953K
IWYISHARES RUSSELL TOP 200 GROWTH ETF
$947K
OXYOCCIDENTAL PETE CORP COM
$944K
AMGNAMGEN INC COM
$943K
CPRICAPRI HOLDINGS LIMITED SHS
$943K
NEENEXTERA ENERGY INC COM
$941K
TAT&T INC COM
$939K
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
$932K
MMLGFIRST TRUST MULTI-MANAGER LARGE GROWTH ETF
$925K
MDYSPDR S&P MIDCAP 400 ETF TRUST
$921K
PLDPROLOGIS INC. COM
$913K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$912K
ITGARTNER INC COM
$910K
EXREXTRA SPACE STORAGE INC COM
$906K
WTRGESSENTIAL UTILS INC COM
$905K
IBITISHARES BITCOIN TRUST REGISTERED
$902K
COPCONOCOPHILLIPS COM
$901K
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$896K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$892K
TSNTYSON FOODS INC CL A
$881K
OMCLOMNICELL COM COM
$877K
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$877K
WFCWELLS FARGO CO NEW COM
$857K
GEGE AEROSPACE COM NEW
$854K
IFVFIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF
$847K
INTUINTUIT COM
$838K
FXHFIRST TRUST HEALTH CARE ALPHADEX FUND
$837K
QLYSQUALYS INC COM
$827K
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
$823K
IJHISHARES CORE S&P MID-CAP ETF
$822K
TCPCBLACKROCK TCP CAPITAL CORP COM
$820K
DHRDANAHER CORPORATION COM
$815K
ZTSZOETIS INC CL A
$813K
AQLTISHARES SELECT DIVIDEND ETF
$813K
SCHPSCHWAB US TIPS ETF
$809K
TAPMOLSON COORS BEVERAGE CO CL B
$808K
PHPARKER-HANNIFIN CORP COM
$807K
UBERUBER TECHNOLOGIES INC COM
$802K
FIVEFIVE BELOW INC COM
$794K
BUFQFT VEST FUND OF NASDAQ-100 BUFFER ETFS
$793K
NOCNORTHROP GRUMMAN CORP COM
$785K
VXFVANGUARD EXTENDED MARKET ETF
$775K
LULULULULEMON ATHLETICA INC COM
$769K
DHID R HORTON INC COM
$763K
MLMMARTIN MARIETTA MATLS INC COM
$763K
DKSDICKS SPORTING GOODS INC COM
$751K
FLRGFIDELITY U.S. MULTIFACTOR ETF
$750K
NSCNORFOLK SOUTHN CORP COM
$750K
XLUUTILITIES SELECT SECTOR SPDR FUND
$750K
DUKDUKE ENERGY CORP NEW COM NEW
$749K
ADSKAUTODESK INC COM
$749K
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
$749K
WHRWHIRLPOOL CORP COM
$748K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$743K
BLDTOPBUILD CORP COM
$742K
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