Arkadios Wealth Advisors Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$2.6B
Holdings
1,109
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,109 positions)
| Stock | Value |
|---|---|
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1.9M |
EXREXTRA SPACE STORAGE INC COM | $1.9M |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $1.9M |
RYROYAL BK CDA COM | $1.8M |
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1.8M |
GPCGENUINE PARTS CO COM | $1.8M |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $1.8M |
ZTSZOETIS INC CL A | $1.8M |
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND | $1.8M |
MAINMAIN STR CAP CORP COM | $1.8M |
BSVVANGUARD SHORT-TERM BOND ETF | $1.8M |
PECOPHILLIPS EDISON & CO INC COMMON STOCK | $1.8M |
CMGCHIPOTLE MEXICAN GRILL INC COM | $1.8M |
IXJISHARES GLOBAL HEALTHCARE ETF | $1.8M |
LVLNSPDR S&P REGIONAL BANKING ETF | $1.8M |
WFCWELLS FARGO CO NEW COM | $1.8M |
ADPAUTOMATIC DATA PROCESSING INC COM | $1.8M |
SPGIS&P GLOBAL INC COM | $1.8M |
SPHDINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $1.7M |
HRTGHERITAGE INSURANCE HLDGS INC COM | $1.7M |
QQEWFIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND | $1.7M |
WMWASTE MGMT INC DEL COM | $1.7M |
LULULULULEMON ATHLETICA INC COM | $1.7M |
WPMWHEATON PRECIOUS METALS CORP COM | $1.7M |
IWBISHARES RUSSELL 1000 ETF | $1.7M |
EOGEOG RES INC COM | $1.7M |
7HPHP INC COM | $1.7M |
EXEEXPAND ENERGY CORPORATION COM | $1.7M |
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW | $1.7M |
BAMGBROOKSTONE GROWTH STOCK ETF | $1.7M |
BPBP PLC SPONSORED ADR | $1.6M |
MPCMARATHON PETE CORP COM | $1.6M |
ADIANALOG DEVICES INC COM | $1.6M |
OMCLOMNICELL COM COM | $1.6M |
INCMFRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF | $1.6M |
EXPOEXPONENT INC COM | $1.6M |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $1.6M |
IAU*ISHARES GOLD TRUST | $1.6M |
PAYCPAYCOM SOFTWARE INC COM | $1.6M |
BMTABRITISH AMERN TOB PLC SPONSORED ADR | $1.6M |
FISFIDELITY NATL INFORMATION SVCS COM | $1.6M |
DJUNFT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | $1.6M |
USFRWISDOMTREE FLOATING RATE TREASURY FUND | $1.6M |
JAZZJAZZ PHARMACEUTICALS PLC SHS USD | $1.6M |
MIGAMICROSTRATEGY INC CL A NEW | $1.6M |
XFEBFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JANUARY | $1.6M |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $1.6M |
PRUPRUDENTIAL FINL INC COM | $1.5M |
IPINTERNATIONAL PAPER CO COM | $1.5M |
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $1.5M |
GJUNFT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $1.5M |
DKSDICKS SPORTING GOODS INC COM | $1.5M |
IOTSAMSARA INC COM CL A | $1.5M |
PRFINVESCO RAFI US 1000 ETF | $1.5M |
SYKSTRYKER CORPORATION COM | $1.5M |
GMARFT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH | $1.5M |
VMCVULCAN MATLS CO COM | $1.5M |
FCXFREEPORT-MCMORAN INC CL B | $1.5M |
APOAPOLLO GLOBAL MGMT INC COM | $1.5M |
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $1.5M |
XMARFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | $1.5M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $1.4M |
ARKKARK INNOVATION ETF | $1.4M |
DDOMINION ENERGY INC COM | $1.4M |
AKXANSYS INC COM | $1.4M |
WELLWELLTOWER INC COM | $1.4M |
PULSPGIM ULTRA SHORT BOND ETF | $1.4M |
VNLAJANUS HENDERSON SHORT DURATION INCOME ETF | $1.4M |
VBVANGUARD SMALL-CAP ETF | $1.4M |
AQLTISHARES SELECT DIVIDEND ETF | $1.4M |
KMBKIMBERLY-CLARK CORP COM | $1.4M |
ICLRICON PLC SHS | $1.4M |
DDTOINNOVATOR DEFINED WEALTH SHIELD ETF | $1.4M |
KLACKLA CORP COM NEW | $1.4M |
PTCPTC INC COM | $1.4M |
DDDUPONT DE NEMOURS INC COM | $1.4M |
CLCOLGATE PALMOLIVE CO COM | $1.3M |
BEPBROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT | $1.3M |
WYWEYERHAEUSER CO MTN BE COM NEW | $1.3M |
BAMVBROOKSTONE VALUE STOCK ETF | $1.3M |
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $1.3M |
BUFDFT VEST LADDERED DEEP BUFFER ETF | $1.3M |
XBISPDR S&P BIOTECH ETF | $1.3M |
VOTVANGUARD MID-CAP GROWTH ETF | $1.3M |
UNPUNION PAC CORP COM | $1.3M |
EFGISHARES MSCI EAFE GROWTH ETF | $1.3M |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $1.3M |
MKC/VMCCORMICK & CO INC COM VTG | $1.3M |
KLMNINVESCO S&P 500 MOMENTUM ETF | $1.3M |
MFICMIDCAP FINANCIAL INVSTMNT CORP COM NEW | $1.3M |
IYHISHARES U.S. HEALTHCARE ETF | $1.3M |
FXLFIRST TRUST TECHNOLOGY ALPHADEX FUND | $1.2M |
INTUINTUIT COM | $1.2M |
IWYISHARES RUSSELL TOP 200 GROWTH ETF | $1.2M |
SHVISHARES SHORT TREASURY BOND ETF | $1.2M |
VHTVANGUARD HEALTH CARE ETF | $1.2M |
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF | $1.2M |
VRTVERTIV HOLDINGS CO COM CL A | $1.2M |
BEPCBROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $1.2M |
EMREMERSON ELEC CO COM | $1.2M |