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)

StockValue
PNOVINNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
$883K
BFEBINNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY
$882K
NVGNUVEEN AMT FREE MUN CR INC FD COM
$878K
FMBFIRST TRUST MANAGED MUNICIPAL ETF
$877K
AMLPALERIAN MLP ETF
$869K
AXONAXON ENTERPRISE INC COM
$868K
IYFISHARES U.S. FINANCIALS ETF
$868K
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
$867K
BROBROWN & BROWN INC COM
$866K
NRANRG ENERGY INC COM NEW
$866K
RRCRANGE RES CORP COM
$864K
BOCTINNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER
$863K
FMCFMC CORP COM NEW
$860K
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
$857K
KWEBKRANESHARES CSI CHINA INTERNET ETF
$855K
PSLV/USPROTT PHYSICAL SILVER TR TR UNIT
$855K
NAPRINNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL
$849K
PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
$848K
QBTSD-WAVE QUANTUM INC COM
$842K
XFEBFT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY
$842K
ELVELEVANCE HEALTH INC COM
$840K
MLMMARTIN MARIETTA MATLS INC COM
$838K
VDEVANGUARD ENERGY ETF
$816K
OKEONEOK INC NEW COM
$815K
ETWEATON VANCE TAX-MANAGED GLOBAL COM
$814K
XBOEXBLACKROCK ENHANCED GLOBAL DIVI COM
$811K
OFSOFS CAP CORP COM
$811K
RGAREINSURANCE GRP OF AMERICA INC COM NEW
$810K
LINLINDE PLC SHS
$809K
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$806K
EPSWISDOMTREE U.S. LARGECAP FUND
$795K
CGCARLYLE GROUP INC COM
$793K
XLREREAL ESTATE SELECT SECTOR SPDR FUND
$792K
OMCOMNICOM GROUP INC COM
$789K
WDAYWORKDAY INC CL A
$788K
ROPROPER TECHNOLOGIES INC COM
$788K
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$788K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$786K
MRSHMARSH & MCLENNAN COS INC COM
$785K
CEGCONSTELLATION ENERGY CORP COM
$783K
BJANINNOVATOR U.S. EQUITY BUFFER ETF - JANUARY
$781K
NSCNORFOLK SOUTHN CORP COM
$780K
IBBISHARES BIOTECHNOLOGY ETF
$779K
CNXCNX RES CORP COM
$779K
BWABORGWARNER INC COM
$778K
ETVEATON VANCE TAX-MANAGED BUY- W COM
$776K
ADSKAUTODESK INC COM
$775K
HLNHALEON PLC SPON ADS
$775K
CSXCSX CORP COM
$773K
BNOVINNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER
$773K
TCPCBLACKROCK TCP CAPITAL CORP COM
$773K
VEEVVEEVA SYS INC CL A COM
$766K
TTTRANE TECHNOLOGIES PLC SHS
$762K
JHMLJOHN HANCOCK MULTIFACTOR LARGE CAP ETF
$759K
GEVGE VERNOVA INC COM
$758K
DUOLDUOLINGO INC CL A COM
$756K
GOCTFT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER
$756K
MDYSPDR S&P MIDCAP 400 ETF TRUST
$753K
GTOINVESCO TOTAL RETURN BOND ETF
$752K
GNRCGENERAC HLDGS INC COM
$752K
CGGRCAPITAL GROUP GROWTH ETF
$750K
OEFISHARES S&P 100 ETF
$745K
MAAMID-AMER APT CMNTYS INC COM
$743K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$740K
IJJISHARES S&P MID-CAP 400 VALUE ETF
$740K
SOFISOFI TECHNOLOGIES INC COM
$737K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$726K
NEARISHARES SHORT DURATION BOND ACTIVE ETF
$726K
PHPARKER-HANNIFIN CORP COM
$721K
DALDELTA AIR LINES INC DEL COM NEW
$719K
KIMKIMCO RLTY CORP COM
$719K
XMHQINVESCO S&P MIDCAP QUALITY ETF
$714K
IHDVOYA EMERGING MKTS HIGH DIVID COM
$714K
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF
$712K
ILMNILLUMINA INC COM
$712K
TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
$710K
CPRICAPRI HOLDINGS LIMITED SHS
$710K
APAAPA CORPORATION COM
$708K
FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
$707K
CUZCOUSINS PPTYS INC COM NEW
$706K
BITOPROSHARES BITCOIN ETF
$706K
VRTXVERTEX PHARMACEUTICALS INC COM
$706K
CRAICRA INTL INC COM
$705K
BLDTOPBUILD CORP COM
$704K
WBSWEBSTER FINL CORP COM
$697K
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$697K
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$694K
FNOVFT VEST U.S. EQUITY BUFFER ETF - NOVEMBER
$692K
ASMLASML HOLDING N V N Y REGISTRY SHS
$690K
BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF
$687K
AZNASTRAZENECA PLC SPONSORED ADR
$684K
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF
$680K
FTCFIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
$680K
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF
$677K
RGTIRIGETTI COMPUTING INC COMMON STOCK
$673K
JMUBJPMORGAN MUNICIPAL ETF
$670K
QMARFT VEST NASDAQ-100 BUFFER ETF - MARCH
$668K
ABNBAIRBNB INC COM CL A
$667K
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
$663K
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
$660K
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