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
CGCPCAPITAL GROUP CORE PLUS INCOME ETF
$504K
RCLROYAL CARIBBEAN GROUP COM
$504K
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
$503K
GMAYFT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY
$500K
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$500K
LENLENNAR CORP CL A
$498K
LHXL3HARRIS TECHNOLOGIES INC COM
$497K
XLBMATERIALS SELECT SECTOR SPDR FUND
$495K
GXOGXO LOGISTICS INCORPORATED COMMON STOCK
$495K
IWXISHARES RUSSELL TOP 200 VALUE ETF
$493K
QLYSQUALYS INC COM
$493K
AVBAVALONBAY CMNTYS INC COM
$491K
AREALEXANDRIA REAL ESTATE EQ INC COM
$490K
LHLABCORP HOLDINGS INC COM SHS
$489K
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
$485K
FLBLFRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND
$482K
SIXOALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF
$482K
ETSYETSY INC COM
$482K
VOOGVANGUARD S&P 500 GROWTH ETF
$482K
DBCINVESCO DB COMMODITY INDEX TRACKING FUND
$481K
SRESEMPRA COM
$479K
JSMDJANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF
$478K
CLOIVANECK CLO ETF
$476K
GPNGLOBAL PMTS INC COM
$474K
RODMHARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF
$472K
DSIISHARES ESG MSCI KLD 400 ETF
$472K
TPLTEXAS PACIFIC LAND CORPORATION COM
$472K
IPGINTERPUBLIC GROUP COS INC COM
$471K
MTCHMATCH GROUP INC NEW COM
$468K
SKYYFIRST TRUST CLOUD COMPUTING ETF
$467K
KNFKNIFE RIVER CORP COMMON STOCK
$465K
BUFQFT VEST LADDERED NASDAQ BUFFER ETF
$464K
DARDARLING INGREDIENTS INC COM
$462K
TFXTELEFLEX INCORPORATED COM
$461K
XHBSPDR S&P HOMEBUILDERS ETF
$459K
BIIBBIOGEN INC COM
$459K
UFPIUFP INDUSTRIES INC COM
$457K
LUVSOUTHWEST AIRLS CO COM
$456K
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST
$454K
CLFCLEVELAND-CLIFFS INC NEW COM
$450K
NUENUCOR CORP COM
$450K
PBTPINVESCO 0-5 YR US TIPS ETF
$449K
ULUNILEVER PLC SPON ADR NEW
$448K
DPZDOMINOS PIZZA INC COM
$448K
TRVTRAVELERS COMPANIES INC COM
$444K
KVUEKENVUE INC COM
$442K
VRIGINVESCO VARIABLE RATE INVESTMENT GRADE ETF
$442K
COINCOINBASE GLOBAL INC COM CL A
$442K
CGUSCAPITAL GROUP CORE EQUITY ETF
$440K
FAUGFT VEST U.S. EQUITY BUFFER ETF - AUGUST
$438K
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$438K
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$436K
MODLVICTORYSHARES WESTEND U.S. SECTOR ETF
$435K
AQLTISHARES U.S. TREASURY BOND ETF
$434K
TPRTAPESTRY INC COM
$432K
ALLEALLEGION PLC ORD SHS
$431K
WOODISHARES GLOBAL TIMBER & FORESTRY ETF
$430K
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$429K
KNXKNIGHT-SWIFT TRANSN HLDGS INC CL A
$428K
MCOMOODYS CORP COM
$428K
TDCTERADATA CORP DEL COM
$427K
MDUMDU RES GROUP INC COM
$427K
DTDWISDOMTREE U.S. TOTAL DIVIDEND FUND
$425K
CAHCARDINAL HEALTH INC COM
$424K
SNDKSANDISK CORP COM
$424K
FTVFORTIVE CORP COM
$424K
EEMISHARES MSCI EMERGING MARKETS ETF
$423K
CUBECUBESMART COM
$422K
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
$420K
SYYSYSCO CORP COM
$420K
URAGLOBAL X URANIUM ETF
$419K
TRNSTRANSCAT INC COM
$419K
RFVINVESCO S&P MIDCAP 400 PURE VALUE ETF
$419K
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$417K
TAPMOLSON COORS BEVERAGE CO CL B
$417K
GDECFT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER
$415K
BKHBLACK HILLS CORP COM
$415K
PEOEXELON CORP COM
$413K
AOSSMITH A O CORP COM
$413K
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP
$412K
ARMARM HOLDINGS PLC SPONSORED ADS
$409K
ORIOLD REP INTL CORP COM
$408K
NSPINSPERITY INC COM
$408K
JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
$406K
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$405K
NXPINXP SEMICONDUCTORS N V COM
$405K
ECGEVERUS CONSTR GROUP COM
$405K
YUMYUM BRANDS INC COM
$404K
UJANINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY
$404K
PKGPACKAGING CORP AMER COM
$403K
MRNAMODERNA INC COM
$401K
DOVDOVER CORP COM
$401K
BF/BBROWN FORMAN CORP CL B
$397K
SPGSIMON PPTY GROUP INC NEW COM
$397K
GCCWISDOMTREE ENHANCED COMMODITY STGY FD
$396K
GENGEN DIGITAL INC COM
$395K
SWSMURFIT WESTROCK PLC SHS
$394K
FIVEFIVE BELOW INC COM
$393K
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$389K
POOLPOOL CORP COM
$388K
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