Arkadios Wealth Advisors Q2 2023 Filing
Filed July 26, 2023
Portfolio Value
$859.9B
Holdings
602
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (602 positions)
| Stock | Value |
|---|---|
PFEPFIZER INC COM | $1.1M |
KCAC-UNKENSINGTON CAPITAL ACQUISITION WT EXP | $796K |
MRNAMODERNA INC COM | $609K |
AAPLAPPLE INC COM | $43K |
BUFRFT CBOE VEST FUND OF BUFFER ETFS | $21K |
AMZNAMAZON COM INC COM | $18K |
MSFTMICROSOFT CORP COM | $18K |
NVDANVIDIA CORPORATION COM | $17K |
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $15K |
EUSAISHARES MSCI USA EQUAL WEIGHTED ETF | $13K |
UCONFIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF | $10K |
SPYSPDR S&P 500 ETF TRUST | $10K |
VBVANGUARD SMALL-CAP ETF | $10K |
KNGFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $9K |
FIXDFIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF | $9K |
METAMETA PLATFORMS INC CL A | $8K |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $8K |
HYLSFIRST TRUST TACTICAL HIGH YIELD ETF | $8K |
RPVINVESCO S&P 500 PURE VALUE ETF | $8K |
RPGINVESCO S&P 500 PURE GROWTH ETF | $7K |
GNTYUSDGUARANTY BANCSHARES INC TEX COM | $7K |
AQLTISHARES RUSSELL TOP 200 ETF | $7K |
JNJJOHNSON & JOHNSON COM | $7K |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $7K |
GOOGLALPHABET INC CAP STK CL A | $7K |
HDHOME DEPOT INC COM | $6K |
VTIVANGUARD TOTAL STOCK MARKET ETF | $6K |
FTCSFIRST TRUST CAPITAL STRENGTH ETF | $6K |
WMTWALMART INC COM | $6K |
IJRISHARES CORE S&P SMALL CAP ETF | $6K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $6K |
VOVANGUARD MID-CAP ETF | $6K |
JPMJPMORGAN CHASE & CO COM | $6K |
VUGVANGUARD GROWTH ETF | $5K |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $5K |
CRMSALESFORCE INC COM | $5K |
UNHUNITEDHEALTH GROUP INC COM | $4K |
SOSOUTHERN CO COM | $4K |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $4K |
ILCGISHARES MORNINGSTAR GROWTH ETF | $4K |
FTAFIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $4K |
KOCOCA COLA CO COM | $4K |
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $4K |
PWVINVESCO DYNAMIC LARGE CAP VALUE ETF | $4K |
AVGOBROADCOM INC COM | $4K |
TSLATESLA INC COM | $4K |
GOOGALPHABET INC CAP STK CL C | $4K |
ONEYSPDR RUSSELL 1000 YIELD FOCUS ETF | $4K |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $4K |
XOMEXXON MOBIL CORP COM | $4K |
DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF | $4K |
TXNTEXAS INSTRS INC COM | $3K |
SPGMSPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | $3K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $3K |
ABBVABBVIE INC COM | $3K |
CVXCHEVRON CORP NEW COM | $3K |
DISDISNEY WALT CO COM | $3K |
CIONCION INVT CORP COM | $3K |
MAMASTERCARD INCORPORATED CL A | $3K |
FAIFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $3K |
FSKFS KKR CAP CORP COM | $3K |
NDQINVESCO QQQ TRUST SERIES I | $3K |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $3K |
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $3K |
BABOEING CO COM | $3K |
ITWILLINOIS TOOL WKS INC COM | $3K |
UPSUNITED PARCEL SERVICE INC CL B | $3K |
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF | $3K |
PSXPHILLIPS 66 COM | $3K |
GQ9SPDR GOLD SHARES | $2K |
CSCOCISCO SYS INC COM | $2K |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $2K |
CMICUMMINS INC COM | $2K |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $2K |
IVVISHARES CORE S&P 500 ETF | $2K |
VOOVANGUARD S&P 500 ETF | $2K |
MDTMEDTRONIC PLC SHS | $2K |
RGAREINSURANCE GRP OF AMERICA INC COM NEW | $2K |
ODFLOLD DOMINION FREIGHT LINE INC COM | $2K |
4I1PHILIP MORRIS INTL INC COM | $2K |
PECOPHILLIPS EDISON & CO INC COMMON STOCK | $2K |
JHMMJOHN HANCOCK MULTIFACTOR MID CAP ETF | $2K |
LRCXEURLAM RESEARCH CORP COM | $2K |
ARCCARES CAPITAL CORP COM | $2K |
CVSCVS HEALTH CORP COM | $2K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $2K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $2K |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF | $2K |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $2K |
PAYXPAYCHEX INC COM | $2K |
GDGENERAL DYNAMICS CORP COM | $2K |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $2K |
FTRIFIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF | $2K |
PGPROCTER AND GAMBLE CO COM | $2K |
RTXRAYTHEON TECHNOLOGIES CORP COM | $2K |
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | $2K |
GSKGSK PLC SPONSORED ADR | $2K |
BACVERIZON COMMUNICATIONS INC COM | $2K |
FTNTFORTINET INC COM | $2K |
FLOTISHARES FLOATING RATE BOND ETF | $2K |
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