Arkadios Wealth Advisors Q2 2024 Filing

Filed July 29, 2024

Portfolio Value

$1.5T

Holdings

850

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (850 positions)

StockValue
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$933.8M
XLUUTILITIES SELECT SECTOR SPDR FUND
$927.6M
CSXCSX CORP COM
$924.4M
TSNTYSON FOODS INC CL A
$919.1M
ACNACCENTURE PLC IRELAND SHS CLASS A
$901.7M
OREALTY INCOME CORP COM
$892.9M
IOTSAMSARA INC COM CL A
$888.0M
FDSFACTSET RESH SYS INC COM
$887.4M
VTRSVIATRIS INC COM
$878.0M
DHRDANAHER CORPORATION COM
$876.6M
SHOPSHOPIFY INC CL A
$866.5M
SMDVPROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF
$860.5M
ANGLVANECK FALLEN ANGEL HIGH YIELD BOND ETF
$855.9M
RYROYAL BK CDA COM
$853.9M
ZTSZOETIS INC CL A
$853.7M
WPCWP CAREY INC COM
$852.3M
BUFQFT VEST LADDERED NASDAQ BUFFER ETF
$851.0M
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$845.7M
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
$842.7M
IBITISHARES BITCOIN TRUST REGISTERED
$840.8M
SCHPSCHWAB US TIPS ETF
$837.9M
TCPCBLACKROCK TCP CAPITAL CORP COM
$834.7M
TKRTIMKEN CO COM
$832.8M
KLMNINVESCO S&P 500 MOMENTUM ETF
$827.0M
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$821.1M
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$819.6M
CMCSACOMCAST CORP NEW CL A
$816.9M
BHPBHP GROUP LTD SPONSORED ADS
$808.7M
CLFCLEVELAND-CLIFFS INC NEW COM
$802.6M
KLACKLA CORP COM NEW
$798.8M
FXHFIRST TRUST HEALTH CARE ALPHADEX FUND
$798.6M
NSCNORFOLK SOUTHN CORP COM
$786.9M
DGXQUEST DIAGNOSTICS INC COM
$786.1M
IWNISHARES RUSSELL 2000 VALUE ETF
$782.2M
MMLGFIRST TRUST MULTI-MANAGER LARGE GROWTH ETF
$781.7M
BHMBLUEROCK HOMES TRUST INC COM CL A
$776.3M
RIGTRANSOCEAN LTD REGISTERED SHS
$773.7M
CPRICAPRI HOLDINGS LIMITED SHS
$771.6M
SPGIS&P GLOBAL INC COM
$770.5M
PLNTPLANET FITNESS INC CL A
$763.9M
MCKMCKESSON CORP COM
$763.8M
CARRCARRIER GLOBAL CORPORATION COM
$759.5M
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$758.9M
NOCNORTHROP GRUMMAN CORP COM
$756.3M
DKSDICKS SPORTING GOODS INC COM
$755.8M
MUMICRON TECHNOLOGY INC COM
$755.7M
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
$755.2M
NVSNNOVARTIS AG SPONSORED ADR
$747.5M
HCAHCA HEALTHCARE INC COM
$746.8M
PHPARKER-HANNIFIN CORP COM
$741.7M
IBKRINTERACTIVE BROKERS GROUP INC COM CL A
$740.9M
IFVFIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF
$740.6M
WELLWELLTOWER INC COM
$736.4M
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$729.5M
RRCRANGE RES CORP COM
$724.6M
ALSALLSTATE CORP COM
$722.7M
MDYSPDR S&P MIDCAP 400 ETF TRUST
$721.8M
MSIMOTOROLA SOLUTIONS INC COM NEW
$718.0M
QDECFT VEST NASDAQ-100 BUFFER ETF - DECEMBER
$717.9M
IBTEISHARES IBONDS DEC 2024 TERM TREASURY ETF
$716.4M
MLMMARTIN MARIETTA MATLS INC COM
$714.7M
CGGRCAPITAL GROUP GROWTH ETF
$713.6M
SBUXSTARBUCKS CORP COM
$712.7M
TYLTYLER TECHNOLOGIES INC COM
$711.9M
NAPRINNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL
$711.6M
SUSUNCOR ENERGY INC NEW COM
$708.7M
SPSCSPS COMM INC COM
$706.7M
DHID R HORTON INC COM
$706.7M
ROPROPER TECHNOLOGIES INC COM
$698.8M
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
$696.7M
DWDMORGAN STANLEY COM NEW
$695.6M
USX1UNITED STATES STL CORP NEW COM
$692.8M
TMOTHERMO FISHER SCIENTIFIC INC COM
$689.6M
ISRGINTUITIVE SURGICAL INC COM NEW
$685.5M
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$679.6M
OFSOFS CAP CORP COM
$677.5M
KHCKRAFT HEINZ CO COM
$675.0M
DUOLDUOLINGO INC CL A COM
$673.6M
AIC3 AI INC CL A
$671.7M
SMHVANECK SEMICONDUCTOR ETF
$670.8M
PANWPALO ALTO NETWORKS INC COM
$670.7M
TMUST-MOBILE US INC COM
$666.6M
IJKISHARES S&P MID-CAP 400 GROWTH ETF
$664.8M
APAAPA CORPORATION COM
$664.6M
PAYCPAYCOM SOFTWARE INC COM
$663.7M
EFVISHARES MSCI EAFE VALUE ETF
$661.8M
BLDTOPBUILD CORP COM
$661.5M
CTRACOTERRA ENERGY INC COM
$661.2M
FDXFEDEX CORP COM
$660.3M
IWSISHARES RUSSELL MID-CAP VALUE ETF
$659.7M
SCHWSCHWAB CHARLES CORP COM
$658.0M
ARKKARK INNOVATION ETF
$656.1M
QMARFT VEST NASDAQ-100 BUFFER ETF - MARCH
$654.2M
SUISUN CMNTYS INC COM
$649.6M
BLKCHFBLACKROCK INC COM
$647.9M
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$645.5M
VICIVICI PPTYS INC COM
$644.4M
CGBDCARLYLE SECURED LENDING INC COM
$643.3M
VHTVANGUARD HEALTH CARE ETF
$640.6M
TTEKTETRA TECH INC NEW COM
$637.3M
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