Arkadios Wealth Advisors Q2 2024 Filing

Filed July 29, 2024

Portfolio Value

$1.5B

Holdings

850

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (850 positions)

StockValue
DFSVDIMENSIONAL US SMALL CAP VALUE ETF
$240K
OCCIOFS CREDIT COMPANY INC COM
$239K
IRMIRON MTN INC DEL COM
$238K
COFCAPITAL ONE FINL CORP COM
$237K
FDTFIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
$237K
SAPSAP SE SPON ADR
$236K
ENQENTEGRIS INC COM
$236K
BEEPMOBILE INFRASTRUCTURE CORP COM SHS
$235K
VOOVVANGUARD S&P 500 VALUE ETF
$235K
AXONAXON ENTERPRISE INC COM
$233K
YOUCLEAR SECURE INC COM CL A
$232K
DFSEURDISCOVER FINL SVCS COM
$231K
GEVGE VERNOVA INC COM
$231K
TSCOTRACTOR SUPPLY CO COM
$231K
XBOCINNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER
$230K
IGLBISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$229K
KRKROGER CO COM
$229K
EQNREQUINOR ASA SPONSORED ADR
$229K
QQQXNUVEEN NASDAQ 100 DYNAMIC OVER COM SHS
$229K
ULUNILEVER PLC SPON ADR NEW
$229K
FLNGFLEX LNG LTD SHS
$228K
OKEONEOK INC NEW COM
$228K
CLOIVANECK CLO ETF
$227K
AFWALIGN TECHNOLOGY INC COM
$227K
PAPRINNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
$226K
FXZFIRST TRUST MATERIALS ALPHADEX FUND
$226K
FSIGFIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
$225K
OMFONEMAIN HLDGS INC COM
$225K
AIGAMERICAN INTL GROUP INC COM NEW
$225K
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
$224K
HOODROBINHOOD MKTS INC COM CL A
$223K
DGTSPDR GLOBAL DOW ETF
$222K
CDWCDW CORP COM
$221K
IBDXISHARES IBONDS DEC 2032 TERM CORPORATE ETF
$220K
EENI S P A SPONSORED ADR
$217K
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$216K
XSWSPDR S&P SOFTWARE & SERVICES ETF
$215K
HNDLSTRATEGY SHARES NASDAQ 7HANDL INDEX ETF
$214K
VXFVANGUARD EXTENDED MARKET ETF
$214K
REGNREGENERON PHARMACEUTICALS COM
$212K
LVHIFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
$212K
AMLPALERIAN MLP ETF
$211K
SITESITEONE LANDSCAPE SUPPLY INC COM
$211K
IVOOVANGUARD S&P MID-CAP 400 ETF
$211K
HWCHANCOCK WHITNEY CORPORATION COM
$210K
IHDVOYA EMERGING MKTS HIGH DIVID COM
$209K
GBTCGRAYSCALE BITCOIN TRUST
$208K
BAPRINNOVATOR U.S. EQUITY BUFFER ETF - APRIL
$208K
IWBISHARES RUSSELL 1000 ETF
$206K
FLRGFIDELITY U.S. MULTIFACTOR ETF
$206K
ROBTFIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF
$206K
FLTRVANECK IG FLOATING RATE ETF
$205K
F4FFISHARES FOCUSED VALUE FACTOR ETF
$205K
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$204K
APRJINNOVATOR PREMIUM INCOME 30 BARRIER ETF - APRIL
$204K
ONON SEMICONDUCTOR CORP COM
$203K
NOCTINNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER
$203K
DDOMINION ENERGY INC COM
$203K
IQVIQVIA HLDGS INC COM
$203K
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
$203K
EWXSPDR S&P EMERGING MARKETS SMALL CAP ETF
$203K
SYKSTRYKER CORPORATION COM
$202K
RFREGIONS FINANCIAL CORP NEW COM
$202K
0VVBPARAMOUNT GLOBAL CLASS B COM
$202K
PODDINSULET CORP COM
$201K
EMEEMCOR GROUP INC COM
$201K
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF
$201K
KEYKEYCORP COM
$191K
PHYS/USPROTT PHYSICAL GOLD TR UNIT
$190K
PGFINVESCO FINANCIAL PREFERRED ETF
$188K
DBRGDIGITALBRIDGE GROUP INC CL A NEW
$180K
CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
$168K
NIONIO INC SPON ADS
$160K
PKSTPEAKSTONE REALTY TRUST COMMON SHARES
$160K
PFLTPENNANTPARK FLOATING RATE CAP COM
$147K
RQICOHEN & STEERS QUALITY INCOME COM
$145K
PGXINVESCO PREFERRED ETF
$137K
YYY*AMPLIFY HIGH INCOME ETF
$135K
ASXASE TECHNOLOGY HLDG CO LTD SPONSORED ADS
$132K
JBLUJETBLUE AWYS CORP COM
$130K
PSECPROSPECT CAP CORP COM
$127K
RIOTRIOT PLATFORMS INC COM
$119K
MFAMFA FINL INC COM
$118K
UWMCUWM HOLDINGS CORPORATION COM CL A
$115K
ADMAADMA BIOLOGICS INC COM
$112K
PSLV/USPROTT PHYSICAL SILVER TR TR UNIT
$109K
NMZNUVEEN MUN HIGH INCOME OPPORTU COM
$109K
SHCRUSDSHARECARE INC COM CL A
$108K
ERCALLSPRING MULTI SECTOR INCOME COM
$98K
MRCCLMONROE CAP CORP COM
$96K
XEMDXWESTERN ASSET EMERGING MKTS DE COM
$94K
TLRYEURTILRAY BRANDS INC COM
$92K
CTXRCITIUS PHARMACEUTICALS INC COM NEW
$88K
FUBOFUBOTV INC COM
$76K
BLNKBLINK CHARGING CO COM
$76K
MCRMFS CHARTER INCOME TR SH BEN INT
$72K
OXLCLOXFORD LANE CAP CORP COM
$69K
PLUNPLUG POWER INC COM NEW
$65K
EGYVAALCO ENERGY INC COM NEW
$64K
NGLNGL ENERGY PARTNERS LP COM UNIT REPST
$54K
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