Arkadios Wealth Advisors Q3 2023 Filing

Filed October 13, 2023

Portfolio Value

$1.1T

Holdings

709

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (709 positions)

StockValue
AAPLAPPLE INC COM
$44.5M
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
$22.1M
SPYSPDR S&P 500 ETF TRUST
$22.1M
AMZNAMAZON COM INC COM
$21.3M
MSFTMICROSOFT CORP COM
$21.3M
CARYANGEL OAK INCOME ETF
$20.7M
EUSAISHARES MSCI USA EQUAL WEIGHTED ETF
$20.5M
VOOVANGUARD S&P 500 ETF
$18.2M
BUFRFT CBOE VEST FUND OF BUFFER ETFS
$17.1M
NVDANVIDIA CORPORATION COM
$16.9M
NDQINVESCO QQQ TRUST SERIES I
$14.7M
KNGFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
$13.6M
R3 GLOBAL DIVIDEND GROWTH ETF
$13.1M
RPGINVESCO S&P 500 PURE GROWTH ETF
$11.4M
JNJJOHNSON & JOHNSON COM
$11.2M
UCONFIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
$10.6M
GOOGLALPHABET INC CAP STK CL A
$9.9M
VBVANGUARD SMALL-CAP ETF
$9.9M
WMTWALMART INC COM
$8.9M
RPVINVESCO S&P 500 PURE VALUE ETF
$8.7M
METAMETA PLATFORMS INC CL A
$8.7M
HYLSFIRST TRUST TACTICAL HIGH YIELD ETF
$8.3M
GNTYUSDGUARANTY BANCSHARES INC TEX COM
$7.8M
VOVANGUARD MID-CAP ETF
$7.5M
KOCOCA COLA CO COM
$7.5M
JPMJPMORGAN CHASE & CO COM
$7.2M
XOMEXXON MOBIL CORP COM
$7.2M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$7.2M
HDHOME DEPOT INC COM
$7.2M
AQLTISHARES RUSSELL TOP 200 ETF
$7.0M
SOSOUTHERN CO COM
$6.6M
VTVVANGUARD VALUE ETF
$6.5M
CRMSALESFORCE INC COM
$6.4M
FTCSFIRST TRUST CAPITAL STRENGTH ETF
$6.2M
DBCINVESCO DB COMMODITY INDEX TRACKING FUND
$6.2M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$5.7M
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$5.6M
VUGVANGUARD GROWTH ETF
$5.6M
GOOGALPHABET INC CAP STK CL C
$5.6M
PWVINVESCO LARGE CAP VALUE ETF
$5.5M
PSXPHILLIPS 66 COM
$5.4M
TSLATESLA INC COM
$5.3M
XLEENERGY SELECT SECTOR SPDR FUND
$5.2M
ABBVABBVIE INC COM
$5.1M
PXDEURPIONEER NAT RES CO COM
$5.0M
SLVISHARES SILVER TRUST
$5.0M
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$4.9M
GDGENERAL DYNAMICS CORP COM
$4.9M
ONEYSPDR RUSSELL 1000 YIELD FOCUS ETF
$4.7M
UNHUNITEDHEALTH GROUP INC COM
$4.7M
GQ9SPDR GOLD SHARES
$4.6M
DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF
$4.4M
ITWILLINOIS TOOL WKS INC COM
$4.3M
CVXCHEVRON CORP NEW COM
$4.3M
CSCOCISCO SYS INC COM
$4.3M
TXNTEXAS INSTRS INC COM
$4.3M
FTAFIRST TRUST LARGE CAP VALUE ALPHADEX FUND
$4.3M
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
$4.1M
UPSUNITED PARCEL SERVICE INC CL B
$4.1M
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
$3.9M
PFEPFIZER INC COM
$3.9M
MAMASTERCARD INCORPORATED CL A
$3.8M
ILCGISHARES MORNINGSTAR GROWTH ETF
$3.8M
FIXDFIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
$3.8M
RGAREINSURANCE GRP OF AMERICA INC COM NEW
$3.7M
PAYXPAYCHEX INC COM
$3.7M
CMICUMMINS INC COM
$3.7M
VTIVANGUARD TOTAL STOCK MARKET ETF
$3.5M
PGPROCTER AND GAMBLE CO COM
$3.5M
METMETLIFE INC COM
$3.5M
MDTMEDTRONIC PLC SHS
$3.4M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$3.3M
AEPAMERICAN ELEC PWR CO INC COM
$3.3M
BABOEING CO COM
$3.3M
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$3.3M
4I1PHILIP MORRIS INTL INC COM
$3.2M
CIONCION INVT CORP COM
$3.2M
SPGMSPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF
$3.2M
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF
$3.2M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$3.2M
CVSCVS HEALTH CORP COM
$3.2M
FTRIFIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF
$3.1M
FSKFS KKR CAP CORP COM
$3.1M
MCDMCDONALDS CORP COM
$3.0M
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$3.0M
DISDISNEY WALT CO COM
$3.0M
FITBFIFTH THIRD BANCORP COM
$3.0M
IVVISHARES CORE S&P 500 ETF
$3.0M
TFCTRUIST FINL CORP COM
$3.0M
WBSWEBSTER FINL CORP COM
$2.9M
XLFFINANCIAL SELECT SECTOR SPDR FUND
$2.9M
USBUS BANCORP DEL COM NEW
$2.9M
MRKMERCK & CO INC COM
$2.9M
VVISA INC COM CL A
$2.8M
FAIFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
$2.8M
FLOTISHARES FLOATING RATE BOND ETF
$2.8M
ARCCARES CAPITAL CORP COM
$2.7M
BACVERIZON COMMUNICATIONS INC COM
$2.7M
LRCXEURLAM RESEARCH CORP COM
$2.7M
IWFISHARES RUSSELL 1000 GROWTH ETF
$2.7M
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