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
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$589K
FIWFIRST TRUST WATER ETF
$579K
SHOPSHOPIFY INC CL A
$571K
EXREXTRA SPACE STORAGE INC COM
$570K
AQLTISHARES CORE MSCI EAFE ETF
$570K
IWBISHARES RUSSELL 1000 ETF
$570K
PLTRPALANTIR TECHNOLOGIES INC CL A
$553K
PHPARKER-HANNIFIN CORP COM
$552K
VRIGINVESCO VARIABLE RATE INVESTMENT GRADE ETF
$549K
TYLTYLER TECHNOLOGIES INC COM
$548K
NAPRINNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL
$547K
ATKRATKORE INC COM
$545K
IJKISHARES S&P MID-CAP 400 GROWTH ETF
$544K
DDDUPONT DE NEMOURS INC COM
$544K
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
$541K
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$537K
VEEVVEEVA SYS INC CL A COM
$532K
CARRCARRIER GLOBAL CORPORATION COM
$531K
PSCEINVESCO S&P SMALLCAP ENERGY ETF
$531K
BLKCHFBLACKROCK INC COM
$525K
SPGIS&P GLOBAL INC COM
$525K
CGBDCARLYLE SECURED LENDING INC COM
$524K
MEDPMEDPACE HLDGS INC COM
$523K
MLMMARTIN MARIETTA MATLS INC COM
$522K
IBKRINTERACTIVE BROKERS GROUP INC COM CL A
$522K
UNPUNION PAC CORP COM
$521K
GNLGLOBAL NET LEASE INC COM NEW
$521K
ARKKARK INNOVATION ETF
$519K
ETWEATON VANCE TAX-MANAGED GLOBAL COM
$518K
ITGARTNER INC COM
$516K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$515K
AXPAMERICAN EXPRESS CO COM
$515K
FQIDIGITAL RLTY TR INC COM
$514K
PULSPGIM ULTRA SHORT BOND ETF
$514K
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
$511K
ROKUROKU INC COM CL A
$511K
CMCSACOMCAST CORP NEW CL A
$509K
UBERUBER TECHNOLOGIES INC COM
$498K
IWNISHARES RUSSELL 2000 VALUE ETF
$497K
XBISPDR S&P BIOTECH ETF
$496K
MGVVANGUARD MEGA CAP VALUE ETF
$496K
WBAWALGREENS BOOTS ALLIANCE INC COM
$495K
CTVACORTEVA INC COM
$495K
SDYSPDR S&P DIVIDEND ETF
$489K
FDRRFIDELITY DIVIDEND ETF FOR RISING RATES
$488K
ETVEATON VANCE TAX-MANAGED BUY- W COM
$486K
GEGENERAL ELECTRIC CO COM NEW
$480K
CPSCOOPER STD HLDGS INC COM
$480K
HLNHALEON PLC SPON ADS
$479K
MSIMOTOROLA SOLUTIONS INC COM NEW
$469K
NJRNEW JERSEY RES CORP COM
$467K
WSTWEST PHARMACEUTICAL SVSC INC COM
$467K
MTNVAIL RESORTS INC COM
$467K
QLYSQUALYS INC COM
$466K
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
$463K
FJANFT CBOE VEST U.S. EQUITY BUFFER ETF - JANUARY
$462K
FDXFEDEX CORP COM
$460K
HQYHEALTHEQUITY INC COM
$459K
GSGOLDMAN SACHS GROUP INC COM
$458K
GCOWPACER GLOBAL CASH COWS DIVIDEND ETF
$457K
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
$457K
DWDMORGAN STANLEY COM NEW
$455K
TTEKTETRA TECH INC NEW COM
$454K
TMOTHERMO FISHER SCIENTIFIC INC COM
$454K
FXRFIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
$453K
ETNEATON CORP PLC SHS
$451K
DALDELTA AIR LINES INC DEL COM NEW
$451K
OBIOORCHESTRA BIOMED HLDGS INC COM
$450K
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
$446K
FBTFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
$446K
CFCF INDS HLDGS INC COM
$441K
CITHE CIGNA GROUP COM
$441K
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$440K
KMBKIMBERLY-CLARK CORP COM
$439K
ABNBAIRBNB INC COM CL A
$438K
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
$436K
DHID R HORTON INC COM
$435K
KIESPDR S&P INSURANCE ETF
$434K
TTENTOTALENERGIES SE SPONSORED ADS
$432K
WDAYWORKDAY INC CL A
$430K
NXTGFIRST TRUST INDXX NEXTG ETF
$426K
TRNSTRANSCAT INC COM
$425K
ALSALLSTATE CORP COM
$425K
AQLTISHARES U.S. TREASURY BOND ETF
$423K
EFVISHARES MSCI EAFE VALUE ETF
$422K
BKTBLACKROCK INCOME TR INC COM NEW
$422K
XDECFT CBOE VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER
$422K
PAGPENSKE AUTOMOTIVE GRP INC COM
$420K
VNOVORNADO RLTY TR SH BEN INT
$419K
TBILUS TREASURY 3 MONTH BILL ETF
$417K
BLDTOPBUILD CORP COM
$416K
EAELECTRONIC ARTS INC COM
$413K
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$411K
PBTPINVESCO 0-5 YR US TIPS ETF
$410K
UUNITY SOFTWARE INC COM
$405K
NUENUCOR CORP COM
$404K
PLNTPLANET FITNESS INC CL A
$400K
NRANRG ENERGY INC COM NEW
$399K
RODMHARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF
$399K
GCCWISDOMTREE ENHANCED COMMODITY STGY FD
$399K
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