Arkadios Wealth Advisors Q3 2024 Filing

Filed October 24, 2024

Portfolio Value

$1.8B

Holdings

918

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (918 positions)

StockValue
PKWINVESCO BUYBACK ACHIEVERS ETF
$286K
STIPISHARES 0-5 YEAR TIPS BOND ETF
$286K
CELHCELSIUS HLDGS INC COM NEW
$286K
MOATVANECK MORNINGSTAR WIDE MOAT ETF
$286K
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$284K
MODLVICTORYSHARES WESTEND U.S. SECTOR ETF
$284K
VFMOVANGUARD U.S. MOMENTUM FACTOR ETF
$282K
FTSLFIRST TRUST SENIOR LOAN FUND
$282K
FICOFAIR ISAAC CORP COM
$282K
XBOEXBLACKROCK ENHANCED GLOBAL DIVI COM
$280K
PNNTPENNANTPARK INVT CORP COM
$280K
MCWMISTER CAR WASH INC COM
$280K
XARSPDR S&P AEROSPACE & DEFENSE ETF
$278K
SITESITEONE LANDSCAPE SUPPLY INC COM
$278K
ALBALBEMARLE CORP COM
$277K
COOCOOPER COS INC COM
$277K
FBRTFRANKLIN BSP RLTY TR INC COMMON STOCK
$276K
WCNWASTE CONNECTIONS INC COM
$274K
BEPBROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT
$272K
EMEEMCOR GROUP INC COM
$272K
VCRVANGUARD CONSUMER DISCRETIONARY ETF
$272K
CVECENOVUS ENERGY INC COM
$271K
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$271K
RIORIO TINTO PLC SPONSORED ADR
$271K
AERAERCAP HOLDINGS NV SHS
$271K
SUSAISHARES MSCI USA ESG SELECT ETF
$269K
AMRALPHA METALLURGICAL RESOUR INC COM
$269K
BCSBARCLAYS PLC ADR
$269K
VMCVULCAN MATLS CO COM
$268K
BMARINNOVATOR U.S. EQUITY BUFFER ETF - MARCH
$267K
HALHALLIBURTON CO COM
$267K
COFCAPITAL ONE FINL CORP COM
$266K
VVVANGUARD LARGE-CAP ETF
$266K
KRKROGER CO COM
$265K
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
$265K
SYKSTRYKER CORPORATION COM
$265K
LNGCHENIERE ENERGY INC COM NEW
$262K
TRYBARINGS BDC INC COM
$262K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$262K
CTRACOTERRA ENERGY INC COM
$261K
OTISOTIS WORLDWIDE CORP COM
$260K
VODVODAFONE GROUP PLC NEW SPONSORED ADR
$259K
DADSATAC US ROTATION ETF
$258K
APTVAPTIV PLC SHS
$257K
DFSVDIMENSIONAL US SMALL CAP VALUE ETF
$256K
VOOVVANGUARD S&P 500 VALUE ETF
$256K
PJUNINNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
$255K
DFSEURDISCOVER FINL SVCS COM
$254K
OCCIOFS CREDIT COMPANY INC COM
$253K
DDOMINION ENERGY INC COM
$252K
BKHYBNY MELLON HIGH YIELD ETF
$252K
ONON SEMICONDUCTOR CORP COM
$251K
XJUNFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE
$250K
SOXXISHARES SEMICONDUCTOR ETF
$248K
FLWS1 800 FLOWERS COM INC CL A
$247K
URIUNITED RENTALS INC COM
$247K
IGLBISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$246K
HOODROBINHOOD MKTS INC COM CL A
$245K
XBJAINNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY
$244K
NVDANVIDIA CORPORATION COM
$243K
DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
$242K
STMSTMICROELECTRONICS N V NY REGISTRY
$239K
IQVIQVIA HLDGS INC COM
$237K
FDTFIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
$237K
ESGUISHARES ESG AWARE MSCI USA ETF
$236K
F4FFISHARES FOCUSED VALUE FACTOR ETF
$236K
VENVENTAS INC COM
$236K
CDPCOPT DEFENSE PROPERTIES SHS BEN INT
$236K
IYMISHARES U.S. BASIC MATERIALS ETF
$235K
HNDLSTRATEGY SHARES NASDAQ 7HANDL INDEX ETF
$231K
VXFVANGUARD EXTENDED MARKET ETF
$230K
SESEA LTD SPONSORD ADS
$230K
QQQXNUVEEN NASDAQ 100 DYNAMIC OVER COM SHS
$229K
PKSTPEAKSTONE REALTY TRUST COMMON SHARES
$228K
SNYSANOFI SPONSORED ADR
$228K
PGFINVESCO FINANCIAL PREFERRED ETF
$227K
CDWCDW CORP COM
$226K
HWCHANCOCK WHITNEY CORPORATION COM
$225K
IVOOVANGUARD S&P MID-CAP 400 ETF
$224K
WINGWINGSTOP INC COM
$224K
XSWSPDR S&P SOFTWARE & SERVICES ETF
$224K
OSEAHARBOR INTERNATIONAL COMPOUNDERS ETF
$223K
XBOCINNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER
$223K
IHDVOYA EMERGING MKTS HIGH DIVID COM
$221K
KMXCARMAX INC COM
$221K
TDVIFT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF
$220K
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
$220K
KEYKEYCORP COM
$220K
DOGGFT VEST DJIA DOGS 10 TARGET INCOME ETF
$218K
EWXSPDR S&P EMERGING MARKETS SMALL CAP ETF
$217K
AIGAMERICAN INTL GROUP INC COM NEW
$217K
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$217K
PEOEXELON CORP COM
$216K
MGAMAGNA INTL INC COM
$216K
DDOGDATADOG INC CL A COM
$216K
PNOVINNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
$215K
FLNGFLEX LNG LTD SHS
$215K
HSYHERSHEY CO COM
$215K
PHYS/USPROTT PHYSICAL GOLD TR UNIT
$214K
FPFFIRST TRUST INCOME OPPORTUNITIES ETF
$213K
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