Arkadios Wealth Advisors Q4 2023 Filing

Filed January 24, 2024

Portfolio Value

$1.2T

Holdings

732

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (732 positions)

StockValue
GEGENERAL ELECTRIC CO COM NEW
$667.1M
WPCWP CAREY INC COM
$666.1M
DHID R HORTON INC COM
$665.4M
PPAINVESCO AEROSPACE & DEFENSE ETF
$657.0M
FYXFIRST TRUST SMALL CAP CORE ALPHADEX FUND
$647.2M
QQEWFIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND
$645.7M
BLDTOPBUILD CORP COM
$640.7M
WELLWELLTOWER INC COM
$638.3M
MLMMARTIN MARIETTA MATLS INC COM
$635.6M
NEWTNEWTEKONE INC COM NEW
$633.9M
ROKUROKU INC COM CL A
$632.1M
CPSCOOPER STD HLDGS INC COM
$631.8M
IBBISHARES BIOTECHNOLOGY ETF
$630.5M
IWNISHARES RUSSELL 2000 VALUE ETF
$628.5M
GNRCGENERAC HLDGS INC COM
$627.1M
PLNTPLANET FITNESS INC CL A
$626.7M
HLNHALEON PLC SPON ADS
$624.2M
CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF
$623.4M
IYHISHARES U.S. HEALTHCARE ETF
$618.0M
TTENTOTALENERGIES SE SPONSORED ADS
$617.4M
WBAWALGREENS BOOTS ALLIANCE INC COM
$613.2M
DUOLDUOLINGO INC CL A COM
$601.6M
ILMNILLUMINA INC COM
$596.2M
AIC3 AI INC CL A
$595.6M
IJKISHARES S&P MID-CAP 400 GROWTH ETF
$592.1M
CARRCARRIER GLOBAL CORPORATION COM
$591.1M
COINCOINBASE GLOBAL INC COM CL A
$590.5M
UNPUNION PAC CORP COM
$587.9M
WDAYWORKDAY INC CL A
$587.7M
TYLTYLER TECHNOLOGIES INC COM
$585.4M
XBISPDR S&P BIOTECH ETF
$580.6M
EQREQUITY RESIDENTIAL SH BEN INT
$576.5M
ATKRATKORE INC COM
$571.5M
GNLGLOBAL NET LEASE INC COM NEW
$569.1M
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$565.9M
SHOPSHOPIFY INC CL A
$565.7M
FIWFIRST TRUST WATER ETF
$565.1M
ALSALLSTATE CORP COM
$564.5M
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
$562.0M
VRIGINVESCO VARIABLE RATE INVESTMENT GRADE ETF
$561.9M
MSIMOTOROLA SOLUTIONS INC COM NEW
$552.9M
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$546.4M
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$542.6M
VLUEISHARES MSCI USA VALUE FACTOR ETF
$541.4M
SHWSHERWIN WILLIAMS CO COM
$541.3M
CGBDCARLYLE SECURED LENDING INC COM
$540.2M
NRANRG ENERGY INC COM NEW
$535.9M
MGVVANGUARD MEGA CAP VALUE ETF
$534.5M
DDDUPONT DE NEMOURS INC COM
$532.1M
SDYSPDR S&P DIVIDEND ETF
$531.9M
ISRGINTUITIVE SURGICAL INC COM NEW
$531.2M
CMCSACOMCAST CORP NEW CL A
$528.9M
FDRRFIDELITY DIVIDEND ETF FOR RISING RATES
$527.7M
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF
$527.5M
ETWEATON VANCE TAX-MANAGED GLOBAL COM
$527.4M
VEEVVEEVA SYS INC CL A COM
$526.5M
NJRNEW JERSEY RES CORP COM
$524.5M
NAPRINNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL
$521.1M
BHMBLUEROCK HOMES TRUST INC COM CL A
$520.0M
BLKCHFBLACKROCK INC COM
$519.5M
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$519.4M
XMHQINVESCO S&P MIDCAP QUALITY ETF
$519.2M
DKSDICKS SPORTING GOODS INC COM
$518.4M
TTEKTETRA TECH INC NEW COM
$510.8M
DGDOLLAR GEN CORP NEW COM
$508.3M
GSGOLDMAN SACHS GROUP INC COM
$501.1M
IBKRINTERACTIVE BROKERS GROUP INC COM CL A
$499.5M
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
$499.2M
TMOTHERMO FISHER SCIENTIFIC INC COM
$495.2M
DWDMORGAN STANLEY COM NEW
$489.5M
ROPROPER TECHNOLOGIES INC COM
$489.2M
AXPAMERICAN EXPRESS CO COM
$487.2M
ETVEATON VANCE TAX-MANAGED BUY- W COM
$486.4M
SOFISOFI TECHNOLOGIES INC COM
$483.0M
TRNSTRANSCAT INC COM
$481.2M
IAU*ISHARES GOLD TRUST
$480.6M
GCOWPACER GLOBAL CASH COWS DIVIDEND ETF
$479.9M
FBTFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
$477.0M
HDGEGBPADVISORSHARES RANGER EQUITY BEAR ETF
$476.1M
PSCEINVESCO S&P SMALLCAP ENERGY ETF
$476.0M
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
$473.3M
OBIOORCHESTRA BIOMED HLDGS INC COM
$471.1M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$470.0M
VICIVICI PPTYS INC COM
$467.2M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$466.2M
BKTBLACKROCK INCOME TR INC COM NEW
$464.8M
NXTGFIRST TRUST INDXX NEXTG ETF
$463.9M
KIESPDR S&P INSURANCE ETF
$463.8M
EFVISHARES MSCI EAFE VALUE ETF
$462.3M
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
$462.2M
FDXFEDEX CORP COM
$461.9M
IBPINSTALLED BLDG PRODS INC COM
$455.9M
DALDELTA AIR LINES INC DEL COM NEW
$455.8M
UUNITY SOFTWARE INC COM
$454.7M
MRSHMARSH & MCLENNAN COS INC COM
$453.5M
CTVACORTEVA INC COM
$450.6M
IWOISHARES RUSSELL 2000 GROWTH ETF
$446.2M
NSPINSPERITY INC COM
$443.4M
FXRFIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
$443.3M
AFLAFLAC INC COM
$441.7M
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