Arkadios Wealth Advisors Q4 2023 Filing
Filed January 24, 2024
Portfolio Value
$1.2B
Holdings
732
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (732 positions)
| Stock | Value |
|---|---|
CNRCANADIAN NATL RY CO COM | $442K |
SCHWSCHWAB CHARLES CORP COM | $441K |
NSANATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $439K |
RODMHARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $434K |
ADIANALOG DEVICES INC COM | $431K |
NEONEOGENOMICS INC COM NEW | $429K |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $429K |
FJANFT VEST US EQUITY BUFFER ETF - JANUARY | $428K |
IYWISHARES U.S. TECHNOLOGY ETF | $427K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $426K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $424K |
MSCIMSCI INC COM | $424K |
CELHCELSIUS HLDGS INC COM NEW | $424K |
SCISERVICE CORP INTL COM | $422K |
MDLZMONDELEZ INTL INC CL A | $422K |
AKAMAKAMAI TECHNOLOGIES INC COM | $420K |
LVLNSPDR S&P REGIONAL BANKING ETF | $420K |
PBTPINVESCO 0-5 YR US TIPS ETF | $420K |
MTNVAIL RESORTS INC COM | $419K |
CAHCARDINAL HEALTH INC COM | $418K |
KNXKNIGHT-SWIFT TRANSN HLDGS INC CL A | $416K |
ABNBAIRBNB INC COM CL A | $415K |
SNPSSYNOPSYS INC COM | $413K |
CLFCLEVELAND-CLIFFS INC NEW COM | $413K |
UFPIUFP INDUSTRIES INC COM | $412K |
COWZPACER US CASH COWS 100 ETF | $412K |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $410K |
IUSBISHARES CORE TOTAL USD BOND MARKET ETF | $410K |
CFCF INDS HLDGS INC COM | $409K |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $409K |
VALEVALE S A SPONSORED ADS | $409K |
IWXISHARES RUSSELL TOP 200 VALUE ETF | $408K |
CLCOLGATE PALMOLIVE CO COM | $403K |
JMUBJPMORGAN MUNICIPAL ETF | $401K |
MCWMISTER CAR WASH INC COM | $400K |
EAELECTRONIC ARTS INC COM | $399K |
SKYSKYLINE CHAMPION CORPORATION COM | $398K |
WENWENDYS CO COM | $396K |
XBAPINNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL | $394K |
CGGRCAPITAL GROUP GROWTH ETF | $390K |
ETENERGY TRANSFER L P COM UT LTD PTN | $390K |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $389K |
LINLINDE PLC SHS | $389K |
CSLCARLISLE COS INC COM | $387K |
KKRKKR & CO INC COM | $387K |
BOXBOX INC CL A | $385K |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $384K |
MBBISHARES MBS ETF | $384K |
MDYGSPDR S&P 400 MID CAP GROWTH ETF | $383K |
PAGPENSKE AUTOMOTIVE GRP INC COM | $383K |
FLWS1 800 FLOWERS COM INC CL A | $379K |
AMTAMERICAN TOWER CORP NEW COM | $378K |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $375K |
GCCWISDOMTREE ENHANCED COMMODITY STGY FD | $374K |
AFWALIGN TECHNOLOGY INC COM | $373K |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $370K |
TMFGMOTLEY FOOL GLOBAL OPPORTUNITIES ETF | $366K |
NUENUCOR CORP COM | $364K |
IDUISHARES U.S. UTILITIES ETF | $363K |
GWREGUIDEWIRE SOFTWARE INC COM | $361K |
ANETEURARISTA NETWORKS INC COM | $358K |
BWABORGWARNER INC COM | $357K |
KMBKIMBERLY-CLARK CORP COM | $355K |
VOEVANGUARD MID-CAP VALUE ETF | $355K |
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $354K |
MTNBEURMATINAS BIOPHARMA HLDGS INC COM | $351K |
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF | $349K |
CRUSCIRRUS LOGIC INC COM | $349K |
OBDCBLUE OWL CAPITAL CORPORATION COM | $348K |
AQLTISHARES U.S. TREASURY BOND ETF | $348K |
DEEDFIRST TRUST TCW SECURITIZED PLUS ETF | $348K |
WSTWEST PHARMACEUTICAL SVSC INC COM | $348K |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $347K |
MTHMERITAGE HOMES CORP COM | $346K |
VNOVORNADO RLTY TR SH BEN INT | $346K |
IYKISHARES U.S. CONSUMER STAPLES ETF | $344K |
SOXXISHARES SEMICONDUCTOR ETF | $343K |
ASMLASML HOLDING N V N Y REGISTRY SHS | $341K |
FTCFIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $341K |
FPXIFIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF | $339K |
IVZINVESCO S&P MIDCAP 400 GARP ETF | $339K |
VOOVVANGUARD S&P 500 VALUE ETF | $334K |
CITHE CIGNA GROUP COM | $333K |
LVHDFRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $333K |
WRBBERKLEY W R CORP COM | $332K |
HCAHCA HEALTHCARE INC COM | $331K |
PPGPPG INDS INC COM | $331K |
PWBINVESCO LARGE CAP GROWTH ETF | $330K |
AGQPROSHARES ULTRASHORT S&P500 | $330K |
ETNEATON CORP PLC SHS | $330K |
NEUNEWMARKET CORP COM | $328K |
POOLPOOL CORP COM | $327K |
BJULINNOVATOR U.S. EQUITY BUFFER ETF - JULY | $327K |
FAUGFT VEST U.S. EQUITY BUFFER ETF - AUGUST | $327K |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $325K |
HQYHEALTHEQUITY INC COM | $325K |
CBCHUBB LIMITED COM | $325K |
LLOEWS CORP COM | $325K |
IYFISHARES U.S. FINANCIALS ETF | $324K |
PANWPALO ALTO NETWORKS INC COM | $324K |