Arkadios Wealth Advisors Q4 2024 Filing
Filed January 15, 2025
Portfolio Value
$1.8T
Holdings
931
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (931 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $70.8M |
NVDANVIDIA CORPORATION COM | $62.1M |
CARYANGEL OAK INCOME ETF | $46.0M |
AMZNAMAZON COM INC COM | $45.3M |
MSFTMICROSOFT CORP COM | $37.4M |
IVVISHARES CORE S&P 500 ETF | $35.9M |
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $35.1M |
EUSAISHARES MSCI USA EQUAL WEIGHTED ETF | $34.0M |
NDQINVESCO QQQ TRUST SERIES I | $25.1M |
VOOVANGUARD S&P 500 ETF | $22.5M |
JPMJPMORGAN CHASE & CO. COM | $20.5M |
AOHYANGEL OAK HIGH YIELD OPPORTUNITIES ETF | $20.2M |
GOOGLALPHABET INC CAP STK CL A | $20.0M |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $19.9M |
KNGFT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $18.8M |
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $18.4M |
WMTWALMART INC COM | $18.4M |
METAMETA PLATFORMS INC CL A | $16.9M |
CRMSALESFORCE INC COM | $14.1M |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $12.6M |
AVGOBROADCOM INC COM | $12.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $12.1M |
CVXCHEVRON CORP NEW COM | $11.8M |
SPYSPDR S&P 500 ETF TRUST | $11.2M |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $11.1M |
XOMEXXON MOBIL CORP COM | $11.0M |
GOOGALPHABET INC CAP STK CL C | $10.5M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $10.3M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $9.9M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $9.8M |
IWMISHARES RUSSELL 2000 ETF | $9.7M |
GQ9SPDR GOLD SHARES | $9.6M |
HDHOME DEPOT INC COM | $9.5M |
SOSOUTHERN CO COM | $9.0M |
RPGINVESCO S&P 500 PURE GROWTH ETF | $8.9M |
FTCSFIRST TRUST CAPITAL STRENGTH ETF | $8.7M |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $8.6M |
BMYBRISTOL-MYERS SQUIBB CO COM | $8.6M |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $8.5M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $8.4M |
IJRISHARES CORE S&P SMALL CAP ETF | $8.3M |
VTVVANGUARD VALUE ETF | $8.2M |
DGROISHARES CORE DIVIDEND GROWTH ETF | $8.2M |
DUHPDIMENSIONAL US HIGH PROFITABILITY ETF | $8.2M |
TSLATESLA INC COM | $8.1M |
XLEENERGY SELECT SECTOR SPDR FUND | $8.0M |
ARTYISHARES FUTURE AI & TECH ETF | $7.9M |
PGPROCTER AND GAMBLE CO COM | $7.7M |
IVWISHARES S&P 500 GROWTH ETF | $7.7M |
GNTYUSDGUARANTY BANCSHARES INC TEX COM | $7.6M |
ISRGINTUITIVE SURGICAL INC COM NEW | $7.6M |
RPVINVESCO S&P 500 PURE VALUE ETF | $7.5M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $7.5M |
DUSBDIMENSIONAL ULTRASHORT FIXED INCOME ETF | $7.5M |
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $7.2M |
PWVINVESCO LARGE CAP VALUE ETF | $6.7M |
JNJJOHNSON & JOHNSON COM | $6.7M |
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $6.4M |
ABBVABBVIE INC COM | $6.0M |
KOCOCA COLA CO COM | $5.9M |
CSCOCISCO SYS INC COM | $5.9M |
MAMASTERCARD INCORPORATED CL A | $5.8M |
VVISA INC COM CL A | $5.7M |
PSXPHILLIPS 66 COM | $5.6M |
IJHISHARES CORE S&P MID-CAP ETF | $5.6M |
TFCTRUIST FINL CORP COM | $5.5M |
DRIDARDEN RESTAURANTS INC COM | $5.5M |
METMETLIFE INC COM | $5.4M |
PAYXPAYCHEX INC COM | $5.4M |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $5.4M |
ITWILLINOIS TOOL WKS INC COM | $5.4M |
FDVVFIDELITY HIGH DIVIDEND ETF | $5.4M |
GDGENERAL DYNAMICS CORP COM | $5.3M |
LLYELI LILLY & CO COM | $5.2M |
BKNGBOOKING HOLDINGS INC COM | $5.2M |
MDTMEDTRONIC PLC SHS | $5.2M |
BXBLACKSTONE INC COM | $5.1M |
USBUS BANCORP DEL COM NEW | $5.0M |
UNHUNITEDHEALTH GROUP INC COM | $4.9M |
SLVISHARES SILVER TRUST | $4.9M |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $4.9M |
BACBANK AMERICA CORP COM | $4.8M |
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF | $4.8M |
LMTLOCKHEED MARTIN CORP COM | $4.7M |
PYPLPAYPAL HLDGS INC COM | $4.7M |
AQLTISHARES CORE MSCI EAFE ETF | $4.6M |
FSKFS KKR CAP CORP COM | $4.6M |
VUGVANGUARD GROWTH ETF | $4.5M |
QCOMQUALCOMM INC COM | $4.5M |
FVRRFIVERR INTL LTD ORD SHS | $4.4M |
PFEPFIZER INC COM | $4.3M |
MOALTRIA GROUP INC COM | $4.3M |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $4.2M |
TLTISHARES 20 YEAR TREASURY BOND ETF | $4.2M |
BACVERIZON COMMUNICATIONS INC COM | $4.2M |
HGERHARBOR COMMODITY ALL-WEATHER STRATEGY ETF | $4.2M |
COSTCOSTCO WHSL CORP NEW COM | $4.1M |
BKBANK NEW YORK MELLON CORP COM | $4.0M |
IBMINTERNATIONAL BUSINESS MACHS COM | $4.0M |
CEGCONSTELLATION ENERGY CORP COM | $3.9M |
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