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
$589.2M
FIWFIRST TRUST WATER ETF
$578.6M
SHOPSHOPIFY INC CL A
$571.1M
EXREXTRA SPACE STORAGE INC COM
$570.3M
AQLTISHARES CORE MSCI EAFE ETF
$570.1M
IWBISHARES RUSSELL 1000 ETF
$569.7M
PLTRPALANTIR TECHNOLOGIES INC CL A
$552.9M
PHPARKER-HANNIFIN CORP COM
$551.8M
VRIGINVESCO VARIABLE RATE INVESTMENT GRADE ETF
$549.3M
TYLTYLER TECHNOLOGIES INC COM
$548.3M
NAPRINNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL
$547.3M
ATKRATKORE INC COM
$544.8M
IJKISHARES S&P MID-CAP 400 GROWTH ETF
$544.4M
DDDUPONT DE NEMOURS INC COM
$543.6M
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
$541.5M
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$537.4M
VEEVVEEVA SYS INC CL A COM
$532.0M
CARRCARRIER GLOBAL CORPORATION COM
$531.4M
PSCEINVESCO S&P SMALLCAP ENERGY ETF
$530.6M
BLKCHFBLACKROCK INC COM
$524.9M
SPGIS&P GLOBAL INC COM
$524.8M
CGBDCARLYLE SECURED LENDING INC COM
$523.6M
MEDPMEDPACE HLDGS INC COM
$523.0M
MLMMARTIN MARIETTA MATLS INC COM
$521.7M
IBKRINTERACTIVE BROKERS GROUP INC COM CL A
$521.5M
UNPUNION PAC CORP COM
$521.3M
GNLGLOBAL NET LEASE INC COM NEW
$520.7M
ARKKARK INNOVATION ETF
$519.2M
ETWEATON VANCE TAX-MANAGED GLOBAL COM
$517.9M
ITGARTNER INC COM
$515.8M
VLUEISHARES MSCI USA VALUE FACTOR ETF
$514.8M
AXPAMERICAN EXPRESS CO COM
$514.5M
FQIDIGITAL RLTY TR INC COM
$514.5M
PULSPGIM ULTRA SHORT BOND ETF
$514.3M
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
$511.1M
ROKUROKU INC COM CL A
$510.9M
CMCSACOMCAST CORP NEW CL A
$509.5M
UBERUBER TECHNOLOGIES INC COM
$498.4M
IWNISHARES RUSSELL 2000 VALUE ETF
$497.4M
XBISPDR S&P BIOTECH ETF
$496.0M
MGVVANGUARD MEGA CAP VALUE ETF
$495.5M
WBAWALGREENS BOOTS ALLIANCE INC COM
$495.5M
CTVACORTEVA INC COM
$495.2M
SDYSPDR S&P DIVIDEND ETF
$489.3M
FDRRFIDELITY DIVIDEND ETF FOR RISING RATES
$488.4M
ETVEATON VANCE TAX-MANAGED BUY- W COM
$485.8M
GEGENERAL ELECTRIC CO COM NEW
$480.3M
CPSCOOPER STD HLDGS INC COM
$480.2M
HLNHALEON PLC SPON ADS
$479.0M
MSIMOTOROLA SOLUTIONS INC COM NEW
$469.4M
NJRNEW JERSEY RES CORP COM
$467.2M
WSTWEST PHARMACEUTICAL SVSC INC COM
$467.0M
MTNVAIL RESORTS INC COM
$466.6M
QLYSQUALYS INC COM
$466.5M
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
$463.2M
FJANFT CBOE VEST U.S. EQUITY BUFFER ETF - JANUARY
$462.3M
FDXFEDEX CORP COM
$460.1M
HQYHEALTHEQUITY INC COM
$459.4M
GSGOLDMAN SACHS GROUP INC COM
$457.6M
GCOWPACER GLOBAL CASH COWS DIVIDEND ETF
$457.1M
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
$456.9M
DWDMORGAN STANLEY COM NEW
$455.4M
TTEKTETRA TECH INC NEW COM
$453.9M
TMOTHERMO FISHER SCIENTIFIC INC COM
$453.5M
FXRFIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
$452.7M
ETNEATON CORP PLC SHS
$451.3M
DALDELTA AIR LINES INC DEL COM NEW
$450.8M
OBIOORCHESTRA BIOMED HLDGS INC COM
$449.9M
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
$445.8M
FBTFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
$445.6M
CFCF INDS HLDGS INC COM
$441.4M
CITHE CIGNA GROUP COM
$440.9M
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$439.8M
KMBKIMBERLY-CLARK CORP COM
$439.1M
ABNBAIRBNB INC COM CL A
$437.7M
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
$436.3M
DHID R HORTON INC COM
$435.3M
KIESPDR S&P INSURANCE ETF
$433.5M
TTENTOTALENERGIES SE SPONSORED ADS
$432.5M
WDAYWORKDAY INC CL A
$430.3M
NXTGFIRST TRUST INDXX NEXTG ETF
$426.1M
TRNSTRANSCAT INC COM
$425.1M
ALSALLSTATE CORP COM
$424.7M
AQLTISHARES U.S. TREASURY BOND ETF
$423.4M
EFVISHARES MSCI EAFE VALUE ETF
$422.5M
BKTBLACKROCK INCOME TR INC COM NEW
$422.4M
XDECFT CBOE VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER
$422.0M
PAGPENSKE AUTOMOTIVE GRP INC COM
$420.4M
VNOVORNADO RLTY TR SH BEN INT
$419.3M
TBILUS TREASURY 3 MONTH BILL ETF
$416.6M
BLDTOPBUILD CORP COM
$415.9M
EAELECTRONIC ARTS INC COM
$413.0M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$411.3M
PBTPINVESCO 0-5 YR US TIPS ETF
$410.5M
UUNITY SOFTWARE INC COM
$405.3M
NUENUCOR CORP COM
$404.2M
PLNTPLANET FITNESS INC CL A
$400.0M
NRANRG ENERGY INC COM NEW
$399.3M
RODMHARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF
$399.2M
GCCWISDOMTREE ENHANCED COMMODITY STGY FD
$398.5M
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