Arkos Global Advisors Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$686.4M

Holdings

129

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (129 positions)

#StockSharesValue% PortfolioType
101
NVGNUVEEN AMT FREE MUN CR INC FD COM
23,320$286K0.04%
102
CSCOCISCO SYS INC COM
4,793$284K0.04%
103
DISDISNEY WALT CO COM
2,514$280K0.04%
104
CVXCHEVRON CORP NEW COM
1,925$279K0.04%
105
DUKDUKE ENERGY CORP NEW COM NEW
2,442$263K0.04%
106
TRGPTARGA RES CORP COM
1,469$262K0.04%
107
BMOBANK MONTREAL QUE COM
2,672$259K0.04%
108
HRHEALTHCARE RLTY TR CL A COM
14,952$253K0.04%
109
STPZPIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND
4,822$252K0.04%
110
PGPROCTER AND GAMBLE CO COM
1,504$252K0.04%
111
SBUXSTARBUCKS CORP COM
2,710$247K0.04%
112
VISVANGUARD INDUSTRIALS ETF
946$241K0.04%
113
XLEENERGY SELECT SECTOR SPDR FUND
2,803$240K0.03%
114
BACVERIZON COMMUNICATIONS INC COM
5,937$237K0.03%
115
NUMGNUVEEN ESG MID-CAP GROWTH ETF
4,991$236K0.03%
116
PEPPEPSICO INC COM
1,521$231K0.03%
117
VDCVANGUARD CONSUMER STAPLES ETF
1,086$230K0.03%
118
MDBMONGODB INC CL A
978$228K0.03%
119
RYROYAL BK CDA COM
1,885$227K0.03%
120
SOSOUTHERN CO COM
2,755$227K0.03%
121
FCXFREEPORT-MCMORAN INC CL B
5,900$225K0.03%
122
IVWISHARES S&P 500 GROWTH ETF
2,194$223K0.03%
123
DDOMINION ENERGY INC COM
3,934$212K0.03%
124
SNOWSNOWFLAKE INC CL A
1,354$209K0.03%
125
AXPAMERICAN EXPRESS CO COM
675$200K0.03%
126
DSMBNY MELLON STRATEGIC MUN BD FD COM
34,002$198K0.03%
127
PMMPUTNAM MANAGED MUN INCOME TR COM
32,094$192K0.03%
128
NDMONUVEEN DYNAMIC MUN OPPORTUNITI COM SHS
14,000$140K0.02%
129
AMRNAMARIN CORP PLC SPONS ADR NEW
10,000$5K0.00%
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