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  Name: Arkadios Wealth Advisors
  City: ATLANTA
  State: GA
  Zip: 30305
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,182,644,000
  Total Value Change : $128,759,000
  Securities Held Change : 23
   
All Securities Held : 732
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (AAPL)1 Year Chart         AAPL Apple Inc - $169.30 $50,308,000 261,301 % 5,769,000 1,158 0    N/A
   (CARY)1 Year Chart         CARY Angel Oak Income Etf - $0.00 $28,804,000 1,407,821 % 8,119,000 378,703 0    N/A
   (OMFL)1 Year Chart         OMFL Oppenheimer Russell 1000 Dy... - $0.00 $26,768,000 520,671 % 4,621,000 37,528 0    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... - $508.26 $26,663,000 56,096 % 4,525,000 4,310 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $406.32 $25,731,000 68,426 % 4,479,000 1,119 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $179.62 $25,539,000 168,088 % 4,222,000 395 0    N/A
   (EUSA)1 Year Chart         EUSA Ishares Msci Usa Index Fund - $87.19 $24,842,000 294,199 % 4,298,000 21,046 0    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf - $467.21 $20,457,000 46,835 % 2,293,000 582 0    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation - $877.35 $19,682,000 39,744 % 2,784,000 897 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I - $431.00 $19,366,000 47,290 % 4,668,000 6,266 0    N/A
   (BUFR)1 Year Chart         BUFR First Tr Exchng Traded Fd Vi - $0.00 $18,143,000 682,821 % 1,049,000 -15,167 0    N/A
   (GDVD)1 Year Chart         GDVD R3 Global Dividend Growth Etf - $0.00 $17,215,000 733,652 % 4,165,000 121,831 0    N/A
   (KNG)1 Year Chart         KNG Ft Cboe S&p 500 Dividend Ta... - $0.00 $15,066,000 291,522 % 1,473,000 16,129 0    N/A
   (RPG)1 Year Chart         RPG Invesco S&P 500 Pure Growth... - $34.99 $14,256,000 441,898 % 2,880,000 64,597 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson - $146.14 $12,070,000 77,004 % 868,000 5,079 0    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS - $216.56 $11,010,000 51,611 % 1,141,000 -586 0    N/A
   (UCON)1 Year Chart         UCON First Trust Tcw Unconstrain... - $0.00 $10,833,000 437,875 % 232,000 -5,684 0    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc - $171.95 $10,189,000 72,942 % 280,000 -2,778 0    N/A
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS - $240.39 $9,751,000 41,913 % 2,264,000 5,958 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc - $443.29 $9,409,000 26,582 % 755,000 -2,245 0    N/A
   (GNTY)1 Year Chart         GNTY Guaranty Bancshares Inc - $29.74 $8,944,000 266,021 % 1,191,000 -4,200 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $193.49 $8,895,000 52,292 % 1,668,000 2,456 0    N/A
   (HYLS)1 Year Chart         HYLS First Trust Tactical High Y... - $40.35 $8,768,000 210,911 % 444,000 -1,273 0    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc - $60.16 $8,582,000 54,440 % -287,000 -1,014 0    N/A
   (KO)1 Year Chart         KO Coca-Cola Co - $61.74 $8,572,000 145,461 % 1,086,000 11,738 0    N/A
   (RPV)1 Year Chart         RPV Invesco S&P 500 Pure Value ETF - $84.63 $8,550,000 104,169 % -158,000 -14,180 0    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc - $274.29 $8,291,000 31,509 % 1,887,000 -71 0    N/A
   (HD)1 Year Chart         HD Home Depot Inc - $335.09 $7,842,000 22,630 % 684,000 -1,059 0    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF - $77.48 $7,688,000 100,985 % 523,000 -271 0    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS - $157.91 $7,586,000 50,743 % 1,053,000 3,377 0    N/A
   (IWL)1 Year Chart         IWL iShares Trust - $123.71 $7,570,000 65,773 % 612,000 -1,537 0    N/A
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... - $59.34 $7,335,000 126,560 % 1,696,000 21,198 0    N/A
   (SO)1 Year Chart         SO Southern Co - $73.21 $7,196,000 102,621 % 588,000 526 0    N/A
   (CVX)1 Year Chart         CVX Chevron Corp - $165.89 $6,971,000 46,732 % 2,680,000 21,281 0    N/A
   (PWV)1 Year Chart         PWV Invesco Dynamic Large Cap V... - $55.07 $6,593,000 129,944 % 1,052,000 11,544 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc - $173.69 $6,246,000 44,317 % 639,000 1,793 0    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp - $117.96 $6,162,000 61,636 % -1,026,000 507 0    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS - $335.18 $6,045,000 19,446 % 421,000 -1,208 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B - $402.10 $5,991,000 16,798 % 305,000 566 0    N/A
   (PSX)1 Year Chart         PSX Phillips 66 - $151.41 $5,919,000 44,455 % 526,000 -434 0    N/A
   (DBC)1 Year Chart         DBC Invesco DB Commodity Tracki... - $23.66 $5,697,000 258,496 % -504,000 10,066 0    N/A
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF - $24.89 $5,583,000 256,355 % 600,000 11,386 0    N/A
   (GD)1 Year Chart         GD General Dynamics Corp - $284.41 $5,179,000 19,944 % 305,000 -2,115 0    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector - $199.83 $5,176,000 26,891 % 1,068,000 1,834 0    N/A
   (ONEY)1 Year Chart         ONEY Spdr Russell 1000 Yield Foc... - $0.00 $5,061,000 50,247 % 371,000 -1,059 0.558    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc - $168.29 $5,044,000 20,300 % -248,000 -848 0    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf - $510.77 $5,041,000 10,554 % 2,037,000 3,559 0    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx - $198.36 $4,982,000 24,820 % 3,476,000 16,299 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc - $495.35 $4,900,000 9,307 % 221,000 27 0    N/A
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... - $48.44 $4,878,000 98,811 % -9,000 -3,367 0    N/A
   (FTA)1 Year Chart         FTA First Trust Large Cap Value... - $73.89 $4,753,000 67,091 % 486,000 1,228 0    N/A
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc - $248.28 $4,689,000 17,900 % 374,000 -837 0    N/A
   (DBEF)1 Year Chart         DBEF Xtrackers MSCI EAFE Hedged ... - $40.69 $4,568,000 123,530 % 141,000 -3,304 0    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust - $216.62 $4,502,000 23,550 % -51,000 -3,007 0    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. - $159.62 $4,343,000 28,025 % -773,000 -6,295 0    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth - $327.99 $4,341,000 14,319 % 1,662,000 4,247 0    N/A
   (TXN)1 Year Chart         TXN Texas Instruments Inc - $177.48 $4,337,000 25,442 % 60,000 -1,457 0    N/A
   (RGA)1 Year Chart         RGA Reinsurance Group of Americ... - $188.78 $4,195,000 25,932 % 460,000 210 0    N/A
   (FLOT)1 Year Chart         FLOT Ishares Floating Rate Note ... - $0.00 $4,042,000 79,849 % 1,250,000 24,986 0    N/A
   (BA)1 Year Chart         BA Boeing Co - $167.22 $4,039,000 15,495 % 765,000 -1,585 0    N/A
   (MA)1 Year Chart         MA MasterCard Inc A - $462.42 $4,002,000 9,383 % 205,000 -207 0    N/A
   (USB)1 Year Chart         USB US Bancorp Delaware - $41.12 $4,000,000 92,430 % 1,124,000 5,445 0    N/A
   (WBS)1 Year Chart         WBS Webster Financial Corp - $45.03 $3,972,000 78,253 % 1,027,000 5,197 0    N/A
   (CMI)1 Year Chart         CMI Cummins Inc - $291.14 $3,964,000 16,547 % 247,000 279 0    N/A
   (PAYX)1 Year Chart         PAYX Paychex Inc - $119.97 $3,956,000 33,211 % 233,000 928 0    N/A
   (FIXD)1 Year Chart         FIXD First Trust Tcw Opportnisti... - $42.14 $3,946,000 88,465 % 195,000 -731 0    N/A
   (BBT)1 Year Chart         BBT Truist Financial Corp - $35.64 $3,924,000 106,283 % 965,000 2,860 0.008    Domestic Regional Banks
   (EWJ)1 Year Chart         EWJ iShares MSCI-Japan - $67.13 $3,813,000 59,451 % 1,333,000 18,311 0    N/A
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... - $54.24 $3,785,000 73,258 % -118,000 -11,672 0    N/A
   (MET)1 Year Chart         MET MetLife Inc - $70.42 $3,781,000 57,173 % 290,000 1,680 0    N/A
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc - $47.86 $3,776,000 74,736 % -509,000 -4,978 0    N/A
   (MDT)1 Year Chart         MDT Medtronic Plc - $79.74 $3,750,000 45,520 % 398,000 2,739 0    N/A
   (AEP)1 Year Chart         AEP American Electric Power Co Inc - $85.26 $3,701,000 45,563 % 403,000 1,718 0    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF - $48.88 $3,672,000 76,658 % 492,000 3,930 0.003    Closed - End Fund - F...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... - $251.78 $3,554,000 14,981 % 25,000 -1,633 0    N/A
   (CION)1 Year Chart         CION Cion Investment Corp - $11.44 $3,550,000 313,877 % 333,000 9,569 0    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector - $95.74 $3,515,000 41,920 % -1,707,000 -15,856 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc - $25.40 $3,485,000 121,039 % -417,000 3,416 0    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co - $161.29 $3,477,000 23,724 % -48,000 -441 0    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp - $273.09 $3,458,000 11,663 % 422,000 138 0    N/A
   (ACIM)1 Year Chart         ACIM Spdr Msci Acwi Imi - $58.24 $3,434,000 62,057 % 227,000 -1,468 0    N/A
   (V)1 Year Chart         V Visa Inc - $274.52 $3,419,000 13,133 % 583,000 803 0    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co - $112.73 $3,380,000 37,438 % 363,000 220 0    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... - $42.32 $3,360,000 81,745 % 43,000 -2,851 0    N/A
   (LRCX)1 Year Chart         LRCX Lam Research Corp - $925.37 $3,344,000 4,269 % 661,000 -11 0    N/A
   (CVS)1 Year Chart         CVS CVS/Caremark Corp - $67.18 $3,275,000 41,475 % 101,000 -3,981 0    N/A
   (PM)1 Year Chart         PM Philip Morris International... - $95.02 $3,274,000 34,801 % 38,000 -150 0    N/A
   (FSK)1 Year Chart         FSK Fs Kkr Capital Inc - $4.20 $3,261,000 163,280 % 157,000 5,627 0    N/A
   (MINT)1 Year Chart         MINT Pimco ETF Trust - $100.54 $3,203,000 32,095 % 4,000 148 0    N/A
   (CU)1 Year Chart         CU First Trust Ise Global Copp... - $13.57 $3,198,000 245,614 % 61,000 -2,751 0    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER - $182.46 $3,180,000 17,669 % 891,000 3,316 0    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc - $39.68 $3,149,000 83,524 % 439,000 -98 0    N/A
   (XDEC)1 Year Chart         XDEC Ft Cboe Vest Us Equity Enh ... - $0.00 $3,111,000 91,418 % 2,689,000 78,586 0    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc - $147.59 $2,963,000 18,846 % -1,112,000 -7,297 0    N/A
   (SQ)1 Year Chart         SQ Square Inc - $74.48 $2,863,000 37,016 % 1,208,000 -375 0    N/A
   (IPG)1 Year Chart         IPG Interpublic Group of Companies - $31.47 $2,840,000 87,020 % 771,000 14,824 0    N/A
   (ARCC)1 Year Chart         ARCC Ares Capital Corp - $20.78 $2,835,000 141,542 % 123,000 2,230 0    N/A
   (FV)1 Year Chart         FV First Trust Dorsey Wright F... - $54.69 $2,829,000 54,884 % 10,000 -8,752 0    N/A
   (FVD)1 Year Chart         FVD First Trust Value Line Divi... - $40.78 $2,821,000 69,552 % -201,000 -11,279 0    N/A
   (EWZ)1 Year Chart         EWZ iShares MSCI-Brazil - $31.54 $2,793,000 79,891 % 935,000 19,325 0    N/A
      100 Records Found
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