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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 : 2024-03-31
  Total Value : $1,290,195,000
  Total Value Change : $107,551,000
  Securities Held Change : -5
   
All Securities Held : 727
  New Positions : 47
  Closed Positions : 56
  Increased Positions : 257
  Unchanged Positions : 78
  Decreased Positions : 345

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Holdings Found : 55     View All Holdings Currently Viewing:  Closed Positions     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
   (VALE)1 Year Chart         VALE Companhia Vale Do Rio Doce ... 728 Closed $12.99 $0 0 0% -409,000 -25,775 0    Steel & Iron
   (BRSP)1 Year Chart         BRSP BrightSpire Capital, Inc 715 Closed $6.32 $0 0 0% -77,000 -10,384 0    N/A
   (XBAP)1 Year Chart         XBAP Innovator Us Eqty Accelerat... 747 Closed $0.00 $0 0 0% -394,000 -12,873 0    N/A
   (BOX)1 Year Chart         BOX Box Inc 701 Closed $26.75 $0 0 0% -385,000 -15,050 0    N/A
   (TEAM)1 Year Chart         TEAM Atlassian Corporation Plc 734 Closed $179.72 $0 0 0% -202,000 -848 0    N/A
   (RIVN)1 Year Chart         RIVN Rivian Automotive, Inc. / De 721 Closed $0.00 $0 0 0% -305,000 -13,019 0    N/A
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 754 Closed $36.75 $0 0 0% -251,000 -6,964 0    Oil & Gas Pipelines &...
   (KR)1 Year Chart         KR Kroger Co 708 Closed $54.20 $0 0 0% -797,000 -17,437 0    Grocery Stores
   (JKK)1 Year Chart         JKK iShares Trust Small Growth ... 740 Closed $46.07 $0 0 0% -209,000 -4,746 0    Closed - End Fund - E...
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 727 Closed $91.35 $0 0 0% -384,000 -4,080 0    Closed - End Fund - E...
   (KARS)1 Year Chart         KARS Kraneshares Electric Vehicl... 714 Closed $0.00 $0 0 0% -241,000 -9,383 0    N/A
   (FIGS)1 Year Chart         FIGS Figs, Inc. 746 Closed $5.76 $0 0 0% -83,000 -12,000 0    N/A
   (NOK)1 Year Chart         NOK Nokia Corporation (ADR) 700 Closed $3.91 $0 0 0% -46,000 -13,478 0    Communication Equipment
   (CF)1 Year Chart         CF CF Industries Holdings Inc 733 Closed $76.22 $0 0 0% -409,000 -5,148 0    Basic Materials Whole...
   (SDS)1 Year Chart         SDS ProShares UltraShort S&P500 720 Closed $7.17 $0 0 0% -330,000 -11,018 0    N/A
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 753 Closed $43.79 $0 0 0% -236,000 -5,861 0    Closed - End Fund - E...
   (PAG)1 Year Chart         PAG Penske Automotive 707 Closed $156.25 $0 0 0% -383,000 -2,386 0    Auto Dealerships
   (ACB)1 Year Chart         ACB Aurora Cannabis Inc 739 Closed $7.38 $0 0 0% -7,000 -13,913 0    N/A
   (INO)1 Year Chart         INO Inovio Biomedical Corp 726 Closed $0.58 $0 0 0% -9,000 -18,500 0    Medical Instruments &...
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 713 Closed $0.00 $0 0 0% -214,000 -3,867 0    N/A
   (XBJL)1 Year Chart         XBJL Innovator Us Eqty Accelerat... 745 Closed $0.00 $0 0 0% -238,000 -7,762 0    N/A
   (IPAY)1 Year Chart         IPAY Amplify Mobile Payments ETF 699 Closed $49.44 $0 0 0% -1,706,000 -36,759 0.003    N/A
   (L)1 Year Chart         L Loews Corp 732 Closed $77.74 $0 0 0% -325,000 -4,663 0    Property & Casualty I...
   (DEED)1 Year Chart         DEED First Trust Tcw Securitized... 719 Closed $0.00 $0 0 0% -348,000 -16,412 0    N/A
   (MEDP)1 Year Chart         MEDP Medpace Holdings, Inc. 752 Closed $393.30 $0 0 0% -668,000 -2,178 0    N/A
   (BMAY)1 Year Chart         BMAY Innovator S&p 500 Buffer Et... 705 Closed $0.00 $0 0 0% -321,000 -9,483 0    N/A
   (CRON)1 Year Chart         CRON Cronus Corp 738 Closed $2.90 $0 0 0% -105,000 -50,190 0    N/A
   (CLNE)1 Year Chart         CLNE Clean Energy Fuels Corp 725 Closed $2.24 $0 0 0% -40,000 -10,504 0    Oil & Gas Pipelines &...
   (AKAM)1 Year Chart         AKAM Akamai Technologies Inc 712 Closed $95.21 $0 0 0% -420,000 -3,552 0    Internet Software & S...
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 744 Closed $0.00 $0 0 0% -348,000 -15,116 0    N/A
   (HACK)1 Year Chart         HACK Amplify Cybersecurity Etf 731 Closed $63.39 $0 0 0% -979,000 -16,199 0    N/A
   (WD)1 Year Chart         WD Walker & Dunlop Inc 718 Closed $102.40 $0 0 0% -205,000 -1,845 0    Property Management
   (EWX)1 Year Chart         EWX Spdr Index Shares Fu 751 Closed $59.01 $0 0 0% -210,000 -3,721 0    Closed - End Fund - E...
   (AHS)1 Year Chart         AHS AMN Healthcare Services Inc 704 Closed $58.68 $0 0 0% -216,000 -2,885 0    Staffing & Outsourcin...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 737 Closed $61.60 $0 0 0% -205,000 -3,682 0    Closed - End Fund - Debt
   (PJUL)1 Year Chart         PJUL Innovator S&p 500 Power Buf... 724 Closed $0.00 $0 0 0% -234,000 -6,453 0    N/A
   (NCMI)1 Year Chart         NCMI National Cinemedia, Inc. 711 Closed $4.94 $0 0 0% -50,000 -12,102 0    Marketing Services
   (SMIG)1 Year Chart         SMIG Aam Bahl & Gaynor Small/mid... 743 Closed $0.00 $0 0 0% -1,682,000 -66,746 0    N/A
   (PODD)1 Year Chart         PODD Insulet Corp 730 Closed $173.42 $0 0 0% -269,000 -1,240 0    Medical Instruments &...
   (GRMN)1 Year Chart         GRMN Garmin Ltd 717 Closed $170.94 $0 0 0% -210,000 -1,631 0    Scientific & Technica...
   (ROBT)1 Year Chart         ROBT First Trust Nasdaq Artifici... 750 Closed $0.00 $0 0 0% -203,000 -4,459 0    N/A
   (NJUL)1 Year Chart         NJUL Innovator ETFs Tr 703 Closed $0.00 $0 0 0% -268,000 -4,862 0    N/A
   (ATER)1 Year Chart         ATER Aterian, Inc 736 Closed $3.00 $0 0 0% -14,000 -40,503 0    N/A
   (FTC)1 Year Chart         FTC First Trust Large Cap Growt... 723 Closed $122.16 $0 0 0% -341,000 -3,115 0    Closed - End Fund - Debt
   (BRBR)1 Year Chart         BRBR Bellring Brands, Inc. 710 Closed $57.41 $0 0 0% -230,000 -4,154 0    N/A
   (WU)1 Year Chart         WU Western Union Co 742 Closed $13.14 $0 0 0% -307,000 -25,771 0    Personal Services
   (SBSW)1 Year Chart         SBSW Sibanye Stillwater Limited 729 Closed $5.69 $0 0 0% -54,000 -10,000 0    Gold
   (SBRA)1 Year Chart         SBRA Sabra Health Care Reit, Inc. 716 Closed $14.33 $0 0 0% -190,000 -13,291 0    N/A
   (RCL)1 Year Chart         RCL Royal Caribbean Cruises Ltd 749 Closed $141.92 $0 0 0% -307,000 -2,374 0    Sporting and Park Ent...
   (SCI)1 Year Chart         SCI Service Corp International 702 Closed $70.75 $0 0 0% -422,000 -6,168 0    Personal Services
   (AFL)1 Year Chart         AFL AFLAC Inc 735 Closed $88.37 $0 0 0% -442,000 -5,354 0    Life & Health Insurance
   (BGS)1 Year Chart         BGS B&G Foods Inc 722 Closed $9.40 $0 0 0% -120,000 -11,450 0    Processed & Packaged ...
   (AEL)1 Year Chart         AEL American Equity Investment ... 755 Closed $56.47 $0 0 0% -312,000 -5,594 0    Life & Health Insurance
   (LPLA)1 Year Chart         LPLA LPL Investment Holdings Inc 709 Closed $267.77 $0 0 0% -208,000 -912 0    Investment Brokerage ...
   (NEU)1 Year Chart         NEU Newmarket Corp 741 Closed $551.15 $0 0 0% -328,000 -601 0    Specialty Chemicals
      55 Records Found
  1    
Page 1 of 1
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