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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 : 46     View All Holdings Currently Viewing:  New 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
   (XJAN)1 Year Chart         XJAN FT Vest U.S. Equity Enhance... 124 New $0.00 $2,404,000 75,697 0.19% 2,404,000 75,697 0.841    N/A
   (URNM)1 Year Chart         URNM Sprott Uranium Miners Etf 138 New $56.29 $2,099,000 42,578 0.16% 2,099,000 42,578 0.047    N/A
   (BALT)1 Year Chart         BALT Innovator Defined Wealth Sh... 223 New $0.00 $1,063,000 36,327 0.08% 1,063,000 36,327 0.04    N/A
   (CPRI)1 Year Chart         CPRI Capri Holdings Limited 248 New $0.00 $943,000 20,807 0.07% 943,000 20,807 0.014    Apparel Stores
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 260 New $39.46 $902,000 22,295 0.07% 902,000 22,295 0.248    N/A
   (XFEB)1 Year Chart         XFEB Ft Vest US Equity Enh & Mod... New $0.00 $652,000 21,344 0.05% 652,000 21,344 2.134    N/A
   (CORT)1 Year Chart         CORT Corcept Therapeutics Inc 414 New $27.52 $434,000 17,227 0.03% 434,000 17,227 0    Biotechnology
   (BIO)1 Year Chart         BIO Bio Rad Laboratories Inc 419 New $287.21 $430,000 1,243 0.03% 430,000 1,243 0    Scientific & Technica...
   (VYMI)1 Year Chart         VYMI Vanguard International High... 425 New $0.00 $422,000 6,134 0.03% 422,000 6,134 0.008    N/A
   (DBX)1 Year Chart         DBX Dropbox Inc 460 New $22.89 $379,000 15,596 0.03% 379,000 15,596 0.014    N/A
   (TDC)1 Year Chart         TDC Teradata Corp /de/ 461 New $31.85 $379,000 9,790 0.03% 379,000 9,790 0    Data Storage Devices
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 511 New $1,684.84 $327,000 192 0.03% 327,000 192 0    Business Software & S...
   (KJAN)1 Year Chart         KJAN Innovator Russell 2000 Powe... 514 New $0.00 $323,000 9,140 0.03% 323,000 9,140 0.108    N/A
   (BG)1 Year Chart         BG Bunge Ltd 528 New $105.98 $308,000 3,005 0.02% 308,000 3,005 0    Agricultural & Fertil...
   (PMAR)1 Year Chart         PMAR Innovator S&p 500 Power Buf... 532 New $0.00 $306,000 8,307 0.02% 306,000 8,307 0    N/A
   (BYLD)1 Year Chart         BYLD Ishares Yield Optimized Bond 544 New $0.00 $295,000 13,177 0.02% 295,000 13,177 0.176    N/A
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 548 New $183.42 $287,000 1,537 0.02% 287,000 1,537 0.001    Closed - End Fund - E...
   (RDVI)1 Year Chart         RDVI Ft Cboe Vest Rising Dividen... 549 New $0.00 $284,000 11,621 0.02% 284,000 11,621 0.013    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 553 New $0.00 $281,000 4,453 0.02% 281,000 4,453 0.001    N/A
   (CEG)1 Year Chart         CEG Constellation Energy Corp 558 New $230.63 $278,000 1,504 0.02% 278,000 1,504 0    N/A
   (GSG)1 Year Chart         GSG iShares S&P GSCI Commodity-... 561 New $22.22 $276,000 12,500 0.02% 276,000 12,500 0.019    Closed - End Fund - E...
   (SB)1 Year Chart         SB Safe Bulkers Inc 565 New $5.40 $272,000 54,928 0.02% 272,000 54,928 0    Water Transportation
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 570 New $0.00 $269,000 4,965 0.02% 269,000 4,965 0.006    N/A
   (SWK)1 Year Chart         SWK Stanley Black & Decker Inc 587 New $86.13 $252,000 2,572 0.02% 252,000 2,572 0    Small Tools & Accesso...
   (ICLR)1 Year Chart         ICLR ICON plc (ADR) 593 New $320.72 $247,000 734 0.02% 247,000 734 0.001    Research Services
   (BBY)1 Year Chart         BBY Best Buy Co Inc 600 New $71.50 $240,000 2,920 0.02% 240,000 2,920 0.001    Electronics Stores
   (XBJA)1 Year Chart         XBJA Innovator Us Eqty Accelerat... 607 New $0.00 $235,000 8,714 0.02% 235,000 8,714 0.097    N/A
   (MAA)1 Year Chart         MAA Mid America Apartment Commu... 611 New $133.20 $233,000 1,772 0.02% 233,000 1,772 0.002    REIT - Diversified
   (HLT)1 Year Chart         HLT Hilton Worldwide Holdings Inc. 613 New $203.24 $231,000 1,084 0.02% 231,000 1,084 0.002    Lodging
   (RE)1 Year Chart         RE Everest Re Group Ltd 626 New $391.78 $223,000 560 0.02% 223,000 560 0.001    Life & Health Insurance
   (E)1 Year Chart         E EENI S.P.A. (ADR) 632 New $31.15 $218,000 6,882 0.02% 218,000 6,882 0    Integrated Oil & Gas
   (APO)1 Year Chart         APO Apollo Global Management LLC 634 New $115.52 $215,000 1,914 0.02% 215,000 1,914 0    Diversified Investments
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 639 New $116.17 $212,000 1,843 0.02% 212,000 1,843 0    Closed - End Fund - E...
   (FNCL)1 Year Chart         FNCL Fidelity MSCI Financials INDEX 638 New $58.62 $212,000 3,565 0.02% 212,000 3,565 0.018    N/A
   (EQNR)1 Year Chart         EQNR Equinor ASA ADR 640 New $28.34 $211,000 7,813 0.02% 211,000 7,813 0    Independent Oil & Gas
   (CYBR)1 Year Chart         CYBR Cyber-Ark Software Ltd 641 New $241.53 $208,000 783 0.02% 208,000 783 0.008    N/A
   (IDCC)1 Year Chart         IDCC Interdigital Inc 642 New $110.97 $208,000 1,956 0.02% 208,000 1,956 0    Wireless Communications
   (ENTG)1 Year Chart         ENTG Entegris Inc 645 New $132.29 $207,000 1,472 0.02% 207,000 1,472 0    Semiconductor Equipme...
   (RTM)1 Year Chart         RTM Invesco S&P 500 Equal Weigh... 646 New $36.22 $206,000 5,657 0.02% 206,000 5,657 0.034    Closed - End Fund - E...
   (XAR)1 Year Chart         XAR SPDR S&P Aerospace & Defens... 647 New $143.43 $205,000 1,456 0.02% 205,000 1,456 0.013    N/A
   (ALB)1 Year Chart         ALB Albemarle Corp 650 New $127.59 $204,000 1,551 0.02% 204,000 1,551 0    Synthetics
   (DELL)1 Year Chart         DELL Dell Technologies Inc 652 New $160.18 $201,000 1,765 0.02% 201,000 1,765 0.054    N/A
   (BMAR)1 Year Chart         BMAR Innovator S&p 500 Buffer Et... 653 New $0.00 $201,000 4,812 0.02% 201,000 4,812 0    N/A
   (VFC)1 Year Chart         VFC VF Corp 658 New $12.34 $156,000 10,164 0.01% 156,000 10,164 0.003    Textile - Apparel Clo...
   (ESD)1 Year Chart         ESD Western Asset Emerging Mark... 672 New $9.34 $96,000 10,037 0.01% 96,000 10,037 0.006    Closed - End Fund - Debt
   (AHT)1 Year Chart         AHT Ashford Hospitality Trust Inc 693 New $1.32 $14,000 10,006 0% 14,000 10,006 0.033    REIT - Diversified
      46 Records Found
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