IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Arkadios Wealth Advisors

Q1 2024 Holdings

Filed 2024-04-30 | 731 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Guidewire Software Inc COM(GWRE)Stock40171V100$356.5K3,0550.0%
Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$359.2K3,9130.0%
First Trust International Equity Opportunities ETF(FPXI)ETF33734X853$361.4K7,8260.0%
Sofi Technologies Inc COM(SOFI)Stock83406F102$362.4K49,6470.0%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$365.4K4,3270.0%
Ishares U.S. Healthcare Providers ETF(IHF)ETF464288828$367.7K6,7410.0%
Chubb Limited COM(CB)StockH1467J104$368.3K1,4210.0%
1 800 Flowers COM Inc CL A(FLWS)Stock68243Q106$369.7K34,1380.0%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$370.0K3,7780.0%
Mckesson Corp COM(MCK)Stock58155Q103$370.6K6900.0%
Electronic Arts Inc COM(EA)Stock285512109$371.9K2,8030.0%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$373.9K3850.0%
Invesco Large Cap Growth ETF(PWB)ETF46137V746$375.3K4,2030.0%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$375.4K2,4080.0%
First Trust Indxx Nextg ETF(NXTG)ETF33737K205$375.5K4,7380.0%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$375.9K1,4180.0%
Vertiv Holdings Co COM CL A(VRT)Stock92537N108$376.8K4,6140.0%
Wendys Co COM(WEN)Stock95058W100$377.7K20,0500.0%
Teradata Corp del COM(TDC)Stock88076W103$378.6K9,7900.0%
Dropbox Inc CL A(DBX)Stock26210C104$379.0K15,5960.0%
Ishares Broad USD Investment Grade Corporate Bond ETF(USIG)ETF464288620$384.6K7,5760.0%
Knight-Swift Transn Hldgs Inc CL A(KNX)Stock499049104$385.8K7,0110.0%
West Pharmaceutical Svsc Inc COM(WST)Stock955306105$387.6K9790.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$388.0K3,0800.0%
Draftkings Inc New COM CL A(DKNG)Stock26142V105$391.7K8,6250.0%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$393.3K5,6180.0%
Ishares Russell 2000 Growth ETF(IWO)ETF464287648$395.4K1,4600.0%
FT Vest US Equity Buffer ETF - January(FJAN)ETF33740F623$396.4K9,4430.0%
Cirrus Logic Inc COM(CRUS)Stock172755100$397.5K4,2940.0%
Motley Fool Global Opportunities ETF(TMFG)ETF74933W635$398.5K13,1470.0%
UFP Industries Inc COM(UFPI)Stock90278Q108$399.7K3,2490.0%
Cardinal Health Inc COM(CAH)Stock14149Y108$399.7K3,5720.0%
Healthequity Inc COM(HQY)Stock42226A107$400.2K4,9020.0%
Ameriprise Finl Inc COM(AMP)Stock03076C106$401.7K9160.0%
Cencora Inc COM(COR)Stock03073E105$401.7K1,6530.0%
Align Technology Inc COM(ALGN)Stock016255101$402.4K1,2270.0%
KKR & Co Inc COM(KKR)Stock48251W104$403.3K4,0100.0%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$404.1K7,4280.0%
HCA Healthcare Inc COM(HCA)Stock40412C101$405.6K1,2160.0%
Spdr S&P Regional Banking ETF(KRE)ETF78464A698$406.0K8,0760.0%
Insperity Inc COM(NSP)Stock45778Q107$406.9K3,7120.0%
Wisdomtree Enhanced Commodity Stgy FD(GCC)ETF97717Y683$407.6K22,1150.0%
First Trust LOW Duration Opportunities ETF(LMBS)ETF33739Q200$409.8K8,4940.0%
Hartford Multifactor Developed Markets (Ex-US) ETF(RODM)ETF518416102$410.3K14,6520.0%
Totalenergies SE Sponsored ADS(TTEN)ADR89151E109$410.9K5,9700.0%
Innovator U.S. Equity Buffer ETF - June(BJUN)ETF45782C755$411.6K10,9470.0%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$415.4K4,0430.0%
Eaton Corp PLC SHS(ETN)StockG29183103$416.2K1,3310.0%
Vail Resorts Inc COM(MTN)Stock91879Q109$417.4K1,8730.0%
Neogenomics Inc COM New(NEO)Stock64049M209$417.4K26,5550.0%
PreviousPage 6 of 15Next