Arkadios Wealth Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "NECB",
  null,
  null,
  "PKST",
  null,
  null,
  "SE",
  "SPSC",
  "HOOD",
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  "JAZZ",
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  "GDX",
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  null,
  null,
  "NTR",
  "TROW",
  "NLY",
  "AAL",
  "BEP",
  "GIL",
  null,
  "HUM",
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  null,
  "QSR",
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  null,
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  null,
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  null,
  null,
  null,
  "MMM",
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  null,
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  null,
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  "ALL",
  null,
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  null,
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  null,
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  "CAT",
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  "BSX",
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  "CCI",
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  null,
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  "WIX",
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  "JPM",
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  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 2,029
Total Value: 2472126989
Accession Number: 0001800798-25-000002
Form Type: 13F-HR
CIK: 0001800798
Manager Name: Arkadios Wealth Advisors

Data Enrichment

66% identified

1,346 identified683 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,029 positions • $2,472,126.989K total value

2,029 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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abrdn Gold ETF Trust

SGOL|00326A104

Shares:—

Value:$3.0M

81369Y308

Shares:—

Value:$3.0M

852234103

Shares:—

Value:$3.0M

Cigna Group

CI|125523100

Shares:—

Value:$3.0M

Zoom Communications, Inc.

ZM|98980L101

Shares:—

Value:$3.0M

33735J101

Shares:—

Value:$3.0M

T-Mobile US, Inc.

TMUS|872590104

Shares:—

Value:$3.0M

46654Q203

Shares:—

Value:$3.0M

NOVARTIS AG

NVS|66987V109

Shares:—

Value:$3.0M

03073E105

Shares:—

Value:$2.9M

GARTNER INC

IT|366651107

Shares:—

Value:$2.9M

COPART INC

CPRT|217204106

Shares:—

Value:$2.9M

464287465

EFA|464287465

Shares:—

Value:$2.9M

25434V872

Shares:—

Value:$2.8M

MICRON TECHNOLOGY INC

MU|595112103

Shares:—

Value:$2.8M

MCKESSON CORP

MCK|58155Q103

Shares:—

Value:$2.8M

FEDEX CORP

FDX|31428X106

Shares:—

Value:$2.8M

CVS HEALTH Corp

CVS|126650100

Shares:—

Value:$2.8M

ZILLOW GROUP, INC.

Z|98954M200

Shares:—

Value:$2.8M

Leidos Holdings, Inc.

LDOS|525327102

Shares:—

Value:$2.8M

Instrument	Shares		Other Manager	Value
Abrdn Gold Etf Trust(SGOLcusip00326A104)	—	QoQ NEW YoY NEW	All Managers (Combined)	$3.0M	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
(cusip81369Y308)✕	—	QoQ - YoY -	All Managers (Combined)	$3.0M	QoQ +37.01% (+$812.8K) YoY +68.19% (+$1.2M)
(cusip852234103)✕	—	QoQ - YoY -	All Managers (Combined)	$3.0M	QoQ -12.95% (-$447.7K) YoY +10.09% (+$275.7K)
Cigna Group(CIcusip125523100)	—	QoQ - YoY -	All Managers (Combined)	$3.0M	QoQ +170.06% (+$1.9M) YoY +889.97% (+$2.7M)
Zoom Communications, Inc.(ZMcusip98980L101)	—	QoQ - YoY -	All Managers (Combined)	$3.0M	QoQ -7.28% (-$235.5K) YoY +64.38% (+$1.2M)
(cusip33735J101)✕	—	QoQ - YoY -	All Managers (Combined)	$3.0M	QoQ -8.14% (-$264.9K) YoY -38.48% (-$1.9M)
T-Mobile Us, Inc.(TMUScusip872590104)	—	QoQ - YoY NEW	All Managers (Combined)	$3.0M	QoQ +118.03% (+$1.6M) YoY NEW(+$3.0M)
(cusip46654Q203)✕	—	QoQ - YoY -	All Managers (Combined)	$3.0M	QoQ +6.93% (+$192.3K) YoY +1001.44% (+$2.7M)
Novartis Ag(NVScusip66987V109)	—	QoQ - YoY -	All Managers (Combined)	$3.0M	QoQ +257.90% (+$2.1M) YoY +1145.67% (+$2.7M)
(cusip03073E105)✕	—	QoQ - YoY -	All Managers (Combined)	$2.9M	QoQ +444.84% (+$2.4M) YoY +622.78% (+$2.5M)
Gartner Inc(ITcusip366651107)	—	QoQ - YoY -	All Managers (Combined)	$2.9M	QoQ +134.82% (+$1.7M) YoY +218.03% (+$2.0M)
Copart Inc(CPRTcusip217204106)	—	QoQ - YoY -	All Managers (Combined)	$2.9M	QoQ -5.63% (-$170.7K) YoY +25.70% (+$585.0K)
(EFAcusip464287465)	—	QoQ - YoY -	All Managers (Combined)	$2.9M	QoQ +21.31% (+$501.3K) YoY +152.91% (+$1.7M)
(cusip25434V872)✕	—	QoQ - YoY NEW	All Managers (Combined)	$2.8M	QoQ +24.27% (+$544.3K) YoY NEW(+$2.8M)
Micron Technology Inc(MUcusip595112103)	—	QoQ - YoY -	All Managers (Combined)	$2.8M	QoQ +119.69% (+$1.5M) YoY +444.71% (+$2.3M)
Mckesson Corp(MCKcusip58155Q103)	—	QoQ - YoY -	All Managers (Combined)	$2.8M	QoQ +164.60% (+$1.7M) YoY +651.39% (+$2.4M)
Fedex Corp(FDXcusip31428X106)	—	QoQ - YoY -	All Managers (Combined)	$2.8M	QoQ +116.35% (+$1.5M) YoY +395.76% (+$2.2M)
Cvs Health Corp(CVScusip126650100)	—	QoQ - YoY -	All Managers (Combined)	$2.8M	QoQ +101.71% (+$1.4M) YoY -23.49% (-$851.2K)
Zillow Group, Inc.(Zcusip98954M200)	—	QoQ - YoY -	All Managers (Combined)	$2.8M	QoQ -24.20% (-$879.0K) YoY +55.67% (+$984.4K)
Leidos Holdings, Inc.(LDOScusip525327102)	—	QoQ - YoY -	All Managers (Combined)	$2.8M	QoQ +422.74% (+$2.2M) YoY +717.22% (+$2.4M)