Arkadios Wealth Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "NECB",
  null,
  null,
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  null,
  null,
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]

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

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PayPal Holdings, Inc.

PYPL|70450Y103

Shares:—

Value:$2.4M

REALTY INCOME CORP

O|756109104

Shares:—

Value:$2.4M

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:—

Value:$2.4M

33738R605

Shares:—

Value:$2.4M

46641Q332

Shares:—

Value:$2.4M

46429B655

Shares:—

Value:$2.4M

81369Y852

Shares:—

Value:$2.3M

INTEL CORP

INTC|458140100

Shares:—

Value:$2.3M

808524300

SCHG|808524300

Shares:—

Value:$2.3M

464288588

Shares:—

Value:$2.3M

CONAGRA BRANDS INC.

CAG|205887102

Shares:—

Value:$2.3M

CUMMINS INC

CMI|231021106

Shares:—

Value:$2.3M

46641Q837

Shares:—

Value:$2.3M

33738R720

Shares:—

Value:$2.3M

46434V860

Shares:—

Value:$2.3M

464288687

Shares:—

Value:$2.3M

316092709

Shares:—

Value:$2.3M

Energy Transfer LP

ET|29273V100

Shares:—

Value:$2.3M

464287887

IJT|464287887

Shares:—

Value:$2.3M

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:—

Value:$2.3M

Instrument	Shares		Other Manager	Value
Paypal Holdings, Inc.(PYPLcusip70450Y103)	—	QoQ - YoY -	All Managers (Combined)	$2.4M	QoQ -48.83% (-$2.3M) YoY +38.00% (+$659.9K)
Realty Income Corp(Ocusip756109104)	—	QoQ - YoY -	All Managers (Combined)	$2.4M	QoQ +93.84% (+$1.2M) YoY +251.03% (+$1.7M)
Schlumberger Limited/Nv(SLBcusip806857108)	—	QoQ - YoY NEW	All Managers (Combined)	$2.4M	QoQ +127.75% (+$1.3M) YoY NEW(+$2.4M)
(cusip33738R605)✕	—	QoQ - YoY -	All Managers (Combined)	$2.4M	QoQ -7.32% (-$188.6K) YoY -8.87% (-$232.3K)
(cusip46641Q332)✕	—	QoQ - YoY -	All Managers (Combined)	$2.4M	QoQ +40.52% (+$685.1K) YoY +49.04% (+$781.7K)
(cusip46429B655)✕	—	QoQ - YoY -	All Managers (Combined)	$2.4M	QoQ +15.52% (+$317.5K) YoY -36.72% (-$1.4M)
(cusip81369Y852)✕	—	QoQ - YoY NEW	All Managers (Combined)	$2.3M	QoQ +474.46% (+$1.9M) YoY NEW(+$2.3M)
Intel Corp(INTCcusip458140100)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	QoQ +35.40% (+$613.2K) YoY +0.98% (+$22.9K)
(SCHGcusip808524300)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	QoQ +16.21% (+$326.0K) YoY +366.08% (+$1.8M)
(cusip464288588)✕	—	QoQ - YoY NEW	All Managers (Combined)	$2.3M	QoQ +8.24% (+$177.3K) YoY NEW(+$2.3M)
Conagra Brands Inc.(CAGcusip205887102)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	QoQ +56.47% (+$836.4K) YoY +89.61% (+$1.1M)
Cummins Inc(CMIcusip231021106)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	QoQ -12.54% (-$330.1K) YoY -52.27% (-$2.5M)
(cusip46641Q837)✕	—	QoQ - YoY -	All Managers (Combined)	$2.3M	QoQ +31.72% (+$551.1K) YoY +543.50% (+$1.9M)
(cusip33738R720)✕	—	QoQ - YoY NEW	All Managers (Combined)	$2.3M	QoQ +428.68% (+$1.8M) YoY NEW(+$2.3M)
(cusip46434V860)✕	—	QoQ - YoY -	All Managers (Combined)	$2.3M	QoQ +20.82% (+$391.2K) YoY +83.18% (+$1.0M)
(cusip464288687)✕	—	QoQ - YoY -	All Managers (Combined)	$2.3M	QoQ -7.12% (-$174.1K) YoY +99.86% (+$1.1M)
(cusip316092709)✕	—	QoQ - YoY NEW	All Managers (Combined)	$2.3M	QoQ +584.28% (+$1.9M) YoY NEW(+$2.3M)
Energy Transfer Lp(ETcusip29273V100)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	QoQ +5.01% (+$108.0K) YoY +435.66% (+$1.8M)
(IJTcusip464287887)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	QoQ -11.32% (-$288.4K) YoY +5.95% (+$126.9K)
Advanced Micro Devices Inc(AMDcusip007903107)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	QoQ +5.88% (+$125.3K) YoY +7.76% (+$162.5K)