Arkadios-Wealth-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
Arkadios-Wealth-Advisors
Data Enrichment
66% identified
1,346 identified683 unidentified

Holdings

2,029 positions • $2.5B total value
Manager:
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Page 19 of 56
ANSYS INC
Shares:
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.5B)
WELLTOWER INC.
Shares:
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.5B)
69344A107
Shares:
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.5B)
47103U886
Shares:
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.5B)
922908751
Shares:
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.5B)
464287168
Shares:
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.5B)
KIMBERLY CLARK CORP
Shares:
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.5B)
ICON PLC
Shares:
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.5B)
45783Y855
Shares:
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.5B)
KLA CORP
Shares:
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.5B)
PTC INC.
Shares:
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.5B)
DuPont de Nemours, Inc.
Shares:
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.5B)
COLGATE PALMOLIVE CO
Shares:
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.5B)
Brookfield Renewable Partners L.P.
Shares:
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.5B)
WEYERHAEUSER CO
Shares:
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.5B)
66537J705
Shares:
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.5B)
316092873
Shares:
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.5B)
33740U703
Shares:
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.5B)
78464A870
Shares:
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.5B)
922908538
Shares:
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.5B)