Arkadios Wealth Advisors

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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33739Q705

Value:

$17.1B(-8.8%)

EXXON MOBIL CORP

XOM|30231G102

Value:

$16.6B(+51.8%)

81369Y803

XLK|81369Y803

Value:

$16.6B(+32.4%)

NVIDIA CORP

NVDA|67066G104

Value:

$16.4B(+6021.1%)

922908744

VTV|922908744

Value:

$15.9B(+93.3%)

922908769

VTI|922908769

Value:

$15.5B(+51.3%)

Walmart Inc.

WMT|931142103

Value:

$15.2B(-17.4%)

464287614

IWF|464287614

Value:

$14.5B(+72.9%)

SPDR GOLD TRUST

GLD|78463V107

Value:

$13.2B(+37.8%)

464287804

IJR|464287804

Value:

$13.1B(+58.1%)

33738R506

Value:

$12.2B(+68.1%)

464287507

IJH|464287507

Value:

$12.1B(+118.5%)

Salesforce, Inc.

CRM|79466L302

Value:

$11.6B(-17.6%)

81369Y506

Value:

$11.0B(+37.3%)

81369Y605

Value:

$11.0B(+29.6%)

COCA COLA CO

KO|191216100

Value:

$10.8B(+82.3%)

SOUTHERN CO

SO|842587107

Value:

$10.8B(+20.0%)

69374H881

Value:

$10.7B(+310.5%)

VISA INC.

V|92826C839

Value:

$10.6B(+87.0%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Value:

$10.4B(-7.8%)

Instrument	Shares		Other Manager	Value
(cusip33739Q705)✕	—	QoQ - YoY -	All Managers (Combined)	$17.1M	QoQ -8.85% (-$1.7M) YoY +6.24% (+$1.0M)
Exxon Mobil Corp(XOMcusip30231G102)	—	QoQ - YoY -	All Managers (Combined)	$16.6M	QoQ +51.75% (+$5.7M) YoY +135.18% (+$9.6M)
(XLKcusip81369Y803)	—	QoQ - YoY -	All Managers (Combined)	$16.6M	QoQ +32.36% (+$4.1M) YoY +207.36% (+$11.2M)
Nvidia Corp(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$16.4M	QoQ +6021.06% (+$16.2M) YoY -53.35% (-$18.8M)
(VTVcusip922908744)	—	QoQ - YoY -	All Managers (Combined)	$15.9M	QoQ +93.35% (+$7.7M) YoY +40.91% (+$4.6M)
(VTIcusip922908769)	—	QoQ - YoY -	All Managers (Combined)	$15.5M	QoQ +51.29% (+$5.3M) YoY +291.17% (+$11.6M)
Walmart Inc.(WMTcusip931142103)	—	QoQ - YoY -	All Managers (Combined)	$15.2M	QoQ -17.36% (-$3.2M) YoY +49.85% (+$5.1M)
(IWFcusip464287614)	—	QoQ - YoY -	All Managers (Combined)	$14.5M	QoQ +72.91% (+$6.1M) YoY +197.17% (+$9.6M)
Spdr Gold Trust(GLDcusip78463V107)	—	QoQ - YoY -	All Managers (Combined)	$13.2M	QoQ +37.80% (+$3.6M) YoY +571.04% (+$11.2M)
(IJRcusip464287804)	—	QoQ - YoY -	All Managers (Combined)	$13.1M	QoQ +58.10% (+$4.8M) YoY +584.58% (+$11.1M)
(cusip33738R506)✕	—	QoQ - YoY -	All Managers (Combined)	$12.2M	QoQ +68.14% (+$4.9M) YoY +204.82% (+$8.2M)
(IJHcusip464287507)	—	QoQ - YoY -	All Managers (Combined)	$12.1M	QoQ +118.50% (+$6.6M) YoY +1375.94% (+$11.3M)
Salesforce, Inc.(CRMcusip79466L302)	—	QoQ - YoY -	All Managers (Combined)	$11.6M	QoQ -17.58% (-$2.5M) YoY +20.33% (+$2.0M)
(cusip81369Y506)✕	—	QoQ - YoY -	All Managers (Combined)	$11.0M	QoQ +37.34% (+$3.0M) YoY +79.87% (+$4.9M)
(cusip81369Y605)✕	—	QoQ - YoY -	All Managers (Combined)	$11.0M	QoQ +29.65% (+$2.5M) YoY +255.47% (+$7.9M)
Coca Cola Co(KOcusip191216100)	—	QoQ - YoY -	All Managers (Combined)	$10.8M	QoQ +82.33% (+$4.9M) YoY +14.09% (+$1.3M)
Southern Co(SOcusip842587107)	—	QoQ - YoY -	All Managers (Combined)	$10.8M	QoQ +19.96% (+$1.8M) YoY +43.56% (+$3.3M)
(cusip69374H881)✕	—	QoQ - YoY -	All Managers (Combined)	$10.7M	QoQ +310.49% (+$8.1M) YoY +2199.87% (+$10.2M)
Visa Inc.(Vcusip92826C839)	—	QoQ - YoY -	All Managers (Combined)	$10.6M	QoQ +87.04% (+$4.9M) YoY +189.79% (+$6.9M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	—	QoQ - YoY -	All Managers (Combined)	$10.4M	QoQ -7.75% (-$871.4K) YoY -55.44% (-$12.9M)