Arkadios Wealth Advisors
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001800798
- Manager Name
- Arkadios Wealth Advisors
Data Enrichment
66% identified1,346 identified683 unidentified
Holdings
2,029 positions
Manager:
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46434V456
Shares:
0
Value:
$7.9B(+669.1%)
46435U556
Shares:
0
Value:
$7.7B(-3.3%)
25434V831
Shares:
0
Value:
$7.1B(-13.0%)
46137V258
Shares:
0
Value:
$7.1B(-6.0%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
Abbvie Inc.(ABBVcusip00287Y109) | — | All Managers (Combined) | $8.0M | ||
(cusip46434V456)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $7.9M | YoY NEW(+$7.9M) |
Mastercard Inc(MAcusip57636Q104) | — | All Managers (Combined) | $7.7M | ||
| — | All Managers (Combined) | $7.7M | |||
Paychex Inc(PAYXcusip704326107) | — | All Managers (Combined) | $7.7M | ||
(cusip46435U556)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $7.7M | YoY NEW(+$7.7M) |
| — | QoQ NEW YoY NEW | All Managers (Combined) | $7.4M | QoQ NEW(+$7.4M) YoY NEW(+$7.4M) | |
| — | QoQ - YoY NEW | All Managers (Combined) | $7.4M | YoY NEW(+$7.4M) | |
| — | All Managers (Combined) | $7.3M | |||
Alphabet Inc.(GOOGLcusip02079K305) | — | All Managers (Combined) | $7.3M | ||
| — | All Managers (Combined) | $7.2M | |||
| — | All Managers (Combined) | $7.2M | |||
| — | All Managers (Combined) | $7.2M | |||
(cusip25434V831)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $7.1M | YoY NEW(+$7.1M) |
| — | All Managers (Combined) | $7.1M | |||
(cusip46137V258)✕ | — | All Managers (Combined) | $7.1M | ||
Medtronic Plc(MDTcusipG5960L103) | — | All Managers (Combined) | $7.0M | ||
Mcdonalds Corp(MCDcusip580135101) | — | All Managers (Combined) | $6.9M | ||
| — | All Managers (Combined) | $6.9M | |||
| — | All Managers (Combined) | $6.9M |