Arkadios-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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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: arkadios-wealth-advisors
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

Page 46 of 56

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33740U489

Shares:—

Value:$300.8K

46435U333

Shares:—

Value:$300.1K

78464A359

Shares:—

Value:$299.4K

DraftKings Inc.

DKNG|26142V105

Shares:—

Value:$299.3K

Enact Holdings, Inc.

ACT|29249E109

Shares:—

Value:$299.0K

OPEN TEXT CORP

OTEX|683715106

Shares:—

Value:$298.9K

LyondellBasell Industries N.V.

LYB|N53745100

Shares:—

Value:$298.7K

CONSOLIDATED EDISON INC

ED|209115104

Shares:—

Value:$297.8K

Invesco Ltd.

IVZ|G491BT108

Shares:—

Value:$295.1K

808524870

Shares:—

Value:$294.4K

78464A706

Shares:—

Value:$294.2K

25434V815

Shares:—

Value:$294.1K

92204A108

Shares:—

Value:$292.3K

33733E856

Shares:—

Value:$290.2K

33740F573

Shares:—

Value:$288.0K

09661T800

Shares:—

Value:$287.7K

SiteOne Landscape Supply, Inc.

SITE|82982L103

Shares:—

Value:$286.4K

Waste Connections, Inc.

WCN|94106B101

Shares:—

Value:$286.1K

46436F103

Shares:—

Value:$285.1K

464288802

Shares:—

Value:$284.2K

Instrument	Shares		Other Manager	Value
(cusip33740U489)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$300.8K	QoQ NEW(+$300.8K) YoY NEW(+$300.8K)
(cusip46435U333)✕	—	QoQ - YoY NEW	All Managers (Combined)	$300.1K	QoQ +14.07% (+$37.0K) YoY NEW(+$300.1K)
(cusip78464A359)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$299.4K	QoQ NEW(+$299.4K) YoY NEW(+$299.4K)
DraftKings Inc.(DKNGcusip26142V105)	—	QoQ - YoY -	All Managers (Combined)	$299.3K	QoQ -10.65% (-$35.7K) YoY -23.57% (-$92.3K)
Enact Holdings, Inc.(ACTcusip29249E109)	—	QoQ NEW YoY NEW	All Managers (Combined)	$299.0K	QoQ NEW(+$299.0K) YoY NEW(+$299.0K)
OPEN TEXT CORP(OTEXcusip683715106)	—	QoQ NEW YoY NEW	All Managers (Combined)	$298.9K	QoQ NEW(+$298.9K) YoY NEW(+$298.9K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	—	QoQ NEW YoY -	All Managers (Combined)	$298.7K	QoQ NEW(+$298.7K) YoY +2.02% (+$5.9K)
CONSOLIDATED EDISON INC(EDcusip209115104)	—	QoQ NEW YoY NEW	All Managers (Combined)	$297.8K	QoQ NEW(+$297.8K) YoY NEW(+$297.8K)
Invesco Ltd.(IVZcusipG491BT108)	—	QoQ NEW YoY NEW	All Managers (Combined)	$295.1K	QoQ NEW(+$295.1K) YoY NEW(+$295.1K)
(cusip808524870)✕	—	QoQ - YoY -	All Managers (Combined)	$294.4K	QoQ -8.13% (-$26.1K) YoY -63.59% (-$514.3K)
(cusip78464A706)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$294.2K	QoQ NEW(+$294.2K) YoY NEW(+$294.2K)
(cusip25434V815)✕	—	QoQ - YoY NEW	All Managers (Combined)	$294.1K	QoQ +14.77% (+$37.9K) YoY NEW(+$294.1K)
(cusip92204A108)✕	—	QoQ - YoY -	All Managers (Combined)	$292.3K	QoQ -2.60% (-$7.8K) YoY -9.48% (-$30.6K)
(cusip33733E856)✕	—	QoQ - YoY NEW	All Managers (Combined)	$290.2K	QoQ -11.02% (-$36.0K) YoY NEW(+$290.2K)
(cusip33740F573)✕	—	QoQ - YoY -	All Managers (Combined)	$288.0K	QoQ +5.88% (+$16.0K) YoY +32.16% (+$70.1K)
(cusip09661T800)✕	—	QoQ - YoY NEW	All Managers (Combined)	$287.7K	QoQ +3.78% (+$10.5K) YoY NEW(+$287.7K)
SiteOne Landscape Supply, Inc.(SITEcusip82982L103)	—	QoQ - YoY -	All Managers (Combined)	$286.4K	QoQ +7.58% (+$20.2K) YoY -6.20% (-$18.9K)
Waste Connections, Inc.(WCNcusip94106B101)	—	QoQ - YoY -	All Managers (Combined)	$286.1K	QoQ +15.03% (+$37.4K) YoY +13.69% (+$34.5K)
(cusip46436F103)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$285.1K	QoQ NEW(+$285.1K) YoY NEW(+$285.1K)
(cusip464288802)✕	—	QoQ - YoY -	All Managers (Combined)	$284.2K	QoQ +4.43% (+$12.1K) YoY +20.29% (+$47.9K)