Arkadios Wealth Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "NECB",
  null,
  null,
  "PKST",
  null,
  null,
  "SE",
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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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Page 49 of 56

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97717Y477

Shares:—

Value:$253.9K

CARMAX INC

KMX|143130102

Shares:—

Value:$253.5K

Barings BDC, Inc.

BBDC|06759L103

Shares:—

Value:$251.6K

NISOURCE INC.

NI|65473P105

Shares:—

Value:$251.1K

46435G102

Shares:—

Value:$250.8K

EQUINIX INC

EQIX|29444U700

Shares:—

Value:$250.6K

808524862

Shares:—

Value:$250.3K

45782C276

Shares:—

Value:$250.0K

33740U208

Shares:—

Value:$246.7K

Walker & Dunlop, Inc.

WD|93148P102

Shares:—

Value:$246.2K

OneMain Holdings, Inc.

OMF|68268W103

Shares:—

Value:$246.2K

Vistra Corp.

VST|92840M102

Shares:—

Value:$245.3K

78433H303

Shares:—

Value:$244.6K

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:—

Value:$244.5K

89832P267

Shares:—

Value:$243.9K

46138G474

Shares:—

Value:$243.8K

464287739

IYR|464287739

Shares:—

Value:$243.0K

TD SYNNEX CORP

SNX|87162W100

Shares:—

Value:$242.6K

46436E312

Shares:—

Value:$242.4K

464288166

Shares:—

Value:$242.0K

Instrument	Shares		Other Manager	Value
(cusip97717Y477)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$253.9K	QoQ NEW(+$253.9K) YoY NEW(+$253.9K)
Carmax Inc(KMXcusip143130102)	—	QoQ - YoY NEW	All Managers (Combined)	$253.5K	QoQ +16.98% (+$36.8K) YoY NEW(+$253.5K)
Barings Bdc, Inc.(BBDCcusip06759L103)	—	QoQ - YoY -	All Managers (Combined)	$251.6K	QoQ +1.01% (+$2.5K) YoY +32.48% (+$61.7K)
Nisource Inc.(NIcusip65473P105)	—	QoQ NEW YoY NEW	All Managers (Combined)	$251.1K	QoQ NEW(+$251.1K) YoY NEW(+$251.1K)
(cusip46435G102)✕	—	QoQ - YoY NEW	All Managers (Combined)	$250.8K	QoQ +22.68% (+$46.4K) YoY NEW(+$250.8K)
Equinix Inc(EQIXcusip29444U700)	—	QoQ - YoY NEW	All Managers (Combined)	$250.6K	QoQ +21.24% (+$43.9K) YoY NEW(+$250.6K)
(cusip808524862)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$250.3K	QoQ NEW(+$250.3K) YoY NEW(+$250.3K)
(cusip45782C276)✕	—	QoQ - YoY NEW	All Managers (Combined)	$250.0K	QoQ -14.61% (-$42.8K) YoY NEW(+$250.0K)
(cusip33740U208)✕	—	QoQ - YoY NEW	All Managers (Combined)	$246.7K	QoQ -2.72% (-$6.9K) YoY NEW(+$246.7K)
Walker & Dunlop, Inc.(WDcusip93148P102)	—	QoQ - YoY NEW	All Managers (Combined)	$246.2K	QoQ -13.62% (-$38.8K) YoY NEW(+$246.2K)
Onemain Holdings, Inc.(OMFcusip68268W103)	—	QoQ - YoY NEW	All Managers (Combined)	$246.2K	QoQ -4.16% (-$10.7K) YoY NEW(+$246.2K)
Vistra Corp.(VSTcusip92840M102)	—	QoQ - YoY NEW	All Managers (Combined)	$245.3K	QoQ -17.34% (-$51.5K) YoY NEW(+$245.3K)
(cusip78433H303)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$244.6K	QoQ NEW(+$244.6K) YoY NEW(+$244.6K)
Broadridge Financial Solutions, Inc.(BRcusip11133T103)	—	QoQ NEW YoY NEW	All Managers (Combined)	$244.5K	QoQ NEW(+$244.5K) YoY NEW(+$244.5K)
(cusip89832P267)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$243.9K	QoQ NEW(+$243.9K) YoY NEW(+$243.9K)
(cusip46138G474)✕	—	QoQ NEW YoY -	All Managers (Combined)	$243.8K	QoQ NEW(+$243.8K) YoY -28.11% (-$95.3K)
(IYRcusip464287739)	—	QoQ NEW YoY -	All Managers (Combined)	$243.0K	QoQ NEW(+$243.0K) YoY +17.50% (+$36.2K)
Td Synnex Corp(SNXcusip87162W100)	—	QoQ NEW YoY NEW	All Managers (Combined)	$242.6K	QoQ NEW(+$242.6K) YoY NEW(+$242.6K)
(cusip46436E312)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$242.4K	QoQ NEW(+$242.4K) YoY NEW(+$242.4K)
(cusip464288166)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$242.0K	QoQ NEW(+$242.0K) YoY NEW(+$242.0K)