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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78468R663

Value:

$6.8B(+242.6%)

464287598

IWD|464287598

Value:

$6.8B(+73.6%)

46137V738

Value:

$6.7B(+0.0%)

316188309

Value:

$6.6B(+118.4%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Value:

$6.5B(+58.7%)

46090F100

Value:

$6.4B

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Value:

$6.3B(+60.2%)

464288760

Value:

$6.3B(+48.5%)

ADOBE INC.

ADBE|00724F101

Value:

$6.3B(+402.6%)

Palo Alto Networks Inc

PANW|697435105

Value:

$6.2B(+347.5%)

ILLINOIS TOOL WORKS INC

ITW|452308109

Value:

$6.2B(+15.4%)

25434V203

Value:

$6.2B

DARDEN RESTAURANTS INC

DRI|237194105

Value:

$6.2B(+12.7%)

NEXTERA ENERGY INC

NEE|65339F101

Value:

$6.1B(+336.0%)

46428Q109

Value:

$6.1B(+23.9%)

GENERAL DYNAMICS CORP

GD|369550108

Value:

$6.0B(+13.5%)

NETFLIX INC

NFLX|64110L106

Value:

$6.0B(+85.2%)

46138E644

Value:

$6.0B

922908629

VO|922908629

Value:

$5.9B(+77.1%)

ALTRIA GROUP, INC.

MO|02209S103

Value:

$5.8B(+35.6%)

Instrument	Shares		Other Manager	Value
(cusip78468R663)✕	—	QoQ - YoY -	All Managers (Combined)	$6.8M	QoQ +242.55% (+$4.8M) YoY +1806.84% (+$6.5M)
(IWDcusip464287598)	—	QoQ - YoY -	All Managers (Combined)	$6.8M	QoQ +73.56% (+$2.9M) YoY +426.44% (+$5.5M)
(cusip46137V738)✕	—	QoQ - YoY -	All Managers (Combined)	$6.7M	QoQ +0.02% (+$1.6K) YoY -9.08% (-$669.0K)
(cusip316188309)✕	—	QoQ - YoY -	All Managers (Combined)	$6.6M	QoQ +118.42% (+$3.6M) YoY +2234.51% (+$6.3M)
Costco Wholesale Corp /New(COSTcusip22160K105)	—	QoQ - YoY -	All Managers (Combined)	$6.5M	QoQ +58.73% (+$2.4M) YoY +184.72% (+$4.2M)
(cusip46090F100)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$6.4M	QoQ NEW(+$6.4M) YoY NEW(+$6.4M)
International Business Machines Corp(IBMcusip459200101)	—	QoQ - YoY -	All Managers (Combined)	$6.3M	QoQ +60.18% (+$2.4M) YoY +115.90% (+$3.4M)
(cusip464288760)✕	—	QoQ - YoY -	All Managers (Combined)	$6.3M	QoQ +48.45% (+$2.1M) YoY +747.44% (+$5.6M)
Adobe Inc.(ADBEcusip00724F101)	—	QoQ - YoY -	All Managers (Combined)	$6.3M	QoQ +402.58% (+$5.0M) YoY +498.39% (+$5.2M)
Palo Alto Networks Inc(PANWcusip697435105)	—	QoQ - YoY -	All Managers (Combined)	$6.2M	QoQ +347.48% (+$4.8M) YoY +1230.46% (+$5.8M)
Illinois Tool Works Inc(ITWcusip452308109)	—	QoQ - YoY -	All Managers (Combined)	$6.2M	QoQ +15.44% (+$830.5K) YoY +27.55% (+$1.3M)
(cusip25434V203)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$6.2M	QoQ NEW(+$6.2M) YoY NEW(+$6.2M)
Darden Restaurants Inc(DRIcusip237194105)	—	QoQ - YoY NEW	All Managers (Combined)	$6.2M	QoQ +12.73% (+$696.8K) YoY NEW(+$6.2M)
Nextera Energy Inc(NEEcusip65339F101)	—	QoQ - YoY -	All Managers (Combined)	$6.1M	QoQ +335.99% (+$4.7M) YoY +551.23% (+$5.2M)
(cusip46428Q109)✕	—	QoQ - YoY -	All Managers (Combined)	$6.1M	QoQ +23.85% (+$1.2M) YoY -6.35% (-$410.9K)
General Dynamics Corp(GDcusip369550108)	—	QoQ - YoY -	All Managers (Combined)	$6.0M	QoQ +13.48% (+$717.9K) YoY +24.35% (+$1.2M)
Netflix Inc(NFLXcusip64110L106)	—	QoQ - YoY -	All Managers (Combined)	$6.0M	QoQ +85.22% (+$2.8M) YoY +227.59% (+$4.2M)
(cusip46138E644)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$6.0M	QoQ NEW(+$6.0M) YoY NEW(+$6.0M)
(VOcusip922908629)	—	QoQ - YoY -	All Managers (Combined)	$5.9M	QoQ +77.12% (+$2.6M) YoY -48.06% (-$5.5M)
Altria Group, Inc.(MOcusip02209S103)	—	QoQ - YoY -	All Managers (Combined)	$5.8M	QoQ +35.60% (+$1.5M) YoY +234.69% (+$4.1M)