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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Page 9 of 56
33740U505
Shares:
0
Value:
$3.7B(+7.9%)
46429B663
Shares:
0
Value:
$3.6B(+11.6%)
911718104
Shares:
0
Value:
$3.5B
336917109
Shares:
0
Value:
$3.4B(+243.3%)
464287457
Shares:
0
Value:
$3.4B(+225.4%)
46138E354
Shares:
0
Value:
$3.4B(+214.4%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| — | All Managers (Combined) | $3.8M | |||
| — | All Managers (Combined) | $3.8M | |||
| — | All Managers (Combined) | $3.8M | |||
| — | All Managers (Combined) | $3.7M | |||
(cusip33740U505)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $3.7M | YoY NEW(+$3.7M) |
Phillips 66(PSXcusip718546104) | — | All Managers (Combined) | $3.7M | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $3.7M | YoY NEW(+$3.7M) | |
| — | All Managers (Combined) | $3.7M | |||
| — | QoQ - YoY NEW | All Managers (Combined) | $3.7M | YoY NEW(+$3.7M) | |
(cusip46429B663)✕ | — | All Managers (Combined) | $3.6M | ||
Deere & Co(DEcusip244199105) | — | All Managers (Combined) | $3.6M | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $3.5M | YoY NEW(+$3.5M) | |
| — | All Managers (Combined) | $3.5M | |||
(cusip911718104)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $3.5M | QoQ NEW(+$3.5M) YoY NEW(+$3.5M) |
Blackrock, Inc.(BLKcusip09290D101) | — | QoQ - YoY NEW | All Managers (Combined) | $3.5M | YoY NEW(+$3.5M) |
(cusip336917109)✕ | — | All Managers (Combined) | $3.4M | ||
(cusip464287457)✕ | — | All Managers (Combined) | $3.4M | ||
| — | All Managers (Combined) | $3.4M | |||
(cusip46138E354)✕ | — | All Managers (Combined) | $3.4M | ||
Walt Disney Co(DIScusip254687106) | — | All Managers (Combined) | $3.4M |