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Arkadios Wealth Advisors Top Holdings
As of  09/30/2022, below is a summary of the Arkadios Wealth Advisors top holdings by largest position size, as per the latest 13f filing made by Arkadios Wealth Advisors. In the Arkadios Wealth Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Arkadios Wealth Advisors in that top holding, then the share count change between reporting periods, and finally the Arkadios Wealth Advisors top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
APPLE INC COM 207,717 +21,949 $28,706
     AAPL207,717+20,949$28,706
FT CBOE VEST FUND OF BUFFER ETFS (BUFR) 780,165 +41,405 $16,259
     BUFR780,165+41,405$16,259
AMAZON COM INC COM 132,517 +30,611 $14,974
     AMZN132,517+30,611$14,974
MICROSOFT CORP COM 51,542 +5,125 $12,004
     MSFT51,542+5,125$12,004
GUARANTY BANCSHARES INC TEX COM (GNTY) 292,044 -1,588 $10,102
     GNTY292,044-1,588$10,102
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON) 362,100 +165,911 $8,625
     UCON362,100+165,911$8,625
VANGUARD SMALL CAP ETF (VB) 48,677 +3,975 $8,319
     VB48,677+3,975$8,319
JOHN HANCOCK MULTIFACTOR LARGE CAP ETF (JHML) 170,592 -19,006 $7,750
     JHML170,592-19,006$7,750
FIRST TRUST CAPITAL STRENGTH ETF (FTCS) 115,117 +9,737 $7,646
     FTCS115,117+9,737$7,646
ISHARES MSCI USA EQUAL WEIGHTED ETF (EUSA) 113,127 +11,904 $7,556
     EUSA113,127+11,904$7,556
FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS) 190,672 +14,440 $7,307
     HYLS190,672+14,440$7,307
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND (FTGC) 284,342 +20,818 $7,205
     FTGC284,342+20,818$7,205
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF (FIXD) 163,526 -41,324 $7,120
     FIXD163,526-41,324$7,120
HOME DEPOT INC COM 23,554 +2,180 $6,500
     HD23,554+2,180$6,500
UNITEDHEALTH GROUP INC COM 12,756 -579 $6,442
     UNH12,756-579$6,442
JOHNSON & JOHNSON COM 39,313 +5,036 $6,422
     JNJ39,313+5,036$6,422
BERKSHIRE HATHAWAY INC DEL CL B NEW      $5,719
     BRK.B19,898+2,599$5,313
     BRK.A1UNCH$406
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 85,253 +8,661 $5,663
     SCHD85,253+8,661$5,663
ALPHABET INC CAP STK CL A 59,140 +56,652 $5,657
     GOOGL59,140+56,652$5,657
INVESCO S&P 500 PURE VALUE ETF (RPV) 79,496 +6,002 $5,552
     RPV79,496+6,002$5,552
META PLATFORMS INC CL A 40,901 +4,570 $5,549
     FB40,901+4,570$5,549
ISHARES CORE HIGH DIVIDEND ETF (HDV) 60,511 +11,383 $5,524
     HDV60,511+11,383$5,524
VANGUARD MID CAP ETF (VO) 29,204 +3,464 $5,490
     VO29,204+3,464$5,490
ISHARES RUSSELL TOP 200 ETF (IWL) 62,151 +5,341 $5,277
     IWL62,151+5,341$5,277
PFIZER INC COM      $5,213
     PFE89,134+5,290$3,900
     Call30,000+30,000$1,313
FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF (KNG) 114,283 +19,575 $5,211
     KNG114,283+19,575$5,211
NVIDIA CORPORATION COM 41,653 +792 $5,056
     NVDA41,653+792$5,056
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY) 127,700 +15,448 $4,965
     RDVY127,700+15,448$4,965
WALMART INC COM 37,618 +3,528 $4,879
     WMT37,618+3,528$4,879
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL) 60,117 +9,777 $4,807
     NOBL60,117+9,777$4,807
FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF APRIL (DAPR) 154,862 +6,825 $4,431
     DAPR154,862+6,825$4,431
ISHARES CORE S&P SMALL CAP ETF (IJR) 49,058 +5,709 $4,277
     IJR49,058+5,709$4,277
ISHARES S&P SMALL CAP 600 VALUE ETF (IJS) 51,726 +17,388 $4,265
     IJS51,726+17,388$4,265
FIDELITY TOTAL BOND ETF (FBND) 95,580 +35,523 $4,247
     FBND95,580+35,523$4,247
JPMORGAN CHASE & CO COM 38,798 +9,732 $4,054
     JPM38,798+9,732$4,054
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) 83,884 +4,200 $4,004
     BNDX83,884+4,200$4,004
CVS HEALTH CORP COM 40,624 +5,300 $3,874
     CVS40,624+5,300$3,874
INVESCO QQQ TRUST 14,477 +1,157 $3,869
     QQQ14,477+1,157$3,869
ISHARES MORNINGSTAR GROWTH ETF (ILCG) 78,989 -31,089 $3,812
     ILCG78,989-31,089$3,812
ALPHABET INC CAP STK CL C 39,201 +37,450 $3,769
     GOOG39,201+37,450$3,769
VANGUARD GROWTH ETF (VUG) 17,561 +4,769 $3,757
     VUG17,561+4,769$3,757
SPDR RUSSELL 1000 YIELD FOCUS ETF (ONEY) 43,829 +5,479 $3,652
     ONEY43,829+5,479$3,652
XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) 107,441 +118 $3,597
     DBEF107,441+118$3,597
SOUTHERN CO COM 52,547 +7,977 $3,573
     SO52,547+7,977$3,573
UNITED PARCEL SERVICE INC CL B 22,116 +479 $3,573
     UPS22,116+479$3,573
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 16,821 -1,644 $3,539
     IWF16,821-1,644$3,539
TESLA INC COM 13,303 +9,454 $3,529
     TSLA13,303+9,454$3,529
COCA COLA CO COM 62,837 +8,813 $3,520
     KO62,837+8,813$3,520
VANGUARD TOTAL STOCK MARKET ETF (VTI) 19,039 +2,884 $3,417
     VTI19,039+2,884$3,417
SPDR S&P 500 ETF TRUST (SPY) 9,320 -1,108 $3,329
     SPY9,320-1,108$3,329

See Full List: All Stocks Held By Arkadios Wealth Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Arkadios Wealth Advisors

Size ($ in 1000's)
At 09/30/2022: $659,805
At 06/30/2022: $672,187

Arkadios Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Arkadios Wealth Advisors 13F filings. Link to 13F filings: SEC filings

Arkadios Wealth Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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