HoldingsChannel.com
Arkadios Wealth Advisors Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC COM 22,592 +182 $5,745
     AAPL22,592+182$5,745
ISHARES MORNINGSTAR LARGE CAP GROWTH ETF (JKE) 28,603 +4,283 $5,313
     JKE28,603+4,283$5,313
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 51,103 +13,788 $5,058
     MINT51,103+13,788$5,058
VANGUARD CONSUMER STAPLES INDEX FUND (VDC) 35,817 +5,349 $4,936
     VDC35,817+5,349$4,936
PREFERRED APT CMNTYS INC PFD SER A REDM      $4,220
     Real Estate Investment Trust3,243+3,243$3,243
     APTS136,054+10,556$977
SPDR S&P 500 ETF (SPY) 15,954 +2,891 $4,112
     SPY15,954+2,891$4,112
MICROSOFT CORP COM 19,304 +3,927 $3,044
     MSFT19,304+3,927$3,044
EATON VANCE TX MNG BY WRT OPP COM 239,331 -3,318 $2,886
     ETV239,331-3,318$2,886
AMAZON COM INC COM 1,422 +138 $2,773
     AMZN1,422+138$2,773
JOHN HANCOCK MULTIFACTOR MID CAP ETF (JHMM) 96,707 +8,745 $2,747
     JHMM96,707+8,745$2,747
EATON VANCE TXMGD GL BUYWR OPP COM 365,795 +11,603 $2,729
     ETW365,795+11,603$2,729
PROSHARES SHORT S&P 500 (SH) 97,924 +97,924 $2,709
     SH97,924+97,924$2,709
GUARANTY BANCSHARES INC TEX COM (GNTY) 112,725 +750 $2,608
     GNTY112,725+750$2,608
FACEBOOK INC CL A 13,770 +1,407 $2,297
     FB13,770+1,407$2,297
ISHARES RUSSELL 2000 ETF (IWM) 17,924 +4,035 $2,052
     IWM17,924+4,035$2,052
GLADSTONE LD CORP PFD SER B 6      $1,885
     Real Estate Investment Trust74,710+74,710$1,868
     LANDP700+700$17
CIM INCOME NAV INC COM CL D      $1,875
     Real Estate Investment Trust105,749+105,749$1,875
FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF (IFV) 136,112 -443 $1,866
     IFV136,112-443$1,866
FIRST TRUST DOW JONES INTERNET INDEX FUND (FDN) 12,469 +12,469 $1,543
     FDN12,469+12,469$1,543
FIDELITY MSCI CONSUMER STAPLES INDEX ETF (FSTA) 45,285 +29,061 $1,465
     FSTA45,285+29,061$1,465
NETFLIX INC COM 3,841 +592 $1,442
     NFLX3,841+592$1,442
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,432
     BRK.B6,342+376$1,160
     BRK.A1UNCH$272
GLOBAL NET LEASE INC COM NEW 105,629 -5,685 $1,412
     GNL105,629-5,685$1,412
PRIORITY INCOME FUND INC 6.375 PFD E (PRIF)      $1,404
     PRIF.PRE39,950+39,950$862
     PRIF.PRC23,300+23,300$516
     PRIF.PRA1,200+1,200$26
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (FV) 54,032 -1,006 $1,389
     FV54,032-1,006$1,389
FIRST TRUST NASDAQ 100 TECHNOLOGY SECTOR INDEX FUND (QTEC) 16,349 -333 $1,382
     QTEC16,349-333$1,382
ALIBABA GROUP HLDG LTD SPONSORED ADS 7,088 -41 $1,378
     BABA7,088-41$1,378
ALPHABET INC CAP STK CL A 1,157 +59 $1,344
     GOOGL1,157+59$1,344
INVESCO QQQ TRUST      $1,253
     Exchange Traded Fund6,582+6,582$1,253
UTILITIES SELECT SECTOR SPDR FUND (XLU) 21,168 -396 $1,173
     XLU21,168-396$1,173
BLUEROCK RESIDENTIAL GWT REIT WT CL A 060822      $1,157
     Real Estate Investment Trust3,069+3,069$1,142
     BRG2,739UNCH$15
     Common Stock897+897$0
WALMART INC COM 9,207 -140 $1,046
     WMT9,207-140$1,046
VISA INC COM CL A 6,437 -1,668 $1,037
     V6,437-1,668$1,037
PHILLIPS EDISON GRO REIT I INC COM      $1,024
     Real Estate Investment Trust92,284+92,284$1,024
MASTERCARD INC CL A 4,055 -676 $980
     MA4,055-676$980
SPDR DOW JONES INDUSTRIAL AVERAGE ETF (DIA) 4,417 -890 $968
     DIA4,417-890$968
JOHNSON & JOHNSON COM 7,383 +925 $968
     JNJ7,383+925$968
HOME DEPOT INC COM 5,082 +276 $949
     HD5,082+276$949
ALPHABET INC CAP STK CL C 808 +26 $940
     GOOG808+26$940
SPDR GOLD SHARES (GLD) 6,190 +1,619 $916
     GLD6,190+1,619$916
PAYPAL HLDGS INC COM 9,524 -2,130 $912
     PYPL9,524-2,130$912
FIRST TRUST TECHNOLOGY ALPHADEX FUND (FXL) 14,705 -324 $873
     FXL14,705-324$873
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF (CIBR) 33,748 +3,003 $870
     CIBR33,748+3,003$870
HMS INCOME FD INC COM      $802
     Closed End Fund103,276+103,276$802
VERIZON COMMUNICATIONS INC COM 14,936 +2,366 $802
     VZ14,936+2,366$802
BROWN FORMAN CORP CL B      $801
     BF.B13,935-17$774
     BF.A516UNCH$27
ELECTRONIC ARTS INC COM 7,967 +61 $798
     EA7,967+61$798
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) 9,429 +227 $792
     RSP9,429+227$792
HARTFORD MULTIFACTOR DEVELOPED MARKETS EX US ETF (RODM) 35,313 +691 $778
     RODM35,313+691$778
NVIDIA CORP COM 2,893 +207 $763
     NVDA2,893+207$763

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 03/31/2020: $156,861
At 12/31/2019: $166,932

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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