Portfolio (Quarterly)
Guide ↗
Arkadios Wealth Advisors
· CIK 0001800798| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | BSY | BENTLEY SYS INC COM CL B | Technology | 4,467 | $230K | 0.01% | SOLD |
| 62 | ENPH | ENPHASE ENERGY INC COM | Energy | 6,392 | $226K | 0.01% | SOLD |
| 63 | PAG | PENSKE AUTOMOTIVE GRP INC COM | Consumer Cyclical | 1,285 | $224K | 0.01% | SOLD |
| 64 | — | AMCOR PLC ORD | — | 27,088 | $222K | 0.01% | SOLD |
| 65 | — | WEBULL CORP ORD SHS | — | 14,959 | $221K | 0.01% | SOLD |
| 66 | PVH | PVH CORPORATION COM | Consumer Cyclical | 2,602 | $218K | 0.01% | SOLD |
| 67 | BRBR | BELLRING BRANDS INC COMMON STOCK | Consumer Defensive | 5,904 | $215K | 0.01% | SOLD |
| 68 | — | MR COOPER GROUP INC COM | — | 1,015 | $214K | 0.01% | SOLD |
| 69 | GAPR | FT VEST U.S. EQUITY MODERATE BUFFER FUND - APR | — | 5,430 | $213K | 0.01% | SOLD |
| 70 | GRMN | GARMIN LTD SHS | Technology | 861 | $212K | 0.01% | SOLD |
| 71 | GLNG | GOLAR LNG LTD SHS | Energy | 5,245 | $212K | 0.01% | SOLD |
| 72 | TBIL | US TREASURY 3 MONTH BILL ETF | — | 4,228 | $211K | 0.01% | SOLD |
| 73 | TMF | DIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES | — | 5,200 | $209K | 0.01% | SOLD |
| 74 | FFIV | F5 INC COM | Technology | 628 | $203K | 0.01% | SOLD |
| 75 | MCHI | ISHARES MSCI CHINA ETF | — | 3,070 | $202K | 0.01% | SOLD |
| 76 | ETH | GRAYSCALE ETHEREUM MINI TRUST ETF | Financial Services | 5,154 | $202K | 0.01% | SOLD |
| 77 | SPYD | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | — | 4,581 | $202K | 0.01% | SOLD |
| 78 | HEI | HEICO CORP NEW COM | Industrials | 622 | $201K | 0.01% | SOLD |
| 79 | — | GALAXY DIGITAL INC. CL A | — | 5,325 | $180K | 0.00% | SOLD |
| 80 | — | ATAC US ROTATION ETF | — | 10,117 | $161K | 0.00% | SOLD |
Sector Allocation
Technology
30.0%
Financial Services
20.0%
Healthcare
8.9%
Consumer Cyclical
8.5%
Industrials
8.3%
Communication Services
8.2%
Consumer Defensive
5.4%
Energy
4.9%
Utilities
2.7%
Basic Materials
1.8%