Portfolio (Quarterly)
Guide ↗
Arkadios Wealth Advisors
· CIK 0001800798| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | AIEQ | AMPLIFY AI POWERED EQUITY ETF | — | 5,222 | $236K | 0.01% | SOLD |
| 62 | — | BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB | — | 5,029 | $231K | 0.00% | SOLD |
| 63 | CHWY | CHEWY INC CL A | Consumer Cyclical | 6,961 | $230K | 0.00% | SOLD |
| 64 | FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | Financial Services | 107 | $230K | 0.00% | SOLD |
| 65 | NTNX | NUTANIX INC CL A | Technology | 4,389 | $227K | 0.00% | SOLD |
| 66 | — | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | — | 4,308 | $226K | 0.00% | SOLD |
| 67 | IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | — | 4,425 | $223K | 0.00% | SOLD |
| 68 | BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | Industrials | 2,646 | $223K | 0.00% | SOLD |
| 69 | CVCO | CAVCO INDS INC DEL COM | Consumer Cyclical | 375 | $222K | 0.00% | SOLD |
| 70 | ILDR | FIRST TRUST INNOVATION LEADERS ETF | — | 6,611 | $218K | 0.00% | SOLD |
| 71 | — | CORPAY INC COM SHS | — | 721 | $217K | 0.00% | SOLD |
| 72 | — | RYANAIR HOLDINGS PLC SPONSORED ADR | — | 2,997 | $216K | 0.00% | SOLD |
| 73 | HIG | HARTFORD INSURANCE GROUP INC COM | Financial Services | 1,562 | $215K | 0.00% | SOLD |
| 74 | TLK | P T TELEKOMUNIKASI INDONESIA SPONSORED ADR | Communication Services | 10,152 | $214K | 0.00% | SOLD |
| 75 | BXP | BXP INC COM | Real Estate | 3,157 | $213K | 0.00% | SOLD |
| 76 | RPM | RPM INTL INC COM | Basic Materials | 2,035 | $212K | 0.00% | SOLD |
| 77 | VRSN | VERISIGN INC COM | Technology | 866 | $210K | 0.00% | SOLD |
| 78 | — | YIELDMAX MSTR OPTION INCOME STRATEGY ETF | — | 7,092 | $210K | 0.00% | SOLD |
| 79 | BELFB | BEL FUSE INC CL B | Technology | 1,227 | $208K | 0.00% | SOLD |
| 80 | FNF | FIDELITY NATIONAL FINANCIAL IN COM SHS | Financial Services | 3,804 | $208K | 0.00% | SOLD |
Sector Allocation
Technology
28.1%
Financial Services
19.4%
Healthcare
9.5%
Industrials
8.5%
Consumer Cyclical
8.0%
Communication Services
7.7%
Energy
6.5%
Consumer Defensive
5.8%
Utilities
3.1%
Basic Materials
1.8%