Portfolio (Quarterly)
Guide ↗
Arkadios Wealth Advisors
· CIK 0001800798| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | PGF | INVESCO FINANCIAL PREFERRED ETF | — | 10,367 | $152K | 0.00% | SOLD |
| 82 | KMX | CARMAX INC COM | Consumer Cyclical | 3,276 | $147K | 0.00% | SOLD |
| 83 | DYN | DYNE THERAPEUTICS INC COM | Healthcare | 10,104 | $128K | 0.00% | SOLD |
| 84 | — | FUBOTV INC COM | — | 28,385 | $118K | 0.00% | SOLD |
| 85 | — CALL | GALAXY DIGITAL INC. CL A | — | 3,000 | $101K | 0.00% | SOLD |
| 86 | COST PUT | COSTCO WHSL CORP NEW COM | Consumer Defensive | 100 | $93K | 0.00% | SOLD |
| 87 | CONY | YIELDMAX COIN OPTION INCOME STRATEGY ETF | — | 13,182 | $91K | 0.00% | SOLD |
| 88 | KMX CALL | CARMAX INC COM | Consumer Cyclical | 2,000 | $90K | 0.00% | SOLD |
| 89 | JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | Financial Services | 10,687 | $88K | 0.00% | SOLD |
| 90 | FGBI | FIRST GTY BANCSHARES INC COM | Financial Services | 10,734 | $86K | 0.00% | SOLD |
| 91 | — | SURF AIR MOBILITY INC COM NEW | — | 20,000 | $86K | 0.00% | SOLD |
| 92 | NMG | NOUVEAU MONDE GRAPHITE INC COM NEW | Basic Materials | 27,958 | $79K | 0.00% | SOLD |
| 93 | GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | Technology | 11,754 | $71K | 0.00% | SOLD |
| 94 | BMY PUT | BRISTOL-MYERS SQUIBB CO COM | Healthcare | 1,500 | $68K | 0.00% | SOLD |
| 95 | OCCI | OFS CREDIT COMPANY INC COM | Financial Services | 12,215 | $66K | 0.00% | SOLD |
| 96 | UPXI | UPEXI INC COM NEW | Communication Services | 10,000 | $58K | 0.00% | SOLD |
| 97 | FIAT | YIELDMAX SHORT COIN OPTION INCOME STRATEGY ETF | — | 21,000 | $57K | 0.00% | SOLD |
| 98 | IOVA | IOVANCE BIOTHERAPEUTICS INC COM | Healthcare | 20,100 | $44K | 0.00% | SOLD |
| 99 | BMNR CALL | BITMINE IMMERSION TECNOLOGIES COM NEW | Financial Services | 700 | $36K | 0.00% | SOLD |
| 100 | AVGO PUT | BROADCOM INC COM | Technology | 100 | $33K | 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%