Portfolio (Quarterly)
Guide ↗
Arkadios Wealth Advisors
· CIK 0001800798| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | Financial Services | 4,214 | $249K | 0.00% | SOLD |
| 82 | WIX | WIX COM LTD SHS | Technology | 2,761 | $249K | 0.00% | SOLD |
| 83 | JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | Financial Services | 32,979 | $249K | 0.00% | SOLD |
| 84 | AR | ANTERO RESOURCES CORP COM | Energy | 5,768 | $245K | 0.00% | SOLD |
| 85 | EMHY | ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | — | 6,147 | $242K | 0.00% | SOLD |
| 86 | VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | — | 5,136 | $241K | 0.00% | SOLD |
| 87 | VFH | VANGUARD FINANCIALS ETF | — | 1,940 | $234K | 0.00% | SOLD |
| 88 | G | GENPACT LIMITED SHS | Technology | 6,290 | $234K | 0.00% | SOLD |
| 89 | HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | — | 3,625 | $232K | 0.00% | SOLD |
| 90 | GWRE | GUIDEWIRE SOFTWARE INC COM | Technology | 1,545 | $231K | 0.00% | SOLD |
| 91 | GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | Financial Services | 20,968 | $231K | 0.00% | SOLD |
| 92 | SPOT | SPOTIFY TECHNOLOGY S A SHS | Communication Services | 474 | $230K | 0.00% | SOLD |
| 93 | HYGW | ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF | — | 7,757 | $229K | 0.00% | SOLD |
| 94 | SONY | SONY GROUP CORP SPONSORED ADR | Technology | 11,005 | $228K | 0.00% | SOLD |
| 95 | JKHY | HENRY JACK & ASSOC INC COM | Technology | 1,437 | $227K | 0.00% | SOLD |
| 96 | HON CALL | HONEYWELL INTL INC COM | Industrials | 1,000 | $226K | 0.00% | SOLD |
| 97 | DAPR | FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL | — | 5,620 | $223K | 0.00% | SOLD |
| 98 | IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | — | 5,603 | $222K | 0.00% | SOLD |
| 99 | BRO | BROWN & BROWN INC COM | Financial Services | 3,332 | $217K | 0.00% | SOLD |
| 100 | RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | — | 2,750 | $217K | 0.00% | SOLD |
Sector Allocation
Technology
34.2%
Financial Services
17.9%
Healthcare
9.2%
Industrials
8.7%
Consumer Cyclical
7.6%
Communication Services
7.4%
Consumer Defensive
5.2%
Energy
4.0%
Utilities
2.8%
Basic Materials
1.6%