Portfolio (Quarterly)
Guide ↗
Arkadios Wealth Advisors
· CIK 0001800798| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | HAL CALL | HALLIBURTON CO COM | Energy | 800 | $20K | — | SOLD |
| 102 | CLF PUT | CLEVELAND-CLIFFS INC NEW COM | Basic Materials | 1,000 | $12K | — | SOLD |
| 103 | — | KLOTHO NEUROSCIENCES INC COM | — | 25,000 | $12K | — | SOLD |
| 104 | ASTS CALL | AST SPACEMOBILE INC COM CL A | Technology | 200 | $10K | — | SOLD |
| 105 | CTSH PUT | COGNIZANT TECHNOLOGY SOLUTIONS CL A | Technology | 100 | $7K | — | SOLD |
| 106 | GRAB CALL | GRAB HOLDINGS LIMITED CLASS A ORD | Technology | 1,000 | $6K | — | SOLD |
| 107 | — | SENSEONICS HLDGS INC COM | — | 10,148 | $4K | — | SOLD |
| 108 | — | BLACKROCK INCOME TR INC RT EXP 102025 | — | 41,671 | $2K | — | 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%