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Home > Institutional Investor > Arkadios Wealth Advisors > Profile

Instuitional Investor - Arkadios Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Arkadios Wealth Advisors
Portfolio Value $1,182,661,271
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 261,301 $50,308,336 4.25%
2.
Angel Oak Income Etf
 1,407,821 $28,804,010 2.43%
3.
Invesco Russell 1000 Dynamic Multifactor Etf
 520,671 $26,767,699 2.26%
4.
Spdr S & P 500 Etf Trust
 SPY 56,096 $26,662,823 2.25%
5.
Microsoft Corp
 MSFT 68,426 $25,730,889 2.17%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)