| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 19 | Q2 2024 | 5.1% |
| MICROSOFT CORP COM | 19 | Q2 2024 | 2.3% |
| AMAZON COM INC COM | 19 | Q2 2024 | 2.5% |
| SPDR S&P 500 ETF TRUST | 19 | Q2 2024 | 2.6% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH | 19 | Q2 2024 | 4.3% |
| ISHARES MORNINGSTAR LARGECAP GROWTH ETF | 19 | Q2 2024 | 3.8% |
| NVIDIA CORPORATION COM | 19 | Q2 2024 | 3.3% |
| META PLATFORMS INC CL A | 19 | Q2 2024 | 1.9% |
| GUARANTY BANCSHARES INC TEX COM | 19 | Q2 2024 | 2.1% |
| VANGUARD CONSUMER STAPLES INDEX FUND | 19 | Q2 2024 | 3.1% |
View Arkadios Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-12 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-14 |
View Arkadios Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.