Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 16 | Q3 2023 | 5.1% |
MICROSOFT CORP COM | 16 | Q3 2023 | 2.1% |
AMAZON COM INC COM | 16 | Q3 2023 | 2.5% |
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGETRADED FUND | 16 | Q3 2023 | 4.3% |
ISHARES MORNINGSTAR LARGECAP GROWTH ETF | 16 | Q3 2023 | 3.8% |
SPDR S&P 500 ETF TRUST | 16 | Q3 2023 | 2.6% |
GUARANTY BANCSHARES INC TEX COM | 16 | Q3 2023 | 2.1% |
META PLATFORMS INC CL A | 16 | Q3 2023 | 1.9% |
VANGUARD CONSUMER STAPLES INDEX FUND | 16 | Q3 2023 | 3.1% |
VANGUARD SMALLCAP INDEX FUND | 16 | Q3 2023 | 1.5% |
View Arkadios Wealth Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-02 |
13F-HR | 2022-02-03 |
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.