Arkadios Wealth Advisors ETFs

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
UCON First Tr ETF Viii Tcw Unconstr	$0	$282,000 0.01% of portfolio	11,414	Q1 2025 Reduced 22.45%
XAR Spdr S&P Aerospace & Defense E	$0	$281,000 0.01% of portfolio	1,752	Q1 2025 Added 6.76%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$280,000 0.01% of portfolio	13,554	Q1 2025 New
PWB Invesco Exchange Traded Fd Tr	$0	$274,000 0.01% of portfolio	2,859	Q1 2025 Added 4.5%
DGRS Wisdomtree Tr Us Small Cap Qua	$0	$273,000 0.01% of portfolio	5,875	Q1 2025 New
GSUS Goldman Sachs ETF Tr Marketbet	$0	$272,000 0.01% of portfolio	3,550	Q1 2025 New
MLPX Global X Mlp & Energy Infrastr	$0	$269,000 0.01% of portfolio	4,222	Q1 2025 Added 19.27%
SMDV Proshares Tr Russell 2000 Divi	$0	$267,000 0.01% of portfolio	4,073	Q1 2025 Reduced 67.82%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$266,000 0.01% of portfolio	3,378	Q1 2025 New
SHYD Vaneck Short High Yield Muni E	$0	$264,000 0.01% of portfolio	11,750	Q4 2024 New
FNCL Fidelity Covington Tr Msci Fin	$0	$256,000 0.01% of portfolio	3,692	Q1 2025 Added 24.69%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$255,000 0.01% of portfolio	5,558	Q1 2025 New
XSW Spdr S&P Software & Services E	$0	$254,000 0.01% of portfolio	1,590	Q1 2025 Added 17.17%
SCHO Schwab Short Term Us Treasury	$0	$250,000 0.01% of portfolio	10,285	Q1 2025 New
ICVT Ishares Tr Convertible Bond Et	$0	$250,000 0.01% of portfolio	3,000	Q1 2025 Added 24.69%
IBDX Ishares Tr Ibonds Dec 2032 Ter	$0	$242,000 0.01% of portfolio	9,698	Q1 2025 New
AGZ Ishares Agency Bond ETF	$0	$241,000 0.01% of portfolio	2,211	Q1 2025 New
SCHB Schwab Strategic Tr Us Broad M	$0	$240,000 0.01% of portfolio	11,193	Q1 2025 Added 21.49%
DFEM Dimensional ETF Tr Emerging Mk	$0	$238,000 0.01% of portfolio	9,022	Q4 2024 Added 4.76%
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$237,000 0.01% of portfolio	5,637	Q1 2025 New
IQDG Wisdomtree Tr Intl Quality Div	$0	$236,000 0.01% of portfolio	6,621	Q1 2025 New
RWL Invesco Exchange Traded Fd Tr	$0	$236,000 0.01% of portfolio	2,377	Q1 2025 New
BMAR Innovator U.S. Equity Buffer E	$0	$231,000 0.01% of portfolio	5,094	Q1 2025 Reduced 8.63%
EWJ Ishares Msci Japan ETF	$0	$230,000 0.01% of portfolio	3,360	Q1 2025 Reduced 4.49%
IHF Ishares Tr	$0	$230,000 0.01% of portfolio	4,366	Q1 2025 Reduced 8.64%
IUSG Ishares Core S&P U.S Growth Et	$0	$230,000 0.01% of portfolio	1,815	Q1 2025 Added 0.22%
DXJ Wisdomtree Trust Japan Hedged	$0	$229,000 0.01% of portfolio	2,080	Q1 2025 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$224,000 0.01% of portfolio	2,826	Q1 2025 Added 0.43%
VXF Vanguard Extended Market ETF	$0	$219,000 0.01% of portfolio	1,277	Q1 2025 Added 0.87%
FIXD First Tr ETF Viii Tcw Opportun	$0	$218,000 0.01% of portfolio	4,988	Q1 2025 Reduced 17.34%
XDEC First Tr ETF Viii Cboe Vest U	$0	$218,000 0.01% of portfolio	5,928	Q4 2024 Reduced 93.29%
FDIS Fidelity Covington Tr Msci Con	$0	$218,000 0.01% of portfolio	2,589	Q1 2025 New
FVAL Fidelity Covington Tr Value Fa	$0	$216,000 0.01% of portfolio	3,635	Q1 2025 New
STIP Ishares Barclays 0 5 Year Tips	$0	$213,000 0.01% of portfolio	2,065	Q1 2025 Reduced 7.02%
DOCT First Tr Ex Trad Fd Viii Cboe	$0	$208,000 0.01% of portfolio	5,426	Q4 2024 New
ITB Ishares Tr	$0	$204,000 0.01% of portfolio	2,146	Q1 2025 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$204,000 0.01% of portfolio	5,197	Q1 2025 New
FLIN Franklin Templeton ETF Tr	$0	$202,000 0.01% of portfolio	5,496	Q1 2025 New
HNDL Strategy Shs	$0	$201,000 0.01% of portfolio	9,561	Q1 2025 Reduced 8.26%
YYY Amplify ETF Tr High Income ETF	$0	$166,000 0.01% of portfolio	14,606	Q1 2025 Added 4.9%
EWRE Invesco S&P 500 Equal Weight R	$0	$0 0.0% of portfolio	15,795	Q1 2025 Added 6.34%

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