Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARKADIOS WEALTH ADVISORS | 01-24-2024 | 12-31-2023 | 741 | 1,182,661,271 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $50,308,375 | 261,501 | 0.00 | 0.00 | 1,258 | 0.48 | 12-31-2023 |
| ANGEL OAK INCOME ETF | ETF | 2 | $28,804,010 | 1,407,821 | 0.00 | 0.00 | 378,703 | 36.80 | 12-31-2023 |
| INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | ETF | 3 | $26,767,699 | 520,671 | 0.00 | 0.00 | 37,528 | 7.77 | 12-31-2023 |
| SPDR S&P 500 ETF TRUST | ETF | 4 | $26,662,823 | 56,096 | 0.00 | 0.00 | 3,810 | 7.29 | 12-31-2023 |
