Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARKADIOS WEALTH ADVISORS | 04-30-2024 | 03-31-2024 | 731 | 1,290,199,316 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $44,046,631 | 257,061 | 0.00 | 0.00 | -4,440 | -1.70 | 03-31-2024 |
| NVIDIA CORPORATION COM | Stock | 2 | $35,245,042 | 39,007 | 0.00 | 0.00 | -737 | -1.85 | 03-31-2024 |
| ANGEL OAK INCOME ETF | ETF | 3 | $31,570,752 | 1,537,038 | 0.00 | 0.00 | 129,217 | 9.18 | 03-31-2024 |
| AMAZON COM INC COM | Stock | 4 | $30,437,469 | 168,741 | 0.00 | 0.00 | 653 | 0.39 | 03-31-2024 |
