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 |
|---|---|---|---|---|---|---|---|---|---|
| FINANCIAL SELECT SECTOR SPDR FUND | ETF | 101 | $3,094,839 | 73,477 | 0.00 | 0.00 | 299 | 0.41 | 03-31-2024 |
| BOEING CO COM | Stock | 102 | $3,079,133 | 15,955 | 0.00 | 0.00 | 460 | 2.97 | 03-31-2024 |
| ELI LILLY & CO COM | Stock | 103 | $3,042,533 | 3,911 | 0.00 | 0.00 | 107 | 2.81 | 03-31-2024 |
| FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF | ETF | 104 | $2,996,323 | 225,715 | 0.00 | 0.00 | -19,899 | -8.10 | 03-31-2024 |
