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 |
|---|---|---|---|---|---|---|---|---|---|
| 3M CO COM | Stock | 151 | $2,096,605 | 19,766 | 0.00 | 0.00 | 5,194 | 35.64 | 03-31-2024 |
| ADVANCED MICRO DEVICES INC COM | Stock | 152 | $2,091,287 | 11,587 | 0.00 | 0.00 | 1,899 | 19.60 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 153 | $2,040,176 | 37,621 | 0.00 | 0.00 | 7,056 | 23.09 | 03-31-2024 |
| CATERPILLAR INC COM | Stock | 154 | $2,029,753 | 5,539 | 0.00 | 0.00 | -346 | -5.88 | 03-31-2024 |
