0001800798-23-000003.txt : 20230502 0001800798-23-000003.hdr.sgml : 20230502 20230502120103 ACCESSION NUMBER: 0001800798-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230502 DATE AS OF CHANGE: 20230502 EFFECTIVENESS DATE: 20230502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Arkadios Wealth Advisors CENTRAL INDEX KEY: 0001800798 IRS NUMBER: 821659517 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20081 FILM NUMBER: 23877449 BUSINESS ADDRESS: STREET 1: 309 EAST PACES FERRY RD STREET 2: SUITE #1000 CITY: ATLANTA STATE: GA ZIP: 30305 BUSINESS PHONE: 4044450035 MAIL ADDRESS: STREET 1: 309 EAST PACES FERRY RD STREET 2: SUITE #1000 CITY: ATLANTA STATE: GA ZIP: 30305 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001800798 XXXXXXXX 03-31-2023 03-31-2023 Arkadios Wealth Advisors

309 EAST PACES FERRY RD SUITE #1000 ATLANTA GA 30305

13F HOLDINGS REPORT 028-20081 N Gary Schwartz 4044450035 Gary Schwartz Atlanta GA 05-02-2023 0 607 839797112 false INFORMATION TABLE 2 ark_13f-q1.2023.xml LIVE AMAZON COM INC COM Stock 023135106 15149139 146666 SH SOLE ARK Advisory 146666 0 0 ISHARES MORNINGSTAR GROWTH ETF ETF 464287119 3758106 67886 SH SOLE ARK Advisory 67886 0 0 ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF ETF 464288604 218855 5614 SH SOLE ARK Advisory 5614 0 0 PARAMOUNT GLOBAL CLASS B COM Stock 92556H206 619476 27767 SH SOLE ARK Advisory 27766 0 0 PRUDENTIAL FINL INC COM Stock 744320102 208075 2515 SH SOLE ARK Advisory 2514 0 0 ULTA BEAUTY INC COM Stock 90384S303 223179 409 SH SOLE ARK Advisory 409 0 0 FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND ETF 337344105 622510 6185 SH SOLE ARK Advisory 6184 0 0 NEWTEKONE INC COM NEW Stock 652526203 632034 49378 SH SOLE ARK Advisory 49377 0 0 INVESCO QQQ TRUST ETF 46090E103 3178643 9904 SH SOLE ARK Advisory 9904 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 3946733 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