Position in SERA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$25,172
New position
Shares Held
12,400
first reported quarter
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Medical Devices
Healthcare · as of Jun 30, 2026Arkadios Wealth Advisors holds $18,616,833 across 10 Medical Devices names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
139,771 | $10,934,284 | |
| 2 | ABT |
Abbott Laboratories
|
41,406 | $3,757,179 | |
| 3 | SYK |
Stryker Corp
|
3,074 | $967,817 | |
| 4 | DXCM |
Dexcom Inc
|
13,405 | $902,825 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
9,773 | $625,568 | |
| 6 | BSX |
Boston Scientific Corp
|
9,370 | $399,911 | |
| 7 | EW |
Edwards Lifesciences Corp
|
4,056 | $366,905 | |
| 8 | STE |
STERIS plc
|
1,117 | $235,205 |
All Filings in SERA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,172 | 12,400 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||