Arkadios Wealth Advisors

Position in WSO — Watsco Inc

CIK 1800798 ATLANTA, GA

Position in WSO

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$331,776

+$26,837 QoQ

Shares Held

912

+0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Arkadios Wealth Advisors holds $7,430,487 across 9 Industrial Distribution names. WSO ranks #8 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DNOW	DNOW Inc.	282,758	$3,367,647
2	QXO	QXO, Inc.	59,040	$1,146,556
3	GWW	W.W. Grainger, Inc.	544	$593,400
4	WCC	Wesco International Inc	2,138	$584,999
5	SITE	SiteOne Landscape Supply, Inc.	3,182	$423,555
6	FAST	Fastenal Co	7,897	$366,420
7	POOL	Pool Corp	1,656	$335,057
8	WSO	Watsco Inc This page	912	$331,776

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$331,776	912	+0.8%	Shares	Sole	2026-05-18
2025-12-31	$304,939	905	-4.5%	Shares	Sole	2026-02-13
2025-09-30	$383,276	948	+4.2%	Shares	Sole	2025-10-29
2025-06-30	$401,873	910	+34.0%	Shares	Sole	2025-08-04
2025-03-31	$345,135	679	+11.7%	Shares	Sole	2025-05-08
2024-12-31	$288,125	608	-5.6%	Shares	Sole	2025-01-15
2024-09-30	$316,770	644	+19.5%	Shares	Sole	2024-10-24
2024-06-30	$249,686	539	+1.1%	Shares	Sole	2024-07-29
2024-03-31	$230,240	533	-1.1%	Shares	Sole	2024-04-30
2023-12-31	$230,945	539	-19.3%	Shares	Sole	2024-01-24
2023-09-30	$252,316	668	-5.6%	Shares	Sole	2023-10-13
2023-06-30	$270,080	708	-10.4%	Shares	Sole	2023-07-26
2023-03-31	$251,346	790	+4547.1%	Shares	Sole	2023-05-02
2020-03-31	$2,686	17	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.