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ARQ WEALTH ADVISORS, LLC

Q3 2024 · 13F-HR

ARQ WEALTH ADVISORS, LLCholdings as filed

Filed 2024-11-05 · accession 0001085146-24-005377

$264.5M
Reported value
93
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46432F339QUALISHARES TR$18.3M6.93%103,137CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$16.7M6.32%449,913CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$12.6M4.75%133,925CommonNONE
921910840MGVVANGUARD WORLD FD$10.3M3.89%80,736CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$10.2M3.85%106,178CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$10.1M3.80%151,968CommonNONE
46138J742IUSINVESCO EXCH TRD SLF IDX FD$10.0M3.78%201,454CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$9.9M3.76%178,482CommonNONE
78463X434QEFASPDR INDEX SHS FDS$9.8M3.71%122,495CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$9.6M3.62%151,497CommonNONE
922908769VTIVANGUARD INDEX FDS$8.0M3.03%28,804CommonNONE
78464A854SPYMSPDR SER TR$7.6M2.88%114,900CommonNONE
82889N764HEQTSIMPLIFY EXCHANGE TRADED FUN$6.8M2.58%239,709CommonNONE
78464A847SPMDSPDR SER TR$6.5M2.45%119,567CommonNONE
19761L706RECSCOLUMBIA ETF TR I$6.0M2.27%179,956CommonNONE
78464A375SPIBSPDR SER TR$5.6M2.11%166,875CommonNONE
82889N632HIGHSIMPLIFY EXCHANGE TRADED FUN$5.3M2.00%225,300CommonNONE
37954Y574AUSFGLOBAL X FDS$5.1M1.93%120,159CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.9M1.85%93,329CommonNONE
037833100AAPLAPPLE INC$4.7M1.78%20,528CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$4.5M1.71%117,455CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$4.5M1.71%73,391CommonNONE
46434G889EMGFISHARES INC$4.4M1.66%93,268CommonNONE
19762B202XCEMCOLUMBIA ETF TR II$4.3M1.62%131,038CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$4.1M1.56%62,720CommonNONE
78468R812QUSSPDR SER TR$4.1M1.54%26,141CommonNONE
46432F396MTUMISHARES TR$3.4M1.28%17,207CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$3.3M1.23%64,224CommonNONE
594918104MSFTMICROSOFT CORP$2.8M1.05%6,681CommonNONE
46434G764EMXCISHARES INC$2.8M1.05%45,722CommonNONE
67066G104NVDANVIDIA CORPORATION$2.4M0.89%19,790CommonNONE
922908652VXFVANGUARD INDEX FDS$2.3M0.87%12,814CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2.0M0.76%15,687CommonNONE
464287200IVVISHARES TR$1.9M0.71%3,335CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$1.7M0.66%23,938CommonNONE
37954Y483QYLDGLOBAL X FDS$1.7M0.63%92,798CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.6M0.61%8,229CommonNONE
006212104ADXADAMS DIVERSIFIED EQUITY FD$1.5M0.58%72,344CommonNONE
132061300FYLDCAMBRIA ETF TR$1.5M0.57%55,191CommonNONE
464287507IJHISHARES TR$1.5M0.57%24,314CommonNONE
33738R308FTHIFIRST TR EXCHANGE-TRADED FD$1.5M0.56%64,810CommonNONE
922908736VUGVANGUARD INDEX FDS$1.4M0.54%3,778CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$1.4M0.52%41,583CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$1.3M0.51%54,766CommonNONE
46641Q746JPMBJ P MORGAN EXCHANGE TRADED F$1.3M0.48%31,995CommonNONE
82889N863SVOLSIMPLIFY EXCHANGE TRADED FUN$1.3M0.47%55,812CommonNONE
78463X418QWLDSPDR INDEX SHS FDS$1.2M0.44%9,084CommonNONE
86280R803SSUSSTRATEGY SHS$1.2M0.44%28,306CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$935,1460.35%1,659CommonNONE
92189F643MOATVANECK ETF TRUST$765,3250.29%8,029CommonNONE
69374H881COWZPACER FDS TR$750,7420.28%12,986CommonNONE
78464A706DGTSPDR SER TR$748,4030.28%5,510CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$704,8320.27%17,288CommonNONE
464287408IVEISHARES TR$694,2980.26%3,538CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$679,0870.26%12,999CommonNONE
78468R804LGLVSPDR SER TR$630,5540.24%3,767CommonNONE
438516106HONHONEYWELL INTL INC$629,0090.24%3,025CommonNONE
78464A839MDYVSPDR SER TR$628,0620.24%7,952CommonNONE
464287614IWFISHARES TR$601,5480.23%1,646CommonNONE
02079K107GOOGALPHABET INC$588,4530.22%3,564CommonNONE
464287465EFAISHARES TR$569,7410.22%6,866CommonNONE
464287655IWMISHARES TR$513,6670.19%2,334CommonNONE
023135106AMZNAMAZON COM INC$495,3380.19%2,775CommonNONE
464288414MUBISHARES TR$486,4540.18%4,518CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$454,3440.17%4,003CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$447,4690.17%7,542CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$441,0970.17%4,099CommonNONE
464287622IWBISHARES TR$436,3930.17%1,412CommonNONE
37954Y632AIQGLOBAL X FDS$430,5650.16%12,180CommonNONE
46435G425ESGUISHARES TR$411,7020.16%3,325CommonNONE
921909768VXUSVANGUARD STAR FDS$397,6470.15%6,275CommonNONE
78464A805SPTMSPDR SER TR$390,4570.15%5,667CommonNONE
532457108LLYELI LILLY & CO$357,4320.14%372CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$353,1760.13%6,169CommonNONE
464287606IJKISHARES TR$349,9680.13%3,842CommonNONE
922908363VOOVANGUARD INDEX FDS$346,0510.13%668CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$326,9080.12%687CommonNONE
45782C631IOCTINNOVATOR ETFS TRUST$321,1830.12%10,531CommonNONE
92826C839VVISA INC$320,0580.12%1,156CommonNONE
58733R102MELIMERCADOLIBRE INC$309,2490.12%150CommonNONE
742718109PGPROCTER AND GAMBLE CO$299,6810.11%1,747CommonNONE
02079K305GOOGLALPHABET INC$297,3520.11%1,820CommonNONE
46435G516ESGDISHARES TR$293,5590.11%3,522CommonNONE
30303M102METAMETA PLATFORMS INC$287,2420.11%551CommonNONE
760759100RSGREPUBLIC SVCS INC$286,2890.11%1,375CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$241,2040.09%1,371CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$241,0260.09%3,617CommonNONE
46434V316GLOFISHARES TR$233,4330.09%5,315CommonNONE
808524607SCHASCHWAB STRATEGIC TR$233,2570.09%4,563CommonNONE
464287168DVYISHARES TR$214,5120.08%1,600CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$206,1250.08%2,500CommonNONE
45782C342KAPRINNOVATOR ETFS TRUST$204,5250.08%6,334CommonNONE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$141,1730.05%10,434CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.