Arkadios Wealth Advisors has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.4 Billion distributed in 859 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.2M, Nvidia Corp with a value of $48.5M, Microsoft Corp with a value of $33.9M, Amazon Com Inc with a value of $32.4M, and Invesco Exchange Traded Self I with a value of $30.3M.

Examining the 13F form we can see an increase of $165M in the current position value, from $1.23B to 1.4B.

Below you can find more details about Arkadios Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $1.4 Billion
ETFs: $589 Million
Technology: $226 Million
Financial Services: $115 Million
Consumer Cyclical: $87.7 Million
Healthcare: $75 Million
Industrials: $63.8 Million
Communication Services: $61 Million
Energy: $58.5 Million
Other: $99.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 859
  • Current Value $1.4 Billion
  • Prior Value $1.23 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 29, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 184 stocks
  • Additional Purchases 449 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 162 stocks
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