Arkadios Wealth Advisors Portfolio Holdings
Arkadios Wealth Advisors
- $2.49 Billion
- Q1 2025
Arkadios Wealth Advisors has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.49 Billion distributed in 2066 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $84M, Nvidia Corp with a value of $65.6M, Ishares Core S&P 500 ETF with a value of $53.7M, Microsoft Corp with a value of $49.5M, and Amazon Com Inc with a value of $49.1M.
Examining the 13F form we can see an increase of $773M in the current position value, from $1.71B to 2.49B.
Below you can find more details about Arkadios Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$2.49 Billion
ETFs: $1.11 Billion
Technology: $389 Million
Financial Services: $223 Million
Consumer Cyclical: $152 Million
Healthcare: $127 Million
Industrials: $107 Million
Communication Services: $101 Million
Consumer Defensive: $86.8 Million
Other: $178 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 2,066
- Current Value $2.49 Billion
- Prior Value $1.71 Billion
- Filing
- Period Q1 2025
- Filing Date May 08, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 245 stocks
- Additional Purchases 636 stocks
- Sold out of 0 stocks
- Reduced holdings in 174 stocks