Arkadios Wealth Advisors Portfolio Holdings

Arkadios Wealth Advisors

  • $1.4 Billion
  • Q2 2024

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
$3.68T
$54.2 Million 3.87% of portfolio
257,259
Q2 2024 Added 0.15%
$336B
$48.5 Million 3.46% of portfolio
392,420
Q2 2024 Added 906.02%
$3.1T
$33.9 Million 2.42% of portfolio
75,870
Q2 2024 Added 10.15%
$1.9T
$32.4 Million 2.32% of portfolio
167,680
Q2 2024 Reduced 0.63%
$0
$30.3 Million 2.16% of portfolio
576,568
Q2 2024 Added 6.53%
$0
$27.5 Million 1.97% of portfolio
311,808
Q2 2024 Added 3.63%
$0
$24.1 Million 1.72% of portfolio
44,327
Q2 2024 Reduced 0.32%
$0
$23 Million 1.64% of portfolio
45,919
Q2 2024 Added 2.28%
$0
$20.4 Million 1.46% of portfolio
546,909
Q2 2024 Added 12.24%
$0
$20.1 Million 1.44% of portfolio
41,983
Q2 2024 Added 0.79%
$0
$18.9 Million 1.35% of portfolio
762,512
Q2 2024 Added 1.94%
$970B
$16.4 Million 1.17% of portfolio
90,264
Q2 2024 Added 20.85%
$0
$16.1 Million 1.15% of portfolio
318,595
Q2 2024 Added 6.28%
$0
$15.8 Million 1.13% of portfolio
28,927
Q2 2024 Added 186.55%
$1.32T
$15.1 Million 1.08% of portfolio
29,922
Q2 2024 Added 16.85%
$420B
$13.4 Million 0.95% of portfolio
91,458
Q2 2024 Added 14.49%
$216B
$12.7 Million 0.91% of portfolio
188,164
Q2 2024 Added 11.66%
$592B
$11.5 Million 0.82% of portfolio
28,331
Q2 2024 Added 10.57%
$295B
$10.9 Million 0.78% of portfolio
69,995
Q2 2024 Added 31.38%
$513B
$10.5 Million 0.75% of portfolio
91,171
Q2 2024 Added 49.77%
$0
$9.54 Million 0.68% of portfolio
158,244
Q2 2024 Added 17.8%
$0
$8.97 Million 0.64% of portfolio
33,523
Q2 2024 Added 119.62%
$0
$9.01 Million 0.64% of portfolio
107,992
Q2 2024 Added 5.3%
$290B
$8.8 Million 0.63% of portfolio
34,240
Q2 2024 Added 7.11%
$0
$8.64 Million 0.62% of portfolio
38,192
Q2 2024 Added 47.02%
$11.2B
$8.63 Million 0.62% of portfolio
8,104
Q2 2024 Added 96.08%
$96.1B
$8.34 Million 0.6% of portfolio
107,557
Q2 2024 Added 2.9%
$0
$7.95 Million 0.57% of portfolio
94,610
Q2 2024 Added 43.38%
$993B
$8.02 Million 0.57% of portfolio
43,731
Q2 2024 Added 0.12%
$0
$7.89 Million 0.56% of portfolio
143,363
Q2 2024 Added 10.35%
$14.9B
$7.79 Million 0.56% of portfolio
293,250
Q2 2024 Added 3.23%
$0
$7.61 Million 0.54% of portfolio
47,465
Q2 2024 Reduced 31.34%
$0
$7.54 Million 0.54% of portfolio
82,750
Q2 2024 Added 27.31%
$392M
$7.61 Million 0.54% of portfolio
241,240
Q2 2024 Reduced 9.32%
$0
$7.5 Million 0.54% of portfolio
130,119
Q2 2024 Added 567.21%
$420B
$7.22 Million 0.52% of portfolio
20,961
Q2 2024 Added 20.11%
$299B
$6.74 Million 0.48% of portfolio
105,914
Q2 2024 Reduced 31.66%
$400B
$6.54 Million 0.47% of portfolio
39,651
Q2 2024 Added 67.94%
$0
$6.62 Million 0.47% of portfolio
40,315
Q2 2024 Added 206.16%
$0
$6.34 Million 0.45% of portfolio
59,443
Q2 2024 Added 244.48%
$65.6B
$6.01 Million 0.43% of portfolio
42,583
Q2 2024 Reduced 1.76%
$0
$5.94 Million 0.42% of portfolio
144,443
Q2 2024 Added 96.58%
$165B
$5.55 Million 0.4% of portfolio
198,288
Q2 2024 Added 20.64%
$0
$5.48 Million 0.39% of portfolio
15,021
Q2 2024 Added 4.09%
$0
$5.46 Million 0.39% of portfolio
138,915
Q2 2024 New
$0
$5.3 Million 0.38% of portfolio
165,790
Q2 2024 New
$0
$5.38 Million 0.38% of portfolio
26,521
Q2 2024 Added 8.74%
$344B
$5.26 Million 0.38% of portfolio
30,641
Q2 2024 Added 11.34%
$75.2B
$5.23 Million 0.37% of portfolio
3,256
Q2 2024 Added 46.34%

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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