Arkadios Wealth Advisors Portfolio Holdings
Arkadios Wealth Advisors
- $1.23 Billion
- Q1 2024
Arkadios Wealth Advisors has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.23 Billion distributed in 731 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $44M, Nvidia Corp with a value of $35.2M, Amazon Com Inc with a value of $30.4M, Invesco Exchange Traded Self I with a value of $29.9M, and Microsoft Corp with a value of $29M.
Examining the 13F form we can see an increase of $92M in the current position value, from $1.14B to 1.23B.
Below you can find more details about Arkadios Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$1.23 Billion
ETFs: $554 Million
Technology: $184 Million
Financial Services: $99.3 Million
Consumer Cyclical: $77.8 Million
Healthcare: $68.7 Million
Industrials: $59.9 Million
Communication Services: $49.8 Million
Consumer Defensive: $46.4 Million
Other: $71.6 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 731
- Current Value $1.23 Billion
- Prior Value $1.14 Billion
- Filing
- Period Q1 2024
- Filing Date April 30, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 52 stocks
- Additional Purchases 252 stocks
- Sold out of 0 stocks
- Reduced holdings in 345 stocks