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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.8B
$3.11 Million 0.13% of portfolio
83,248
Q1 2025 Added 58.99%
$74.8B
$3.05 Million 0.12% of portfolio
27,692
Q1 2025 Added 58.48%
$11B
$2.86 Million 0.12% of portfolio
50,560
Q1 2025 Reduced 4.3%
$95B
$3.04 Million 0.12% of portfolio
47,813
Q1 2025 Added 113.42%
$19B
$3 Million 0.12% of portfolio
40,647
Q1 2025 Added 2.57%
$7.31B
$3.04 Million 0.12% of portfolio
40,854
Q1 2025 Added 695.13%
$253B
$2.96 Million 0.12% of portfolio
26,515
Q1 2025 Added 212.42%
$308B
$2.99 Million 0.12% of portfolio
11,196
Q1 2025 Added 80.46%
$89.7B
$3.01 Million 0.12% of portfolio
9,138
Q1 2025 Added 126.69%
$230B
$3.09 Million 0.12% of portfolio
11,467
Q1 2025 Added 82.62%
$28.2B
$2.89 Million 0.12% of portfolio
6,896
Q1 2025 Added 171.07%
$185B
$3.11 Million 0.12% of portfolio
43,759
Q1 2025 Added 50.77%
$220B
$3.06 Million 0.12% of portfolio
23,070
Q1 2025 Added 93.83%
$256B
$2.71 Million 0.11% of portfolio
37,004
Q1 2025 Added 131.45%
$102B
$2.78 Million 0.11% of portfolio
4,138
Q1 2025 Added 124.16%
$61.5B
$2.78 Million 0.11% of portfolio
11,388
Q1 2025 Added 149.68%
$77.1B
$2.77 Million 0.11% of portfolio
40,907
Q1 2025 Added 33.65%
$62.1B
$2.64 Million 0.11% of portfolio
40,274
Q1 2025 Reduced 4.67%
$22.3B
$2.75 Million 0.11% of portfolio
20,389
Q1 2025 Added 458.14%
$121B
$2.79 Million 0.11% of portfolio
32,059
Q1 2025 Added 112.79%
$14.1B
$2.75 Million 0.11% of portfolio
40,148
Q1 2025 Reduced 18.14%
$18.8B
$2.46 Million 0.1% of portfolio
14,840
Q1 2025 Added 1.37%
$69.2B
$2.54 Million 0.1% of portfolio
74,376
Q1 2025 Added 38.56%
$50B
$2.39 Million 0.1% of portfolio
57,169
Q1 2025 Added 108.91%
$0
$2.59 Million 0.1% of portfolio
116,749
Q1 2025 Added 4.22%
$33.3B
$2.46 Million 0.1% of portfolio
26,952
Q1 2025 Added 83.3%
$260B
$2.58 Million 0.1% of portfolio
44,903
Q1 2025 New
$177B
$2.41 Million 0.1% of portfolio
12,401
Q1 2025 Added 16.26%
$48.7B
$2.61 Million 0.1% of portfolio
24,963
Q1 2025 Added 53.85%
$35.8B
$2.4 Million 0.1% of portfolio
41,304
Q1 2025 Added 78.47%
$49.3B
$2.54 Million 0.1% of portfolio
24,371
Q1 2025 Added 95.81%
$92.9B
$2.34 Million 0.09% of portfolio
103,253
Q1 2025 Added 19.55%
$9.25B
$2.32 Million 0.09% of portfolio
86,892
Q1 2025 Added 62.81%
$54.7B
$2.26 Million 0.09% of portfolio
121,543
Q1 2025 Added 10.67%
$13.3B
$2.24 Million 0.09% of portfolio
35,441
Q1 2025 Added 16.62%
$51.5B
$2.3 Million 0.09% of portfolio
7,338
Q1 2025 Reduced 2.73%
$262B
$2.25 Million 0.09% of portfolio
21,937
Q1 2025 Added 24.49%
$335B
$2.15 Million 0.09% of portfolio
8,012
Q1 2025 Added 484.82%
$35.3B
$2.21 Million 0.09% of portfolio
72,789
Q1 2025 Added 178.64%
$152B
$1.93 Million 0.08% of portfolio
19,134
Q1 2025 New
$41.6B
$1.9 Million 0.08% of portfolio
38,468
Q1 2025 Added 19.03%
$101B
$1.99 Million 0.08% of portfolio
17,800
Q1 2025 Added 28.25%
$23.3B
$2.04 Million 0.08% of portfolio
3,504
Q1 2025 Added 80.9%
$38.4B
$1.93 Million 0.08% of portfolio
10,440
Q1 2025 Added 340.13%
$5.37B
$2.07 Million 0.08% of portfolio
23,020
Q1 2025 Added 33.76%
$65B
$1.97 Million 0.08% of portfolio
5,705
Q1 2025 Added 340.54%
$72.4B
$1.92 Million 0.08% of portfolio
8,438
Q1 2025 Added 369.3%
$17.6B
$1.87 Million 0.08% of portfolio
53,589
Q1 2025 Added 83.75%
$129B
$2.06 Million 0.08% of portfolio
17,789
Q1 2025 Added 3.96%

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
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