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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.47 Million 0.06% of portfolio
57,785
Q1 2025 Added 17.27%
$0
$1.43 Million 0.06% of portfolio
29,971
Q1 2025 Added 150.68%
$0
$1.24 Million 0.05% of portfolio
9,402
Q4 2024 Added 0.01%
$0
$1.27 Million 0.05% of portfolio
20,834
Q1 2025 Added 27.45%
$0
$1.29 Million 0.05% of portfolio
13,939
Q1 2025 Added 25.11%
$0
$1.23 Million 0.05% of portfolio
4,631
Q1 2025 Added 81.18%
$0
$1.23 Million 0.05% of portfolio
5,827
Q1 2025 Reduced 1.65%
$0
$1.3 Million 0.05% of portfolio
12,970
Q1 2025 Added 17.82%
$0
$1.2 Million 0.05% of portfolio
46,248
Q1 2025 New
$0
$1.3 Million 0.05% of portfolio
5,333
Q1 2025 Added 8.11%
$0
$1.33 Million 0.05% of portfolio
53,274
Q1 2025 Reduced 1.56%
$0
$1.2 Million 0.05% of portfolio
15,461
Q1 2025 New
$0
$1.3 Million 0.05% of portfolio
31,454
Q1 2025 Reduced 85.09%
$0
$1.23 Million 0.05% of portfolio
11,100
Q1 2025 Added 105.59%
$0
$1.31 Million 0.05% of portfolio
16,142
Q1 2025 Added 149.61%
$0
$1.22 Million 0.05% of portfolio
19,732
Q1 2025 New
$0
$1.33 Million 0.05% of portfolio
23,629
Q1 2025 Added 435.2%
$0
$1.2 Million 0.05% of portfolio
46,831
Q1 2025 New
$0
$1.15 Million 0.05% of portfolio
11,601
Q1 2025 Added 72.48%
$0
$1.19 Million 0.05% of portfolio
25,247
Q1 2025 Added 6.64%
$0
$1.14 Million 0.05% of portfolio
11,967
Q1 2025 New
$0
$891,000 0.04% of portfolio
12,100
Q1 2025 Added 49.36%
$0
$1.05 Million 0.04% of portfolio
27,730
Q1 2025 Added 8.75%
$0
$951,000 0.04% of portfolio
7,804
Q1 2025 New
$0
$893,000 0.04% of portfolio
5,915
Q1 2025 Added 15.3%
$0
$963,000 0.04% of portfolio
3,750
Q1 2025 Added 270.92%
$0
$894,000 0.04% of portfolio
16,235
Q1 2025 Added 37.75%
$0
$1.04 Million 0.04% of portfolio
9,160
Q1 2025 Added 6.51%
$0
$903,000 0.04% of portfolio
18,110
Q4 2024 New
$0
$942,000 0.04% of portfolio
8,090
Q1 2025 Reduced 4.1%
$0
$1.02 Million 0.04% of portfolio
40,090
Q1 2025 Added 374.83%
$0
$940,000 0.04% of portfolio
12,156
Q1 2025 Reduced 4.15%
$0
$968,000 0.04% of portfolio
10,477
Q1 2025 Added 89.05%
$0
$1.07 Million 0.04% of portfolio
37,114
Q1 2025 Added 16.74%
$0
$936,000 0.04% of portfolio
33,061
Q4 2024 Added 0.9%
$0
$1.08 Million 0.04% of portfolio
28,721
Q1 2025 Added 37.3%
$0
$956,000 0.04% of portfolio
15,800
Q1 2025 Added 8.7%
$0
$1.04 Million 0.04% of portfolio
5,151
Q1 2025 Added 56.09%
$0
$1.02 Million 0.04% of portfolio
10,239
Q1 2025 Added 0.03%
$0
$941,000 0.04% of portfolio
7,966
Q1 2025 Added 158.89%
$0
$988,000 0.04% of portfolio
10,363
Q1 2025 Reduced 9.36%
$0
$877,000 0.04% of portfolio
17,394
Q1 2025 New
$0
$905,000 0.04% of portfolio
12,754
Q1 2025 Reduced 2.93%
$0
$900,000 0.04% of portfolio
18,144
Q1 2025 New
$0
$758,000 0.03% of portfolio
11,251
Q1 2025 Reduced 12.03%
$0
$815,000 0.03% of portfolio
6,289
Q1 2025 Added 137.77%
$0
$792,000 0.03% of portfolio
18,932
Q1 2025 Reduced 5.97%
$0
$635,000 0.03% of portfolio
4,884
Q1 2025 Added 52.53%
$0
$712,000 0.03% of portfolio
34,453
Q1 2025 Added 47.27%

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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