Arkadios Wealth Advisors Portfolio Holdings

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024

Arkadios Wealth Advisors has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.64 Billion distributed in 932 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $65.4M, Nvidia Corp with a value of $52.8M, Amazon Com Inc with a value of $37.4M, Microsoft Corp with a value of $36.6M, and Invesco Exchange Traded Self I with a value of $32.2M.

Examining the 13F form we can see an increase of $244M in the current position value, from $1.4B to 1.64B.

Below you can find more details about Arkadios Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $1.64 Billion
ETFs: $711 Million
Technology: $264 Million
Financial Services: $142 Million
Consumer Cyclical: $110 Million
Healthcare: $89.9 Million
Industrials: $74.4 Million
Communication Services: $67 Million
Consumer Defensive: $60.9 Million
Other: $117 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.4B
$9.95 Million 0.61% of portfolio
57,692
Q3 2024 Added 1,671.87%
$90.2B
$9.38 Million 0.57% of portfolio
103,995
Q3 2024 Reduced 3.31%
$122B
$7.16 Million 0.44% of portfolio
138,427
Q3 2024 Added 190.01%
$185B
$6.54 Million 0.4% of portfolio
13,304
Q3 2024 Added 763.34%
$53.1B
$5.63 Million 0.34% of portfolio
42,829
Q3 2024 Added 0.58%
$108B
$5.47 Million 0.33% of portfolio
60,725
Q3 2024 Added 22.56%
$72.4B
$5.4 Million 0.33% of portfolio
17,876
Q3 2024 Added 3.92%
$128B
$5.3 Million 0.32% of portfolio
9,065
Q3 2024 Added 9.99%
$158B
$5.04 Million 0.31% of portfolio
135,390
Q3 2024 Added 28.23%
$148B
$4.88 Million 0.3% of portfolio
168,591
Q3 2024 Reduced 14.98%
$79.5B
$4.98 Million 0.3% of portfolio
18,986
Q3 2024 Added 1.69%
$64.9B
$4.85 Million 0.3% of portfolio
58,805
Q3 2024 Added 2.8%
$168B
$4.7 Million 0.29% of portfolio
104,577
Q3 2024 Added 5.96%
$57.5B
$4.75 Million 0.29% of portfolio
111,048
Q3 2024 Added 1.66%
$121B
$4.78 Million 0.29% of portfolio
31,251
Q3 2024 Added 133.76%
$50.3B
$4.59 Million 0.28% of portfolio
34,186
Q3 2024 Added 6.24%
$101B
$4.27 Million 0.26% of portfolio
54,668
Q3 2024 Added 13.77%
$96.5B
$4.19 Million 0.26% of portfolio
82,176
Q3 2024 Added 3.22%
$71.5B
$4.23 Million 0.26% of portfolio
30,988
Q3 2024 Reduced 13.05%
$23B
$4.17 Million 0.25% of portfolio
25,393
Q3 2024 Added 7.05%
$61.8B
$3.51 Million 0.21% of portfolio
1,115
Q3 2024 Added 42.58%
$11.3B
$3.32 Million 0.2% of portfolio
104,952
Q3 2024 Added 9.27%
$65.4B
$3.2 Million 0.19% of portfolio
10,749
Q3 2024 Added 13.06%
$171B
$3.09 Million 0.19% of portfolio
25,498
Q3 2024 Reduced 4.05%
$20.3B
$3.11 Million 0.19% of portfolio
15,686
Q3 2024 Added 32.85%
$91.7B
$3.05 Million 0.19% of portfolio
22,368
Q3 2024 Reduced 11.03%
$142B
$3.14 Million 0.19% of portfolio
26,690
Q3 2024 Added 23.01%
$76.6B
$2.94 Million 0.18% of portfolio
37,894
Q3 2024 Added 17.55%
$42B
$3 Million 0.18% of portfolio
45,982
Q3 2024 Added 35.96%
$193B
$3 Million 0.18% of portfolio
24,749
Q3 2024 Reduced 7.58%
$13.9B
$2.85 Million 0.17% of portfolio
54,298
Q3 2024 Added 35.13%
$193B
$2.75 Million 0.17% of portfolio
5,562
Q3 2024 Added 67.03%
$116B
$2.85 Million 0.17% of portfolio
33,983
Q3 2024 Reduced 10.86%
$47.7B
$2.75 Million 0.17% of portfolio
26,806
Q3 2024 Reduced 3.6%
$177B
$2.72 Million 0.17% of portfolio
13,952
Q3 2024 Reduced 3.14%
$172B
$2.55 Million 0.16% of portfolio
15,013
Q3 2024 Reduced 5.58%
$51.8B
$2.65 Million 0.16% of portfolio
17,625
Q3 2024 Added 36.55%
$193B
$2.61 Million 0.16% of portfolio
6,671
Q3 2024 Added 4.73%
$58.2B
$2.56 Million 0.16% of portfolio
40,765
Q3 2024 Reduced 21.5%
$37.8B
$2.66 Million 0.16% of portfolio
35,970
Q3 2024 Reduced 1.46%
$13.6B
$2.65 Million 0.16% of portfolio
41,430
Q3 2024 Added 0.48%
$60.5B
$2.55 Million 0.15% of portfolio
16,342
Q3 2024 Reduced 12.02%
$192B
$2.23 Million 0.14% of portfolio
18,762
Q3 2024 Reduced 1.49%
$47.5B
$2.26 Million 0.14% of portfolio
33,602
Q3 2024 Added 6.92%
$120B
$2.35 Million 0.14% of portfolio
31,321
Q3 2024 Added 99.56%
$192B
$2.25 Million 0.14% of portfolio
13,708
Q3 2024 Reduced 14.05%
$127B
$2.15 Million 0.13% of portfolio
16,463
Q3 2024 Added 316.68%
$106B
$2.19 Million 0.13% of portfolio
14,408
Q3 2024 Reduced 21.87%
$27.3B
$2.15 Million 0.13% of portfolio
41,237
Q3 2024 Added 31.26%

Summary

  • Portfolio
  • No. of Stocks 932
  • Current Value $1.64 Billion
  • Prior Value $1.4 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 117 stocks
  • Additional Purchases 482 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 263 stocks
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