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 $50 Millions to $300 Millions
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