Arkadios Wealth Advisors Portfolio Holdings
Arkadios Wealth Advisors
- $1.4 Billion
- Q2 2024
Arkadios Wealth Advisors has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.4 Billion distributed in 859 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.2M, Nvidia Corp with a value of $48.5M, Microsoft Corp with a value of $33.9M, Amazon Com Inc with a value of $32.4M, and Invesco Exchange Traded Self I with a value of $30.3M.
Examining the 13F form we can see an increase of $165M in the current position value, from $1.23B to 1.4B.
Below you can find more details about Arkadios Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$1.4 Billion
ETFs: $589 Million
Technology: $226 Million
Financial Services: $115 Million
Consumer Cyclical: $87.7 Million
Healthcare: $75 Million
Industrials: $63.8 Million
Communication Services: $61 Million
Energy: $58.5 Million
Other: $99.2 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 859
- Current Value $1.4 Billion
- Prior Value $1.23 Billion
- Filing
- Period Q2 2024
- Filing Date July 29, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 184 stocks
- Additional Purchases 449 stocks
- Sold out of 0 stocks
- Reduced holdings in 162 stocks