Arkadios Wealth Advisors Portfolio Holdings

Arkadios Wealth Advisors

  • $3.16 Billion
  • Q2 2025

Arkadios Wealth Advisors has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.16 Billion distributed in 2540 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $105M, Apple Inc. with a value of $83.6M, Microsoft Corp with a value of $71M, Ishares Core S&P 500 ETF with a value of $67M, and Amazon Com Inc with a value of $56.9M.

Examining the 13F form we can see an increase of $673M in the current position value, from $2.49B to 3.16B.

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

Portfolio value $3.16 Billion
ETFs: $1.37 Billion
Technology: $538 Million
Financial Services: $278 Million
Consumer Cyclical: $183 Million
Industrials: $166 Million
Healthcare: $151 Million
Communication Services: $132 Million
Consumer Defensive: $109 Million
Other: $214 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.5B
$1.19 Million 0.04% of portfolio
7,469
Q2 2025 Reduced 3.04%
$0
$1.37 Million 0.04% of portfolio
32,513
Q2 2025 Reduced 13.02%
$0
$1.28 Million 0.04% of portfolio
15,227
Q2 2025 Reduced 1.51%
$2.75B
$1.23 Million 0.04% of portfolio
44,322
Q2 2025 Added 11.38%
$95.5B
$1.14 Million 0.04% of portfolio
12,160
Q2 2025 Added 81.44%
$1.05B
$1.23 Million 0.04% of portfolio
76,861
Q2 2025 Added 12.2%
$0
$1.12 Million 0.04% of portfolio
38,368
Q2 2025 Added 3.38%
$111B
$1.37 Million 0.04% of portfolio
4,236
Q2 2025 Added 9.09%
$0
$1.14 Million 0.04% of portfolio
35,746
Q2 2025 Added 8.12%
$1.95B
$1.22 Million 0.04% of portfolio
102,759
Q2 2025 Added 20.92%
$295B
$1.36 Million 0.04% of portfolio
1,703
Q2 2025 Added 63.59%
$0
$1.13 Million 0.04% of portfolio
89,904
Q2 2025 Added 5.55%
$5.59B
$1.42 Million 0.04% of portfolio
19,511
Q2 2025 Added 117.1%
$0
$1.41 Million 0.04% of portfolio
29,709
Q2 2025 Reduced 14.49%
$173B
$1.32 Million 0.04% of portfolio
19,203
Q2 2025 Added 6.68%
$52.6B
$1.23 Million 0.04% of portfolio
17,139
Q2 2025 Added 25.72%
$24B
$1.4 Million 0.04% of portfolio
8,122
Q2 2025 Reduced 7.85%
$0
$1.19 Million 0.04% of portfolio
19,262
Q2 2025 Reduced 2.38%
$14.1B
$1.21 Million 0.04% of portfolio
2,714
Q2 2025 Added 5.52%
$0
$1.11 Million 0.04% of portfolio
26,697
Q2 2025 Added 107.94%
$0
$1.16 Million 0.04% of portfolio
12,580
Q2 2025 Added 242.87%
$0
$1.2 Million 0.04% of portfolio
15,558
Q2 2025 Added 2.05%
$0
$1.24 Million 0.04% of portfolio
24,666
Q2 2025 Added 330.4%
$0
$1.16 Million 0.04% of portfolio
49,448
Q2 2025 Added 5.59%
$135B
$1.35 Million 0.04% of portfolio
5,889
Q2 2025 Added 7.03%
$102B
$1.42 Million 0.04% of portfolio
24,305
Q2 2025 Added 282.94%
$78.8B
$1.27 Million 0.04% of portfolio
4,716
Q2 2025 Added 3.95%
$481M
$1.16 Million 0.04% of portfolio
54,044
Q2 2025 Reduced 8.47%
$0
$1.11 Million 0.04% of portfolio
10,242
Q2 2025 Added 0.03%
$89.4B
$1.31 Million 0.04% of portfolio
2,628
Q2 2025 Added 17.06%
$0
$1.2 Million 0.04% of portfolio
10,930
Q2 2025 Added 217.18%
$17.2B
$1.23 Million 0.04% of portfolio
26,234
Q2 2025 Reduced 8.64%
$9.13B
$1.15 Million 0.04% of portfolio
18,298
Q2 2025 Added 321.03%
$0
$1.39 Million 0.04% of portfolio
56,397
Q2 2025 Reduced 2.4%
$0
$1.31 Million 0.04% of portfolio
13,640
Q2 2025 Added 31.62%
$0
$1.27 Million 0.04% of portfolio
12,758
Q2 2025 Added 9.97%
$36.8B
$1.36 Million 0.04% of portfolio
8,500
Q2 2025 Reduced 6.28%
$0
$1.19 Million 0.04% of portfolio
12,268
Q2 2025 Added 2.52%
$6.26B
$1.15 Million 0.04% of portfolio
4,049
Q2 2025 New
$6.76B
$1.36 Million 0.04% of portfolio
39,213
Q2 2025 New
$70.9B
$1.39 Million 0.04% of portfolio
15,324
Q2 2025 Added 6.58%
$101B
$1.12 Million 0.04% of portfolio
5,111
Q2 2025 Added 58.87%
$0
$797,000 0.03% of portfolio
10,876
Q2 2025 Reduced 3.33%
$0
$1.07 Million 0.03% of portfolio
13,368
Q2 2025 Added 10.48%
$0
$1.03 Million 0.03% of portfolio
49,758
Q2 2025 Added 44.42%
$99.2B
$870,000 0.03% of portfolio
3,159
Q2 2025 Added 43.07%
$0
$1.07 Million 0.03% of portfolio
8,852
Q2 2025 Added 15.16%
$1.36B
$796,000 0.03% of portfolio
4,253
Q2 2025 Added 4.42%
$0
$815,000 0.03% of portfolio
58,766
Q4 2024 Added 106.5%

Summary

  • Portfolio
  • No. of Stocks 2,540
  • Current Value $3.16 Billion
  • Prior Value $2.49 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 192 stocks
  • Additional Purchases 741 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 259 stocks
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