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
Serve Robotics Inc Com
-
$0
0.0% of portfolio
-
Q1 2025New
Qxo Inc Com New
-
$0
0.0% of portfolio
-
Q2 2025Added 48.87%
Mackenzie Rlty Cap Inc Com
-
$0
0.0% of portfolio
-
Q1 2025New
Ab Short Duration High Yield ETF
-
$0
0.0% of portfolio
-
Q2 2025Reduced 18.86%
Tcw Flexible Income ETF
-
$0
0.0% of portfolio
-
Q2 2025Reduced 1.6%
Lineage Inc Com
-
$0
0.0% of portfolio
-
Q2 2025New
Citius Oncology Inc Com
-
$0
0.0% of portfolio
-
Q2 2025New
Brookfield Wealth Sol LTD Cl A Exchangeab
-
$0
0.0% of portfolio
-
Q2 2025New
Siriusxm Holdings Inc Common Stock
-
$0
0.0% of portfolio
-
Q2 2025New
Everus Constr Group Com
-
$0
0.0% of portfolio
-
Q1 2025New
Alger Ai Enablers & Adopters ETF
-
$0
0.0% of portfolio
-
Q2 2025New
Bunge Global Sa Com Shs
-
$0
0.0% of portfolio
-
Q2 2025New
Mfs Active Value ETF
-
$0
0.0% of portfolio
-
Q2 2025New
Ft Vest U.S. Equity Equal Weight Buffer ETF December