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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.86 Million 0.23% of portfolio
128,983
Q3 2024 Added 28.34%
$280B
$3.65 Million 0.22% of portfolio
4,377
Q3 2024 Added 942.14%
$0
$3.61 Million 0.22% of portfolio
83,164
Q3 2024 Added 3.88%
$0
$3.57 Million 0.22% of portfolio
8,432
Q3 2024 New
$457B
$3.55 Million 0.22% of portfolio
20,816
Q3 2024 Added 65.44%
$664M
$3.41 Million 0.21% of portfolio
286,689
Q3 2024 Reduced 4.82%
$61.8B
$3.51 Million 0.21% of portfolio
1,115
Q3 2024 Added 42.58%
$0
$3.32 Million 0.2% of portfolio
10,566
Q3 2024 Added 1,426.88%
$0
$3.25 Million 0.2% of portfolio
88,359
Q3 2024 Reduced 1.19%
$11.3B
$3.32 Million 0.2% of portfolio
104,952
Q3 2024 Added 9.27%
$0
$3.25 Million 0.2% of portfolio
106,155
Q3 2024 New
$65.4B
$3.2 Million 0.19% of portfolio
10,749
Q3 2024 Added 13.06%
$0
$3.13 Million 0.19% of portfolio
94,055
Q3 2024 Added 18.4%
$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%
$1.2B
$2.92 Million 0.18% of portfolio
113,034
Q3 2024 Reduced 2.42%
$76.6B
$2.94 Million 0.18% of portfolio
37,894
Q3 2024 Added 17.55%
$0
$2.98 Million 0.18% of portfolio
35,577
Q3 2024 Added 4.41%
$42B
$3 Million 0.18% of portfolio
45,982
Q3 2024 Added 35.96%
$0
$3 Million 0.18% of portfolio
181,373
Q3 2024 Added 0.54%
$193B
$3 Million 0.18% of portfolio
24,749
Q3 2024 Reduced 7.58%
$0
$3.04 Million 0.18% of portfolio
25,853
Q3 2024 Reduced 2.96%
$13.9B
$2.85 Million 0.17% of portfolio
54,298
Q3 2024 Added 35.13%
$0
$2.81 Million 0.17% of portfolio
59,612
Q3 2024 Reduced 7.58%
$204B
$2.72 Million 0.17% of portfolio
28,283
Q3 2024 Reduced 30.97%
$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%
$0
$2.64 Million 0.16% of portfolio
45,353
Q3 2024 Added 1.05%
$193B
$2.61 Million 0.16% of portfolio
6,671
Q3 2024 Added 4.73%
$0
$2.7 Million 0.16% of portfolio
19,337
Q3 2024 Added 17.82%
$4.63B
$2.68 Million 0.16% of portfolio
23,207
Q3 2024 Added 40.29%
$58.2B
$2.56 Million 0.16% of portfolio
40,765
Q3 2024 Reduced 21.5%
$211B
$2.61 Million 0.16% of portfolio
15,365
Q3 2024 Added 16.12%
$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%
$0
$2.65 Million 0.16% of portfolio
46,359
Q3 2024 Added 5.99%
$60.5B
$2.55 Million 0.15% of portfolio
16,342
Q3 2024 Reduced 12.02%
$0
$2.39 Million 0.15% of portfolio
10,921
Q3 2024 Added 5.52%
$0
$2.4 Million 0.15% of portfolio
35,537
Q3 2024 Added 30.93%
$0
$2.46 Million 0.15% of portfolio
117,380
Q3 2024 Added 9.06%
$0
$2.49 Million 0.15% of portfolio
17,529
Q3 2024 Added 3.32%
$0
$2.41 Million 0.15% of portfolio
50,435
Q3 2024 Reduced 3.13%
$405B
$2.42 Million 0.15% of portfolio
3,406
Q3 2024 Added 16.21%
$0
$2.29 Million 0.14% of portfolio
44,946
Q3 2024 Reduced 15.16%

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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