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
$0
$3.57 Million 0.11% of portfolio
112,877
Q2 2025 Added 2.69%
$0
$3.58 Million 0.11% of portfolio
220,148
Q2 2025 Added 11.95%
$314B
$3.36 Million 0.11% of portfolio
14,118
Q2 2025 Added 26.1%
$83.2B
$3.43 Million 0.11% of portfolio
16,111
Q2 2025 Added 47.44%
$282B
$3.53 Million 0.11% of portfolio
24,885
Q2 2025 Added 13.44%
$0
$3.33 Million 0.11% of portfolio
56,098
Q2 2025 Added 78.27%
$0
$3.43 Million 0.11% of portfolio
25,266
Q2 2025 Added 24.94%
$0
$3.37 Million 0.11% of portfolio
26,793
Q2 2025 Reduced 23.17%
$21.8B
$3.41 Million 0.11% of portfolio
107,306
Q2 2025 Added 28.9%
$8.11B
$3.12 Million 0.1% of portfolio
13,894
Q2 2025 Reduced 21.98%
$29.2B
$3.09 Million 0.1% of portfolio
59,600
Q2 2025 Added 5.8%
$0
$3.05 Million 0.1% of portfolio
72,953
Q2 2025 Reduced 7.18%
$0
$3.28 Million 0.1% of portfolio
53,885
Q2 2025 Reduced 2.51%
$202B
$3.05 Million 0.1% of portfolio
23,127
Q2 2025 Added 3.8%
$4.64B
$3.13 Million 0.1% of portfolio
99,103
Q2 2025 Reduced 2.38%
$0
$3 Million 0.1% of portfolio
39,497
Q2 2025 Added 7.21%
$17.6B
$3.22 Million 0.1% of portfolio
41,299
Q2 2025 Added 1.6%
$24.3B
$3.21 Million 0.1% of portfolio
20,326
Q2 2025 Reduced 0.31%
$0
$3.27 Million 0.1% of portfolio
44,860
Q2 2025 Reduced 0.88%
$0
$3.06 Million 0.1% of portfolio
22,092
Q2 2025 Reduced 2.58%
$606M
$3.15 Million 0.1% of portfolio
329,379
Q2 2025 Added 3.26%
$51.7B
$3.07 Million 0.1% of portfolio
12,246
Q2 2025 Added 416.06%
$0
$3.15 Million 0.1% of portfolio
48,031
Q2 2025 Added 47.18%
$257B
$3.1 Million 0.1% of portfolio
25,629
Q2 2025 Reduced 3.34%
$150B
$3.26 Million 0.1% of portfolio
10,903
Q2 2025 Added 76.25%
$0
$3.25 Million 0.1% of portfolio
136,579
Q2 2025 Added 98.61%
$3.83B
$3.09 Million 0.1% of portfolio
42,188
Q2 2025 Added 1,239.3%
$0
$3.08 Million 0.1% of portfolio
14,186
Q2 2025 Added 4.48%
$0
$3.11 Million 0.1% of portfolio
11,557
Q2 2025 Added 34.2%
$324B
$3.04 Million 0.1% of portfolio
26,826
Q2 2025 Reduced 5.7%
$0
$3 Million 0.1% of portfolio
38,156
Q2 2025 Added 65.33%
$53.5B
$2.85 Million 0.09% of portfolio
45,626
Q2 2025 Added 67.04%
$63.8B
$2.94 Million 0.09% of portfolio
29,113
Q2 2025 Added 5.13%
$44.4B
$2.9 Million 0.09% of portfolio
266,954
Q2 2025 Added 2.47%
$86B
$2.91 Million 0.09% of portfolio
42,258
Q2 2025 Added 3.3%
$0
$2.92 Million 0.09% of portfolio
26,872
Q2 2025 Added 10.42%
$0
$2.72 Million 0.09% of portfolio
123,673
Q2 2025 Added 5.93%
$0
$2.8 Million 0.09% of portfolio
12,773
Q2 2025 Reduced 51.18%
$3.62B
$2.69 Million 0.09% of portfolio
67,709
Q2 2025 Added 71.43%
$0
$2.69 Million 0.09% of portfolio
9,639
Q2 2025 Added 3.44%
$6.14B
$2.81 Million 0.09% of portfolio
50,700
Q2 2025 Added 726.95%
$0
$2.74 Million 0.09% of portfolio
14,994
Q2 2025 Added 5.96%
$85.6B
$2.91 Million 0.09% of portfolio
8,800
Q2 2025 Reduced 3.7%
$0
$2.82 Million 0.09% of portfolio
96,464
Q2 2025 New
$177B
$2.75 Million 0.09% of portfolio
14,125
Q2 2025 Added 13.9%
$48.9B
$2.78 Million 0.09% of portfolio
28,191
Q2 2025 Added 12.93%
$250B
$2.9 Million 0.09% of portfolio
20,593
Q2 2025 Added 115.25%
$577M
$2.89 Million 0.09% of portfolio
115,889
Q2 2025 Reduced 3.24%
$0
$2.89 Million 0.09% of portfolio
48,242
Q2 2025 Added 50.99%

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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