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
$8.51B
$1.47 Million 0.05% of portfolio
13,825
Q2 2025 Added 8.77%
$18.7B
$1.69 Million 0.05% of portfolio
4,171
Q2 2025 Reduced 39.52%
$51.4B
$1.54 Million 0.05% of portfolio
27,179
Q2 2025 Added 7.04%
$186B
$1.49 Million 0.05% of portfolio
12,880
Q2 2025 Added 7.6%
$30.9B
$1.65 Million 0.05% of portfolio
63,744
Q2 2025 Reduced 12.43%
$0
$1.22 Million 0.04% of portfolio
14,142
Q2 2025 Added 155.82%
$13.2B
$1.28 Million 0.04% of portfolio
33,288
Q2 2025 Added 220.08%
$84.1B
$1.18 Million 0.04% of portfolio
3,021
Q2 2025 Added 56.37%
$24B
$1.36 Million 0.04% of portfolio
11,858
Q2 2025 Added 4.73%
$40.3B
$1.32 Million 0.04% of portfolio
5,063
Q2 2025 Reduced 21.5%
$121B
$1.34 Million 0.04% of portfolio
3,501
Q2 2025 Added 0.6%
$0
$1.14 Million 0.04% of portfolio
23,727
Q2 2025 Added 145.24%
$0
$1.29 Million 0.04% of portfolio
22,756
Q2 2025 Added 9.23%
$86.4B
$1.37 Million 0.04% of portfolio
5,013
Q2 2025 Added 251.79%
$3.22B
$1.14 Million 0.04% of portfolio
24,450
Q2 2025 Reduced 7.65%
$0
$1.36 Million 0.04% of portfolio
27,715
Q2 2025 Reduced 2.84%
$116B
$1.27 Million 0.04% of portfolio
4,385
Q2 2025 Added 104.43%
$75.8B
$1.31 Million 0.04% of portfolio
16,952
Q2 2025 Added 6.0%
$61.4B
$1.17 Million 0.04% of portfolio
5,168
Q2 2025 Reduced 54.62%
$86.2B
$1.36 Million 0.04% of portfolio
3,950
Q2 2025 Added 30.71%
$10.7B
$1.26 Million 0.04% of portfolio
144,524
Q2 2025 New
$143B
$1.16 Million 0.04% of portfolio
24,165
Q2 2025 Added 97.1%
$31.3B
$1.15 Million 0.04% of portfolio
19,762
Q2 2025 Reduced 10.26%
$17.6B
$1.26 Million 0.04% of portfolio
48,920
Q2 2025 Added 6.74%
$0
$1.17 Million 0.04% of portfolio
14,912
Q2 2025 Reduced 61.71%
$0
$1.21 Million 0.04% of portfolio
14,595
Q2 2025 Added 51.53%
$4.77B
$1.28 Million 0.04% of portfolio
27,624
Q2 2025 Added 5.49%
$22.4B
$1.18 Million 0.04% of portfolio
7,242
Q2 2025 Added 11.79%
$62.1B
$1.16 Million 0.04% of portfolio
8,658
Q2 2025 Added 9.54%
$13.6B
$1.32 Million 0.04% of portfolio
16,945
Q2 2025 New
$893M
$1.16 Million 0.04% of portfolio
103,954
Q2 2025 Added 4.97%
$0
$1.28 Million 0.04% of portfolio
4,492
Q2 2025 Added 19.79%
$0
$1.26 Million 0.04% of portfolio
5,068
Q2 2025 Added 9.44%
$67.1B
$1.11 Million 0.04% of portfolio
4,333
Q2 2025 Added 31.5%
$10B
$1.38 Million 0.04% of portfolio
20,348
Q2 2025 Added 162.66%
$15.6B
$1.37 Million 0.04% of portfolio
51,911
Q2 2025 Reduced 3.13%
$0
$1.22 Million 0.04% of portfolio
32,696
Q2 2025 Added 102.9%
$931M
$1.3 Million 0.04% of portfolio
110,196
Q4 2024 Reduced 34.45%
$0
$1.31 Million 0.04% of portfolio
5,333
Q2 2025 Reduced 8.48%
$32.7B
$1.41 Million 0.04% of portfolio
16,297
Q2 2025 Reduced 3.23%
$50.4B
$1.2 Million 0.04% of portfolio
6,902
Q2 2025 Added 2.95%
$8.51B
$1.35 Million 0.04% of portfolio
21,444
Q2 2025 Added 6.42%
$0
$1.19 Million 0.04% of portfolio
9,221
Q2 2025 Added 0.67%
$0
$1.38 Million 0.04% of portfolio
13,699
Q2 2025 Added 258.99%
$0
$1.35 Million 0.04% of portfolio
25,131
Q2 2025 Added 38.77%
$5.07B
$1.11 Million 0.04% of portfolio
29,156
Q2 2025 Added 97.09%
$22.4B
$1.17 Million 0.04% of portfolio
64,523
Q2 2025 Added 1.76%
$49.6B
$1.14 Million 0.04% of portfolio
8,610
Q2 2025 Added 54.3%
$0
$1.39 Million 0.04% of portfolio
52,466
Q2 2025 Reduced 1.52%

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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