Arq Wealth Advisors, LLC Portfolio Holdings by Sector

Arq Wealth Advisors, LLC

$263 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVUS MGV STLG IUS AVUV JAVA JMOM QEFA 71 stocks	$224,969 90.64% of portfolio	34	28	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$6,941 2.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,618 1.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ADX BXMX 2 stocks	$2,691 1.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2,349 0.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$2,134 0.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$1,552 0.63% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$978 0.39% of portfolio	1	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$623 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$549 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$354 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials RSG 1 stocks	$332 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$318 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$295 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$273 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$232 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arq Wealth Advisors, LLC with notifications on news.