Arkadios Wealth Advisors Portfolio Holdings
Arkadios Wealth Advisors
- $1.71 Billion
- Q4 2024
Arkadios Wealth Advisors has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.71 Billion distributed in 940 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $70.7M, Nvidia Corp with a value of $61.8M, Amazon Com Inc with a value of $45.3M, Microsoft Corp with a value of $37.4M, and Ishares Core S&P 500 ETF with a value of $35.9M.
Examining the 13F form we can see an increase of $68.6M in the current position value, from $1.64B to 1.71B.
Below you can find more details about Arkadios Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$1.71 Billion
ETFs: $723 Million
Technology: $298 Million
Financial Services: $155 Million
Consumer Cyclical: $122 Million
Healthcare: $81 Million
Communication Services: $75.5 Million
Industrials: $70.6 Million
Consumer Defensive: $60.4 Million
Other: $115 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 940
- Current Value $1.71 Billion
- Prior Value $1.64 Billion
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 90 stocks
- Additional Purchases 412 stocks
- Sold out of 0 stocks
- Reduced holdings in 382 stocks