Arcadia Wealth Management, Inc.
Top Portfolio Positions
23 positions ·
$13,889,703 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
3,637 | $2,099,203 | 15.11% | |
| AAPL |
Apple Inc.
Technology
|
7,303 | $1,853,428 | 13.34% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,152 | $1,399,531 | 10.08% | |
| UTI |
Universal Technical Institute Inc
Consumer Defensive
|
24,946 | $900,550 | 6.48% | |
| LEU |
Centrus Energy Corp
Energy
|
4,000 | $694,360 | 5.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,849 | $687,365 | 4.95% | |
| XOM |
Exxon Mobil Corp
Energy
|
4,026 | $683,051 | 4.92% | |
| PFE |
Pfizer Inc
Healthcare
|
23,043 | $647,047 | 4.66% | |
| MSFT |
Microsoft Corp
Technology
|
1,580 | $584,868 | 4.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
978 | $559,543 | 4.03% |
Portfolio Trend
Holdings in AEYE
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $403,545 | 63,351 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $632,876 | 63,351 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $656,284 | 47,351 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $551,639 | 47,351 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $525,596 | 47,351 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $720,208 | 47,351 | Shares | Sole | 2025-03-06 | |
| No 13F history on record for this holder in this stock. | ||||||