Arkadios Wealth Advisors
Top Portfolio Positions
849 positions ·
$2,933,714,139 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
691,690 | $175,544,004 | 5.98% | |
| NVDA |
Nvidia Corp
Technology
|
846,995 | $147,715,928 | 5.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
157,017 | $102,114,434 | 3.48% | |
| MSFT |
Microsoft Corp
Technology
|
237,463 | $87,901,678 | 3.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
378,541 | $78,838,733 | 2.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
251,169 | $72,226,156 | 2.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
123,372 | $71,207,850 | 2.43% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
203,911 | $59,982,459 | 2.04% | |
| AVGO |
Broadcom Inc.
Technology
|
144,888 | $44,844,284 | 1.53% | |
| XOM |
Exxon Mobil Corp
Energy
|
240,091 | $40,733,838 | 1.39% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CEF
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,291,254 | 173,748 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $11,034,639 | 240,931 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,686,834 | 236,763 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,647,705 | 220,854 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,435,635 | 261,726 | Shares | Sole | 2025-05-08 | |
| 2021-06-30 | $93,979 | 5,031 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $347,938 | 20,031 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $387,599 | 20,031 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||