Arkadios Wealth Advisors
Top Portfolio Positions
849 positions ·
$2,938,719,098 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
691,690 | $175,544,004 | 5.97% | |
| NVDA |
Nvidia Corp
Technology
|
846,995 | $147,715,928 | 5.03% | |
| SPY |
Spdr S&P 500 ETF Trust
|
157,017 | $102,114,434 | 3.47% | |
| MSFT |
Microsoft Corp
Technology
|
237,463 | $87,901,678 | 2.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
378,541 | $78,838,733 | 2.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
251,169 | $72,226,156 | 2.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
123,372 | $71,207,850 | 2.42% | |
| 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 CION
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,294,258 | 335,418 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,320,464 | 343,378 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,195,707 | 337,100 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,152,156 | 329,379 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,301,474 | 318,983 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,339,789 | 292,964 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,411,599 | 286,689 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,650,568 | 301,202 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,411,991 | 310,181 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,549,948 | 313,877 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,216,535 | 304,308 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,258,531 | 313,924 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,259,646 | 330,258 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,985,840 | 306,240 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,495,413 | 293,578 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,590,725 | 182,842 | Shares | Sole | 2022-07-14 | |
| No 13F history on record for this holder in this stock. | ||||||