Position in HALO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,268,169
-$109,730 QoQ
Shares Held
19,622
-4.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HALO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Arkadios Wealth Advisors holds $12,704,540 across 13 Biotechnology names. HALO ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
4,435 | $3,426,657 | |
| 2 | JAZZ |
Jazz Pharmaceuticals plc
|
11,960 | $2,261,037 | |
| 3 | TYRA |
Tyra Biosciences, Inc.
|
47,567 | $1,821,816 | |
| 4 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
3,684 | $1,645,052 | |
| 5 | HALO |
Halozyme Therapeutics, Inc.
This page
|
19,622 | $1,268,169 | |
| 6 | MRNA |
Moderna, Inc.
|
17,857 | $907,135 | |
| 7 | EXEL |
Exelixis, Inc.
|
11,098 | $475,992 | |
| 8 | CRSP |
CRISPR Therapeutics AG
|
9,416 | $447,918 |
All Filings in HALO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,268,169 | 19,622 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,377,899 | 20,474 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,201,748 | 16,386 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $810,938 | 15,589 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $263,662 | 4,132 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||