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 HRTG
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,537,265 | 134,753 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,016,402 | 137,266 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,230,241 | 128,286 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,890,270 | 115,889 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,727,082 | 119,770 | Shares | Sole | 2025-05-08 | |
| 2021-09-30 | $11,209 | 1,646 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $14,122 | 1,646 | Shares | Sole | 2021-07-28 | |
| No 13F history on record for this holder in this stock. | ||||||