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 LUMN
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,303,182 | 619,163 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,058,845 | 522,374 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $86,622 | 14,154 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $56,125 | 12,814 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $48,231 | 12,304 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $68,817 | 12,960 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $94,905 | 13,367 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,894 | 10,813 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $18,397 | 11,793 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $21,255 | 11,615 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $20,807 | 14,653 | Shares | Sole | 2023-10-13 | |
| 2021-12-31 | $164,179 | 13,082 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $683,605 | 55,174 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $444,297 | 32,693 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,020,313 | 76,428 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $10,276 | 1,054 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||