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 NEWT
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $177,400 | 16,201 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $190,986 | 16,827 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $210,359 | 18,372 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $235,017 | 20,835 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $520,989 | 43,561 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $552,953 | 43,301 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $531,082 | 42,623 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $561,401 | 44,662 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $520,069 | 47,279 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $633,903 | 45,935 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $728,428 | 49,385 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $835,163 | 52,526 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $632,038 | 49,378 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $846,771 | 52,109 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $756,072 | 46,328 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $853,572 | 45,091 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,171,889 | 43,891 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,160,708 | 42,009 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,376,877 | 49,653 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,567,035 | 44,875 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,176,135 | 44,050 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $880,654 | 44,726 | Shares | Sole | 2021-02-09 | |
| 2020-03-31 | $553,644 | 41,911 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||