Arkadios Wealth Advisors
Top Portfolio Positions
743 positions ·
$2,747,166,487 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
648,448 | $176,287,072 | 6.42% |
| NVDA |
Nvidia Corp
Technology
|
840,922 | $156,831,952 | 5.71% |
| SPY |
Spdr S&P 500 Etf Trust
|
183,535 | $125,156,186 | 4.56% |
| MSFT |
Microsoft Corp
Technology
|
212,685 | $102,858,719 | 3.74% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
351,736 | $81,187,702 | 2.96% |
| GOOGL |
Alphabet Inc.
Communication Services
|
245,136 | $76,727,568 | 2.79% |
| QQQ |
Invesco Qqq Trust, Series 1
|
118,258 | $72,647,071 | 2.64% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
192,539 | $62,039,915 | 2.26% |
| AVGO |
Broadcom Inc.
Technology
|
138,066 | $47,784,641 | 1.74% |
| META |
Meta Platforms, Inc.
Communication Services
|
55,376 | $36,553,143 | 1.33% |
Portfolio Trend
Holdings in PNNT
Export CSVShares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $179,163 | 30,061 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $201,709 | 30,061 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $205,617 | 30,061 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $211,328 | 30,061 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $286,095 | 40,409 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $279,998 | 40,057 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $309,059 | 40,935 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $279,713 | 40,656 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $306,382 | 44,339 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $287,249 | 43,655 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $263,259 | 44,696 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $233,581 | 44,239 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $252,281 | 43,875 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $237,733 | 43,541 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $249,573 | 40,384 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $227,051 | 29,184 | Shares | Sole | 2022-05-02 | |
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