Arkadios Wealth Advisors
Top Portfolio Positions
849 positions ·
$2,938,719,098 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
691,690 | $175,544,004 | 5.97% | |
| NVDA |
Nvidia Corp
Technology
|
846,995 | $147,715,928 | 5.03% | |
| SPY |
Spdr S&P 500 ETF Trust
|
157,017 | $102,114,434 | 3.47% | |
| MSFT |
Microsoft Corp
Technology
|
237,463 | $87,901,678 | 2.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
378,541 | $78,838,733 | 2.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
251,169 | $72,226,156 | 2.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
123,372 | $71,207,850 | 2.42% | |
| 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 PNNT
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $134,973 | 30,061 | Shares | Sole | 2026-05-18 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||