Arkadios Wealth Advisors
Top Portfolio Positions
848 positions ·
$2,908,108,761 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
691,690 | $175,544,004 | 6.04% | |
| NVDA |
Nvidia Corp
Technology
|
846,995 | $147,715,928 | 5.08% | |
| SPY |
Spdr S&P 500 ETF Trust
|
157,017 | $102,114,434 | 3.51% | |
| MSFT |
Microsoft Corp
Technology
|
237,463 | $87,901,678 | 3.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
378,541 | $78,838,733 | 2.71% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
251,169 | $72,226,156 | 2.48% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
123,372 | $71,207,850 | 2.45% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
203,911 | $59,982,459 | 2.06% | |
| AVGO |
Broadcom Inc.
Technology
|
144,888 | $44,844,284 | 1.54% | |
| XOM |
Exxon Mobil Corp
Energy
|
240,091 | $40,733,838 | 1.40% |
Portfolio Trend
Holdings in TCPC
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $194,748 | 53,947 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $321,083 | 58,699 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $408,772 | 65,931 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $505,659 | 65,670 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $773,093 | 96,516 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $817,250 | 93,829 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $849,534 | 102,477 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $834,667 | 77,284 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $819,985 | 78,618 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,167,594 | 101,178 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,167,026 | 99,406 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,067,543 | 97,850 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,044,111 | 101,370 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,232,936 | 95,281 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,357,779 | 124,225 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,476,372 | 117,827 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,491,347 | 104,290 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $739,334 | 54,725 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $742,618 | 54,725 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $705,082 | 51,019 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $705,343 | 51,001 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $495,965 | 44,125 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||