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 USO
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,326,048 | 41,855 | Shares | Sole | 2026-05-18 | |
| 2024-06-30 | $3,345,406 | 42,033 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,233,598 | 41,072 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,433,308 | 21,505 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,589,137 | 32,020 | Shares | Sole | 2023-10-13 | |
| 2021-09-30 | $109,902 | 2,091 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $123,802 | 2,482 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $64,969 | 1,603 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $17,594 | 533 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,536 | 125 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $40,322 | 1,437 | Shares | Sole | 2020-08-10 | |
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