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Arkadios Wealth Advisors13F | |
| Arkadios Wealth Advisors | |
| Last update 2025-05-08 | 1118 Stocks (244 new) |
| Value $2.65 Bil | Turnover 35 % |
Arkadios Wealth Advisors Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 378,086 | 83,984.1 | +33.84% | 3.170 | +0.80% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
NVDA | NVIDIA Corp | 605,393 | 65,612.5 | +31.50% | 2.480 | +0.59% | 0.000 | +68.90% | +24.39% | 4,072,965.9 | Semiconductors | |
IVV | iShares Core S&P 500 ETF | 95,649 | 53,744.8 | +56.65% | 2.030 | +0.73% | 0.010 | +19.71% | +7.98% | 636,576.3 | ||
MSFT | Microsoft Corp | 131,828 | 49,486.6 | +48.51% | 1.870 | +0.61% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
AMZN | Amazon.com Inc | 257,874 | 49,063.1 | +24.99% | 1.850 | +0.37% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
CARY | ANGEL OAK FDS TR | 2,253,670 | 46,786.2 | +0.86% | 1.770 | +0.02% | 10.260 | +2.73% | +4.13% | 545.9 | ||
OMFL |
Invesco Russell 1000 Dynamic Multifactor ETF
Invesco Russell 1000 Dynamic Multifactor ETF
| 666,266 | 35,518.7 | +3.02% | 1.340 | +0.04% | 0.780 | +13.03% | +7.13% | 4,943.6 | ||
EUSA | iShares MSCI USA Equal Weighted ETF | 365,580 | 34,214.6 | +2.68% | 1.290 | +0.03% | 2.480 | +14.74% | +6.94% | 1,544.0 | ||
QQQ | INVESCO QQQ Trust | 61,448 | 28,814.1 | +25.26% | 1.090 | +0.22% | 0.010 | +26.41% | +10.07% | 357,846.7 | ||
JPM | JPMorgan Chase & Co | 116,068 | 28,471.7 | +35.58% | 1.080 | +0.28% | 0.000 | +24.30% | +23.55% | 801,337.5 | Banks |
Arkadios Wealth Advisors's Historical Top Holdings Breakdowns
Arkadios Wealth Advisors's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GDIV | HARBOR ETF TRUST | 2025-03-31 | New Buy New Buy | +0.80% | 14.37 ($15.34) 15.93 | $15.57 | 1.50% | New holding | 1,448,532 | 1,448,532 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.80% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Add 33.84% | 378,086 | 95,596 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.73% | 554.06 ($590.51) 615.85 | $631.74 | 6.98% | Add 56.65% | 95,649 | 34,591 | |
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | Add Add | +0.67% | 92.45 ($100.81) 106.69 | $111.98 | 11.08% | Add 253.38% | 267,656 | 191,915 | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2025-03-31 | Add Add | +0.65% | 126.11 ($130.91) 135.06 | $135.46 | 3.48% | Add 822.6% | 149,397 | 133,204 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.61% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Add 48.51% | 131,828 | 43,063 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.59% | 106.98 ($126.74) 149.43 | $167.01 | 31.77% | Add 31.5% | 605,393 | 145,032 | |
DFUV | Dimensional US Marketwide Value ETF | 2025-03-31 | Reduce Reduce | -0.40% | 39.96 ($41.98) 43.23 | $42.99 | 2.41% | Reduce -85.09% | 31,454 | -179,547 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.38% | 167.43 ($211.65) 244.7 | $278.59 | 31.63% | Add 112.27% | 114,405 | 60,508 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.37% | 190.26 ($217) 242.06 | $227.47 | 4.82% | Add 24.99% | 257,874 | 51,565 |
Arkadios Wealth Advisors Total Holding History ($B)
Arkadios Wealth Advisors's Asset Allocation
Arkadios Wealth Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Arkadios Wealth Advisors's Hypothetical Growth since 2025-03-31
Arkadios Wealth Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Arkadios Wealth Advisors's Holdings Heat Map
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Arkadios Wealth Advisors's Holdings Bubble Chart
Arkadios Wealth Advisors News
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