AG

Arkos Global Advisors

13F
Arkos Global Advisors
Last update 2025-02-16 131 Stocks (9 new)
Value $686.00 Mil Turnover 7 %
Countries:
Top Holdings: VOO(15.19%)MUB(11.30%)BND(8.84%)IEFA(8.47%)SPY(8.04%)
Summary Stock Picks Current Portfolio
Arkos Global Advisors Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
193,458
104,240.0
+0.02%
15.190
0%
0.020
-3.34%
+0.59%
615,155.6
 
MUB 		iShares National Muni Bond ETF
727,982
77,570.0
+2.27%
11.300
+0.25%
0.190
-1.73%
-1.34%
38,603.5
 
BND 		Vanguard Total Bond Market ETF
844,045
60,700.0
+0.44%
8.840
+0.04%
0.050
+0.27%
+1.46%
127,137.8
 
IEFA 		iShares Core MSCI EAFE ETF
827,295
58,140.0
+0.48%
8.470
+0.04%
0.050
+5.30%
+13.87%
135,290.1
 
SPY 		SPDR S&P 500 ETF Trust
94,210
55,220.0
-2.29%
8.040
-0.18%
0.010
-3.34%
+0.56%
599,536.9
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
581,386
46,670.0
+110.25%
6.800
+3.57%
0.100
+0.63%
+1.92%
51,474.5
 
IEF 		iShares 7-10 Year Treasury Bond ETF
290,479
26,860.0
+191.63%
3.910
+2.57%
0.080
+0.95%
+2.23%
34,143.8
 
VYM 		Vanguard High Dividend Yield Indx ETF
193,470
24,690.0
-1.44%
3.600
-0.05%
0.040
-4.01%
+0.64%
60,177.5
 
IJH 		iShares Core S&P Mid-Cap ETF
318,105
19,820.0
+1.30%
2.890
+0.04%
0.020
-4.24%
-1.80%
92,677.8
 
GLD 		SPDR Gold Shares ETF
72,010
17,440.0
-2.29%
2.540
-0.06%
0.020
+10.09%
+21.08%
95,893.9
 

Arkos Global Advisors's Historical Top Holdings Breakdowns

Arkos Global Advisors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-12-31Reduce
-5.08%
●
77.86 ($78.42) 79.26
$78.46
0.05%
Reduce -70.42%
185,373
-441,374
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-12-31Add
+3.57%
●
80.13 ($81.6) 83.67
$80.58
-1.25%
Add 110.25%
581,386
304,865
IEF 		iShares 7-10 Year Treasury Bond ETF2024-12-31Add
+2.57%
●
92.08 ($94.42) 97.91
$93.33
-1.15%
Add 191.63%
290,479
190,875
SUB 		iShares Short-Term National Muni Bond ETF2024-12-31Sold Out
-0.36%
●
104.94 ($105.61) 106.25
$105.54
-0.07%
Sold Out
0
-23,341
MUB 		iShares National Muni Bond ETF2024-12-31Add
+0.25%
●
105.78 ($107.42) 108.65
$104.02
-3.17%
Add 2.27%
727,982
16,169
SPY 		SPDR S&P 500 ETF Trust2024-12-31Reduce
-0.18%
●
567.8 ($589.49) 607.81
$587.59
-0.32%
Reduce -2.29%
94,210
-2,211
PFF 		iShares U.S. Preferred Stock2024-12-31Add
+0.09%
●
31.23 ($32.64) 33.51
$30.29
-7.20%
Add 43.7%
65,616
19,953
NAD 		Nuveen Quality Municipal Income Fund2024-12-31Reduce
-0.07%
●
11.39 ($12.03) 12.37
$11.29
-6.15%
Reduce -34.69%
70,391
-37,395
PGX 		Invesco Preferred ETF2024-12-31Reduce
-0.07%
●
11.41 ($12.02) 12.5
$10.99
-8.57%
Reduce -6.1%
620,346
-40,330
INTC 		Intel Corp2024-12-31Sold Out
-0.07%
●
19.06 ($22.54) 26.23
$21.52
-4.53%
Sold Out
0
-20,277

Arkos Global Advisors Total Holding History ($B)

To

Arkos Global Advisors's Asset Allocation

To

Arkos Global Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Arkos Global Advisors's Hypothetical Growth since 2024-12-31

Arkos Global Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

Arkos Global Advisors's Holdings Heat Map

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Arkos Global Advisors's Holdings Bubble Chart

Arkos Global Advisors News

  • 1

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