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CIK: 0001800798
Total reported value
$6.6B
$6.6B
727 檔
2.6%
According to the latest 13F quarterly dataset, Arkadios Wealth Advisors managed an equity portfolio of $6.6B at the end of Q1 2024, spanning 727 distinct U.S. exchange-listed positions.
During Q1 2024, Arkadios Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 727 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.41% | +0.15% | -1.70% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.73% | +0.18% | -1.85% | |
| 3 | CARY | Angel Oak Income ETF | ETF-Other | 2.45% | -0.30% | +9.18% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | +0.15% | +0.39% | |
| 5 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 2.32% | +0.12% | +3.95% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.06% | +0.67% | |
| 7 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 2.12% | +0.04% | +2.27% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.80% | +0.23% | -20.73% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.67% | +0.04% | -4.14% | |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.46% | -0.01% | -1.66% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.43% | +0.23% | -11.92% | |
| 12 | ✓ | Northern Lts Fd Tr Iv | Stock-Other | 1.40% | — | +1.95% | |
| 13 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 1.39% | +0.07% | +10.27% | |
| 14 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.25% | -0.36% | +2.83% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.03% | +3.74% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.09% | -3.66% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 0.88% | — | -3.42% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.88% | +0.01% | +8.49% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.18% | +2.25% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.87% | +0.01% | +36.23% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.05% | +52.54% | |
| 22 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.83% | -0.42% | -1.07% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.05% | +0.93% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.11% | +209.54% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.75% | -0.03% | +1.46% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.73% | -0.01% | +6.55% | |
| 27 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 0.70% | — | -1.55% | |
| 28 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.66% | -0.01% | -2.23% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.14% | +14.00% | |
| 30 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.63% | — | -2.62% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.63% | +0.01% | +6.14% | |
| 32 | GNTYUSD | Guaranty Bancshares Inc | Stock-Other | 0.63% | — | — | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.62% | +0.07% | -1.70% | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.58% | -0.02% | +1.85% | |
| 35 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.57% | +0.09% | -0.02% | |
| 36 | PSX | Phillips 66 | Stock-Energy | 0.55% | -0.01% | -2.49% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.66% | EXIT | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.03% | -22.88% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.52% | — | +212.71% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.06% | -1.89% | |
| 41 | SLV | Ishares Silver Trust | ETF-Commodities | 0.50% | -0.06% | +10.82% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.50% | +0.09% | -3.84% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.48% | -0.04% | +55.05% | |
| 44 | FTCS | First Trust Capital Strength | ETF-Other | 0.44% | -0.02% | -6.43% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.42% | +0.07% | -3.40% | |
| 46 | AOHY | Angel Oak High Yild Oppo ETF | ETF-Other | 0.42% | -0.13% | — | |
| 47 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.41% | — | -2.30% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.14% | -4.35% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.12% | -1.73% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | -0.01% | -1.80% |
According to official SEC Form 13F filings, Arkadios Wealth Advisors reported a total U.S. public equity portfolio value of $6.6B across 727 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, CARY) accounted for 2.6% of total reported equity market value during Q1 2024.
During Q1 2024, Arkadios Wealth Advisors's top holdings by market value included AAPL (3.4%)、NVDA (2.7%)、CARY (2.5%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q1 2024, Arkadios Wealth Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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