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CIK: 0001800798
Total reported value
$6.6B
$6.6B
931 檔
4.0%
The Q4 2024 SEC filing reveals that Arkadios Wealth Advisors held a total portfolio value of $6.6B, covering 931 public equity positions.
In Q4 2024, Arkadios Wealth Advisors displayed an active expansion posture, initiating 8 new positions and adding to 25 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, CARY) accounted for 4.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
ARTY
市值: $7.9M
Top Position Liquidated / Trimmed
FMAG
前期市值: $3.3M
Showing top 200 holdings (of 931 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.86% | +0.15% | +0.59% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.39% | +0.18% | +5.94% | |
| 3 | CARY | Angel Oak Income ETF | ETF-Other | 2.51% | -0.30% | +10.04% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | +0.15% | +2.56% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.06% | +4.21% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | +0.14% | +37.60% | |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.91% | +0.12% | +6.35% | |
| 8 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 1.85% | +0.04% | +8.76% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.37% | +0.23% | +0.01% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +0.04% | -6.36% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | +0.05% | +6.11% | |
| 12 | AOHY | Angel Oak High Yild Oppo ETF | ETF-Other | 1.10% | -0.13% | +25.98% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.18% | +11.37% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.09% | -0.07% | +1.54% | |
| 15 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.02% | -0.36% | +3.57% | |
| 16 | IDV | Ishares International Select | ETF-Other | 1.00% | +0.01% | -0.52% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | -0.11% | +4.81% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.09% | -2.68% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 0.77% | -0.03% | +11.13% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.69% | +0.07% | +5.87% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.08% | -6.58% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.05% | -7.59% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.14% | +3.10% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.23% | -2.64% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.61% | +0.01% | +14.54% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.66% | EXIT | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.06% | +3.77% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.02% | -0.03% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | +0.14% | +8.00% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.53% | -0.11% | -4.39% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.53% | +0.12% | +5.19% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.05% | +12.12% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.03% | -4.93% | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.49% | -0.02% | +4.82% | |
| 35 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.49% | +0.07% | -59.62% | |
| 36 | FTCS | First Trust Capital Strength | ETF-Other | 0.47% | -0.02% | -9.00% | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.47% | — | +22.50% | |
| 38 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.47% | -0.02% | +9.39% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.46% | -0.02% | +8.58% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | +0.01% | -5.18% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.45% | +0.01% | +16.18% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | +0.01% | -14.81% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.45% | -0.01% | -0.40% | |
| 44 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.45% | +0.01% | +21.26% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | +0.01% | +11.85% | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.44% | -0.04% | +5.77% | |
| 47 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.43% | +0.02% | — | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | +0.01% | +0.72% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.30% | +14.37% | |
| 50 | GNTYUSD | Guaranty Bancshares Inc | Stock-Other | 0.42% | — | -3.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.5% | +37.60% | Add |
| 2 | ARTY | Ishares Future Ai & Tech ETF | +0.4% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +0.4% | +5.94% | Add |
| 4 | AMZN | Amazon.com Inc | +0.4% | +2.56% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.2% | -4.39% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +11.37% | Add |
| 7 | BNY | Bank Of New York Mellon CORP | +0.2% | +1011.87% | Add |
| 8 | FDEC | Ft Vest U.s. Equity Buffer E | +0.2% | NEW | New buy |
| 9 | CEG | Constellation Energy | +0.2% | +701.36% | Add |
| 10 | AOHY | Angel Oak High Yild Oppo ETF | +0.2% | +25.98% | Add |
| 11 | CRM | Salesforce Inc | +0.2% | +11.13% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +11.85% | Add |
| 13 | UDIV | Franklin U.s. Core Dividend | +0.2% | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +6.11% | Add |
| 15 | AAPL | Apple Inc | +0.2% | +0.59% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | -6.58% | Trim |
| 17 | WMT | Walmart Inc | +0.1% | +4.81% | Add |
| 18 | WHR | Whirlpool CORP | +0.1% | NEW | New buy |
| 19 | QCOM | Qualcomm Inc | +0.1% | +93.44% | Add |
| 20 | OMFL | Invesco Russell 1000 Dyn M/f | +0.1% | +6.35% | Add |
| 21 | FBND | Fidelity Total Bond ETF | +0.1% | +139.69% | Add |
| 22 | DJUN | Ft Vest US Equity Deep Buffe | +0.1% | NEW | New buy |
| 23 | RGTI | Rigetti Computing Inc | +0.1% | NEW | New buy |
| 24 | GJUN | Ft Vest US Equity Moderate B | +0.1% | NEW | New buy |
| 25 | EXE | Expand Energy CORP | +0.1% | NEW | New buy |
| 26 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +140.37% | Add |
| 27 | CARY | Angel Oak Income ETF | +0.1% | +10.04% | Add |
| 28 | EUSA | Ishares Msci USA Equal Weigh | +0.1% | +8.76% | Add |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | +3.77% | Add |
| 30 | RDVY | First Trust Rising Dividend | +0.1% | +26.30% | Add |
| 31 | FVRR | Fiverr International Ltd. | +0.1% | +21.97% | Add |
| 32 | DFUV | Dimensional US Marketwide Va | +0.1% | +22.50% | Add |
| 33 | BMY | Bristol-myers Squibb Co | +0.1% | +9.39% | Add |
| 34 | DUHP | Dimensional US High Profi Et | +0.1% | +21.26% | Add |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | -14.14% | Trim |
| 36 | FTA | First Trust L C Val Alp | -0.1% | -30.75% | Trim |
| 37 | IWB | Ishares Russell 1000 ETF | -0.1% | -54.51% | Trim |
| 38 | VO | Vanguard Mid-cap ETF | -0.1% | -34.32% | Trim |
| 39 | VTV | Vanguard Value ETF | -0.1% | -14.81% | Trim |
| 40 | IDV | Ishares International Select | -0.2% | -0.52% | Trim |
| 41 | XDEC | Ft Vest US Equity Enhance & | -0.2% | -93.29% | Trim |
| 42 | WBS | Webster Financial CORP | -0.2% | -82.77% | Trim |
| 43 | FMAG | Fidelity Magellan ETF | -0.2% | EXIT | Sold out |
| 44 | ASML | ASML Holding N.V. | -0.2% | -79.05% | Trim |
| 45 | XBI | Ss Spdr S&p Biotech ETF | -0.2% | -83.67% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.2% | -24.85% | Trim |
| 47 | GEV | GE Vernova Inc | -0.2% | -89.17% | Trim |
| 48 | LRCX | Lam Research CORP | -0.2% | +387.03% | Add |
| 49 | DUSB | Dimension Ultrashort Fi ETF | -0.4% | -48.00% | Trim |
| 50 | RPG | Invesco S&p 500 Pure Growth | -0.7% | -59.62% | Trim |
According to official SEC Form 13F filings, Arkadios Wealth Advisors reported a total U.S. public equity portfolio value of $6.6B across 931 disclosed positions in Q4 2024.
During Q4 2024, Arkadios Wealth Advisors's top holdings by market value included AAPL (3.9%)、NVDA (3.4%)、CARY (2.5%). The largest single position, AAPL, represented 3.9% of total portfolio value.
In Q4 2024, Arkadios Wealth Advisors made 50 total portfolio adjustments, initiating 8 new buys, adding to 25 positions, trimming 16 holdings, and fully liquidating 1 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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