Argos Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Argos Wealth Advisors, LLC | Institutional Filer | ▼ 6.57% | $347.8M | 202 |
Current Portfolio Holdings
Showing all 202 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | — | 780K | $72.3M | 20.78% |
| 2 | IAU | ISHARES GOLD TR | — | 430K | $37.9M | 10.91% |
| 3 | GLD | SPDR GOLD TR | — | 67K | $28.9M | 8.30% |
| 4 | KLAC | KLA Corporation | Technology | 15K | $21.9M | 6.30% |
| 5 | GLTR | ABRDN PRECIOUS METALS BASKET | — | 84K | $18.4M | 5.29% |
| 6 | AAPL | Apple Inc. | Technology | 71K | $18.0M | 5.16% |
| 7 | MSFT | Microsoft Corporation | Technology | 30K | $11.2M | 3.21% |
| 8 | FNDX | SCHWAB STRATEGIC TR | — | 228K | $6.4M | 1.83% |
| 9 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 8 | $5.7M | 1.65% |
| 10 | GOOGL | Alphabet Inc. | Technology | 17K | $4.9M | 1.41% |
| 11 | TT | Trane Technologies plc | Industrials | 10K | $4.1M | 1.19% |
| 12 | EFA | ISHARES TR | — | 41K | $4.0M | 1.14% |
| 13 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 10K | $3.5M | 1.00% |
| 14 | SPY | SPDR S&P 500 ETF Trust | — | 5K | $3.5M | 1.00% |
| 15 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 13K | $2.8M | 0.80% |
Showing 1 to 15 of 202 holdings