Arkadios Wealth Advisors 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Arkadios Wealth Advisors | Institutional Filer | ▲ 18.83% | $6.13B | 1618 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1618)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 692K | $175.5M | 2.86% |
| 2 | NVDA | NVIDIA Corporation | Technology | 847K | $147.7M | 2.41% |
| 3 | IVV | ISHARES CORE S&P 500 ETF | — | 164K | $106.9M | 1.74% |
| 4 | SPY | SPDR S&P 500 ETF Trust | — | 157K | $102.1M | 1.67% |
| 5 | MSFT | Microsoft Corporation | Technology | 237K | $87.9M | 1.43% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 379K | $78.8M | 1.29% |
| 7 | CARY | ANGEL OAK INCOME ETF | — | 3.6M | $74.0M | 1.21% |
| 8 | GOOGL | Alphabet Inc. | Technology | 251K | $72.2M | 1.18% |
| 9 | QQQ | Invesco QQQ Trust | — | 123K | $71.2M | 1.16% |
| 10 | JPM | JPMorgan Chase & Co. | Financial Services | 204K | $60.0M | 0.98% |
| 11 | IVW | ISHARES S&P 500 GROWTH ETF | — | 496K | $56.1M | 0.92% |
| 12 | FBND | FIDELITY TOTAL BOND ETF | — | 1.2M | $55.8M | 0.91% |
| 13 | JPIE | JPMORGAN INCOME ETF | — | 1.2M | $55.4M | 0.90% |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 157K | $50.5M | 0.82% |
| 15 | SYFI | AB SHORT DURATION HIGH YIELD ETF | — | 1.3M | $46.2M | 0.75% |
Showing 1 to 15 of 1000 holdings