Arkadios Wealth Advisors
Investment Portfolio & 13F Holdings Analysis
About
Arkadios Wealth Advisors is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 2029 holdings worth $2.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-08
- Total Holdings
- 2,029
- Total Value
- 2472126989
- Accession Number
- 0001800798-25-000002
- Form Type
- 13F-HR
- CIK
- 0001800798
- Manager Name
- Arkadios Wealth Advisors
Data Enrichment
66% identified1,346 identified683 unidentified
Holdings
2,029 positions
Manager:
Search and click to pin securities to the top
Page 1 of 56
03463K760
Shares:
0
Value:
$46.8B(+1.7%)
46138J619
Shares:
0
Value:
$35.5B(+1.3%)
464286681
Shares:
0
Value:
$34.2B(+0.8%)
464288448
Shares:
0
Value:
$21.3B(+15.6%)
72201R833
Shares:
0
Value:
$21.3B(+6.8%)
03463K745
Shares:
0
Value:
$21.2B(+4.6%)
41151J703
Shares:
0
Value:
$21.1B
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | — | All Managers (Combined) | $84.0M | ||
| — | All Managers (Combined) | $53.7M | |||
(cusip03463K760)✕ | — | All Managers (Combined) | $46.8M | ||
Amazon Com Inc(AMZNcusip023135106) | — | All Managers (Combined) | $38.5M | ||
(cusip46138J619)✕ | — | All Managers (Combined) | $35.5M | ||
(cusip464286681)✕ | — | All Managers (Combined) | $34.2M | ||
Microsoft Corp(MSFTcusip594918104) | — | All Managers (Combined) | $33.4M | ||
| — | All Managers (Combined) | $28.5M | |||
| — | All Managers (Combined) | $24.8M | |||
| — | All Managers (Combined) | $23.8M | |||
| — | All Managers (Combined) | $23.1M | |||
(cusip464288448)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $21.3M | YoY NEW(+$21.3M) |
(cusip72201R833)✕ | — | All Managers (Combined) | $21.3M | ||
(cusip03463K745)✕ | — | All Managers (Combined) | $21.2M | ||
(cusip41151J703)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $21.1M | QoQ NEW(+$21.1M) YoY NEW(+$21.1M) |
| — | All Managers (Combined) | $19.3M | |||
Broadcom Inc.(AVGOcusip11135F101) | — | All Managers (Combined) | $19.2M | ||
| — | All Managers (Combined) | $18.4M | |||
| — | All Managers (Combined) | $17.5M | |||
Chevron Corp(CVXcusip166764100) | — | All Managers (Combined) | $17.4M |