Arkadios Wealth Advisors Top Holdings and 13F Report (2025) About Arkadios Wealth AdvisorsInvestment ActivityArkadios Wealth Advisors has $2.65 billion in total holdings as of March 31, 2025.Arkadios Wealth Advisors owns shares of 1,109 different stocks, but just 290 companies or ETFs make up 80% of its holdings.Approximately 35.16% of the portfolio was purchased this quarter.About 2.47% of the portfolio was sold this quarter.This quarter, Arkadios Wealth Advisors has purchased 931 new stocks and bought additional shares in 636 stocks.Arkadios Wealth Advisors sold shares of 174 stocks and completely divested from 67 stocks this quarter.Largest Holdings Apple $83,984,148NVIDIA $65,829,228iShares Core S&P 500 ETF $53,744,803Microsoft $49,524,099Amazon.com $49,139,241 Largest New Holdings this Quarter 41151J703 - HARBOR DIVIDEND GROWTH LEADERS ETF $21,090,623 Holding35473P801 - Franklin U.S. Large Cap Multifactor Index ETF $8,009,146 Holding85208R101 - SPROTT PHYSICAL GOLD & SILVER TR UNIT $7,435,624 Holding46090F100 - Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $6,428,768 Holding25434V203 - Dimensional International Core Equity Market ETF $6,196,407 Holding Largest Purchases this Quarter Apple 95,396 shares (about $21.19M)HARBOR DIVIDEND GROWTH LEADERS ETF 1,448,532 shares (about $21.09M)iShares Core S&P 500 ETF 34,591 shares (about $19.44M)iShares S&P 500 Growth ETF 191,915 shares (about $17.82M)Vanguard High Dividend Yield ETF 133,204 shares (about $17.18M) Largest Sales this Quarter Dimensional US Marketwide Value ETF 179,547 shares (about $7.40M)Vanguard Total International Stock ETF 112,040 shares (about $6.96M)Vanguard S&P 500 ETF 5,968 shares (about $3.07M)Interpublic Group of Companies 112,266 shares (about $3.05M)Constellation Energy 13,739 shares (about $2.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArkadios Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$83,984,148$21,190,289 ▲33.7%378,0863.2%Computer and TechnologyNVDANVIDIA$65,829,228$15,718,562 ▲31.4%607,3932.5%Computer and TechnologyIVViShares Core S&P 500 ETF$53,744,803$19,436,549 ▲56.7%95,6492.0%ETFMSFTMicrosoft$49,524,099$16,202,843 ▲48.6%131,9281.9%Computer and TechnologyAMZNAmazon.com$49,139,241$9,886,867 ▲25.2%258,2741.9%Retail/WholesaleANGEL OAK INCOME ETF$46,786,208$398,509 ▲0.9%2,253,6701.8%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$35,518,655$1,042,691 ▲3.0%666,2661.3%ETFEUSAiShares MSCI USA Equal Weighted ETF$34,214,604$892,006 ▲2.7%365,5801.3%ETFQQQInvesco QQQ$30,080,147$7,077,378 ▲30.8%64,1481.1%FinanceJPMJPMorgan Chase & Co.$28,471,643$7,471,635 ▲35.6%116,0681.1%FinanceIVWiShares S&P 500 Growth ETF$24,846,476$17,815,448 ▲253.4%267,6560.9%ETFMETAMeta Platforms$23,761,491$7,078,247 ▲42.4%41,2270.9%Computer and TechnologyGOOGLAlphabet$23,442,280$7,080,994 ▲43.3%151,5920.9%Computer and TechnologyBRK.BBerkshire Hathaway$21,846,538$7,654,277 ▲53.9%41,0200.8%FinanceSPYSPDR S&P 500 ETF Trust$21,764,938$11,041,613 ▲103.0%38,9090.8%FinanceIDViShares International Select Dividend ETF$21,271,254$427,052 ▲2.0%685,7270.8%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$21,264,116$1,299,406 ▲6.5%211,3310.8%ETFANGEL OAK HIGH YIELD OPPORTUNITIES ETF$21,175,285$1,005,258 ▲5.0%1,930,2900.8%ETFHARBOR DIVIDEND GROWTH LEADERS ETF$21,090,623$21,090,623 ▲New Holding1,448,5320.8%ETFVYMVanguard High Dividend Yield ETF$19,266,250$17,177,999 ▲822.6%149,3970.7%ETFAVGOBroadcom$19,154,761$10,130,818 ▲112.3%114,4050.7%Computer and TechnologyVOOVanguard S&P 500 ETF$18,408,691$3,067,002 ▼-14.3%35,8210.7%ETFRSPInvesco S&P 500 Equal Weight ETF$17,512,215$7,746,963 ▲79.3%101,0930.7%ETFCVXChevron$17,405,604$3,785,922 ▲27.8%104,0450.7%EnergyKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$17,106,508$1,776,837 ▼-9.4%338,6090.6%ETFXOMExxon Mobil$16,641,865$4,517,791 ▲37.3%139,9300.6%EnergyXLKTechnology Select Sector SPDR Fund$16,629,580$5,473,403 ▲49.1%80,5380.6%ETFCRMSalesforce$16,345,777$5,061,260 ▲44.9%60,9100.6%Computer and TechnologyVTVVanguard Value ETF$15,864,070$7,492,758 ▲89.5%91,8380.6%ETFVTIVanguard Total Stock Market ETF$15,517,821$5,790,909 ▲59.5%56,4610.6%ETFWMTWalmart$15,195,031$2,672,150 ▼-15.0%173,0840.6%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$14,454,816$6,937,994 ▲92.3%40,0310.5%ETFGOOGAlphabet$14,375,287$5,771,643 ▲67.1%92,0130.5%Computer and TechnologyHDHome Depot$13,760,872$4,799,887 ▲53.6%37,5480.5%Retail/WholesaleGLDSPDR Gold Shares$13,193,199$1,800,029 ▲15.8%45,7870.5%FinanceIJRiShares Core S&P Small-Cap ETF$13,056,234$5,561,573 ▲74.2%124,8560.5%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$12,171,116$5,006,109 ▲69.9%207,9110.5%ManufacturingIJHiShares Core S&P Mid-Cap ETF$12,131,161$6,932,167 ▲133.3%207,9030.5%ETFPALANTIR TECHNOLOGIES INC CL A$12,012,412$1,087,150 ▲10.0%142,3280.5%StockBMYBristol-Myers Squibb$11,469,978$2,234,921 ▲24.2%188,0630.4%MedicalXLEEnergy Select Sector SPDR Fund$11,038,095$2,270,735 ▲25.9%118,1180.4%ETFXLFFinancial Select Sector SPDR Fund$11,001,446$2,256,136 ▲25.8%220,8690.4%ETFKOCoca-Cola$10,818,697$3,993,386 ▲58.5%151,0570.4%Consumer StaplesSOSouthern$10,765,370$742,040 ▲7.4%117,0780.4%UtilitiesCOWZPacer US Cash Cows 100 ETF$10,659,050$8,141,468 ▲323.4%194,6510.4%ETFVVisa$10,602,653$4,316,900 ▲68.7%30,2540.4%Business ServicesLLYEli Lilly and Company$10,175,252$4,601,989 ▲82.6%12,3200.4%MedicalJNJJohnson & Johnson$10,087,634$2,427,215 ▲31.7%60,8280.4%MedicalPGProcter & Gamble$9,822,374$1,947,228 ▲24.7%57,6360.4%Consumer StaplesVGSHVanguard Short-Term Treasury Index ETF$9,697,258$8,681,690 ▲854.9%165,2290.4%ETFDGROiShares Core Dividend Growth ETF$9,670,175$1,407,039 ▲17.0%156,5260.4%ETFXLVHealth Care Select Sector SPDR Fund$9,194,979$3,478,250 ▲60.8%62,9750.3%ETFFTCSFirst Trust Capital Strength ETF$9,182,636$335,792 ▲3.8%102,4390.3%ETFIVEiShares S&P 500 Value ETF$9,140,428$7,896,700 ▲634.9%47,9610.3%ETFBRK.ABerkshire Hathaway$8,782,8580.0%110.3%FinanceRPGInvesco S&P 500 Pure Growth ETF$8,567,679$302,214 ▲3.7%223,9910.3%ETFDIMENSIONAL ULTRASHORT FIXED INCOME ETF$8,446,241$954,231 ▲12.7%166,4940.3%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$8,437,861$3,703,022 ▲78.2%133,9340.3%ManufacturingCSCOCisco Systems$8,138,811$2,005,884 ▲32.7%131,8880.3%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$8,085,142$2,145,948 ▲36.1%241,3470.3%ETFQCOMQUALCOMM$8,074,675$3,613,681 ▲81.0%52,5660.3%Computer and TechnologyUNHUnitedHealth Group$8,039,553$2,949,233 ▲57.9%15,3500.3%MedicalFLQLFranklin U.S. Large Cap Multifactor Index ETF$8,009,146$8,009,146 ▲New Holding141,9060.3%ETFISRGIntuitive Surgical$8,000,592$802,833 ▲11.2%16,1540.3%MedicalABBVAbbVie$7,971,279$875,594 ▲12.3%38,0450.3%MedicalIQLTiShares MSCI Intl Quality Factor ETF$7,941,520$6,837,499 ▲619.3%200,0880.3%ETFMAMastercard$7,682,854$1,647,618 ▲27.3%14,0170.3%Business ServicesVZVerizon Communications$7,674,307$2,881,398 ▲60.1%169,1870.3%Computer and TechnologyPAYXPaychex$7,670,877$1,695,708 ▲28.4%49,7200.3%Business ServicesIRBOiShares Robotics and Artificial Intelligence Multisector ETF$7,670,442$940,639 ▲14.0%243,8930.3%ManufacturingSPROTT PHYSICAL GOLD & SILVER TR UNIT$7,435,624$7,435,624 ▲New Holding261,7260.3%CEFARISTA NETWORKS INC COM SHS$7,381,976$6,449,186 ▲691.4%95,2750.3%StockIWMiShares Russell 2000 ETF$7,267,117$1,467,268 ▼-16.8%36,4280.3%FinanceTFCTruist Financial$7,207,937$2,000,460 ▲38.4%175,1630.3%FinanceGNTYGuaranty Bancshares$7,165,570$1,680,059 ▼-19.0%179,0050.3%FinanceDUHPDimensional US High Profitability ETF$7,133,517$906,677 ▼-11.3%215,2540.3%ETFLMTLockheed Martin$7,107,152$2,763,793 ▲63.6%15,9100.3%AerospaceRPVInvesco S&P 500 Pure Value ETF$7,076,732$633,340 ▼-8.2%76,6290.3%ETFMDTMedtronic$7,043,029$1,235,857 ▲21.3%78,3770.3%MedicalMCDMcDonald's$6,939,947$3,183,998 ▲84.8%22,2170.3%Retail/WholesaleVUGVanguard Growth ETF$6,882,194$2,850,924 ▲70.7%18,5590.3%ETFBNDVanguard Total Bond Market ETF$6,861,628$5,246,829 ▲324.9%93,4190.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$6,848,914$4,842,967 ▲241.4%74,6640.3%ETFIWDiShares Russell 1000 Value ETF$6,833,433$2,831,819 ▲70.8%36,3170.3%ETFPWVInvesco Large Cap Value ETF$6,694,979$308,321 ▼-4.4%112,5020.3%ETFFBNDFidelity Total Bond ETF$6,604,185$3,528,151 ▲114.7%144,6700.2%ETFCOSTCostco Wholesale$6,475,056$2,264,283 ▲53.8%6,8460.2%Retail/WholesalePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$6,428,768$6,428,768 ▲New Holding471,6630.2%ManufacturingIBMInternational Business Machines$6,333,402$1,860,981 ▲41.6%25,4700.2%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$6,299,052$1,829,671 ▲40.9%41,1440.2%ETFADBEAdobe$6,283,590$5,205,132 ▲482.6%16,3840.2%Computer and TechnologyPANWPalo Alto Networks$6,235,538$4,928,775 ▲377.2%36,5420.2%Computer and TechnologyITWIllinois Tool Works$6,206,609$947,918 ▲18.0%25,0250.2%IndustrialsDFAIDimensional International Core Equity Market ETF$6,196,407$6,196,407 ▲New Holding198,4120.2%ETFDRIDarden Restaurants$6,167,627$79,365 ▲1.3%29,6860.2%Retail/WholesaleNEENextEra Energy$6,130,002$4,739,707 ▲340.9%86,4720.2%UtilitiesSLViShares Silver Trust$6,052,037$300,820 ▲5.2%195,2900.2%ETFGDGeneral Dynamics$6,040,010$534,000 ▲9.7%22,1580.2%AerospaceNFLXNetflix$6,004,512$2,612,928 ▲77.0%6,4390.2%Consumer DiscretionaryPYPLPayPal$5,964,744$2,384,684 ▲66.6%91,4140.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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