Arkadios Wealth Advisors Top Holdings and 13F Report (2025) About Arkadios Wealth AdvisorsInvestment ActivityArkadios Wealth Advisors has $3.39 billion in total holdings as of June 30, 2025.Arkadios Wealth Advisors owns shares of 1,242 different stocks, but just 319 companies or ETFs make up 80% of its holdings.Approximately 19.05% of the portfolio was purchased this quarter.About 3.51% of the portfolio was sold this quarter.This quarter, Arkadios Wealth Advisors has purchased 1,109 new stocks and bought additional shares in 744 stocks.Arkadios Wealth Advisors sold shares of 257 stocks and completely divested from 59 stocks this quarter.Largest Holdings NVIDIA $105,732,206Apple $83,946,730Microsoft $70,964,814iShares Core S&P 500 ETF $66,957,173SPDR S&P 500 ETF Trust $64,002,530 Largest New Holdings this Quarter 015564503 - ALGER AI ENABLERS & ADOPTERS ETF $16,819,334 Holding651639106 - Newmont $6,848,096 Holding316092352 - Fidelity Blue Chip Growth ETF $6,617,292 Holding003260106 - abrdn Physical Platinum Shares ETF $5,257,239 Holding857477103 - State Street $4,385,887 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 64,680 shares (about $39.96M)Fidelity High Dividend ETF 393,830 shares (about $20.49M)ALGER AI ENABLERS & ADOPTERS ETF 545,199 shares (about $16.82M)Invesco S&P 500 Equal Weight ETF 87,388 shares (about $15.88M)Invesco QQQ 26,421 shares (about $14.57M) Largest Sales this Quarter HARBOR DIVIDEND GROWTH LEADERS ETF 1,330,352 shares (about $20.58M)iShares Robotics and Artificial Intelligence Multisector ETF 199,033 shares (about $8.16M)iShares Core S&P Small-Cap ETF 42,809 shares (about $4.68M)Technology Select Sector SPDR Fund 14,627 shares (about $3.70M)Fidelity MSCI Utilities Index ETF 68,706 shares (about $3.61M) 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 PortfolioSectorNVDANVIDIA$105,732,206$9,770,109 ▲10.2%669,2333.1%Computer and TechnologyAAPLApple$83,946,730$6,374,836 ▲8.2%409,1572.5%Computer and TechnologyMSFTMicrosoft$70,964,814$5,342,208 ▲8.1%142,6682.1%Computer and TechnologyIVViShares Core S&P 500 ETF$66,957,173$7,568,764 ▲12.7%107,8392.0%ETFSPYSPDR S&P 500 ETF Trust$64,002,530$39,962,579 ▲166.2%103,5891.9%FinanceAMZNAmazon.com$57,368,425$705,777 ▲1.2%261,4911.7%Retail/WholesaleQQQInvesco QQQ$49,961,842$14,574,985 ▲41.2%90,5691.5%FinanceANGEL OAK INCOME ETF$47,656,586$780,250 ▲1.7%2,291,1821.4%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$38,827,840$331,021 ▲0.9%671,9951.1%ETFEUSAiShares MSCI USA Equal Weighted ETF$38,461,482$2,225,148 ▲6.1%388,0291.1%ETFJPMJPMorgan Chase & Co.$37,104,583$3,455,162 ▲10.3%127,9861.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$34,254,533$15,881,893 ▲86.4%188,4811.0%ETFIVWiShares S&P 500 Growth ETF$33,656,667$4,187,664 ▲14.2%305,6911.0%ETFMETAMeta Platforms$32,301,009$1,871,795 ▲6.2%43,7631.0%Computer and TechnologyAVGOBroadcom$29,762,440$1,773,254 ▼-5.6%107,9720.9%Computer and TechnologyGOOGLAlphabet$28,779,821$2,064,878 ▲7.7%163,3090.8%Computer and TechnologyFDVVFidelity High Dividend ETF$26,035,914$20,487,002 ▲369.2%500,4990.8%ETFPALANTIR TECHNOLOGIES INC CL A$25,837,160$6,435,093 ▲33.2%189,5340.8%StockBRK.BBerkshire Hathaway$23,906,578$3,980,382 ▲20.0%49,2140.7%FinanceANGEL OAK HIGH YIELD OPPORTUNITIES ETF$23,899,705$2,405,918 ▲11.2%2,146,3580.7%ETFIDViShares International Select Dividend ETF$23,459,147$205,265 ▼-0.9%679,7790.7%ETFVYMVanguard High Dividend Yield ETF$23,067,364$3,151,306 ▲15.8%173,0360.7%ETFVTIVanguard Total Stock Market ETF$22,704,459$5,544,285 ▲32.3%74,7030.7%ETFVOOVanguard S&P 500 ETF$22,703,222$2,355,641 ▲11.6%39,9680.7%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$20,633,616$612,560 ▼-2.9%205,2380.6%ETFWMTWalmart$19,510,940$2,586,772 ▲15.3%199,5390.6%Retail/WholesaleGOOGAlphabet$19,292,888$2,970,743 ▲18.2%108,7600.6%Computer and TechnologyCRMSalesforce$18,828,712$2,219,153 ▲13.4%69,0480.6%Computer and TechnologyXOMExxon Mobil$16,889,532$1,805,107 ▲12.0%156,6750.5%EnergyALGER AI ENABLERS & ADOPTERS ETF$16,819,334$16,819,334 ▲New Holding545,1990.5%ETFXLKTechnology Select Sector SPDR Fund$16,690,668$3,704,001 ▼-18.2%65,9110.5%ETFHDHome Depot$16,472,954$2,706,507 ▲19.7%44,9300.5%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$16,342,698$653,419 ▼-3.8%38,4920.5%ETFCVXChevron$16,256,498$1,358,300 ▲9.1%113,5310.5%EnergyGLDSPDR Gold Shares$15,501,051$1,543,673 ▲11.1%50,8510.5%FinanceKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$14,924,766$1,700,921 ▼-10.2%303,9670.4%ETFVTVVanguard Value ETF$14,377,369$1,853,993 ▼-11.4%81,3480.4%ETFLLYEli Lilly and Company$13,756,056$4,152,463 ▲43.2%17,6470.4%MedicalVVisa$13,646,180$2,904,349 ▲27.0%38,4340.4%Business ServicesIJHiShares Core S&P Mid-Cap ETF$13,555,246$661,073 ▲5.1%218,5620.4%ETFRDVYFirst Trust Rising Dividend Achievers ETF$13,460,967$416,656 ▲3.2%214,5520.4%ManufacturingSOSouthern$11,888,839$1,137,588 ▲10.6%129,4660.4%UtilitiesCIBRFirst Trust Nasdaq Cybersecurity ETF$11,726,661$1,603,889 ▲15.8%155,1550.3%ManufacturingXLEEnergy Select Sector SPDR Fund$11,640,378$1,622,760 ▲16.2%137,2520.3%ETFJNJJohnson & Johnson$11,461,182$2,169,669 ▲23.4%75,0320.3%MedicalPGProcter & Gamble$11,366,001$2,183,472 ▲23.8%71,3410.3%Consumer StaplesIWDiShares Russell 1000 Value ETF$11,346,842$4,292,917 ▲60.9%58,4190.3%ETFXLFFinancial Select Sector SPDR Fund$11,309,319$257,608 ▼-2.2%215,9500.3%ETFCSCOCisco Systems$11,246,370$2,095,972 ▲22.9%162,0980.3%Computer and TechnologyIVEiShares S&P 500 Value ETF$11,191,026$1,818,564 ▲19.4%57,2670.3%ETFVGSHVanguard Short-Term Treasury ETF$11,181,858$1,469,679 ▲15.1%190,2320.3%ETFARISTA NETWORKS INC COM SHS$11,164,363$1,416,698 ▲14.5%109,1220.3%StockISHARES BITCOIN TRUST ETF$11,116,892$5,800,868 ▲109.1%181,6190.3%ETFKOCocaCola$11,065,136$377,875 ▲3.5%156,3980.3%Consumer StaplesRPGInvesco S&P 500 Pure Growth ETF$10,658,984$406,940 ▲4.0%232,8820.3%ETFBMYBristol Myers Squibb$10,229,763$1,524,329 ▲17.5%220,9930.3%MedicalCOWZPacer US Cash Cows 100 ETF$10,200,275$524,993 ▼-4.9%185,1230.3%ETFFBNDFidelity Total Bond ETF$10,139,696$3,521,052 ▲53.2%221,6330.3%ETFCOSTCostco Wholesale$10,059,931$3,282,693 ▲48.4%10,1620.3%Retail/WholesaleDGROiShares Core Dividend Growth ETF$9,943,762$64,515 ▼-0.6%155,5170.3%ETFSLViShares Silver Trust$9,748,442$3,340,977 ▲52.1%297,1180.3%ETFCCitigroup$9,639,424$5,420,958 ▲128.5%113,2450.3%Financial ServicesFLQLFranklin U.S. Large Cap Multifactor Index ETF$9,567,129$604,376 ▲6.7%151,4750.3%ETFISRGIntuitive Surgical$9,496,905$718,911 ▲8.2%17,4770.3%MedicalQCOMQUALCOMM$9,435,655$1,063,872 ▲12.7%59,2460.3%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$9,435,563$920,843 ▲10.8%267,4480.3%ETFNFLXNetflix$9,414,013$791,420 ▲9.2%7,0300.3%Consumer DiscretionaryXLVHealth Care Select Sector SPDR Fund$9,363,368$874,926 ▲10.3%69,4660.3%ETFPYPLPayPal$9,243,355$2,449,501 ▲36.1%124,3730.3%Business ServicesITWIllinois Tool Works$9,236,060$3,048,604 ▲49.3%37,3550.3%IndustrialsBILSPDR Bloomberg 1-3 Month T-Bill ETF$9,183,757$2,334,878 ▲34.1%100,1180.3%ETFMDTMedtronic$9,012,719$2,180,633 ▲31.9%103,3930.3%MedicalIJRiShares Core S&P Small-Cap ETF$8,966,930$4,678,603 ▼-34.3%82,0470.3%ETFBACBank of America$8,889,947$2,821,545 ▲46.5%187,8690.3%FinanceORCLOracle$8,730,413$952,580 ▲12.2%39,9320.3%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$8,727,728$79,914 ▲0.9%201,9370.3%ETFKMIKinder Morgan$8,595,519$3,957,689 ▲85.3%292,3640.3%EnergyMAMastercard$8,546,835$669,855 ▲8.5%15,2090.3%Business ServicesLMTLockheed Martin$8,530,975$1,162,473 ▲15.8%18,4200.3%AerospaceMOAltria Group$8,463,937$2,761,060 ▲48.4%144,3620.2%Consumer StaplesADBEAdobe$8,396,967$2,058,232 ▲32.5%21,7040.2%Computer and TechnologyVZVerizon Communications$8,328,575$1,007,846 ▲13.8%192,4790.2%Computer and TechnologyRTXRTX$8,259,023$3,673,857 ▲80.1%56,5610.2%AerospaceTFCTruist Financial$8,193,825$663,592 ▲8.8%190,5990.2%FinanceVOVanguard Mid-Cap ETF$8,178,788$1,794,033 ▲28.1%29,2270.2%ETFPANWPalo Alto Networks$8,163,718$685,750 ▲9.2%39,8930.2%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$8,142,089$380,676 ▲4.9%43,1620.2%ETFBRK.ABerkshire Hathaway$8,016,8000.0%110.2%FinanceVUGVanguard Growth ETF$8,014,314$121,874 ▼-1.5%18,2810.2%ETFCATCaterpillar$7,956,210$3,056,467 ▲62.4%20,4940.2%IndustrialsFTCSFirst Trust Capital Strength ETF$7,940,745$1,369,993 ▼-14.7%87,3660.2%ETFDUHPDimensional US High Profitability ETF$7,852,146$197,714 ▲2.6%220,8140.2%ETFPAYXPaychex$7,851,106$618,791 ▲8.6%53,9740.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$7,834,147$955,716 ▲13.9%106,3990.2%ETFTSMTaiwan Semiconductor Manufacturing$7,832,074$517,759 ▲7.1%34,5800.2%Computer and TechnologyABBVAbbVie$7,797,565$735,616 ▲10.4%42,0080.2%MedicalIBMInternational Business Machines$7,748,506$240,252 ▲3.2%26,2850.2%Computer and TechnologyPMPhilip Morris International$7,720,926$2,853,390 ▲58.6%42,3930.2%Consumer StaplesTSLATesla$7,675,297$505,714 ▲7.1%24,1620.2%Auto/Tires/TrucksGNTYGuaranty Bancshares$7,669,673$72,700 ▲1.0%180,7180.2%FinanceShowing 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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