Arkos Global Advisors Top Holdings and 13F Report (2025) About Arkos Global AdvisorsInvestment ActivityArkos Global Advisors has $680.66 thousand in total holdings as of March 31, 2025.Arkos Global Advisors owns shares of 129 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.41% of the portfolio was purchased this quarter.About 2.81% of the portfolio was sold this quarter.This quarter, Arkos Global Advisors has purchased 129 new stocks and bought additional shares in 34 stocks.Arkos Global Advisors sold shares of 50 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $100,744iShares National Muni Bond ETF $76,211Vanguard Total Bond Market ETF $62,682iShares Core MSCI EAFE ETF $60,724SPDR S&P 500 ETF Trust $51,627 Largest New Holdings this Quarter 532457108 - Eli Lilly and Company $331 Holding461202103 - Intuit $265 Holding806857108 - Schlumberger $247 Holding09290D101 - BLACKROCK INC COM $213 Holding703481101 - Patterson-UTI Energy $99 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 2,576 shares (about $1.32K)Vanguard High Dividend Yield ETF 7,987 shares (about $1.03K)SPROTT PHYSICAL GOLD TR UNIT 30,218 shares (about $727.12)Vanguard Total Bond Market ETF 9,353 shares (about $686.98)Vanguard Intermediate-Term Corporate Bond ETF 8,041 shares (about $657.44) Largest Sales this Quarter iShares Silver Trust 123,487 shares (about $3.83K)Vanguard Short-Term Corporate Bond ETF 28,300 shares (about $2.23K)VanEck Gold Miners ETF 47,385 shares (about $2.18K)iShares Core MSCI EAFE ETF 24,601 shares (about $1.86K)SPDR Gold Shares 4,038 shares (about $1.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArkos Global Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$100,744$1,324 ▲1.3%196,03414.8%ETFMUBiShares National Muni Bond ETF$76,211$547 ▼-0.7%722,79111.2%ETFBNDVanguard Total Bond Market ETF$62,682$687 ▲1.1%853,3989.2%ETFIEFAiShares Core MSCI EAFE ETF$60,724$1,861 ▼-3.0%802,6948.9%ETFSPYSPDR S&P 500 ETF Trust$51,627$1,073 ▼-2.0%92,2917.6%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$48,192$657 ▲1.4%589,4277.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$27,976$273 ▲1.0%293,3424.1%ETFVYMVanguard High Dividend Yield ETF$25,980$1,030 ▲4.1%201,4573.8%ETFGLDSPDR Gold Shares$19,585$1,163 ▼-5.6%67,9722.9%FinanceIJHiShares Core S&P Mid-Cap ETF$18,229$333 ▼-1.8%312,4012.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$13,382$265 ▼-1.9%247,9462.0%ETFIJRiShares Core S&P Small-Cap ETF$13,285$345 ▲2.7%127,0482.0%ETFIAUiShares Gold Trust$12,927$9 ▼-0.1%219,2451.9%FinanceVCSHVanguard Short-Term Corporate Bond ETF$12,399$2,234 ▼-15.3%157,0731.8%ETFVYMIVanguard International High Dividend Yield ETF$12,133$298 ▲2.5%164,6481.8%ETFVOVanguard Mid-Cap ETF$10,620$266 ▼-2.4%41,0631.6%ETFEMLPFirst Trust North American Energy Infrastructure Fund$10,555$277 ▲2.7%281,5431.6%ETFDGROiShares Core Dividend Growth ETF$7,464$266 ▲3.7%120,8091.1%ETFPGXInvesco Preferred ETF$6,952$9 ▼-0.1%619,5721.0%ETFVBVanguard Small-Cap ETF$6,866$212 ▼-3.0%30,9651.0%ETFCWBSPDR Bloomberg Convertible Securities ETF$5,645$214 ▲3.9%73,6770.8%ETFSLViShares Silver Trust$4,132$3,827 ▼-48.1%133,3180.6%ETFREETiShares Global REIT ETF$3,321$191 ▲6.1%136,9080.5%ETFAAPLApple$3,282$42 ▼-1.3%14,7760.5%Computer and TechnologyACWIiShares MSCI ACWI ETF$2,992$900 ▼-23.1%25,7070.4%ManufacturingPFFiShares Preferred and Income Securities ETF$2,537$521 ▲25.8%82,5650.4%ETFRSPInvesco S&P 500 Equal Weight ETF$2,5310.0%14,6090.4%ETFVUGVanguard Growth ETF$2,484$186 ▼-7.0%6,6990.4%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$2,362$466 ▼-16.5%95,4530.3%ETFFIDELITY WISE ORIGIN BITCOIN FUND$2,175$299 ▲15.9%30,2240.3%ETFGDXVanEck Gold Miners ETF$1,784$2,178 ▼-55.0%38,8060.3%ETFAMLPAlerian MLP ETF$1,5020.0%28,9100.2%ETFGOOGLAlphabet$1,460$34 ▼-2.3%9,4390.2%Computer and TechnologyWMTWalmart$1,427$11 ▲0.7%16,2520.2%Retail/WholesaleSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,253$75 ▲6.4%37,4140.2%ETFSPROTT PHYSICAL GOLD TR UNIT$1,234$727 ▲143.5%51,2830.2%CEFMGVVanguard Mega Cap Value ETF$1,219$215 ▼-15.0%9,4580.2%ETFAMZNAmazon.com$1,106$125 ▲12.8%5,8160.2%Retail/WholesaleSHViShares Short Treasury Bond ETF$1,079$40 ▼-3.5%9,7660.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$968$8 ▲0.8%12,2750.1%ETFMSFTMicrosoft$967$68 ▲7.6%2,5770.1%Computer and TechnologyVGTVanguard Information Technology ETF$8900.0%1,6400.1%ETFVXUSVanguard Total International Stock ETF$847$10 ▼-1.2%13,6410.1%ETFQQQInvesco QQQ$835$24 ▼-2.8%1,7810.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$7940.0%1,8900.1%FinanceTLTiShares 20+ Year Treasury Bond ETF$7920.0%8,7020.1%ETFIDViShares International Select Dividend ETF$776$4 ▼-0.5%25,0060.1%ETFBRK.BBerkshire Hathaway$7740.0%1,4540.1%FinanceJPMJPMorgan Chase & Co.$751$30 ▼-3.8%3,0600.1%FinanceSHELShell$7400.0%10,1050.1%EnergyDONWisdomTree U.S. MidCap Dividend Fund$737$33 ▼-4.3%14,8760.1%FinanceRWOSPDR Dow Jones Global Real Estate ETF$736$0 ▼0.0%16,8570.1%ETFVIGVanguard Dividend Appreciation ETF$732$842 ▼-53.5%3,7710.1%ETFNZFNuveen Municipal Credit Income Fund$717$41 ▼-5.4%58,6130.1%Financial ServicesNADNuveen Quality Municipal Income Fund$697$114 ▼-14.1%60,4960.1%Financial ServicesCOSTCostco Wholesale$662$60 ▲9.9%7000.1%Retail/WholesaleNEANuveen AMT-Free Quality Municipal Income Fund$658$102 ▼-13.5%58,7240.1%Financial ServicesFEXFirst Trust Large Cap Core AlphaDEX Fund$6570.0%6,4140.1%ETFXOMExxon Mobil$649$7 ▼-1.0%5,4590.1%EnergyVEAVanguard FTSE Developed Markets ETF$6320.0%12,4240.1%ETFBSXBoston Scientific$6080.0%6,0230.1%MedicalAVGOBroadcom$590$10 ▲1.7%3,5230.1%Computer and TechnologyNVDANVIDIA$564$150 ▲36.3%5,2050.1%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$554$13 ▼-2.4%11,1020.1%ManufacturingSCHMSchwab U.S. Mid-Cap ETF$5450.0%20,7870.1%ETFWMBWilliams Companies$5190.0%8,6850.1%EnergyIVViShares Core S&P 500 ETF$5170.0%9200.1%ETFVOOGVanguard S&P 500 Growth ETF$4770.0%1,4270.1%ETFSDYSPDR S&P Dividend ETF$4670.0%3,4420.1%ETFDESWisdomTree U.S. SmallCap Dividend Fund$448$9 ▼-2.0%14,0230.1%FinanceDUKDuke Energy$448$150 ▲50.5%3,6740.1%UtilitiesKOCoca-Cola$438$4 ▼-0.8%6,1170.1%Consumer StaplesSUSAiShares MSCI USA ESG Select ETF$425$1 ▼-0.2%3,6990.1%ETFCMCanadian Imperial Bank of Commerce$4110.0%7,3040.1%FinanceJCIJohnson Controls International$408$65 ▲19.0%5,0940.1%ConstructionPMPhilip Morris International$4010.0%2,5240.1%Consumer StaplesVTIVanguard Total Stock Market ETF$399$21 ▲5.5%1,4530.1%ETFARKKARK Innovation ETF$3990.0%8,3940.1%ETFGSThe Goldman Sachs Group$399$21 ▼-5.1%7310.1%FinanceSOSouthern$391$138 ▲54.4%4,2550.1%UtilitiesSCHGSchwab U.S. Large-Cap Growth ETF$3810.0%15,2000.1%ETFNMZNuveen Municipal High Income Opportunity Fund$377$24 ▼-6.0%34,5980.1%Financial ServicesXLEEnergy Select Sector SPDR Fund$375$113 ▲43.0%4,0090.1%ETFEZUiShares MSCI Eurozone ETF$3750.0%7,0510.1%ETFEPDEnterprise Products Partners$3680.0%10,7770.1%EnergyXLFFinancial Select Sector SPDR Fund$3570.0%7,1720.1%ETFVTVVanguard Value ETF$3550.0%2,0580.1%ETFTSLATesla$347$110 ▲46.6%1,3400.1%Auto/Tires/TrucksDDominion Energy$344$123 ▲55.9%6,1340.1%UtilitiesMRKMerck & Co., Inc.$337$11 ▼-3.3%3,7530.0%MedicalVHTVanguard Health Care ETF$3370.0%1,2740.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$333$3 ▼-0.8%4,0780.0%ManufacturingMETAMeta Platforms$332$29 ▼-8.1%5760.0%Computer and TechnologyLLYEli Lilly and Company$331$331 ▲New Holding4010.0%MedicalEFAiShares MSCI EAFE ETF$326$13 ▼-3.9%3,9880.0%FinanceCVXChevron$320$2 ▼-0.7%1,9110.0%EnergyIVEiShares S&P 500 Value ETF$3180.0%1,6690.0%ETFCMICummins$316$18 ▼-5.3%1,0090.0%Auto/Tires/TrucksJUSTGoldman Sachs JUST U.S. Large Cap Equity ETF$315$28 ▼-8.1%3,9580.0%ETFHDHome Depot$309$28 ▲10.1%8420.0%Retail/WholesaleShowing 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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