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Arkos Global Advisors Top Holdings and 13F Report (2025)

About Arkos Global Advisors

Investment Activity

  • Arkos Global Advisors has $720.72 thousand in total holdings as of June 30, 2025.
  • Arkos Global Advisors owns shares of 131 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 5.96% of the portfolio was purchased this quarter.
  • About 5.57% of the portfolio was sold this quarter.
  • This quarter, Arkos Global Advisors has purchased 129 new stocks and bought additional shares in 44 stocks.
  • Arkos Global Advisors sold shares of 42 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

69608A108 - PALANTIR TECHNOLOGIES INC CL A
$281 Holding
038222105 - Applied Materials
$245 Holding
92189F585 - VanEck Oil Refiners ETF
$233 Holding
18915M107 - Cloudflare
$231 Holding
032108664 - AMPLIFY CYBERSECURITY ETF
$219 Holding

Largest Purchases this Quarter

iShares 7-10 Year Treasury Bond ETF
253,443 shares (about $24.27K)
iShares Core MSCI EAFE ETF
61,213 shares (about $5.11K)
iShares Silver Trust
98,148 shares (about $3.22K)
FIDELITY WISE ORIGIN BITCOIN FUND
31,894 shares (about $3.00K)
iShares Core S&P Mid-Cap ETF
22,401 shares (about $1.39K)

Largest Sales this Quarter

Vanguard High Dividend Yield ETF
77,367 shares (about $10.31K)
iShares National Muni Bond ETF
71,221 shares (about $7.44K)
SPDR S&P 500 ETF Trust
8,872 shares (about $5.48K)
Vanguard S&P 500 ETF
8,055 shares (about $4.58K)
Vanguard Short-Term Corporate Bond ETF
31,766 shares (about $2.53K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofArkos Global Advisors

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$106,778$4,575 -4.1%187,97914.8%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$72,119$5,110 7.6%863,90710.0%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$68,076$7,441 -9.9%651,5709.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$61,562$1,274 -2.0%836,0998.5%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$52,366$24,272 86.4%546,7857.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$51,540$5,482 -9.6%83,4197.2%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$46,379$2,496 -5.1%559,3216.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$20,764$1,389 7.2%334,8022.9%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$20,558$162 -0.8%67,4412.9%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$16,542$10,314 -38.4%124,0902.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$15,442$558 3.7%257,2342.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$14,921$1,036 7.5%136,5252.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$12,980$692 -5.1%208,1511.8%Finance
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$12,699$490 -3.7%158,5251.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$11,350$141 -1.2%40,5591.6%ETF
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$10,652$91 0.9%283,9821.5%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$9,962$2,525 -20.2%125,3071.4%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$7,594$3,220 73.6%231,4661.1%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$7,481$244 -3.2%116,9991.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$7,142$196 -2.7%30,1381.0%ETF
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$6,474$422 -6.1%581,6710.9%ETF
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$6,108$18 0.3%73,8960.8%ETF
FIDELITY WISE ORIGIN BITCOIN FUND
$5,838$2,997 105.5%62,1180.8%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$3,383$77 2.3%26,3070.5%Manufacturing
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$3,205$177 -5.2%129,7370.4%ETF
Apple Inc. stock logo
AAPL
Apple
$2,941$91 -3.0%14,3330.4%Computer and Technology
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$2,592$59 2.3%84,5010.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,521$134 -5.1%13,8710.3%ETF
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$2,402$26 1.1%96,4990.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,275$662 -22.5%5,1890.3%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$1,963$57 -2.8%37,7060.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,674$10 0.6%9,4980.2%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$1,631$41 2.6%16,6760.2%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$1,422$140 10.9%2,8590.2%Computer and Technology
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$1,418$98 7.4%40,1900.2%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$1,4130.0%28,9100.2%ETF
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
$1,3000.0%51,2830.2%CEF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,290$14 1.1%5,8810.2%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,155$172 17.5%2,0930.2%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,075$13 -1.2%1,6210.1%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,056$22 -2.1%9,5650.1%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$1,035$172 20.0%30,0040.1%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$989$1 -0.1%12,2670.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$989$18 1.8%3,5870.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$948$61 6.8%3,2690.1%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$916$94 11.4%5,8000.1%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$915$28 -2.9%13,2410.1%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$8330.0%1,8900.1%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$786$197 33.6%7,2910.1%Energy
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$7680.0%8,7020.1%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$742$4 -0.5%14,8030.1%Finance
SPDR Dow Jones Global Real Estate ETF stock logo
RWO
SPDR Dow Jones Global Real Estate ETF
$738$6 -0.8%16,7140.1%ETF
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$7110.0%10,1050.1%Energy
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$7080.0%12,4240.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$7060.0%1,4540.1%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$696$3 0.4%7030.1%Retail/Wholesale
First Trust Large Cap Core AlphaDEX Fund stock logo
FEX
First Trust Large Cap Core AlphaDEX Fund
$680$25 -3.5%6,1880.1%ETF
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$6470.0%6,0230.1%Medical
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$599$42 -6.6%54,8390.1%Financial Services
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$583$0 0.0%20,7930.1%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$5660.0%1,4270.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$563$9 -1.5%9060.1%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$561$43 8.3%7920.1%Finance
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$5580.0%11,1020.1%Manufacturing
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$547$694 -55.9%4,1690.1%ETF
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$5460.0%8,6850.1%Energy
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$5380.0%5,0940.1%Construction
PepsiCo, Inc. stock logo
PEP
PepsiCo
$521$334 177.9%3,9490.1%Consumer Staples
Canadian Imperial Bank of Commerce stock logo
CM
Canadian Imperial Bank of Commerce
$5170.0%7,3040.1%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$506$266 -34.5%2,4710.1%ETF
Nuveen Municipal Credit Income Fund stock logo
NZF
Nuveen Municipal Credit Income Fund
$503$196 -28.0%42,1740.1%Financial Services
Chevron Corporation stock logo
CVX
Chevron
$503$230 83.9%3,5150.1%Energy
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$501$42 9.2%1,4290.1%Finance
Nuveen Quality Municipal Income Fund stock logo
NAD
Nuveen Quality Municipal Income Fund
$496$186 -27.3%43,9760.1%Financial Services
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$494$52 11.8%1,6240.1%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$4670.0%3,4420.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$467$41 9.6%1,4690.1%Auto/Tires/Trucks
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$465$234 101.0%2,9160.1%Consumer Staples
Philip Morris International Inc. stock logo
PM
Philip Morris International
$451$9 -1.9%2,4760.1%Consumer Staples
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$449$20 -4.2%3,5430.1%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$448$3 0.7%14,1190.1%Finance
Duke Energy Corporation stock logo
DUK
Duke Energy
$446$13 2.9%3,7800.1%Utilities
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$4440.0%15,2000.1%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$4330.0%6,1170.1%Consumer Staples
Meta Platforms, Inc. stock logo
META
Meta Platforms
$421$4 -0.9%5710.1%Computer and Technology
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$4190.0%7,0510.1%ETF
Southern Company (The) stock logo
SO
Southern
$417$27 6.8%4,5460.1%Utilities
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$384$50 15.0%12,3940.1%Energy
Dominion Energy Inc. stock logo
D
Dominion Energy
$380$33 9.6%6,7210.1%Utilities
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$3760.0%7,1720.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$364$55 17.8%9920.1%Retail/Wholesale
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$3640.0%4,0780.1%Manufacturing
Nuveen Municipal High Income Opportunity Fund stock logo
NMZ
Nuveen Municipal High Income Opportunity Fund
$3590.0%34,5980.0%Financial Services
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$3560.0%3,9880.0%Finance
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$348$8 2.3%4,1020.0%ETF
Cummins Inc. stock logo
CMI
Cummins
$327$4 -1.1%9980.0%Auto/Tires/Trucks
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$324$40 -11.0%1,8310.0%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$323$4 -1.1%1,6510.0%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$320$8 2.5%4110.0%Medical
Intuit Inc. stock logo
INTU
Intuit
$316$24 -7.0%4010.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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