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Asset Manager ← All Institutions

Arkadios Wealth Advisors

Q2 2025 · Filed 2025-08-04
Market Value
$3.3B
+26.0%
Holdings
1,257
+129
New Purchases
183
Added To
733
Closed
42
Reduced
255
Top 10 Concentration
17.6%
Turnover
17.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 3.17% 2.49% +0.68% $105M
FDVV 0.78% 0.20% +0.58% $26M
ALAI 0.51% 0.00% +0.51% $17M
SPY 1.03% 0.70% +0.32% $34M
PLTR 0.73% 0.46% +0.27% $24M
MSFT 2.14% 1.88% +0.26% $71M
RSP 0.91% 0.67% +0.25% $30M
FBCG 0.20% 0.00% +0.20% $7M
IBIT 0.33% 0.15% +0.18% $11M
NEM 0.17% 0.00% +0.17% $6M
AVGO 0.90% 0.73% +0.17% $30M
MRC 0.17% 0.01% +0.16% $6M
PPLT 0.16% 0.00% +0.16% $5M
XSMO 0.18% 0.02% +0.15% $6M
STT 0.13% 0.00% +0.13% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GDIV 0.06% 0.80% -0.75% $2M
AAPL 2.52% 3.19% -0.67% $84M
CARY 1.44% 1.78% -0.34% $48M
ARTY 0.06% 0.29% -0.24% $2M
IJR 0.27% 0.50% -0.23% $9M
KNG 0.45% 0.65% -0.20% $15M
MINT 0.62% 0.81% -0.19% $21M
OMFL 1.17% 1.35% -0.18% $39M
CVX 0.49% 0.66% -0.17% $16M
VTV 0.43% 0.60% -0.17% $14M
AMZN 1.72% 1.86% -0.15% $57M
DUSB 0.17% 0.32% -0.15% $6M
EUSA 1.16% 1.30% -0.14% $38M
USB 0.08% 0.22% -0.14% $3M
IWM 0.14% 0.28% -0.14% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $1.1B 33.7%
Large Cap 591 $1.4B 42.3%
Mid Cap 299 $413M 12.5%
Small Cap 207 $296M 8.9%
Micro Cap 81 $88M 2.7%

Portfolio Analytics

Avg Market Cap
$76.5B
Median Market Cap
$12.3B
Avg P/E
33.3
Median P/E
23.1
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
701
# ETFs / Funds
556

Top Holdings (1,257 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.17% 666,333 $105M $157.99 $40M +60,940 +10.1%
2 AAPL 2.52% 407,457 $84M $205.17 -$386K +29,371 +7.8%
3 MSFT 2.14% 142,668 $71M $497.41 $21M +10,840 +8.2%
4 IVV 2.02% 107,839 $67M $620.90 $13M +12,190 +12.7%
5 AMZN 1.72% 259,491 $57M $219.39 $8M +1,617 +0.6%
6 CARY 1.44% 2,291,182 $48M $20.80 $870K +37,512 +1.7%
7 OMFL 1.17% 671,995 $39M $57.78 $3M +5,729 +0.9%
8 QQQ 1.17% 70,269 $39M $551.65 $10M +8,821 +14.4%
9 EUSA 1.16% 388,029 $38M $99.12 $4M +22,449 +6.1%
10 JPM 1.12% 127,986 $37M $289.91 $9M +11,918 +10.3%
11 SPY 1.03% 55,089 $34M $617.85 $16M +22,080 +66.9%
12 IVW 1.01% 305,691 $34M $110.10 $9M +38,035 +14.2%
13 META 0.97% 43,763 $32M $738.09 $9M +2,536 +6.2%
14 RSP 0.91% 166,281 $30M $181.74 $13M +65,188 +64.5%
15 AVGO 0.90% 107,972 $30M $275.65 $11M -6,433 -5.6%
16 GOOGL 0.86% 162,509 $29M $176.23 $5M +11,717 +7.8%
17 FDVV 0.78% 500,499 $26M $52.02 $21M +393,830 +369.2%
18 PLTR 0.73% 177,634 $24M $136.32 $12M +35,406 +24.9%
19 AOHY 0.72% 2,146,358 $24M $11.14 $3M +216,068 +11.2%
20 BRK-B 0.72% 49,014 $24M $485.77 $2M +8,194 +20.1%
21 IDV 0.71% 679,779 $23M $34.51 $2M -5,948 -0.9%
22 VYM 0.70% 173,036 $23M $133.31 $4M +23,639 +15.8%
23 VTI 0.68% 74,703 $23M $303.93 $7M +18,242 +32.3%
24 VOO 0.68% 39,968 $23M $568.03 $4M +4,147 +11.6%
25 MINT 0.62% 205,238 $21M $100.54 -$630K -6,093 -2.9%
26 WMT 0.59% 199,539 $20M $97.78 $4M +26,455 +15.3%
27 GOOG 0.58% 108,060 $19M $177.39 $5M +16,747 +18.3%
28 CRM 0.57% 68,948 $19M $272.69 $2M +8,138 +13.4%
29 XOM 0.51% 156,675 $17M $107.80 $248K +16,745 +12.0%
30 ALAI 0.51% 545,199 $17M $30.85 +545,199 NEW
31 XLK 0.50% 65,911 $17M $253.23 $61K -14,627 -18.2%
32 IWF 0.49% 38,492 $16M $424.57 $2M -1,539 -3.8%
33 CVX 0.49% 113,531 $16M $143.19 -$1M +9,486 +9.1%
34 HD 0.48% 43,830 $16M $366.64 $3M +7,282 +19.9%
35 GLD 0.47% 50,851 $16M $304.83 $2M +5,064 +11.1%
36 KNG 0.45% 303,967 $15M $49.10 -$2M -34,642 -10.2%
37 VTV 0.43% 81,348 $14M $176.74 -$1M -10,490 -11.4%
38 LLY 0.41% 17,647 $14M $779.51 $4M +5,327 +43.2%
39 V 0.41% 38,434 $14M $355.05 $3M +8,180 +27.0%
40 IJH 0.41% 218,562 $14M $62.02 $1M +10,659 +5.1%
41 RDVY 0.41% 214,552 $13M $62.74 $1M +6,641 +3.2%
42 SO 0.36% 129,466 $12M $91.83 $1M +12,388 +10.6%
43 CIBR 0.35% 155,155 $12M $75.58 $3M +21,221 +15.8%
44 XLE 0.35% 137,252 $12M $84.81 $602K +19,134 +16.2%
45 JNJ 0.35% 75,032 $11M $152.75 $1M +14,204 +23.4%
46 PG 0.34% 71,341 $11M $159.32 $2M +13,705 +23.8%
47 IWD 0.34% 58,419 $11M $194.23 $5M +22,102 +60.9%
48 XLF 0.34% 215,950 $11M $52.37 $308K -4,919 -2.2%
49 CSCO 0.34% 161,798 $11M $69.38 $3M +29,910 +22.7%
50 IVE 0.34% 57,267 $11M $195.42 $2M +9,306 +19.4%
51 VGSH 0.34% 190,232 $11M $58.78 $1M +25,003 +15.1%
52 ANET 0.34% 109,122 $11M $102.31 $4M +13,847 +14.5%
53 IBIT 0.33% 181,119 $11M $61.21 $7M +94,270 +108.5%
54 KO 0.33% 156,398 $11M $70.75 $246K +5,341 +3.5%
55 RPG 0.32% 232,882 $11M $45.77 $2M +8,891 +4.0%
56 COWZ 0.31% 185,123 $10M $55.10 -$459K -9,528 -4.9%
57 BMY 0.31% 219,493 $10M $46.29 -$1M +32,930 +17.6%
58 FBND 0.31% 221,633 $10M $45.75 $4M +76,963 +53.2%
59 COST 0.30% 10,062 $10M $989.96 $3M +3,216 +47.0%
60 DGRO 0.30% 155,517 $10M $63.94 $274K -1,009 -0.6%
61 FLQL 0.29% 151,475 $10M $63.16 $2M +9,569 +6.7%
62 ISRG 0.29% 17,477 $9M $543.39 $1M +1,323 +8.2%
63 QCOM 0.28% 59,246 $9M $159.26 $1M +6,680 +12.7%
64 SDVY 0.28% 267,448 $9M $35.28 $1M +26,101 +10.8%
65 NFLX 0.28% 7,030 $9M $1,339.12 $3M +591 +9.2%
66 XLV 0.28% 69,466 $9M $134.79 $168K +6,491 +10.3%
67 ITW 0.28% 37,355 $9M $247.25 $3M +12,330 +49.3%
68 BIL 0.28% 100,118 $9M $91.73 $2M +25,454 +34.1%
69 PYPL 0.27% 120,873 $9M $74.32 $3M +29,959 +33.0%
70 IJR 0.27% 82,047 $9M $109.29 -$4M -42,809 -34.3%
71 SLV 0.27% 272,118 $9M $32.81 $3M +76,828 +39.3%
72 ORCL 0.26% 39,932 $9M $218.63 $4M +4,357 +12.2%
73 IQLT 0.26% 201,937 $9M $43.22 $786K +1,849 +0.9%
74 KMI 0.26% 292,264 $9M $29.40 $4M +134,515 +85.3%
75 MA 0.26% 15,209 $9M $561.96 $864K +1,192 +8.5%
76 LMT 0.26% 18,420 $9M $463.14 $1M +2,510 +15.8%
77 MO 0.26% 144,362 $8M $58.63 $3M +47,093 +48.4%
78 BAC 0.25% 177,269 $8M $47.32 $3M +54,027 +43.8%
79 ADBE 0.25% 21,604 $8M $386.89 $2M +5,220 +31.9%
80 VZ 0.25% 192,479 $8M $43.27 $654K +23,292 +13.8%
81 RTX 0.25% 56,161 $8M $146.02 $4M +24,760 +78.8%
82 TFC 0.25% 190,599 $8M $42.99 $986K +15,436 +8.8%
83 VO 0.25% 29,227 $8M $279.84 $2M +6,411 +28.1%
84 MDT 0.25% 93,693 $8M $87.17 $1M +15,316 +19.5%
85 PANW 0.25% 39,893 $8M $204.64 $2M +3,351 +9.2%
86 ITA 0.25% 43,162 $8M $188.64 $2M +2,018 +4.9%
87 C 0.24% 94,345 $8M $85.12 $5M +50,586 +115.6%
88 BRK-A 0.24% 11 $8M $728,800.00 -$766K
89 VUG 0.24% 18,281 $8M $438.40 $1M -278 -1.5%
90 FTCS 0.24% 87,366 $8M $90.89 -$1M -15,073 -14.7%
91 DUHP 0.24% 220,814 $8M $35.56 $719K +5,560 +2.6%
92 PAYX 0.24% 53,974 $8M $145.46 $180K +4,254 +8.6%
93 BND 0.24% 106,399 $8M $73.63 $973K +12,980 +13.9%
94 ABBV 0.24% 42,008 $8M $185.62 -$174K +3,963 +10.4%
95 TSM 0.23% 34,380 $8M $226.49 $2M +2,086 +6.5%
96 IBM 0.23% 26,285 $8M $294.79 $1M +815 +3.2%
97 PM 0.23% 42,393 $8M $182.13 $3M +15,667 +58.6%
98 GNTY 0.23% 180,718 $8M $42.44 $504K +1,713 +1.0%
99 CAT 0.23% 19,494 $8M $388.22 $3M +6,873 +54.5%
100 TSLA 0.23% 23,662 $8M $317.66 $2M +1,392 +6.2%

Options Breakdown

57 Calls $18M Call Value 25 Puts $46M Put Value 2.6 P/C Ratio

Top Calls

SymbolSharesValueStatus
PLTR 11,900 $2M
C 17,200 $1M
NEM 18,400 $1M NEW
SPY 1,400 $865K
TTD 11,900 $857K NEW
MDT 9,700 $846K NEW
SLV 25,000 $820K NEW
QQQ 1,400 $772K
MS 5,100 $718K NEW
WBA 60,500 $695K NEW

Top Puts

SymbolSharesValueStatus
SPY 47,100 $29M
QQQ 18,900 $10M
RSP 22,200 $4M NEW
HD 1,100 $403K
NVDA 2,000 $316K
BLK 200 $210K NEW
CRWD 400 $204K
C 1,700 $145K
GOOGL 800 $141K
MAR 500 $137K NEW

New Positions

SymbolValue% Port
ALAI $17M 0.51%
FBCG $7M 0.20%
NEM $6M 0.17%
PPLT $5M 0.16%
STT $4M 0.13%
VT $4M 0.12%
SPDN $4M 0.12%
PSQ $4M 0.12%
ZWS $4M 0.11%
FYLD $3M 0.09%
WAB $2M 0.07%
EQAL $2M 0.07%
ENVA $2M 0.07%
UVV $2M 0.06%
PSN $2M 0.06%

Sold Out Positions

SymbolValue% Port
HPE —%
CNR —%
IVZ —%
RC —%
WSM —%
VIPS —%
PVH —%
CNQ —%
SNX —%
IVT —%
IBN —%
INGR —%
AOS —%
JBL —%
TPL —%
View SEC EDGAR Filings for Arkadios Wealth Advisors →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms