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Asset Manager ← All Institutions

Arkadios Wealth Advisors

Q3 2025 · Filed 2025-10-29
Market Value
$4.0B
+22.1%
Holdings
1,402
+145
New Purchases
187
Added To
809
Closed
49
Reduced
302
Top 10 Concentration
17.8%
Turnover
16.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FBND 0.85% 0.31% +0.54% $34M
GOOGL 1.15% 0.86% +0.29% $47M
SGOV 0.32% 0.04% +0.28% $13M
ITOT 0.36% 0.12% +0.24% $15M
JPIE 0.29% 0.08% +0.21% $12M
GSLC 0.20% 0.00% +0.20% $8M
AAPL 2.71% 2.52% +0.19% $110M
LRCX 0.33% 0.15% +0.18% $13M
EES 0.17% 0.00% +0.17% $7M
NVDA 3.34% 3.17% +0.16% $135M
IJR 0.43% 0.27% +0.16% $17M
ALAI 0.66% 0.51% +0.16% $27M
UNP 0.18% 0.04% +0.14% $7M
PGR 0.14% 0.03% +0.11% $6M
BND 0.34% 0.24% +0.10% $14M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EUSA 0.61% 1.16% -0.55% $25M
CRM 0.34% 0.57% -0.23% $14M
XLE 0.21% 0.35% -0.15% $8M
IVW 0.87% 1.01% -0.14% $35M
AMZN 1.58% 1.72% -0.13% $64M
VTV 0.31% 0.43% -0.12% $13M
OMFL 1.05% 1.17% -0.12% $43M
MINT 0.51% 0.62% -0.11% $21M
GD 0.10% 0.21% -0.11% $4M
META 0.87% 0.97% -0.10% $35M
RSP 0.81% 0.91% -0.10% $33M
BRK-B 0.62% 0.72% -0.09% $25M
SLV 0.18% 0.27% -0.09% $7M
VTIP 0.05% 0.13% -0.08% $2M
QQQ 1.09% 1.17% -0.08% $44M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $1.4B 34.2%
Large Cap 666 $1.7B 42.1%
Mid Cap 331 $503M 12.4%
Small Cap 228 $326M 8.1%
Micro Cap 98 $129M 3.2%

Portfolio Analytics

Avg Market Cap
$70.9B
Median Market Cap
$12.0B
Avg P/E
33.3
Median P/E
23.0
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
787
# ETFs / Funds
615

Top Holdings (1,402 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.34% 724,347 $135M $186.58 $30M +58,014 +8.7%
2 AAPL 2.71% 430,724 $110M $254.63 $26M +23,267 +5.7%
3 IVV 2.11% 127,416 $85M $669.30 $18M +19,577 +18.1%
4 MSFT 2.10% 164,077 $85M $517.95 $14M +21,409 +15.0%
5 AMZN 1.58% 292,041 $64M $219.57 $7M +32,550 +12.5%
6 CARY 1.50% 2,906,625 $61M $20.91 $13M +615,443 +26.9%
7 JPM 1.16% 149,432 $47M $315.43 $10M +21,446 +16.8%
8 GOOGL 1.15% 191,612 $47M $243.10 $18M +29,103 +17.9%
9 QQQ 1.09% 73,563 $44M $600.37 $5M +3,294 +4.7%
10 OMFL 1.05% 708,344 $43M $60.26 $4M +36,349 +5.4%
11 AVGO 1.00% 122,804 $41M $329.91 $11M +14,832 +13.7%
12 SPY 0.95% 57,746 $38M $666.18 $4M +2,657 +4.8%
13 META 0.87% 48,051 $35M $734.38 $3M +4,288 +9.8%
14 IVW 0.87% 292,201 $35M $120.72 $2M -13,490 -4.4%
15 FBND 0.85% 742,577 $34M $46.24 $24M +520,944 +235.1%
16 AOHY 0.82% 2,973,660 $33M $11.20 $9M +827,302 +38.5%
17 RSP 0.81% 173,328 $33M $189.70 $3M +7,047 +4.2%
18 FDVV 0.76% 551,006 $31M $55.71 $5M +50,507 +10.1%
19 PLTR 0.75% 166,195 $30M $182.42 $6M -11,439 -6.4%
20 VYM 0.67% 191,566 $27M $140.95 $4M +18,530 +10.7%
21 ALAI 0.66% 716,904 $27M $37.50 $10M +171,705 +31.5%
22 IDV 0.65% 718,900 $26M $36.55 $3M +39,121 +5.8%
23 GOOG 0.64% 106,089 $26M $243.55 $7M -1,971 -1.8%
24 BRK-B 0.62% 50,332 $25M $502.74 $1M +1,318 +2.7%
25 VOO 0.62% 41,142 $25M $612.37 $2M +1,174 +2.9%
26 VTI 0.62% 76,506 $25M $328.17 $2M +1,803 +2.4%
27 EUSA 0.61% 240,906 $25M $102.97 -$14M -147,123 -37.9%
28 WMT 0.57% 224,410 $23M $103.06 $4M +24,871 +12.5%
29 XOM 0.51% 184,824 $21M $112.75 $4M +28,149 +18.0%
30 MINT 0.51% 203,919 $21M $100.69 -$101K -1,319 -0.6%
31 GLD 0.50% 57,348 $20M $355.47 $5M +6,497 +12.8%
32 IWF 0.49% 42,169 $20M $468.41 $3M +3,677 +9.6%
33 HD 0.48% 48,264 $20M $405.19 $3M +4,434 +10.1%
34 CVX 0.48% 125,078 $19M $155.29 $3M +11,547 +10.2%
35 XLK 0.44% 63,440 $18M $281.86 $1M -2,471 -3.8%
36 IJR 0.43% 146,857 $17M $118.83 $8M +64,810 +79.0%
37 LLY 0.40% 21,407 $16M $762.99 $3M +3,760 +21.3%
38 ANET 0.40% 111,281 $16M $145.71 $5M +2,159 +2.0%
39 IJH 0.38% 237,679 $16M $65.26 $2M +19,117 +8.8%
40 V 0.38% 45,171 $15M $341.38 $2M +6,737 +17.5%
41 KNG 0.38% 310,459 $15M $49.31 $384K +6,492 +2.1%
42 IWD 0.37% 73,261 $15M $203.59 $4M +14,842 +25.4%
43 ITOT 0.36% 101,327 $15M $145.65 $11M +71,558 +240.4%
44 JNJ 0.36% 79,566 $15M $185.42 $3M +4,534 +6.0%
45 RDVY 0.36% 217,448 $15M $67.26 $1M +2,896 +1.4%
46 BND 0.34% 184,895 $14M $74.37 $6M +78,496 +73.8%
47 VUG 0.34% 28,602 $14M $479.60 $6M +10,321 +56.5%
48 SO 0.34% 144,509 $14M $94.77 $2M +15,043 +11.6%
49 CRM 0.34% 57,647 $14M $237.00 -$5M -11,301 -16.4%
50 IBIT 0.33% 204,293 $13M $65.00 $2M +23,174 +12.8%
51 LRCX 0.33% 98,828 $13M $133.90 $8M +49,313 +99.6%
52 PG 0.32% 85,427 $13M $153.65 $2M +14,086 +19.7%
53 SGOV 0.32% 128,012 $13M $100.70 $12M +114,313 +834.5%
54 VTV 0.31% 68,269 $13M $186.49 -$2M -13,079 -16.1%
55 IVE 0.31% 61,315 $13M $206.51 $1M +4,048 +7.1%
56 TSLA 0.30% 27,309 $12M $444.72 $5M +3,647 +15.4%
57 FBCG 0.30% 223,613 $12M $53.66 $5M +86,439 +63.0%
58 COST 0.29% 12,808 $12M $925.70 $2M +2,746 +27.3%
59 COWZ 0.29% 205,101 $12M $57.47 $2M +19,978 +10.8%
60 JPIE 0.29% 251,687 $12M $46.41 $9M +196,751 +358.1%
61 VGSH 0.29% 198,150 $12M $58.85 $479K +7,918 +4.2%
62 BIL 0.29% 126,442 $12M $91.75 $2M +26,324 +26.3%
63 CIBR 0.28% 151,628 $12M $76.01 -$201K -3,527 -2.3%
64 KO 0.28% 173,601 $12M $66.32 $448K +17,203 +11.0%
65 TSM 0.28% 41,217 $12M $279.29 $4M +6,837 +19.9%
66 RPG 0.28% 241,011 $12M $47.72 $842K +8,129 +3.5%
67 ABBV 0.28% 48,656 $11M $231.54 $3M +6,648 +15.8%
68 FLQL 0.28% 164,316 $11M $68.43 $2M +12,841 +8.5%
69 CSCO 0.28% 163,453 $11M $68.42 -$42K +1,655 +1.0%
70 ORCL 0.28% 39,599 $11M $281.24 $2M -333 -0.8%
71 VEA 0.27% 185,478 $11M $59.92 $5M +85,544 +85.6%
72 BMY 0.27% 245,188 $11M $45.10 $898K +25,695 +11.7%
73 NFLX 0.27% 9,178 $11M $1,198.91 $2M +2,148 +30.6%
74 SDVY 0.27% 286,406 $11M $38.02 $1M +18,958 +7.1%
75 XLF 0.27% 199,471 $11M $53.87 -$564K -16,479 -7.6%
76 QCOM 0.27% 64,510 $11M $166.36 $1M +5,264 +8.9%
77 UBER 0.26% 108,599 $11M $97.97 $3M +29,699 +37.6%
78 ITW 0.26% 39,891 $10M $260.75 $1M +2,536 +6.8%
79 CAT 0.25% 21,616 $10M $477.16 $3M +2,122 +10.9%
80 VO 0.25% 34,876 $10M $293.74 $2M +5,649 +19.3%
81 PANW 0.25% 50,174 $10M $203.62 $2M +10,281 +25.8%
82 VZ 0.25% 227,552 $10M $43.95 $2M +35,073 +18.2%
83 RTX 0.25% 59,742 $10M $167.33 $2M +3,581 +6.4%
84 BAC 0.25% 192,747 $10M $51.59 $2M +15,478 +8.7%
85 LMT 0.24% 19,706 $10M $499.21 $1M +1,286 +7.0%
86 MDT 0.24% 102,936 $10M $95.24 $2M +9,243 +9.9%
87 DGRO 0.24% 143,612 $10M $68.08 -$167K -11,905 -7.7%
88 XLV 0.24% 69,557 $10M $139.17 $317K +91 +0.1%
89 MO 0.24% 145,697 $10M $66.06 $1M +1,335 +0.9%
90 TFC 0.24% 210,429 $10M $45.72 $1M +19,830 +10.4%
91 FTCS 0.23% 100,380 $9M $93.64 $1M +13,014 +14.9%
92 NEE 0.23% 122,871 $9M $75.49 $2M +17,772 +16.9%
93 C 0.23% 91,109 $9M $101.50 $1M -3,236 -3.4%
94 IBM 0.22% 31,803 $9M $282.16 $1M +5,518 +21.0%
95 DUHP 0.22% 236,975 $9M $37.77 $1M +16,161 +7.3%
96 IQLT 0.22% 201,841 $9M $44.19 $192K -96 -0.1%
97 PYPL 0.22% 132,558 $9M $67.06 -$94K +11,685 +9.7%
98 APH 0.22% 71,669 $9M $123.75 $3M +11,054 +18.2%
99 ADBE 0.22% 24,938 $9M $352.75 $439K +3,334 +15.4%
100 SCHD 0.22% 320,635 $9M $27.30 $3M +105,992 +49.4%

Options Breakdown

66 Calls $22M Call Value 29 Puts $70M Put Value 3.26 P/C Ratio

Top Calls

SymbolSharesValueStatus
PLTR 11,000 $2M
C 16,800 $2M
NEM 18,400 $2M
PPLT 10,000 $1M NEW
ACN 5,600 $1M
SLV 25,000 $1M
SPY 1,500 $999K
MDT 9,700 $924K
MS 5,100 $811K
TTD 14,200 $696K

Top Puts

SymbolSharesValueStatus
SPY 71,000 $47M
QQQ 26,300 $16M
RSP 19,900 $4M
HD 1,100 $446K
NVDA 2,000 $373K
PLTR 2,000 $365K NEW
GOOG 1,100 $268K NEW
BRK-B 500 $251K
BLK 200 $233K
CRWD 400 $196K

New Positions

SymbolValue% Port
GSLC $8M 0.20%
EES $7M 0.17%
DOG $4M 0.10%
SPGP $3M 0.08%
EVSM $3M 0.07%
MUNI $2M 0.06%
CGDV $2M 0.05%
EETH $2M 0.05%
VIGI $2M 0.04%
DASH $1M 0.04%
BJUN $1M 0.03%
BJUL $1M 0.03%
BSEP $1M 0.03%
TBBK $1M 0.03%
PJUL $998K 0.02%

Sold Out Positions

SymbolValue% Port
MATX —%
TPR —%
LUV —%
PII —%
R —%
CHPT —%
STM —%
AI —%
OMC —%
KNF —%
UWMC —%
CGBD —%
TD —%
CORZ —%
JD —%
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