Arkadios Wealth Advisors Top Holdings and 13F Report (2025) About Arkadios Wealth AdvisorsInvestment ActivityArkadios Wealth Advisors has $1.83 billion in total holdings as of December 31, 2024.Arkadios Wealth Advisors owns shares of 931 different stocks, but just 244 companies or ETFs make up 80% of its holdings.Approximately 9.78% of the portfolio was purchased this quarter.About 6.55% of the portfolio was sold this quarter.This quarter, Arkadios Wealth Advisors has purchased 918 new stocks and bought additional shares in 412 stocks.Arkadios Wealth Advisors sold shares of 382 stocks and completely divested from 77 stocks this quarter.Largest Holdings Apple $70,791,160NVIDIA $62,090,469ANGEL OAK INCOME ETF $46,007,825Amazon.com $45,262,219Microsoft $37,414,585 Largest New Holdings this Quarter iShares Robotics and Artificial Intelligence Multisector ETF $7,932,397 HoldingFT Vest U.S. Equity Buffer ETF - December $3,455,632 HoldingFranklin U.S. Core Dividend Tilt Index ETF $3,133,773 HoldingWhirlpool $1,970,149 HoldingFT Vest U.S. Equity Deep Buffer ETF - June $1,644,648 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 16,685 shares (about $9.82M)iShares Robotics and Artificial Intelligence Multisector ETF 213,984 shares (about $7.93M)ANGEL OAK INCOME ETF 203,866 shares (about $4.20M)ANGEL OAK HIGH YIELD OPPORTUNITIES ETF 379,201 shares (about $4.18M)Bank of New York Mellon 47,730 shares (about $3.67M) Largest Sales this Quarter Invesco S&P 500 Pure Growth ETF 319,093 shares (about $13.17M)DIMENSIONAL ULTRASHORT FIXED INCOME ETF 136,344 shares (about $6.90M)GE VERNOVA INC COM 16,564 shares (about $5.45M)Webster Financial 66,655 shares (about $3.68M)FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December 82,431 shares (about $3.07M) 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 PortfolioSectorAAPLApple$70,791,160$417,199 ▲0.6%282,6903.9%Computer and TechnologyNVDANVIDIA$62,090,469$3,480,260 ▲5.9%462,3613.4%Computer and TechnologyANGEL OAK INCOME ETF$46,007,825$4,197,601 ▲10.0%2,234,4742.5%ETFAMZNAmazon.com$45,262,219$1,128,983 ▲2.6%206,3092.5%Retail/WholesaleMSFTMicrosoft$37,414,585$1,513,191 ▲4.2%88,7652.0%Computer and TechnologyIVViShares Core S&P 500 ETF$35,943,799$9,822,174 ▲37.6%61,0582.0%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$35,070,938$2,093,713 ▲6.3%646,7071.9%ETFEUSAiShares MSCI USA Equal Weighted ETF$33,952,811$2,733,397 ▲8.8%356,0491.9%ETFQQQInvesco QQQ$25,078,385$1,534 ▲0.0%49,0551.4%FinanceVOOVanguard S&P 500 ETF$22,516,266$1,529,677 ▼-6.4%41,7891.2%ETFJPMJPMorgan Chase & Co.$20,521,423$1,181,296 ▲6.1%85,6091.1%FinanceANGEL OAK HIGH YIELD OPPORTUNITIES ETF$20,243,570$4,175,003 ▲26.0%1,838,6531.1%ETFGOOGLAlphabet$20,028,384$2,044,825 ▲11.4%105,8021.1%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$19,909,147$301,521 ▲1.5%198,4171.1%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$18,767,472$646,152 ▲3.6%373,7801.0%ETFIDViShares International Select Dividend ETF$18,398,277$95,392 ▼-0.5%671,9601.0%ETFWMTWalmart$18,388,176$843,506 ▲4.8%203,5221.0%Retail/WholesaleMETAMeta Platforms$16,948,299$466,655 ▼-2.7%28,9460.9%Computer and TechnologyCRMSalesforce$14,058,727$1,408,213 ▲11.1%42,0500.8%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$12,562,984$696,858 ▲5.9%54,0300.7%ETFAVGOBroadcom$12,495,390$879,826 ▼-6.6%53,8970.7%Computer and TechnologyBRK.BBerkshire Hathaway$12,078,897$992,674 ▼-7.6%26,6480.7%FinanceCVXChevron$11,791,932$354,132 ▲3.1%81,4140.6%Oils/EnergySPYSPDR S&P 500 ETF Trust$11,235,129$304,175 ▼-2.6%19,1700.6%FinanceVXUSVanguard Total International Stock ETF$11,114,057$1,410,781 ▲14.5%188,5980.6%ETFXOMExxon Mobil$10,966,030$428,452 ▲4.1%101,9430.6%Oils/EnergyGOOGAlphabet$10,487,553$380,690 ▲3.8%55,0700.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$10,256,772$3,188 ▼0.0%35,3910.6%ETFRSPInvesco S&P 500 Equal Weight ETF$9,878,072$732,111 ▲8.0%56,3720.5%ETFPALANTIR TECHNOLOGIES INC CL A$9,790,083$449,469 ▼-4.4%129,4470.5%StockIWMiShares Russell 2000 ETF$9,674,357$477,277 ▲5.2%43,7830.5%FinanceGLDSPDR Gold Shares$9,573,820$1,035,106 ▲12.1%39,5400.5%FinanceHDHome Depot$9,511,071$493,622 ▼-4.9%24,4510.5%Retail/WholesaleSOSouthern$8,973,512$412,669 ▲4.8%109,0080.5%UtilitiesRPGInvesco S&P 500 Pure Growth ETF$8,915,860$13,165,757 ▼-59.6%216,0900.5%ETFFTCSFirst Trust Capital Strength ETF$8,667,229$857,563 ▼-9.0%98,6930.5%ETFDFUVDimensional US Marketwide Value ETF$8,634,161$1,586,100 ▲22.5%211,0010.5%ETFBMYBristol-Myers Squibb$8,564,253$734,827 ▲9.4%151,4190.5%MedicalXLFFinancial Select Sector SPDR Fund$8,485,485$670,240 ▲8.6%175,5740.5%ETFIWFiShares Russell 1000 Growth ETF$8,359,650$456,996 ▼-5.2%20,8170.5%ETFIJRiShares Core S&P Small-Cap ETF$8,257,972$1,150,247 ▲16.2%71,6710.5%ETFVTVVanguard Value ETF$8,204,538$1,426,339 ▼-14.8%48,4620.4%ETFDGROiShares Core Dividend Growth ETF$8,204,308$32,756 ▼-0.4%133,7510.4%ETFDUHPDimensional US High Profitability ETF$8,197,893$1,437,460 ▲21.3%242,6130.4%ETFTSLATesla$8,101,712$858,550 ▲11.9%20,0620.4%Auto/Tires/TrucksXLEEnergy Select Sector SPDR Fund$8,036,547$438,494 ▲5.8%93,8190.4%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$7,932,397$7,932,397 ▲New Holding213,9840.4%ManufacturingPGProcter & Gamble$7,747,064$55,324 ▲0.7%46,2100.4%Consumer StaplesIVWiShares S&P 500 Growth ETF$7,690,006$966,061 ▲14.4%75,7410.4%ETFGNTYGuaranty Bancshares$7,645,735$311,400 ▼-3.9%220,9750.4%FinanceISRGIntuitive Surgical$7,585,645$641,489 ▲9.2%14,5330.4%MedicalRPVInvesco S&P 500 Pure Value ETF$7,531,336$242,033 ▼-3.1%83,4870.4%ETFBRK.ABerkshire Hathaway$7,490,1200.0%110.4%FinanceDIMENSIONAL ULTRASHORT FIXED INCOME ETF$7,471,334$6,897,643 ▼-48.0%147,6840.4%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$7,238,433$1,507,122 ▲26.3%122,3950.4%ManufacturingPWVInvesco Large Cap Value ETF$6,693,335$219,939 ▼-3.2%117,6830.4%ETFJNJJohnson & Johnson$6,680,267$2,209,064 ▼-24.9%46,1920.4%MedicalSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$6,355,796$1,437,402 ▲29.2%177,2890.3%ETFABBVAbbVie$6,017,940$19,369 ▼-0.3%33,8660.3%MedicalKOCoca-Cola$5,933,317$163,744 ▼-2.7%95,2990.3%Consumer StaplesCSCOCisco Systems$5,883,500$117,453 ▼-2.0%99,3830.3%Computer and TechnologyMAMastercard$5,797,911$318,040 ▼-5.2%11,0110.3%Business ServicesVVisa$5,668,491$156,756 ▼-2.7%17,9360.3%Business ServicesPSXPhillips 66$5,571,121$691,662 ▲14.2%48,9000.3%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$5,551,836$303,388 ▲5.8%89,1000.3%ETFTFCTruist Financial$5,489,705$672,435 ▲14.0%126,5490.3%FinanceDRIDarden Restaurants$5,470,826$730,153 ▲15.4%29,3040.3%Retail/WholesaleMETMetLife$5,437,855$622,866 ▲12.9%66,4120.3%FinancePAYXPaychex$5,430,564$637,018 ▲13.3%38,7290.3%Business ServicesXLVHealth Care Select Sector SPDR Fund$5,386,237$717,284 ▲15.4%39,1530.3%ETFITWIllinois Tool Works$5,376,137$562,133 ▲11.7%21,2030.3%Industrial ProductsFDVVFidelity High Dividend ETF$5,370,123$870,450 ▲19.3%107,5320.3%ETFGDGeneral Dynamics$5,322,122$612,074 ▲13.0%20,1990.3%AerospaceLLYEli Lilly and Company$5,209,295$159,799 ▲3.2%6,7480.3%MedicalBKNGBooking$5,187,145$29,811 ▼-0.6%1,0440.3%Retail/WholesaleMDTMedtronic$5,162,162$311,452 ▲6.4%64,6240.3%MedicalBXBlackstone$5,087,579$300,699 ▼-5.6%29,5070.3%FinanceUSBU.S. Bancorp$4,979,678$581,852 ▲13.2%104,1120.3%FinanceUNHUnitedHealth Group$4,916,349$809,865 ▼-14.1%9,7190.3%MedicalSLViShares Silver Trust$4,886,400$282,416 ▼-5.5%185,5830.3%ETFFVDFirst Trust Value Line Dividend Index Fund$4,880,136$76,239 ▼-1.5%111,8270.3%ETFBACBank of America$4,807,433$135,366 ▼-2.7%109,3840.3%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$4,768,630$638,685 ▲15.5%75,1560.3%ManufacturingLMTLockheed Martin$4,724,601$319,735 ▲7.3%9,7230.3%AerospacePYPLPayPal$4,682,886$16,985 ▲0.4%54,8670.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$4,562,837$301,921 ▼-6.2%64,9240.2%ETFFSKFS KKR Capital$4,560,069$391,546 ▼-7.9%209,9480.2%FinanceVUGVanguard Growth ETF$4,461,861$301,671 ▲7.3%10,8710.2%ETFQCOMQUALCOMM$4,461,319$2,155,001 ▲93.4%29,0410.2%Computer and TechnologyFVRRFiverr International$4,374,710$788,141 ▲22.0%137,8730.2%Retail/WholesalePFEPfizer$4,329,437$408,589 ▼-8.6%163,1900.2%MedicalMOAltria Group$4,305,237$8,262 ▲0.2%82,3340.2%Consumer StaplesITAiShares U.S. Aerospace & Defense ETF$4,243,181$38,954 ▼-0.9%29,1930.2%ETFTLTiShares 20+ Year Treasury Bond ETF$4,231,962$356,834 ▲9.2%48,4590.2%ETFVZVerizon Communications$4,225,488$43,469 ▲1.0%105,6640.2%Computer and TechnologyHARBOR COMMODITY ALL-WEATHER STRATEGY ETF$4,213,786$483,194 ▲13.0%190,3640.2%ETFCOSTCostco Wholesale$4,079,048$335,340 ▼-7.6%4,4520.2%Retail/WholesaleBKBank of New York Mellon$4,029,527$3,667,118 ▲1,011.9%52,4470.2%FinanceIBMInternational Business Machines$3,953,833$164,651 ▼-4.0%17,9860.2%Computer and TechnologyCEGConstellation Energy$3,942,217$3,450,279 ▲701.4%17,6220.2%Oils/EnergyShowing 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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