Arkadios Wealth Advisors

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$1.76B
Signature - Title
Gary Schwartz - CCO
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Arkadios Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Arkadios Wealth Advisors reported 918 stock holdings with total value $1.76B as of Q3 2024. Top holdings included AAPL, NVDA, CARY, AMZN, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 918 $1.76B +$328M -$118M +$210M AAPL, NVDA, CARY, AMZN, MSFT 13F-HR 10/24/2024, 08:00 AM
Q2 2024 850 $1.48B +$378M -$161M +$217M AAPL, NVDA, CARY, MSFT, AMZN 13F-HR 7/29/2024, 06:35 AM
Q1 2024 727 $1.29B +$94M -$65.3M +$28.7M AAPL, NVDA, CARY, AMZN, OMFL 13F-HR 4/30/2024, 06:50 AM
Q4 2023 732 $1.18B +$92.5M -$67.3M +$25.2M AAPL, CARY, OMFL, SPY, MSFT 13F-HR 1/24/2024, 03:23 PM
Q3 2023 709 $1.05B +$294M -$63M +$230M AAPL, OMFL, SPY, AMZN, MSFT 13F-HR 10/13/2023, 09:41 AM
Q2 2023 602 $860M +$36.7M -$62.2M -$25.5M AAPL, BUFR, AMZN, MSFT, NVDA 13F-HR 7/26/2023, 10:14 AM
Q1 2023 601 $840M +$77.2M -$33.2M +$44.1M AAPL, BUFR, MSFT, AMZN, OMFL 13F-HR 5/2/2023, 12:01 PM
Q4 2022 559 $753M +$107M -$51.8M +$55.7M AAPL, BUFR, MSFT, AMZN, FTCS 13F-HR 1/11/2023, 09:04 AM
Q3 2022 522 $657M +$85.5M -$52.8M +$32.7M AAPL, BUFR, AMZN, MSFT, GNTY 13F-HR 10/21/2022, 07:21 AM
Q2 2022 540 $670M +$106M -$75.4M +$30.6M AAPL, BUFR, MSFT, AMZN, GNTY 13F-HR 7/14/2022, 07:32 AM
Q1 2022 551 $761M +$145M -$91.7M +$53.4M AAPL, BUFR, AMZN, MSFT, BUFD 13F-HR 5/2/2022, 06:53 AM
Q4 2021 567 $745M +$143M -$132M +$11.4M AAPL, BUFR, MSFT, AMZN, SCHD 13F-HR 2/3/2022, 10:08 AM
Q3 2021 1,848 $693M +$49.2M -$159M -$110M AAPL, MSFT, AMZN, FIXD, BUFR 13F-HR 10/19/2021, 02:24 PM
Q2 2021 1,934 $821M +$237M -$53M +$184M AAPL, MSFT, AMZN, FIXD, FTCS 13F-HR 7/28/2021, 12:21 PM
Q1 2021 1,626 $607M +$136M -$26.1M +$110M AAPL, FTCS, MSFT, BUFR, MINT 13F-HR 4/26/2021, 01:18 PM
Q4 2020 1,351 $476M +$304M -$41.5M +$262M AAPL, MINT, FTCS, MSFT, VB 13F-HR 2/9/2021, 03:08 PM
Q3 2020 1,027 $199M +$25.6M -$14.6M +$11M AAPL, MINT, VDC, ILCG, AMZN 13F-HR 11/10/2020, 12:41 PM
Q2 2020 949 $179M +$33.1M -$38.9M -$5.8M AAPL, MINT, ILCG, VDC, AMZN 13F-HR 8/10/2020, 09:21 AM
Q1 2020 1,203 $157M +$38.7M -$7.97M +$30.7M AAPL, ILCG, MINT, VDC, SPY 13F-HR 5/14/2020, 09:24 AM
Q4 2019 989 $164M $0 $0 AAPL, ILCG, VDC, SPY, MINT 13F-HR 2/14/2020, 01:33 PM