13F History

Arkadios Wealth Advisors

13F Filings History

Latest 13F report: Q4 2024 - Jan 15, 2025
Value $: $1.83B
Signature - Title: Michael McComb - 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 931 stock holdings with total value $1.83B as of Q4 2024. Top holdings included AAPL, NVDA, CARY, AMZN, and MSFT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	931	$1.83B	+$180M	-$120M	+$59.8M	AAPL, NVDA, CARY, AMZN, MSFT	13F-HR	1/15/2025, 12:31 PM
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

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