StockDriftsStockDriftsTop 50 Arkadios Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 2.9% | 691.7K | $175.5M | +6.67%(+43.24K) | $201.39(+53.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 2.44% | 845.0K | $147.4M | +1.96%(+16.27K) | $88.73(+119.57%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 1.77% | 163.6K | $106.9M | +14.44%(+20.64K) | $590.78(+26.68%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 1.45% | 237.5K | $87.9M | +11.65%(+24.78K) | $391.85(-0.35%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 1.3% | 377.4K | $78.6M | +7.71%(+27.00K) | $175.88(+37.98%) | 2026-03-31 | |
| CARY | ANGEL OAK INCOME ETF | 1.22% | 3.56M | $74.0M | +13.68%(+428.75K) | $20.55(+1.10%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 1.19% | 250.5K | $72.0M | +2.47%(+6.03K) | $180.16(+99.77%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 0.99% | 203.9K | $60.0M | +5.91%(+11.37K) | $236.62(+41.35%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 0.93% | 496.2K | $56.1M | +32.88%(+122.78K) | $105.77(+28.02%) | 2026-03-31 | |
| FBND | FIDELITY TOTAL BOND ETF | 0.92% | 1.22M | $55.8M | +21.67%(+218.02K) | $45.93(-0.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.77% | +67.54% |
| Top 20 Holdings Unweighted | +18.52% | +66.46% |
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