Sponsored

The Analysis of Argos Wealth Advisors, LLC's Holdings & P&L

Currently, Argos Wealth Advisors, LLC holds 202 types of securities in its portfolio with a total value $347.8M. In the most recent quarter, they have increased their positions in PGR (+2.6K shares, valued at $508.1K), IWF (+1.0K shares, valued at $437.5K), TOL (+3.0K shares, valued at $405.2K); decreased their positions in SPY (-1.6K shares, valued at $1.0M), GLDM (-10.5K shares, valued at $975.1K), SCHF (-34.1K shares, valued at $843.5K); initiated new positions in PGR (+2.6K shares, valued at $508.1K), TOL (+3.0K shares, valued at $405.2K), AZN (+1.9K shares, valued at $368.2K).

1M P&L

-323.0M-59.93%

3M P&L

-214.3M-49.81%

HY P&L

-173.9M-44.60%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A202.6M

58.2%

2Semiconductor Equipment & Materials23.0M

6.6%

3Consumer Electronics18.0M

5.2%

Top Industries by Stock Count

1N/A33 stocks

16.3%

2Software - Application14 stocks

6.9%

3Software - Infrastructure8 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLDM WORLD GOLD TR779.8K shares-1.33%2026-03-312026-04-27

IAU ISHARES GOLD TR430.2K shares-0.51%2026-03-312026-04-27

GLD SPDR GOLD TR67.1K shares-0.43%2026-03-312026-04-27

KLAC KLA CORP14.9K shares-0.70%2026-03-312026-04-27

GLTR ABRDN PRECIOUS METALS BASKET84.1K shares0.80%2026-03-312026-04-27

AAPL APPLE INC70.8K shares-1.58%2026-03-312026-04-27

MSFT MICROSOFT CORP30.2K shares-0.48%2026-03-312026-04-27

FNDX SCHWAB STRATEGIC TR228.3K shares0.16%2026-03-312026-04-27

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL8 shares0.00%2026-03-312026-04-27

GOOGL ALPHABET INC17.0K shares-4.62%2026-03-312026-04-27

TT TRANE TECHNOLOGIES PLC9.9K shares0.00%2026-03-312026-04-27

EFA ISHARES TR40.9K shares0.00%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC10.3K shares-14.12%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T5.3K shares-23.11%2026-03-312026-04-27

AMZN AMAZON COM INC13.3K shares12.81%2026-03-312026-04-27

IWD ISHARES TR12.7K shares-0.22%2026-03-312026-04-27

Sponsored

FNDA SCHWAB STRATEGIC TR78.9K shares4.05%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON9.7K shares0.83%2026-03-312026-04-27

GOOG ALPHABET INC7.8K shares0.00%2026-03-312026-04-27

VV VANGUARD INDEX FDS7.3K shares0.00%2026-03-312026-04-27

FNDF SCHWAB STRATEGIC TR43.5K shares11.18%2026-03-312026-04-27

NVDA NVIDIA CORPORATION11.8K shares-2.08%2026-03-312026-04-27

META META PLATFORMS INC3.6K shares-7.75%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS40.9K shares-4.76%2026-03-312026-04-27

Sponsored

FIX COMFORT SYS USA INC1.4K shares-1.06%2026-03-312026-04-27

DRLL EA SERIES TRUST48.3K shares0.00%2026-03-312026-04-27

V VISA INC5.8K shares-1.91%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR59.7K shares0.01%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC11.1K shares0.00%2026-03-312026-04-27

AMLP ALPS ETF TR30.7K shares-10.11%2026-03-312026-04-27

MSI MOTOROLA SOLUTIONS INC3.2K shares-4.29%2026-03-312026-04-27

IWF ISHARES TR2.8K shares58.26%2026-03-312026-04-27

Sponsored

AOUT AMERICAN OUTDOOR BRANDS INC126.2K shares0.00%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF30.1K shares-10.05%2026-03-312026-04-27

USFD US FOODS HLDG CORP12.5K shares-10.74%2026-03-312026-04-27

SSNC SS&C TECH HLDGS16.9K shares-1.82%2026-03-312026-04-27

XOM EXXON MOBIL CORP6.7K shares1.81%2026-03-312026-04-27

ASML ASML HLDG NV856 shares0.00%2026-03-312026-04-27

PLXS PLEXUS CORP5.3K shares-7.70%2026-03-312026-04-27

TSCO TRACTOR SUPPLY CO22.6K shares-3.50%2026-03-312026-04-27

Sponsored

LLY ELI LILLY & CO1.1K shares6.04%2026-03-312026-04-27

EXE EXPAND ENERGY CORPORATION9.0K shares-3.90%2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR37.8K shares0.01%2026-03-312026-04-27

PSTG EVERPURE INC15.0K shares-7.21%2026-03-312026-04-27

MA MASTERCARD INCORPORATED1.7K shares1.69%2026-03-312026-04-27

HAYW HAYWARD HLDGS INC61.6K shares7.70%2026-03-312026-04-27

AMRZ AMRIZE LTD14.4K shares0.00%2026-03-312026-04-27

IR INGERSOLL RAND INC9.7K shares0.00%2026-03-312026-04-27

Sponsored

VSAT VIASAT INC16.9K shares0.00%2026-03-312026-04-27

IJR ISHARES TR5.9K shares0.00%2026-03-312026-04-27

BKNG BOOKING HOLDINGS INC171 shares-5.52%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION722 shares0.00%2026-03-312026-04-27

CAH CARDINAL HEALTH INC3.4K shares0.00%2026-03-312026-04-27

PRM PERIMETER SOLUTIONS INC28.9K shares-17.19%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO11.6K shares0.00%2026-03-312026-04-27

NET CLOUDFLARE INC3.3K shares3.93%2026-03-312026-04-27

Sponsored

ADP AUTOMATIC DATA PROCESSING IN3.4K shares-40.83%2026-03-312026-04-27

ODFL OLD DOMINION FREIGHT LINE IN3.5K shares-6.14%2026-03-312026-04-27

IDCC INTERDIGITAL INC2.2K shares-10.80%2026-03-312026-04-27

CDW CDW CORP5.1K shares-6.03%2026-03-312026-04-27

ALLE ALLEGION PLC4.2K shares0.00%2026-03-312026-04-27

EW EDWARDS LIFESCIENCES CORP7.6K shares-4.22%2026-03-312026-04-27

YUM YUM BRANDS INC3.9K shares0.00%2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC1.5K shares6.92%2026-03-312026-04-27

Sponsored

SMTC SEMTECH CORP7.6K shares-12.65%2026-03-312026-04-27

ALRM ALARM COM HLDGS INC13.4K shares6.80%2026-03-312026-04-27

VNLA JANUS DETROIT STR TR11.8K shares-4.92%2026-03-312026-04-27

GDS GDS HLDGS LTD14.3K shares0.00%2026-03-312026-04-27

DIN DINE BRANDS GLOBAL INC22.0K shares0.00%2026-03-312026-04-27

CPRT COPART INC17.2K shares-6.61%2026-03-312026-04-27

SPGI S&P GLOBAL INC1.3K shares-4.63%2026-03-312026-04-27

SCHE SCHWAB STRATEGIC TR17.3K shares-37.83%2026-03-312026-04-27

Sponsored

CB CHUBB LTD SWITZ1.7K shares-4.67%2026-03-312026-04-27

SCCO SOUTHERN COPPER CORP3.2K shares0.81%2026-03-312026-04-27

VRRM VERRA MOBILITY CORP38.1K shares31.25%2026-03-312026-04-27

URI UNITED RENTALS INC746 shares-9.79%2026-03-312026-04-27

NOW SERVICENOW INC5.1K shares42.10%2026-03-312026-04-27

ARES ARES MANAGEMENT CORPORATION4.8K shares8.77%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO1.8K shares1.76%2026-03-312026-04-27

ORLY OREILLY AUTOMOTIVE INC5.7K shares-6.37%2026-03-312026-04-27

Sponsored

PGR PROGRESSIVE CORP2.6K sharesnew addition2026-03-312026-04-27

FNDE SCHWAB STRATEGIC TR13.0K shares0.70%2026-03-312026-04-27

PRI PRIMERICA INC2.0K shares0.00%2026-03-312026-04-27

TSLA TESLA INC1.3K shares-14.87%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR16.6K shares0.01%2026-03-312026-04-27

ZTS ZOETIS INC4.1K shares-6.69%2026-03-312026-04-27

ANET ARISTA NETWORKS INC3.8K shares-6.62%2026-03-312026-04-27

CGNX COGNEX CORP9.6K shares0.00%2026-03-312026-04-27

Sponsored

PRLB PROTO LABS INC8.2K shares0.00%2026-03-312026-04-27

NFLX NETFLIX INC.4.8K shares79.81%2026-03-312026-04-27

GRMN GARMIN LTD2.0K shares-8.49%2026-03-312026-04-27

GNTX GENTEX CORP21.2K shares0.00%2026-03-312026-04-27

CVX CHEVRON CORPORATION2.2K shares4.44%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC976 shares0.31%2026-03-312026-04-27

NEE NEXTERA ENERGY INC4.7K shares3.74%2026-03-312026-04-27

AVGO BROADCOM INC1.4K shares-2.20%2026-03-312026-04-27

Sponsored

CTRA COTERRA ENERGY INC11.9K shares0.00%2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC5.7K shares3.88%2026-03-312026-04-27

EME EMCOR GROUP INC558 shares-14.29%2026-03-312026-04-27

GNRC GENERAC HLDGS INC2.1K shares0.00%2026-03-312026-04-27

CME CME GROUP INC1.4K shares3.82%2026-03-312026-04-27

ALGN ALIGN TECHNOLOGY INC2.4K shares0.00%2026-03-312026-04-27

TOL TOLL BROTHERS INC3.0K sharesnew addition2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC2.5K shares0.00%2026-03-312026-04-27

Sponsored

ITW ILLINOIS TOOL WKS INC1.5K shares2.62%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR3.0K shares0.00%2026-03-312026-04-27

ABBV ABBVIE INC1.8K shares2.66%2026-03-312026-04-27

KRC KILROY REALTY CORP13.6K shares0.00%2026-03-312026-04-27

BLK BLACKROCK INC394 shares-12.83%2026-03-312026-04-27

MTDR MATADOR RES CO6.0K shares0.00%2026-03-312026-04-27

RY ROYAL BK CDA2.3K shares0.00%2026-03-312026-04-27

AKAM AKAMAI TECHNOLOGIES INC3.2K shares0.00%2026-03-312026-04-27

Sponsored

BAC BANK AMERICA CORP7.6K shares2.59%2026-03-312026-04-27

SNOW SNOWFLAKE INC2.5K shares16.72%2026-03-312026-04-27

AZN ASTRAZENECA PLC1.9K sharesnew addition2026-03-312026-04-27

HD HOME DEPOT INC1.1K shares2.98%2026-03-312026-04-27

TXN TEXAS INSTRS INC1.8K shares3.19%2026-03-312026-04-27

PH PARKER-HANNIFIN CORP390 shares0.00%2026-03-312026-04-27

PG PROCTER & GAMBLE CO2.4K shares39.15%2026-03-312026-04-27

COP CONOCOPHILLIPS2.6K sharesnew addition2026-03-312026-04-27

Sponsored

CW CURTISS WRIGHT CORP486 shares0.00%2026-03-312026-04-27

WMT WALMART INC2.7K shares0.00%2026-03-312026-04-27

KAR OPENLANE INC11.3K shares-6.34%2026-03-312026-04-27

LOW LOWES COS INC1.4K shares2.82%2026-03-312026-04-27

GMED GLOBUS MED INC3.8K shares-25.53%2026-03-312026-04-27

AWI ARMSTRONG WORLD INDS INC NEW2.0K shares0.00%2026-03-312026-04-27

POWI POWER INTEGRATIONS INC6.3K shares0.00%2026-03-312026-04-27

HON HONEYWELL INTL INC1.4K shares4.67%2026-03-312026-04-27

Sponsored

SMRT SMARTRENT INC208.9K shares0.00%2026-03-312026-04-27

AU ANGLOGOLD ASHANTI PLC3.2K shares0.00%2026-03-312026-04-27

VEEV VEEVA SYS INC1.7K shares3.93%2026-03-312026-04-27

PEP PEPSICO INC1.9K shares2.53%2026-03-312026-04-27

SSD SIMPSON MFG INC1.8K shares0.00%2026-03-312026-04-27

INTU INTUIT681 sharesnew addition2026-03-312026-04-27

PCOR PROCORE TECHNOLOGIES INC5.2K shares3.93%2026-03-312026-04-27

IVW ISHARES TR2.6K shares0.00%2026-03-312026-04-27

Sponsored

JPST J P MORGAN EXCHANGE TRADED F5.7K shares42.98%2026-03-312026-04-27

NYT NEW YORK TIMES CO MTN BE3.4K shares-4.84%2026-03-312026-04-27

WH WYNDHAM HOTELS & RESORTS INC3.4K shares-12.88%2026-03-312026-04-27

HLI HOULIHAN LOKEY INC1.9K shares0.00%2026-03-312026-04-27

AFL AFLAC INC2.5K shares0.00%2026-03-312026-04-27

CLB CORE LABORATORIES INC16.1K shares0.00%2026-03-312026-04-27

SNA SNAP ON INC745 shares0.00%2026-03-312026-04-27

UNP UNION PAC CORP1.1K shares4.42%2026-03-312026-04-27

Sponsored

IYG ISHARES TR3.2K shares0.00%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO885 shares0.00%2026-03-312026-04-27

SHG SHINHAN FINANCIAL GROUP CO L4.3K shares0.00%2026-03-312026-04-27

MINT PIMCO ETF TR2.6K shares15.28%2026-03-312026-04-27

TJX TJX COS INC NEW1.7K shares0.00%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR8.5K shares0.00%2026-03-312026-04-27

BIL SPDR SERIES TRUST2.8K shares-20.33%2026-03-312026-04-27

MKTX MARKETAXESS HLDGS INC1.6K shares11.58%2026-03-312026-04-27

Sponsored

MRK MERCK & CO INC2.1K shares0.00%2026-03-312026-04-27

DXCM DEXCOM INC4.1K shares-17.22%2026-03-312026-04-27

ZETA ZETA GLOBAL HOLDINGS CORP16.0K shares0.00%2026-03-312026-04-27

VLO VALERO ENERGY CORP997 sharesnew addition2026-03-312026-04-27

BCS BARCLAYS PLC11.6K shares0.00%2026-03-312026-04-27

VUSB VANGUARD BD INDEX FDS4.9K sharesnew addition2026-03-312026-04-27

MCD MCDONALDS CORP788 shares18.32%2026-03-312026-04-27

KRNT KORNIT DIGITAL LTD16.7K shares0.00%2026-03-312026-04-27

Sponsored

RDDT REDDIT INC1.8K shares58.55%2026-03-312026-04-27

ING ING GROEP N.V.9.1K shares0.00%2026-03-312026-04-27

WF WOORI FINL GROUP INC3.5K shares0.00%2026-03-312026-04-27

QCOM QUALCOMM INC1.8K shares3.01%2026-03-312026-04-27

APD AIR PRODUCTS AND CHEMICALS I789 sharesnew addition2026-03-312026-04-27

EOG EOG RES INC1.6K sharesnew addition2026-03-312026-04-27

SFIX STITCH FIX INC69.0K shares0.00%2026-03-312026-04-27

MDT MEDTRONIC PLC2.6K shares20.85%2026-03-312026-04-27

Sponsored

CASY CASEYS GEN STORES INC310 sharesnew addition2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR9.0K shares-79.14%2026-03-312026-04-27

FAST FASTENAL CO4.7K sharesnew addition2026-03-312026-04-27

NVO NOVO-NORDISK A S6.0K shares0.00%2026-03-312026-04-27

ALSN ALLISON TRANSMISSION HLDGS I1.8K sharesnew addition2026-03-312026-04-27

CMI CUMMINS INC400 shares-10.11%2026-03-312026-04-27

DKNG DRAFTKINGS INC NEW9.9K shares3.88%2026-03-312026-04-27

TM TOYOTA MOTOR CORP1.0K shares0.00%2026-03-312026-04-27

Sponsored

PLNT PLANET FITNESS MASTER ISSUER2.9K shares3.91%2026-03-312026-04-27

TD TORONTO DOMINION BK ONT2.3K shares0.00%2026-03-312026-04-27

SMCI SUPER MICRO COMPUTER INC9.3K shares-37.15%2026-03-312026-04-27

DHR DANAHER CORP DEL1.1K shares0.00%2026-03-312026-04-27

GGG GRACO INC2.4K sharesnew addition2026-03-312026-04-27

SHOP SHOPIFY INC1.7K sharesnew addition2026-03-312026-04-27

PAG PENSKE AUTOMOTIVE GRP INC1.3K shares0.00%2026-03-312026-04-27

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.0K shares0.00%2026-03-312026-04-27

Sponsored

RDY DR REDDYS LABS LTD13.7K shares0.00%2026-03-312026-04-27

KEP KOREA ELEC PWR CORP12.5K shares0.00%2026-03-312026-04-27

UMC UNITED MICROELECTRONICS CORP18.2K shares0.00%2026-03-312026-04-27

AIOT POWERFLEET INC52.5K shares0.00%2026-03-312026-04-27

DV DOUBLEVERIFY HLDGS INC16.1K shares-24.27%2026-03-312026-04-27

HLMN HILLMAN SOLUTIONS CORP16.2K shares0.00%2026-03-312026-04-27

WEAV WEAVE COMMUNICATIONS INC20.9K shares0.00%2026-03-312026-04-27

ALIT ALIGHT INC159.8K shares4.58%2026-03-312026-04-27

Sponsored

AEG AEGON LTD12.4K shares0.00%2026-03-312026-04-27

ENIC ENEL CHILE SA21.4K shares0.00%2026-03-312026-04-27

TKC TURKCELL ILETISIM13.0K shares0.00%2026-03-312026-04-27

MTLS MATERIALISE NV15.3K shares0.00%2026-03-312026-04-27

NAT NORDIC AMERICAN TANKERS LIMI11.4K shares0.00%2026-03-312026-04-27

LAC LITHIUM AMERS CORP NEW14.7K shares0.00%2026-03-312026-04-27

MRCC MONROE CAP CORP11.8K shares0.79%2026-03-312026-04-27

GGB GERDAU SA14.8K shares0.00%2026-03-312026-04-27

Sponsored

ZIP ZIPRECRUITER INC27.6K shares0.00%2026-03-312026-04-27

CIG CIA ENERGETICA DE MINAS GERA18.9K shares0.00%2026-03-312026-04-27

GLDM

WORLD GOLD TR

-1.33%

Shares779.8K

Event2026-03-31

Filed2026-04-27

IAU

ISHARES GOLD TR

-0.51%

Shares430.2K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

-0.43%

Shares67.1K

Event2026-03-31

Filed2026-04-27

KLAC

KLA CORP

-0.70%

Shares14.9K

Event2026-03-31

Filed2026-04-27

GLTR

ABRDN PRECIOUS METALS BASKET

0.80%

Shares84.1K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-1.58%

Shares70.8K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-0.48%

Shares30.2K

Event2026-03-31

Filed2026-04-27

FNDX

SCHWAB STRATEGIC TR

0.16%

Shares228.3K

Event2026-03-31

Filed2026-04-27

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares8

Event2026-03-31

Filed2026-04-27

GOOGL

ALPHABET INC

-4.62%

Shares17.0K

Event2026-03-31

Filed2026-04-27

TRANE TECHNOLOGIES PLC

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-27

EFA

ISHARES TR

0.00%

Shares40.9K

Event2026-03-31

Filed2026-04-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-14.12%

Shares10.3K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-23.11%

Shares5.3K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

12.81%

Shares13.3K

Event2026-03-31

Filed2026-04-27

IWD

ISHARES TR

-0.22%

Shares12.7K

Event2026-03-31

Filed2026-04-27

FNDA

SCHWAB STRATEGIC TR

4.05%

Shares78.9K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

0.83%

Shares9.7K

Event2026-03-31

Filed2026-04-27

GOOG

ALPHABET INC

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-27

FNDF

SCHWAB STRATEGIC TR

11.18%

Shares43.5K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-2.08%

Shares11.8K

Event2026-03-31

Filed2026-04-27