Argos Wealth Advisors

Latest statistics and disclosures from Argos Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Argos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Argos Wealth Advisors

Argos Wealth Advisors holds 212 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kla Corp Com New (KLAC) 30.2 $153M 15k 10198.88
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World Gold Tr Spdr Gld Minis (GLDM) 13.3 $68M 790k 85.37
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Ishares Gold Tr Ishares New (IAU) 6.9 $35M 432k 81.17
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.8 $30M 6.9k 4262.64
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Spdr Gold Tr Gold Shs (GLD) 5.3 $27M 67k 397.30
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Apple (AAPL) 3.9 $20M 72k 274.41
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Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 3.4 $17M 84k 205.60
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Microsoft Corporation (MSFT) 2.9 $15M 30k 483.62
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Schwab Strategic Tr Fundamental Us L (FNDX) 1.2 $6.2M 228k 27.21
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Berkshire Hathaway Inc Del Cl A (BRK.A) 1.2 $6.0M 8.00 754800.00
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Alphabet Cap Stk Cl A (GOOGL) 1.1 $5.6M 18k 313.00
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Ishares Tr Msci Eafe Etf (EFA) 0.8 $3.9M 41k 96.03
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Trane Technologies SHS (TT) 0.8 $3.9M 10k 389.20
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $3.6M 12k 303.89
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Amazon (AMZN) 0.5 $2.7M 12k 230.82
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Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $2.7M 13k 210.34
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Meta Platforms Cl A (META) 0.5 $2.6M 3.9k 660.13
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Alphabet Cap Stk Cl C (GOOG) 0.5 $2.5M 7.8k 313.80
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.5 $2.4M 76k 31.51
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Vanguard Index Fds Large Cap Etf (VV) 0.5 $2.3M 7.3k 314.80
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NVIDIA Corporation (NVDA) 0.4 $2.3M 12k 186.50
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $2.2M 43k 50.29
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Visa Com Cl A (V) 0.4 $2.1M 5.9k 350.71
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Johnson & Johnson (JNJ) 0.4 $2.0M 9.6k 206.95
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Palantir Technologies Cl A (PLTR) 0.4 $2.0M 11k 177.75
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $1.8M 39k 45.21
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.7M 60k 28.48
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $1.7M 33k 49.65
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Alps Etf Tr Alerian Mlp (AMLP) 0.3 $1.6M 34k 47.02
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Ss&c Technologies Holding (SSNC) 0.3 $1.5M 17k 87.42
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Automatic Data Processing (ADP) 0.3 $1.5M 5.7k 257.23
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Ea Series Trust Strive Us Energy (DRLL) 0.3 $1.4M 48k 28.53
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Comfort Systems USA (FIX) 0.3 $1.3M 1.4k 933.29
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Motorola Solutions Com New (MSI) 0.3 $1.3M 3.3k 383.32
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Tractor Supply Company (TSCO) 0.2 $1.2M 24k 50.01
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Eli Lilly & Co. (LLY) 0.2 $1.1M 1.0k 1074.68
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Pure Storage Cl A (PSTG) 0.2 $1.1M 16k 67.01
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Us Foods Hldg Corp call (USFD) 0.2 $1.1M 14k 75.32
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Chesapeake Energy Corp (EXE) 0.2 $1.0M 9.4k 110.36
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.0M 43k 24.04
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.0M 38k 26.91
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Mastercard Incorporated Cl A (MA) 0.2 $978k 1.7k 570.88
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American Outdoor (AOUT) 0.2 $975k 126k 7.73
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Booking Holdings (BKNG) 0.2 $969k 181.00 5355.33
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Perimeter Solutions Common Stock (PRM) 0.2 $961k 35k 27.53
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $916k 856.00 1069.86
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $910k 28k 32.75
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $884k 30k 29.61
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Hayward Hldgs (HAYW) 0.2 $883k 57k 15.45
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Plexus (PLXS) 0.2 $840k 5.7k 147.00
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $834k 1.8k 473.30
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Exxon Mobil Corporation (XOM) 0.2 $791k 6.6k 120.34
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Amrize SHS (AMRZ) 0.2 $779k 14k 54.08
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InterDigital (IDCC) 0.2 $772k 2.4k 318.38
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Ingersoll Rand (IR) 0.2 $765k 9.7k 79.22
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Cdw (CDW) 0.1 $738k 5.4k 136.20
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S&p Global (SPGI) 0.1 $734k 1.4k 522.59
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Copart (CPRT) 0.1 $722k 18k 39.15
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Ares Management Corporation Cl A Com Stk (ARES) 0.1 $720k 4.5k 161.63
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DineEquity (DIN) 0.1 $707k 22k 32.14
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $706k 5.9k 120.18
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Cardinal Health (CAH) 0.1 $694k 3.4k 205.50
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Tesla Motors (TSLA) 0.1 $693k 1.5k 449.72
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Allegion Ord Shs (ALLE) 0.1 $674k 4.2k 159.22
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Edwards Lifesciences (EW) 0.1 $674k 7.9k 85.25
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $670k 1.4k 468.76
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United Rentals (URI) 0.1 $669k 827.00 809.32
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Verra Mobility Corp Cl A Com Stk (VRRM) 0.1 $650k 29k 22.41
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Semtech Corporation (SMTC) 0.1 $640k 8.7k 73.69
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Alarm Com Hldgs (ALRM) 0.1 $639k 13k 51.02
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Cloudflare Cl A Com (NET) 0.1 $633k 3.2k 197.15
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Bristol Myers Squibb (BMY) 0.1 $626k 12k 53.94
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Costco Wholesale Corporation (COST) 0.1 $622k 722.00 861.87
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $611k 12k 49.14
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Yum! Brands (YUM) 0.1 $587k 3.9k 151.28
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ViaSat (VSAT) 0.1 $582k 17k 34.46
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Old Dominion Freight Line (ODFL) 0.1 $577k 3.7k 156.80
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JPMorgan Chase & Co. (JPM) 0.1 $569k 1.8k 322.22
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Chubb (CB) 0.1 $561k 1.8k 312.12
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O'reilly Automotive (ORLY) 0.1 $553k 6.1k 91.21
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Intuitive Surgical Com New (ISRG) 0.1 $551k 973.00 566.36
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Servicenow (NOW) 0.1 $548k 3.6k 153.19
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Zoetis Cl A (ZTS) 0.1 $547k 4.3k 125.82
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $541k 17k 32.62
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Arista Networks Com Shs (ANET) 0.1 $538k 4.1k 131.03
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Kilroy Realty Corporation (KRC) 0.1 $508k 14k 37.37
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Primerica (PRI) 0.1 $507k 2.0k 258.36
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GDS HLDGS Sponsored Ads (GDS) 0.1 $500k 14k 34.90
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Gentex Corporation (GNTX) 0.1 $494k 21k 23.27
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Broadcom (AVGO) 0.1 $487k 1.4k 346.10
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Blackrock (BLK) 0.1 $484k 452.00 1070.34
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Paypal Holdings (PYPL) 0.1 $471k 8.1k 58.38
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $467k 13k 36.06
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Palo Alto Networks (PANW) 0.1 $464k 2.5k 184.20
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Snowflake Com Shs (SNOW) 0.1 $460k 2.1k 219.36
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Southern Copper Corporation (SCCO) 0.1 $460k 3.2k 143.47
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Uber Technologies (UBER) 0.1 $451k 5.5k 81.71
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Garmin SHS (GRMN) 0.1 $444k 2.2k 202.85
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Globus Med Cl A (GMED) 0.1 $442k 5.1k 87.31
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Super Micro Computer Com New (SMCI) 0.1 $434k 15k 29.27
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Broadridge Financial Solutions (BR) 0.1 $432k 1.9k 223.17
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Select Sector Spdr Tr State Street Tec (XLK) 0.1 $425k 3.0k 143.97
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Smartrent Com Cl A (SMRT) 0.1 $422k 209k 2.02
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Proto Labs (PRLB) 0.1 $414k 8.2k 50.59
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Bank of America Corporation (BAC) 0.1 $407k 7.4k 55.00
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Emcor (EME) 0.1 $398k 651.00 611.79
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Abbvie (ABBV) 0.1 $395k 1.7k 228.49
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Rbc Cad (RY) 0.1 $393k 2.3k 170.49
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CoStar (CSGP) 0.1 $377k 5.6k 67.24
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Armstrong World Industries (AWI) 0.1 $373k 2.0k 191.10
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Align Technology (ALGN) 0.1 $372k 2.4k 156.15
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Veeva Sys Cl A Com (VEEV) 0.1 $369k 1.7k 223.23
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Illinois Tool Works (ITW) 0.1 $366k 1.5k 246.30
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Cme (CME) 0.1 $365k 1.3k 273.08
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Nextera Energy (NEE) 0.1 $363k 4.5k 80.28
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Stitch Fix Com Cl A (SFIX) 0.1 $362k 69k 5.25
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Procore Technologies (PCOR) 0.1 $361k 5.0k 72.74
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KAR Auction Services (OPLN) 0.1 $359k 12k 29.78
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Home Depot (HD) 0.1 $358k 1.0k 344.10
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Cognex Corporation (CGNX) 0.1 $345k 9.6k 35.98
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Astrazeneca Sponsored Adr 0.1 $343k 3.7k 91.93
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Parker-Hannifin Corporation (PH) 0.1 $343k 390.00 878.96
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Houlihan Lokey Cl A (HLI) 0.1 $336k 1.9k 174.19
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Draftkings Com Cl A (DKNG) 0.1 $330k 9.6k 34.46
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Dex (DXCM) 0.1 $328k 4.9k 66.37
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American Express Company (AXP) 0.1 $327k 885.00 369.95
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Spdr Series Trust State Street Spd (BIL) 0.1 $325k 3.6k 91.38
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Lowe's Companies (LOW) 0.1 $325k 1.3k 241.16
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Zeta Global Holdings Corp Cl A (ZETA) 0.1 $325k 16k 20.35
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $320k 2.6k 123.26
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Chevron Corporation (CVX) 0.1 $319k 2.1k 152.41
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EXACT Sciences Corporation (EXAS) 0.1 $316k 3.1k 101.56
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Cabot Oil & Gas Corporation (CTRA) 0.1 $314k 12k 26.32
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Texas Instruments Incorporated (TXN) 0.1 $304k 1.8k 173.49
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Novo-nordisk A S Adr (NVO) 0.1 $304k 6.0k 50.88
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Qualcomm (QCOM) 0.1 $301k 1.8k 171.05
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Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $299k 3.2k 92.25
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Planet Fitness Cl A (PLNT) 0.1 $299k 2.8k 108.47
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Wyndham Hotels And Resorts (WH) 0.1 $299k 4.0k 75.56
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Alight Com Cl A (ALIT) 0.1 $298k 153k 1.95
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Wal-Mart Stores (WMT) 0.1 $297k 2.7k 111.41
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Barclays Adr (BCS) 0.1 $295k 12k 25.45
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Generac Holdings (GNRC) 0.1 $288k 2.1k 136.37
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Simpson Manufacturing (SSD) 0.1 $283k 1.8k 161.47
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Akamai Technologies (AKAM) 0.1 $283k 3.2k 87.25
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Powerfleet (AIOT) 0.1 $279k 53k 5.32
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Workday Cl A (WDAY) 0.1 $277k 1.3k 214.78
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Anglogold Ashanti Com Shs (AU) 0.1 $274k 3.2k 85.28
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AFLAC Incorporated (AFL) 0.1 $273k 2.5k 110.27
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Pepsi (PEP) 0.1 $272k 1.9k 143.52
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Curtiss-Wright (CW) 0.1 $268k 486.00 551.27
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Sap Se Spon Adr (SAP) 0.1 $264k 1.1k 242.91
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Honeywell International (HON) 0.1 $263k 1.3k 195.09
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Take-Two Interactive Software (TTWO) 0.1 $260k 1.0k 256.03
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Core Labs Nv (CLB) 0.1 $258k 16k 16.03
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Reddit Cl A (RDDT) 0.1 $257k 1.1k 229.87
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Snap-on Incorporated (SNA) 0.1 $257k 745.00 344.60
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TJX Companies (TJX) 0.1 $255k 1.7k 153.61
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Ing Groep Sponsored Adr (ING) 0.1 $254k 9.1k 28.00
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MarketAxess Holdings (MKTX) 0.1 $254k 1.4k 181.25
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Matador Resources (MTDR) 0.0 $253k 6.0k 42.44
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Netflix (NFLX) 0.0 $253k 2.7k 93.76
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Danaher Corporation (DHR) 0.0 $251k 1.1k 228.92
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SPS Commerce (SPSC) 0.0 $247k 2.8k 89.13
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Union Pacific Corporation (UNP) 0.0 $246k 1.1k 231.32
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Procter & Gamble Company (PG) 0.0 $246k 1.7k 143.31
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New York Times Cl A (NYT) 0.0 $245k 3.5k 69.42
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Flutter Entmt SHS (FLUT) 0.0 $244k 1.1k 215.04
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DV (DV) 0.0 $243k 21k 11.44
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Kornit Digital SHS (KRNT) 0.0 $240k 17k 14.38
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Morgan Stanley Com New (MS) 0.0 $239k 1.3k 177.53
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $234k 8.5k 27.43
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.0 $233k 4.3k 53.63
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $230k 2.3k 100.34
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Te Connectivity Ord Shs (TEL) 0.0 $227k 999.00 227.51
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Cummins (CMI) 0.0 $227k 445.00 510.45
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Abbott Laboratories (ABT) 0.0 $226k 1.8k 125.29
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Merck & Co (MRK) 0.0 $225k 2.1k 105.26
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Toyota Motor Corp Ads (TM) 0.0 $223k 1.0k 214.06
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Power Integrations (POWI) 0.0 $222k 6.3k 35.54
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Microchip Technology (MCHP) 0.0 $221k 3.5k 63.72
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Toronto Dominion Bk Ont Com New (TD) 0.0 $215k 2.3k 94.20
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Euronet Worldwide (EEFT) 0.0 $215k 2.8k 76.11
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Penske Automotive (PAG) 0.0 $213k 1.3k 158.29
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Rockwell Automation (ROK) 0.0 $212k 545.00 389.07
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Autodesk (ADSK) 0.0 $210k 708.00 296.01
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Medtronic SHS (MDT) 0.0 $209k 2.2k 96.06
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American Homes 4 Rent Cl A (AMH) 0.0 $208k 6.5k 32.10
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Woori Finl Group Sponsored Ads (WF) 0.0 $207k 3.5k 58.79
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Monday SHS (MNDY) 0.0 $207k 1.4k 147.56
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Korea Elec Pwr Corp Sponsored Adr (KEP) 0.0 $206k 13k 16.50
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McDonald's Corporation (MCD) 0.0 $204k 666.00 305.63
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Cadence Design Systems (CDNS) 0.0 $202k 647.00 312.58
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Ishares U S Etf Tr Short Duration B (NEAR) 0.0 $201k 3.9k 51.10
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $200k 536.00 373.44
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $200k 4.0k 50.59
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Dr Reddys Labs Adr (RDY) 0.0 $192k 14k 14.04
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Weave Communications (WEAV) 0.0 $159k 21k 7.59
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United Microelectronics Corp Spon Adr New (UMC) 0.0 $143k 18k 7.86
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Hillman Solutions Corp (HLMN) 0.0 $141k 16k 8.66
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Ziprecruiter Cl A (ZIP) 0.0 $108k 28k 3.90
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Aegon Amer Reg 1 Cert (AEG) 0.0 $96k 12k 7.71
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Enel Chile Sponsored Adr (ENIC) 0.0 $86k 21k 4.02
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Wipro Spon Adr 1 Sh (WIT) 0.0 $86k 30k 2.84
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Materialise Nv Sponsored Ads (MTLS) 0.0 $85k 15k 5.55
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Monroe Cap (MRCC) 0.0 $75k 12k 6.37
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Turkcell Iletisim Hizmetleri Spon Adr New (TKC) 0.0 $71k 13k 5.47
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Lithium Amers Corp Com Shs (LAC) 0.0 $64k 15k 4.36
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Gerdau Sa Spon Adr Rep Pfd (GGB) 0.0 $55k 15k 3.69
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Nordic American Tanker Shippin (NAT) 0.0 $39k 11k 3.44
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Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $38k 19k 2.00
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Companhia Siderurgica Nacion Sponsored Adr (SID) 0.0 $17k 11k 1.60
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Past Filings by Argos Wealth Advisors

SEC 13F filings are viewable for Argos Wealth Advisors going back to 2025