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Michael McComb

@Arkadios Wealth Advisors

Latest period2024 - Q4ReportedManaged Assets$1.834BTotal holdings931
Assets growth rate3.85%Assets growth rate (2-Q avg)11.47%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Arkadios Wealth Advisors's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 931 positions.

Assets under management

The assets under management (AUM) of Arkadios Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.834B in assets, with a quarterly growth rate of 3.85% and a 2-quarter average growth rate of 11.47%. The portfolio is managed by Michael McComb, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ARTYIshares Future Ai & Tech Etf
Recent Activity
New Position
0.44%
$7.932M
213,984 shares@ $37.08 avg price
FDECFt Vest Us Equity Buffer Etf - December
Recent Activity
New Position
0.19%
$3.456M
77,524 shares@ $44.58 avg price
UDIVFranklin U.s. Core Dividend Tilt Index Etf
Recent Activity
New Position
0.18%
$3.134M
69,019 shares@ $45.41 avg price
WHRWhirlpool Corp Com
Recent Activity
New Position
0.11%
$1.97M
17,210 shares@ $114.48 avg price
DJUNFt Vest U.s. Equity Deep Buffer Etf - June
Recent Activity
New Position
0.09%
$1.645M
38,000 shares@ $43.29 avg price
RGTIRigetti Computing Inc Common Stock
Recent Activity
New Position
0.09%
$1.624M
106,415 shares@ $15.27 avg price
GJUNFt Vest U.s. Equity Moderate Buffer Etf - June
Recent Activity
New Position
0.09%
$1.559M
43,300 shares@ $36.0 avg price
EXEExpand Energy Corporation Com
Recent Activity
New Position
0.09%
$1.519M
15,260 shares@ $99.56 avg price
ANETArista Networks Inc Com Shs
Recent Activity
New Position
0.08%
$1.331M
12,039 shares@ $110.54 avg price
CGCarlyle Group Inc Com
Recent Activity
New Position
0.06%
$1.017M
20,146 shares@ $50.49 avg price