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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
AAPLApple Inc Com
Recent Activity
Increased 0.6%
3.87%
$70.791M
282,690 shares@ $250.42 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 5.94%
3.39%
$62.09M
462,361 shares@ $134.3 avg price
CARYAngel Oak Income Etf
Recent Activity
Increased 10.04%
2.51%
$46.008M
2.234M shares@ $20.6 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 2.56%
2.47%
$45.262M
206,309 shares@ $219.4 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 4.22%
2.05%
$37.415M
88,765 shares@ $421.51 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 37.61%
1.97%
$35.944M
61,058 shares@ $588.69 avg price
OMFLInvesco Russell 1000 Dynamic Multifactor Etf
Recent Activity
Increased 6.35%
1.92%
$35.071M
646,707 shares@ $54.24 avg price
EUSAIshares Msci Usa Equal Weighted Etf
Recent Activity
Increased 8.76%
1.86%
$33.953M
356,049 shares@ $95.36 avg price
QQQInvesco Qqq Trust Series I
Recent Activity
Increased 0.01%
1.37%
$25.078M
49,055 shares@ $511.23 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Increased 6.11%
1.12%
$20.521M
85,609 shares@ $239.72 avg price