Michael McComb

@Arkadios Wealth Advisors

Latest period2024 - Q4

Reported3d ago

Managed Assets$1.834B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JPMJpmorgan Chase & Co. Com Recent Activity Increased 6.11%	1.12%	$20.521M 85,609 shares@ $239.72 avg price	Increased 6.11%
AOHYAngel Oak High Yield Opportunities Etf Recent Activity Increased 25.99%	1.11%	$20.244M 1.839M shares@ $11.02 avg price	Increased 25.99%
GOOGLAlphabet Inc Cap Stk Cl A Recent Activity Increased 11.38%	1.1%	$20.028M 105,802 shares@ $189.31 avg price	Increased 11.38%
MINTPimco Enhanced Short Maturity Active Exchange-traded Fund Recent Activity Increased 1.54%	1.09%	$19.909M 198,417 shares@ $100.34 avg price	Increased 1.54%
KNGFt Vest S&p 500 Dividend Aristocrats Target Income Etf Recent Activity Increased 3.57%	1.03%	$18.767M 373,780 shares@ $50.21 avg price	Increased 3.57%
IDVIshares International Select Dividend Etf Recent Activity Decreased -0.51%	1.01%	$18.398M 671,960 shares@ $27.39 avg price	Decreased -0.51%
WMTWalmart Inc Com Recent Activity Increased 4.81%	1.01%	$18.388M 203,522 shares@ $90.35 avg price	Increased 4.81%
METAMeta Platforms Inc Cl A Recent Activity Decreased -2.67%	0.93%	$16.948M 28,946 shares@ $585.52 avg price	Decreased -2.67%
CRMSalesforce Inc Com Recent Activity Increased 11.14%	0.77%	$14.059M 42,050 shares@ $334.34 avg price	Increased 11.14%
XLKTechnology Select Sector Spdr Fund Recent Activity Increased 5.88%	0.69%	$12.563M 54,030 shares@ $232.52 avg price	Increased 5.88%