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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
FTCSFirst Trust Capital Strength Etf
Recent Activity
Decreased -9%
0.48%
$8.667M
98,693 shares@ $87.83 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
Decreased -5.18%
0.46%
$8.36M
20,817 shares@ $401.58 avg price
VTVVanguard Value Etf
Recent Activity
Decreased -14.81%
0.45%
$8.205M
48,462 shares@ $169.3 avg price
DGROIshares Core Dividend Growth Etf
Recent Activity
Decreased -0.39%
0.45%
$8.204M
133,751 shares@ $61.35 avg price
GNTYGuaranty Bancshares Inc Tex Com
Recent Activity
Decreased -3.91%
0.42%
$7.646M
220,975 shares@ $34.6 avg price
RPVInvesco S&p 500 Pure Value Etf
Recent Activity
Decreased -3.11%
0.42%
$7.531M
83,487 shares@ $90.21 avg price
DUSBDimensional Ultrashort Fixed Income Etf
Recent Activity
Decreased -48%
0.41%
$7.471M
147,684 shares@ $50.6 avg price
PWVInvesco Large Cap Value Etf
Recent Activity
Decreased -3.18%
0.37%
$6.693M
117,683 shares@ $56.88 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -24.85%
0.37%
$6.68M
46,192 shares@ $144.62 avg price
ABBVAbbvie Inc Com
Recent Activity
Decreased -0.32%
0.33%
$6.018M
33,866 shares@ $177.7 avg price