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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
MCHPMicrochip Technology Inc. Com
Recent Activity
Exited
0%
$498,906
6,214 shares@ $80.29 avg price
BSCOInvesco Bulletshares 2024 Corporate Bond Etf
Recent Activity
Exited
0%
$450,659
21,338 shares@ $21.13 avg price
CNICanadian Natl Ry Co Com
Recent Activity
Exited
0%
$430,504
3,675 shares@ $117.15 avg price
FERGFerguson Enterprises Inc Common Stock New
Recent Activity
Exited
0%
$395,750
1,993 shares@ $198.57 avg price
JULMFt Vest U.s. Equity Max Buffer Etf - July
Recent Activity
Exited
0%
$351,524
11,288 shares@ $31.15 avg price
DEODiageo Plc Spon Adr New
Recent Activity
Exited
0%
$337,798
2,407 shares@ $140.34 avg price
AFLAflac Inc Com
Recent Activity
Exited
0%
$335,634
3,002 shares@ $111.81 avg price
IRMIron Mtn Inc Del Com
Recent Activity
Exited
0%
$334,198
2,812 shares@ $118.85 avg price
IBDPIshares Ibonds Dec 2024 Term Corporate Etf
Recent Activity
Exited
0%
$315,363
12,509 shares@ $25.22 avg price
RBUFInnovator U.s. Small Cap 10 Buffer Etf - Quarterly
Recent Activity
Exited
0%
$309,276
11,827 shares@ $26.15 avg price