test

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
IWDIshares Russell 1000 Value Etf
Recent Activity
Decreased -1.61%
0.22%
$3.937M
21,267 shares@ $185.13 avg price
APDAir Prods & Chems Inc Com
Recent Activity
Increased 22.12%
0.21%
$3.807M
13,126 shares@ $290.04 avg price
BUFRFt Vest Laddered Buffer Etf
Recent Activity
Decreased -4.79%
0.21%
$3.742M
122,795 shares@ $30.48 avg price
MRKMerck & Co Inc Com
Recent Activity
Decreased -14.12%
0.2%
$3.64M
36,591 shares@ $99.48 avg price
FTNTFortinet Inc Com
Recent Activity
Increased 1.51%
0.2%
$3.634M
38,463 shares@ $94.48 avg price
ZZillow Group Inc Cl C Cap Stk
Recent Activity
Increased 18.38%
0.2%
$3.632M
49,042 shares@ $74.05 avg price
IPGInterpublic Group Cos Inc Com
Recent Activity
Increased 23.49%
0.2%
$3.631M
129,603 shares@ $28.02 avg price
SHYGIshares 0-5 Year High Yield Corporate Bond Etf
Recent Activity
Increased 1.51%
0.2%
$3.597M
84,412 shares@ $42.62 avg price
MMM3m Co Com
Recent Activity
Decreased -10.94%
0.2%
$3.562M
27,596 shares@ $129.1 avg price
CRWDCrowdstrike Hldgs Inc Cl A
Recent Activity
Increased 33.97%
0.2%
$3.535M
10,331 shares@ $342.17 avg price