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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
AVGOBroadcom Inc Com
Recent Activity
Decreased -6.57%
0.69%
$12.495M
53,897 shares@ $231.84 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -7.59%
0.66%
$12.079M
26,648 shares@ $453.28 avg price
CVXChevron Corp New Com
Recent Activity
Increased 3.1%
0.65%
$11.792M
81,414 shares@ $144.84 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Decreased -2.63%
0.62%
$11.235M
19,170 shares@ $586.08 avg price
VXUSVanguard Total International Stock Etf
Recent Activity
Increased 14.54%
0.61%
$11.114M
188,598 shares@ $58.93 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 4.07%
0.6%
$10.966M
101,943 shares@ $107.58 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 3.77%
0.58%
$10.488M
55,070 shares@ $190.45 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Decreased -0.03%
0.56%
$10.257M
35,391 shares@ $289.82 avg price
RSPInvesco S&p 500 Equal Weight Etf
Recent Activity
Increased 8.01%
0.54%
$9.878M
56,372 shares@ $175.24 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
Decreased -4.38%
0.54%
$9.79M
129,447 shares@ $75.64 avg price