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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
KOCoca Cola Co Com
Recent Activity
Decreased -2.68%
0.33%
$5.933M
95,299 shares@ $62.27 avg price
CSCOCisco Sys Inc Com
Recent Activity
Decreased -1.95%
0.33%
$5.884M
99,383 shares@ $59.21 avg price
MAMastercard Incorporated Cl A
Recent Activity
Decreased -5.2%
0.32%
$5.798M
11,011 shares@ $526.56 avg price
VVisa Inc Com Cl A
Recent Activity
Decreased -2.69%
0.31%
$5.668M
17,936 shares@ $316.04 avg price
BKNGBooking Holdings Inc Com
Recent Activity
Decreased -0.57%
0.29%
$5.187M
1,044 shares@ $4968.53 avg price
BXBlackstone Inc Com
Recent Activity
Decreased -5.58%
0.28%
$5.088M
29,507 shares@ $172.42 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Decreased -14.14%
0.27%
$4.916M
9,719 shares@ $505.85 avg price
SLVIshares Silver Trust
Recent Activity
Decreased -5.46%
0.27%
$4.886M
185,583 shares@ $26.33 avg price
FVDFirst Trust Value Line Dividend Index Fund
Recent Activity
Decreased -1.53%
0.27%
$4.88M
111,827 shares@ $43.65 avg price
BACBank America Corp Com
Recent Activity
Decreased -2.73%
0.27%
$4.807M
109,384 shares@ $43.96 avg price