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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
NTESNetease Inc Sponsored Ads
Recent Activity
Exited
0%
$297,366
3,180 shares@ $93.52 avg price
SMCISuper Micro Computer Inc Com New
Recent Activity
Exited
0%
$289,398
695 shares@ $416.4 avg price
EMLCVaneck J. P. Morgan Em Local Currency Bond Etf
Recent Activity
Exited
0%
$288,239
11,348 shares@ $25.4 avg price
AERAercap Holdings Nv Shs
Recent Activity
Exited
0%
$270,807
2,859 shares@ $94.73 avg price
AMRAlpha Metallurgical Resour Inc Com
Recent Activity
Exited
0%
$269,009
1,139 shares@ $236.18 avg price
BCSBarclays Plc Adr
Recent Activity
Exited
0%
$268,551
22,103 shares@ $12.15 avg price
BAHBooz Allen Hamilton Hldg Corp Cl A
Recent Activity
Exited
0%
$264,750
1,627 shares@ $162.73 avg price
ROROAtac Us Rotation Etf
Recent Activity
Exited
0%
$257,846
14,862 shares@ $17.35 avg price
APTVAptiv Plc Shs
Recent Activity
Exited
0%
$257,430
3,575 shares@ $72.01 avg price
XJUNFt Vest U.s. Equity Enhance & Moderate Buffer Etf - June
Recent Activity
Exited
0%
$249,985
6,572 shares@ $38.04 avg price