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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
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 3.77%
0.58%
$10.488M
55,070 shares@ $190.45 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
IWMIshares Russell 2000 Etf
Recent Activity
Increased 5.19%
0.53%
$9.674M
43,783 shares@ $220.97 avg price
GLDSpdr Gold Shares
Recent Activity
Increased 12.13%
0.53%
$9.574M
39,540 shares@ $242.13 avg price
SOSouthern Co Com
Recent Activity
Increased 4.83%
0.49%
$8.974M
109,008 shares@ $82.32 avg price
DFUVDimensional Us Marketwide Value Etf
Recent Activity
Increased 22.51%
0.48%
$8.634M
211,001 shares@ $40.93 avg price
BMYBristol-myers Squibb Co Com
Recent Activity
Increased 9.39%
0.47%
$8.564M
151,419 shares@ $56.56 avg price
XLFFinancial Select Sector Spdr Fund
Recent Activity
Increased 8.58%
0.47%
$8.485M
175,574 shares@ $48.33 avg price
IJRIshares Core S&p Small Cap Etf
Recent Activity
Increased 16.19%
0.46%
$8.258M
71,671 shares@ $115.23 avg price
DUHPDimensional Us High Profitability Etf
Recent Activity
Increased 21.27%
0.45%
$8.198M
242,613 shares@ $33.79 avg price