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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
IEFAIshares Core Msci Eafe Etf
Recent Activity
Decreased -6.2%
0.25%
$4.563M
64,924 shares@ $70.28 avg price
FSKFs Kkr Cap Corp Com
Recent Activity
Decreased -7.9%
0.25%
$4.56M
209,948 shares@ $21.72 avg price
PFEPfizer Inc Com
Recent Activity
Decreased -8.62%
0.24%
$4.329M
163,190 shares@ $26.54 avg price
ITAIshares U.s. Aerospace & Defense Etf
Recent Activity
Decreased -0.9%
0.24%
$4.243M
29,193 shares@ $145.35 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Decreased -7.59%
0.23%
$4.079M
4,452 shares@ $916.23 avg price
IBMInternational Business Machs Com
Recent Activity
Decreased -3.99%
0.22%
$3.954M
17,986 shares@ $219.83 avg price
IWDIshares Russell 1000 Value Etf
Recent Activity
Decreased -1.61%
0.22%
$3.937M
21,267 shares@ $185.13 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
MMM3m Co Com
Recent Activity
Decreased -10.94%
0.2%
$3.562M
27,596 shares@ $129.1 avg price