Michael McComb

@Arkadios Wealth Advisors

Latest period2024 - Q4

Reported4d ago

Managed Assets$1.834B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TSLATesla Inc Com Recent Activity Increased 11.86%	0.45%	$8.102M 20,062 shares@ $403.84 avg price	Increased 11.86%
XLEEnergy Select Sector Spdr Fund Recent Activity Increased 5.78%	0.44%	$8.037M 93,819 shares@ $85.67 avg price	Increased 5.78%
PGProcter And Gamble Co Com Recent Activity Increased 0.72%	0.43%	$7.747M 46,210 shares@ $167.65 avg price	Increased 0.72%
IVWIshares S&p 500 Growth Etf Recent Activity Increased 14.37%	0.42%	$7.69M 75,741 shares@ $101.54 avg price	Increased 14.37%
ISRGIntuitive Surgical Inc Com New Recent Activity Increased 9.24%	0.42%	$7.586M 14,533 shares@ $521.97 avg price	Increased 9.24%
RDVYFirst Trust Rising Dividend Achievers Etf Recent Activity Increased 26.3%	0.4%	$7.238M 122,395 shares@ $59.14 avg price	Increased 26.3%
SDVYFirst Trust Smid Cap Rising Dividend Achievers Etf Recent Activity Increased 29.23%	0.35%	$6.356M 177,289 shares@ $35.85 avg price	Increased 29.23%
PSXPhillips 66 Com Recent Activity Increased 14.18%	0.31%	$5.571M 48,900 shares@ $113.93 avg price	Increased 14.18%
IJHIshares Core S&p Mid-cap Etf Recent Activity Increased 5.79%	0.31%	$5.552M 89,100 shares@ $62.32 avg price	Increased 5.79%
TFCTruist Finl Corp Com Recent Activity Increased 13.96%	0.3%	$5.49M 126,549 shares@ $43.39 avg price	Increased 13.96%