test

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
IJRIshares Core S&p Small Cap Etf
Recent Activity
Increased 16.19%
0.46%
$8.258M
71,671 shares@ $115.23 avg price
VTVVanguard Value Etf
Recent Activity
Decreased -14.81%
0.45%
$8.205M
48,462 shares@ $169.3 avg price
DGROIshares Core Dividend Growth Etf
Recent Activity
Decreased -0.39%
0.45%
$8.204M
133,751 shares@ $61.35 avg price
DUHPDimensional Us High Profitability Etf
Recent Activity
Increased 21.27%
0.45%
$8.198M
242,613 shares@ $33.79 avg price
TSLATesla Inc Com
Recent Activity
Increased 11.86%
0.45%
$8.102M
20,062 shares@ $403.84 avg price
XLEEnergy Select Sector Spdr Fund
Recent Activity
Increased 5.78%
0.44%
$8.037M
93,819 shares@ $85.67 avg price
ARTYIshares Future Ai & Tech Etf
Recent Activity
New Position
0.44%
$7.932M
213,984 shares@ $37.08 avg price
PGProcter And Gamble Co Com
Recent Activity
Increased 0.72%
0.43%
$7.747M
46,210 shares@ $167.65 avg price
IVWIshares S&p 500 Growth Etf
Recent Activity
Increased 14.37%
0.42%
$7.69M
75,741 shares@ $101.54 avg price
GNTYGuaranty Bancshares Inc Tex Com
Recent Activity
Decreased -3.91%
0.42%
$7.646M
220,975 shares@ $34.6 avg price