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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
MCDMcdonalds Corp Com
Recent Activity
Decreased -13.17%
0.2%
$3.486M
12,024 shares@ $289.9 avg price
DIASpdr Dow Jones Industrial Average Etf Trust
Recent Activity
Decreased -3.56%
0.19%
$3.46M
8,131 shares@ $425.51 avg price
VOVanguard Mid-cap Etf
Recent Activity
Decreased -34.32%
0.19%
$3.331M
12,613 shares@ $264.13 avg price
AZOAutozone Inc Com
Recent Activity
Decreased -8.07%
0.18%
$3.284M
1,025 shares@ $3203.54 avg price
FTAFirst Trust Large Cap Value Alphadex Fund
Recent Activity
Decreased -30.74%
0.18%
$3.252M
42,537 shares@ $76.46 avg price
TJXTjx Cos Inc New Com
Recent Activity
Decreased -3.81%
0.17%
$3.101M
25,671 shares@ $120.82 avg price
CPRTCopart Inc Com
Recent Activity
Decreased -2.7%
0.17%
$3.032M
52,830 shares@ $57.39 avg price
BIZDVaneck Bdc Income Etf
Recent Activity
Decreased -1.2%
0.17%
$2.98M
179,190 shares@ $16.63 avg price
PMPhilip Morris Intl Inc Com
Recent Activity
Decreased -0.51%
0.17%
$2.963M
24,622 shares@ $120.36 avg price
APHAmphenol Corp New Cl A
Recent Activity
Decreased -8.12%
0.17%
$2.934M
42,245 shares@ $69.46 avg price