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
DRIDarden Restaurants Inc Com
Recent Activity
Increased 15.41%
0.3%
$5.471M
29,304 shares@ $186.7 avg price
METMetlife Inc Com
Recent Activity
Increased 12.94%
0.3%
$5.438M
66,412 shares@ $81.89 avg price
PAYXPaychex Inc Com
Recent Activity
Increased 13.29%
0.3%
$5.431M
38,729 shares@ $140.22 avg price
XLVHealth Care Select Sector Spdr Fund
Recent Activity
Increased 15.37%
0.3%
$5.386M
39,153 shares@ $137.57 avg price
ITWIllinois Tool Wks Inc Com
Recent Activity
Increased 11.68%
0.3%
$5.376M
21,203 shares@ $253.56 avg price
FDVVFidelity High Dividend Etf
Recent Activity
Increased 19.35%
0.3%
$5.37M
107,532 shares@ $49.94 avg price
GDGeneral Dynamics Corp Com
Recent Activity
Increased 13%
0.3%
$5.322M
20,199 shares@ $263.49 avg price
LLYEli Lilly & Co Com
Recent Activity
Increased 3.17%
0.29%
$5.209M
6,748 shares@ $771.98 avg price
MDTMedtronic Plc Shs
Recent Activity
Increased 6.43%
0.29%
$5.162M
64,624 shares@ $79.88 avg price
USBUs Bancorp Del Com New
Recent Activity
Increased 13.24%
0.28%
$4.98M
104,112 shares@ $47.84 avg price