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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
ISRGIntuitive Surgical Inc Com New
Recent Activity
Increased 9.24%
0.42%
$7.586M
14,533 shares@ $521.97 avg price
RPVInvesco S&p 500 Pure Value Etf
Recent Activity
Decreased -3.11%
0.42%
$7.531M
83,487 shares@ $90.21 avg price
BRK.ABerkshire Hathaway Inc Del Cl A
Recent Activity
0.41%
$7.49M
11 shares@ $680920.0 avg price
DUSBDimensional Ultrashort Fixed Income Etf
Recent Activity
Decreased -48%
0.41%
$7.471M
147,684 shares@ $50.6 avg price
RDVYFirst Trust Rising Dividend Achievers Etf
Recent Activity
Increased 26.3%
0.4%
$7.238M
122,395 shares@ $59.14 avg price
PWVInvesco Large Cap Value Etf
Recent Activity
Decreased -3.18%
0.37%
$6.693M
117,683 shares@ $56.88 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -24.85%
0.37%
$6.68M
46,192 shares@ $144.62 avg price
SDVYFirst Trust Smid Cap Rising Dividend Achievers Etf
Recent Activity
Increased 29.23%
0.35%
$6.356M
177,289 shares@ $35.85 avg price
ABBVAbbvie Inc Com
Recent Activity
Decreased -0.32%
0.33%
$6.018M
33,866 shares@ $177.7 avg price
KOCoca Cola Co Com
Recent Activity
Decreased -2.68%
0.33%
$5.933M
95,299 shares@ $62.27 avg price