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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
ORCLOracle Corp Com
Recent Activity
Decreased -15.6%
0.16%
$2.928M
17,568 shares@ $166.64 avg price
ILCGIshares Morningstar Growth Etf
Recent Activity
Decreased -3.37%
0.15%
$2.674M
29,844 shares@ $89.6 avg price
ODFLOld Dominion Freight Line Inc Com
Recent Activity
Decreased -6.66%
0.15%
$2.582M
14,640 shares@ $176.4 avg price
FVFirst Trust Dorsey Wright Focus 5 Etf
Recent Activity
Decreased -3.94%
0.15%
$2.573M
43,565 shares@ $59.06 avg price
IJTIshares S&p Small-cap 600 Growth Etf
Recent Activity
Decreased -2.76%
0.14%
$2.545M
18,802 shares@ $135.37 avg price
IWPIshares Russell Mid-cap Growth Etf
Recent Activity
Decreased -1.81%
0.14%
$2.51M
19,802 shares@ $126.75 avg price
ARCCAres Capital Corp Com
Recent Activity
Decreased -4.56%
0.14%
$2.452M
112,018 shares@ $21.89 avg price
PFFIshares Preferred & Income Securities Etf
Recent Activity
Decreased -17.41%
0.14%
$2.442M
77,671 shares@ $31.45 avg price
SPLGSpdr Portfolio S&p 500 Etf
Recent Activity
Decreased -1.57%
0.14%
$2.411M
34,976 shares@ $68.94 avg price
RTXRtx Corporation Com
Recent Activity
Decreased -19.75%
0.13%
$2.368M
20,461 shares@ $115.73 avg price