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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
EFAIshares Msci Eafe Etf
Recent Activity
Decreased -12.56%
0.13%
$2.352M
31,107 shares@ $75.61 avg price
ACWXIshares Msci Acwi Ex U.s. Etf
Recent Activity
Decreased -2.99%
0.13%
$2.346M
44,970 shares@ $52.16 avg price
CATCaterpillar Inc Com
Recent Activity
Decreased -3.55%
0.13%
$2.334M
6,434 shares@ $362.77 avg price
AEPAmerican Elec Pwr Co Inc Com
Recent Activity
Decreased -7.41%
0.13%
$2.289M
24,819 shares@ $92.23 avg price
SDYSpdr S&p Dividend Etf
Recent Activity
Decreased -2.7%
0.13%
$2.253M
17,055 shares@ $132.1 avg price
ROSTRoss Stores Inc Com
Recent Activity
Decreased -15.58%
0.13%
$2.251M
14,878 shares@ $151.28 avg price
DFCFDimensional Core Fixed Income Etf
Recent Activity
Decreased -0.3%
0.13%
$2.242M
54,327 shares@ $41.28 avg price
KMIKinder Morgan Inc Del Com
Recent Activity
Decreased -0.32%
0.13%
$2.222M
81,089 shares@ $27.41 avg price
UPSUnited Parcel Service Inc Cl B
Recent Activity
Decreased -21.88%
0.13%
$2.203M
17,473 shares@ $126.11 avg price
TGTTarget Corp Com
Recent Activity
Decreased -0.7%
0.12%
$2.193M
16,226 shares@ $135.19 avg price