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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
BKBank New York Mellon Corp Com
Recent Activity
Increased 1011.88%
0.22%
$4.03M
52,447 shares@ $76.84 avg price
CEGConstellation Energy Corp Com
Recent Activity
Increased 701.37%
0.22%
$3.942M
17,622 shares@ $223.71 avg price
APDAir Prods & Chems Inc Com
Recent Activity
Increased 22.12%
0.21%
$3.807M
13,126 shares@ $290.04 avg price
FTNTFortinet Inc Com
Recent Activity
Increased 1.51%
0.2%
$3.634M
38,463 shares@ $94.48 avg price
ZZillow Group Inc Cl C Cap Stk
Recent Activity
Increased 18.38%
0.2%
$3.632M
49,042 shares@ $74.05 avg price
IPGInterpublic Group Cos Inc Com
Recent Activity
Increased 23.49%
0.2%
$3.631M
129,603 shares@ $28.02 avg price
SHYGIshares 0-5 Year High Yield Corporate Bond Etf
Recent Activity
Increased 1.51%
0.2%
$3.597M
84,412 shares@ $42.62 avg price
CRWDCrowdstrike Hldgs Inc Cl A
Recent Activity
Increased 33.97%
0.2%
$3.535M
10,331 shares@ $342.17 avg price
SQBlock Inc Cl A
Recent Activity
Increased 21%
0.19%
$3.455M
40,656 shares@ $84.99 avg price
CIONCion Invt Corp Com
Recent Activity
Increased 2.19%
0.19%
$3.34M
292,964 shares@ $11.41 avg price