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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
GILDGilead Sciences Inc Com
Recent Activity
Decreased -30.81%
0.12%
$2.172M
23,510 shares@ $92.37 avg price
ETEnergy Transfer L P Com Ut Ltd Ptn
Recent Activity
Decreased -3.1%
0.12%
$2.151M
109,826 shares@ $19.59 avg price
MBBIshares Mbs Etf
Recent Activity
Decreased -3.96%
0.12%
$2.151M
23,461 shares@ $91.69 avg price
QTECFirst Trust Nasdaq-100 Technology Sector Index Fund
Recent Activity
Decreased -0.13%
0.12%
$2.094M
11,124 shares@ $188.28 avg price
FLOTIshares Floating Rate Bond Etf
Recent Activity
Decreased -10.57%
0.12%
$2.045M
40,191 shares@ $50.88 avg price
PEPPepsico Inc Com
Recent Activity
Decreased -12.87%
0.12%
$2.036M
13,387 shares@ $152.06 avg price
FDNFirst Trust Dow Jones Internet Index Fund
Recent Activity
Decreased -1.64%
0.11%
$2.004M
8,243 shares@ $243.17 avg price
TXNTexas Instrs Inc Com
Recent Activity
Decreased -23.54%
0.11%
$2M
10,667 shares@ $187.51 avg price
TFLOIshares Treasury Floating Rate Bond Etf
Recent Activity
Decreased -9.74%
0.11%
$1.879M
37,222 shares@ $50.47 avg price
EXPOExponent Inc Com
Recent Activity
Decreased -9.67%
0.11%
$1.868M
20,962 shares@ $89.11 avg price