Michael McComb

@Arkadios Wealth Advisors

Latest period2024 - Q4

Reported4d ago

Managed Assets$1.834B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DISDisney Walt Co Com Recent Activity Increased 5.04%	0.19%	$3.308M 29,707 shares@ $111.35 avg price	Increased 5.04%
GSGoldman Sachs Group Inc Com Recent Activity Increased 3.69%	0.19%	$3.302M 5,767 shares@ $572.58 avg price	Increased 3.69%
NFLXNetflix Inc Com Recent Activity Increased 6.79%	0.18%	$3.242M 3,637 shares@ $891.31 avg price	Increased 6.79%
ZMZoom Communications Inc Cl A Recent Activity Increased 35.67%	0.18%	$3.234M 39,628 shares@ $81.61 avg price	Increased 35.67%
NOWServicenow Inc Com Recent Activity Increased 15.45%	0.18%	$3.234M 3,050 shares@ $1060.26 avg price	Increased 15.45%
HDVIshares Core High Dividend Etf Recent Activity Increased 11.14%	0.18%	$3.225M 28,731 shares@ $112.27 avg price	Increased 11.14%
LRCXLam Research Corp Com New Recent Activity Increased 387.03%	0.18%	$3.224M 44,631 shares@ $72.23 avg price	Increased 387.03%
BABoeing Co Com Recent Activity Increased 19.47%	0.17%	$3.047M 17,212 shares@ $177.01 avg price	Increased 19.47%
FBNDFidelity Total Bond Etf Recent Activity Increased 139.69%	0.17%	$3.023M 67,383 shares@ $44.88 avg price	Increased 139.69%
IUSBIshares Core Total Usd Bond Market Etf Recent Activity Increased 9.76%	0.17%	$2.957M 65,425 shares@ $45.21 avg price	Increased 9.76%