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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
FVDFirst Trust Value Line Dividend Index Fund
Recent Activity
Decreased -1.53%
0.27%
$4.88M
111,827 shares@ $43.65 avg price
BACBank America Corp Com
Recent Activity
Decreased -2.73%
0.27%
$4.807M
109,384 shares@ $43.96 avg price
CIBRFirst Trust Nasdaq Cybersecurity Etf
Recent Activity
Increased 15.47%
0.27%
$4.769M
75,156 shares@ $63.45 avg price
LMTLockheed Martin Corp Com
Recent Activity
Increased 7.26%
0.26%
$4.725M
9,723 shares@ $485.93 avg price
PYPLPaypal Hldgs Inc Com
Recent Activity
Increased 0.37%
0.26%
$4.683M
54,867 shares@ $85.35 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Decreased -6.2%
0.25%
$4.563M
64,924 shares@ $70.28 avg price
FSKFs Kkr Cap Corp Com
Recent Activity
Decreased -7.9%
0.25%
$4.56M
209,948 shares@ $21.72 avg price
VUGVanguard Growth Etf
Recent Activity
Increased 7.26%
0.25%
$4.462M
10,871 shares@ $410.44 avg price
QCOMQualcomm Inc Com
Recent Activity
Increased 93.44%
0.25%
$4.461M
29,041 shares@ $153.63 avg price
FVRRFiverr Intl Ltd Ord Shs
Recent Activity
Increased 21.98%
0.24%
$4.375M
137,873 shares@ $31.73 avg price