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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
AXPAmerican Express Co Com
Recent Activity
Decreased -13.89%
0.11%
$1.863M
6,279 shares@ $296.78 avg price
IEMGIshares Core Msci Emerging Markets Etf
Recent Activity
Decreased -6.36%
0.11%
$1.847M
35,377 shares@ $52.22 avg price
GSKGsk Plc Sponsored Adr
Recent Activity
Decreased -0.19%
0.11%
$1.845M
54,558 shares@ $33.83 avg price
BABAAlibaba Group Hldg Ltd Sponsored Ads
Recent Activity
Decreased -0.1%
0.1%
$1.798M
21,206 shares@ $84.79 avg price
FTSMFirst Trust Enhanced Short Maturity Etf
Recent Activity
Decreased -13.44%
0.1%
$1.778M
29,741 shares@ $59.78 avg price
JAVAJpmorgan Active Value Etf
Recent Activity
Decreased -19.57%
0.1%
$1.75M
27,638 shares@ $63.31 avg price
JPSTJpmorgan Ultra-short Income Etf
Recent Activity
Decreased -12.01%
0.1%
$1.737M
34,484 shares@ $50.38 avg price
JEPIJpmorgan Equity Premium Income Etf
Recent Activity
Decreased -1.03%
0.1%
$1.691M
29,385 shares@ $57.54 avg price
PRFInvesco Ftse Rafi Us 1000 Etf
Recent Activity
Decreased -6.39%
0.1%
$1.662M
41,205 shares@ $40.34 avg price
TAt&t Inc Com
Recent Activity
Decreased -0.37%
0.09%
$1.615M
70,925 shares@ $22.78 avg price