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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
JEPQJpmorgan Nasdaq Equity Premium Income Etf
Recent Activity
Increased 17.33%
0.16%
$2.774M
49,197 shares@ $56.39 avg price
CMICummins Inc Com
Recent Activity
Increased 24.1%
0.15%
$2.63M
7,544 shares@ $348.62 avg price
COWZPacer Us Cash Cows 100 Etf
Recent Activity
Increased 27.28%
0.15%
$2.597M
45,975 shares@ $56.48 avg price
KKRKkr & Co Inc Com
Recent Activity
Increased 3.94%
0.14%
$2.531M
17,111 shares@ $147.91 avg price
FTECFidelity Msci Information Technology Index Etf
Recent Activity
Increased 140.37%
0.14%
$2.453M
13,266 shares@ $184.89 avg price
VDCVanguard Consumer Staples Etf
Recent Activity
Increased 2.97%
0.13%
$2.377M
11,245 shares@ $211.39 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 58.08%
0.13%
$2.323M
43,794 shares@ $53.06 avg price
GISGeneral Mls Inc Com
Recent Activity
Increased 1.09%
0.13%
$2.319M
36,362 shares@ $63.77 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
Increased 213.13%
0.13%
$2.271M
83,114 shares@ $27.32 avg price
VWOVanguard Ftse Emerging Markets Etf
Recent Activity
Increased 0.71%
0.13%
$2.237M
50,791 shares@ $44.05 avg price