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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
PFEPfizer Inc Com
Recent Activity
Decreased -8.62%
0.24%
$4.329M
163,190 shares@ $26.54 avg price
MOAltria Group Inc Com
Recent Activity
Increased 0.2%
0.24%
$4.305M
82,334 shares@ $52.29 avg price
ITAIshares U.s. Aerospace & Defense Etf
Recent Activity
Decreased -0.9%
0.24%
$4.243M
29,193 shares@ $145.35 avg price
TLTIshares 20 Year Treasury Bond Etf
Recent Activity
Increased 9.21%
0.24%
$4.232M
48,459 shares@ $87.34 avg price
VZVerizon Communications Inc Com
Recent Activity
Increased 1.04%
0.24%
$4.225M
105,664 shares@ $39.99 avg price
HGERHarbor Commodity All-weather Strategy Etf
Recent Activity
Increased 12.96%
0.23%
$4.214M
190,364 shares@ $22.14 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Decreased -7.59%
0.23%
$4.079M
4,452 shares@ $916.23 avg price
BKBank New York Mellon Corp Com
Recent Activity
Increased 1011.88%
0.22%
$4.03M
52,447 shares@ $76.84 avg price
IBMInternational Business Machs Com
Recent Activity
Decreased -3.99%
0.22%
$3.954M
17,986 shares@ $219.83 avg price
CEGConstellation Energy Corp Com
Recent Activity
Increased 701.37%
0.22%
$3.942M
17,622 shares@ $223.71 avg price