Arbor Investment Advisors, LLC Reduced Holdings in Q4 2024

Arbor Investment Advisors, LLC

  • $711 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
-213K
- 12.69%
$50.37 - $50.63 $10.7M - $10.8M
1.46M $73.8M
AAPL
Apple Inc.

Technology
-34.9K
- 58.19%
$221.69 - $259.02 $7.74M - $9.04M
25.1K $6.28M
LOW
Lowes Companies Inc

Consumer Cyclical
-19.7K
- 94.46%
$244.52 - $284.07 $4.82M - $5.6M
1.16K $285K
TFC
Truist Financial Corp

Financial Services
-79.1K
- 94.48%
$41.51 - $48.1 $3.28M - $3.8M
4.62K $200K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.77K
- 0.77%
$75.1 - $82.99 $208K - $230K
356K $26.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.49K
- 1.55%
$44.04 - $49.49 $374K - $420K
540K $23.8M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-32.1K
- 1.44%
$40.15 - $42.9 $1.29M - $1.38M
2.19M $88.5M
EEM
Ishares Msci Emerging Markets

ETFs
-7.09K
- 4.18%
$41.82 - $47.36 $297K - $336K
163K $6.81M
DUK
Duke Energy Corp

Utilities
-7.07K
- 63.42%
$105.76 - $120.76 $747K - $853K
4.08K $439K
VT
Vanguard Total World Stk Index

ETFs
-1.72K
- 4.05%
$117.09 - $123.07 $201K - $211K
40.7K $4.78M
MSFT
Microsoft Corp

Technology
-298
- 3.28%
$406.35 - $454.46 $121K - $135K
8.79K $3.71M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-5.6K
- 0.64%
$40.82 - $45.39 $229K - $254K
864K $35.9M
KO
Coca Cola CO

Consumer Defensive
-1.7K
- 25.07%
$61.74 - $71.71 $105K - $122K
5.08K $316K
BAC
Bank Of America Corp

Financial Services
-4.92K
- 35.49%
$39.22 - $47.77 $193K - $235K
8.95K $393K
IWM
Ishares Russell 2000 ETF

ETFs
-640
- 1.26%
$216.13 - $242.4 $138K - $155K
50.2K $11.1M
ALL
Allstate Corp

Financial Services
-667
- 16.28%
$181.25 - $208.2 $121K - $139K
3.43K $661K
XOM
Exxon Mobil Corp

Energy
-56
- 0.88%
$105.51 - $125.37 $5.91K - $7.02K
6.33K $681K
ABBV
Abb Vie Inc.

Healthcare
-22
- 0.89%
$164.99 - $203.87 $3.63K - $4.49K
2.45K $435K
HD
Home Depot, Inc.

Consumer Cyclical
-12
- 0.46%
$385.02 - $431.37 $4.62K - $5.18K
2.6K $1.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-14
- 0.25%
$442.29 - $483.08 $6.19K - $6.76K
5.69K $2.58M
AOA
Ishares Tr Core Aggressive All

ETFs
-403
- 7.93%
$76.61 - $79.88 $30.9K - $32.2K
4.68K $358K
PEP
Pepsico Inc

Consumer Defensive
-52
- 2.92%
$151.29 - $176.1 $7.87K - $9.16K
1.73K $262K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-86
- 2.8%
$184.21 - $199.29 $15.8K - $17.1K
2.99K $550K
GE
General Electric CO

Industrials
-4
- 0.27%
$159.95 - $194.23 $640 - $777
1.46K $243K
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 0.55%
$288.47 - $316.54 $2.88K - $3.17K
1.82K $526K
IAU
Ishares Gold Trust

ETFs
-361
- 4.83%
$48.37 - $52.65 $17.5K - $19K
7.11K $351K
DVY
Ishares Tr

ETFs
-41
- 1.47%
$129.55 - $143.41 $5.31K - $5.88K
2.76K $361K
URTH
Ishares Msci World ETF

ETFs
-28
- 1.42%
$153.73 - $162.67 $4.3K - $4.55K
1.94K $301K
IWR
Ishares Russell Mid Cap ETF

ETFs
-106
- 2.55%
$87.25 - $95.52 $9.25K - $10.1K
4.06K $358K
CVX
Chevron Corp

Energy
-12
- 0.69%
$141.15 - $162.53 $1.69K - $1.95K
1.73K $250K
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
-6.31K
- 32.35%
N/A
13.2K $0
MS
Morgan Stanley

Financial Services
-1.07K
- 16.44%
$104.42 - $134.99 $111K - $144K
5.42K $681K
GOOG
Alphabet Inc.

Communication Services
-416
- 10.91%
$163.08 - $198.16 $67.8K - $82.4K
3.4K $647K
CADE
Cadence Bank

Financial Services
-5.33K
- 6.9%
$30.54 - $39.29 $163K - $209K
71.9K $2.48M
VONE
Vanguard Russell 1000 ETF

ETFs
-1.23K
- 2.24%
$257.18 - $277.76 $317K - $342K
53.7K $14.3M
VTI
Vanguard Total Stock Market Et

ETFs
-5
- 0.05%
$280.04 - $302.45 $1.4K - $1.51K
9.75K $2.82M
JPM
Jpmorgan Chase & CO

Financial Services
-32
- 1.1%
$205.18 - $250.29 $6.57K - $8.01K
2.89K $692K
AVGO
Broadcom Inc.

Technology
-60
- 3.87%
$159.67 - $250.0 $9.58K - $15K
1.49K $345K
DFS
Discover Financial Services

Financial Services
-13
- 0.44%
$136.3 - $182.67 $1.77K - $2.37K
2.94K $509K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-4.69K
- 1.34%
$311.11 - $335.64 $1.46M - $1.57M
346K $111M
Activity Summary
Buys All Purchases 37 New Holdings 8 Increased Positions 29 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 1 Puts 0
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