Arbor Trust Wealth Advisors, LLC Purchases in Q3 2025

Arbor Trust Wealth Advisors, LLC

  • $216 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
115K
+ 28.79%
$21.69 - $23.34 $2.49M - $2.68M
514K $12M
EFA
Ishares Tr Msci Eafe ETF

ETFs
19.3K
+ 27.14%
$87.29 - $93.61 $1.69M - $1.81M
90.5K $8.45M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
26.3K
+ 42.96%
$45.07 - $47.56 $1.19M - $1.25M
87.7K $4.03M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.87K
+ 1.15%
$28.92 - $32.19 $112K - $124K
340K $10.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.2K
+ 4.57%
$24.46 - $26.5 $299K - $324K
279K $7.36M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.16K
+ 7.61%
$52.12 - $55.33 $425K - $451K
115K $6.39M
JCPB
J P Morgan Exchange Traded Fd

ETFs
13.2K
+ 6.05%
$46.37 - $47.77 $614K - $633K
232K $11M
TJX
Tjx Companies Inc

Consumer Cyclical
235
+ 1.04%
$121.35 - $144.54 $28.5K - $34K
22.8K $3.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.7K
+ 7.33%
$78.96 - $80.04 $292K - $296K
54.2K $4.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.67K
+ 6.52%
$97.75 - $100.75 $261K - $268K
43.6K $4.37M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.09K
+ 6.49%
$49.43 - $54.52 $103K - $114K
34.2K $1.85M
NVDA
Nvidia Corp

Technology
555
+ 10.39%
$153.3 - $186.58 $85.1K - $104K
5.9K $1.1M
PLTR
Palantir Technologies Inc.

Technology
135
+ 3.23%
$130.68 - $186.97 $17.6K - $25.2K
4.32K $787K
ITW
Illinois Tool Works Inc

Industrials
796
New
$252.31 - $269.41 $201K - $214K
796 $207K
VPN
Global X Fds Data Ctr Reits &

ETFs
10.5K
+ 61.85%
N/A
27.4K $435K
ICF
Ishares Tr

ETFs
1.87K
+ 3.11%
$59.57 - $62.89 $111K - $117K
61.9K $3.81M
URI
United Rentals, Inc.

Industrials
40
+ 10.81%
$774.14 - $975.23 $31K - $39K
410 $391K
SCHW
Schwab Charles Corp

Financial Services
570
+ 4.87%
$91.03 - $98.69 $51.9K - $56.3K
12.3K $1.17M
AXP
American Express CO

Financial Services
115
+ 6.76%
$294.27 - $342.31 $33.8K - $39.4K
1.82K $603K
BAC
Bank Of America Corp

Financial Services
526
+ 7.76%
$44.92 - $52.42 $23.6K - $27.6K
7.3K $376K
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.11%
$108.97 - $121.65 $436 - $487
3.51K $423K
PANW
Palo Alto Networks Inc

Technology
195
+ 2.65%
$167.06 - $208.19 $32.6K - $40.6K
7.56K $1.54M
WMT
Walmart Inc.

Consumer Defensive
50
+ 1.42%
$94.4 - $104.27 $4.72K - $5.21K
3.58K $368K
LLY
Eli Lilly & CO

Healthcare
63
+ 2.88%
$625.65 - $812.69 $39.4K - $51.2K
2.25K $1.72M
AMZN
Amazon Com Inc

Consumer Cyclical
1
+ 0.03%
$211.65 - $238.24 $212 - $238
3.28K $721K
Blackrock Inc
2
+ 0.44%
N/A
459 $0
Pimco ETF Tr
29.3K
+ 18.53%
N/A
188K $0
KO
Coca Cola CO

Consumer Defensive
696
+ 6.28%
$65.67 - $71.67 $45.7K - $49.9K
11.8K $780K
INDA
Ishares Msci India Index Fund

ETFs
5.13K
+ 6.51%
$51.98 - $55.84 $267K - $286K
83.9K $4.37M
PG
Procter & Gamble CO

Consumer Defensive
243
+ 1.8%
$150.47 - $161.22 $36.6K - $39.2K
13.7K $2.11M
V
Visa Inc.

Financial Services
22
+ 0.22%
$332.09 - $358.86 $7.31K - $7.89K
10K $3.43M
CRM
Salesforce, Inc.

Technology
11
+ 0.16%
$231.66 - $273.65 $2.55K - $3.01K
6.92K $1.64M
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 0.65%
$915.95 - $994.57 $26.6K - $28.8K
4.52K $4.18M
SYK
Stryker Corp

Healthcare
43
+ 0.38%
$368.57 - $403.53 $15.8K - $17.4K
11.5K $4.24M
Activity Summary
Buys All Purchases 35 New Holdings 1 Increased Positions 34 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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