Arbor Trust Wealth Advisors, LLC Incresed Positions in Q4 2024

Arbor Trust Wealth Advisors, LLC

  • $210 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
115K
+ 108.01%
$46.07 - $48.17 $5.31M - $5.55M
222K $10.2M
INDA
Ishares Msci India Index Fund

ETFs
36.7K
+ 88.56%
$52.64 - $58.16 $1.93M - $2.13M
78.1K $4.11M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.3K
+ 28.3%
$96.64 - $101.23 $1.09M - $1.14M
51.2K $4.96M
ICF
Ishares Tr

ETFs
18.6K
+ 45.55%
$58.8 - $66.61 $1.09M - $1.24M
59.4K $3.58M
DTE
Dte Energy CO

Utilities
6.95K
+ 304.65%
$117.04 - $129.77 $814K - $902K
9.23K $1.12M
SCHG
Schwab Strategic Tr Us Large C

ETFs
277K
+ 302.17%
$25.93 - $105.3 $7.18M - $29.1M
368K $10.3M
AAPL
Apple Inc.

Technology
223
+ 0.62%
$221.69 - $259.02 $49.4K - $57.8K
36.4K $9.12M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.0%
$161.86 - $196.66 $162 - $197
27.1K $5.12M
XOM
Exxon Mobil Corp

Energy
6.01K
+ 67.3%
$105.51 - $125.37 $634K - $754K
14.9K $1.61M
CRM
Salesforce, Inc.

Technology
407
+ 6.22%
$270.87 - $367.87 $110K - $150K
6.95K $2.32M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.3K
+ 13.34%
$51.09 - $55.27 $680K - $736K
113K $5.78M
COP
Conocophillips

Energy
5.13K
+ 287.39%
$95.12 - $114.72 $488K - $588K
6.91K $685K
NVDA
Nvidia Corp

Technology
2.19K
+ 42.3%
$117.0 - $148.88 $256K - $326K
7.37K $989K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
268K
+ 209.94%
$27.54 - $83.04 $7.37M - $22.2M
395K $11M
PANW
Palo Alto Networks Inc

Technology
4.27K
+ 161.0%
$181.96 - $405.9 $776K - $1.73M
6.91K $1.26M
HON
Honeywell International Inc

Industrials
1.1K
+ 25.14%
$202.84 - $236.0 $223K - $260K
5.48K $1.24M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
12.2K
+ 25.63%
$40.41 - $45.12 $492K - $549K
59.7K $2.42M
IBM
International Business Machines Corp

Technology
1.45K
+ 31.23%
$204.9 - $238.04 $296K - $344K
6.08K $1.34M
LLY
Eli Lilly & CO

Healthcare
559
+ 42.13%
$727.2 - $932.06 $407K - $521K
1.89K $1.46M
SCHA
Schwab Strategic Tr Us Small C

ETFs
126K
+ 108.04%
$25.33 - $51.16 $3.2M - $6.45M
243K $6.28M
AMZN
Amazon Com Inc

Consumer Cyclical
236
+ 4.3%
$180.88 - $232.93 $42.7K - $55K
5.73K $1.26M
META
Meta Platforms, Inc.

Communication Services
185
+ 7.04%
$554.08 - $632.68 $103K - $117K
2.81K $1.66M
SCHX
Schwab Strategic Tr Us Large C

ETFs
190K
+ 197.94%
$22.4 - $68.28 $4.26M - $13M
286K $6.63M
TJX
Tjx Companies Inc

Consumer Cyclical
71
+ 0.31%
$112.15 - $127.2 $7.96K - $9.03K
22.7K $2.74M
SYK
Stryker Corp

Healthcare
127
+ 1.06%
$345.14 - $392.15 $43.8K - $49.8K
12.1K $4.36M
IVW
Ishares S&P 500 Growth ETF

ETFs
10
+ 0.29%
$94.43 - $105.47 $944 - $1.05K
3.49K $354K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.14%
$481.22 - $538.17 $481 - $538
734 $375K
CMCSA
Comcast Corp

Communication Services
1.96K
+ 9.12%
$37.39 - $45.14 $73.1K - $88.2K
23.4K $878K
PG
Procter & Gamble CO

Consumer Defensive
119
+ 0.92%
$161.05 - $179.7 $19.2K - $21.4K
13.1K $2.19M
UNH
Unitedhealth Group Inc

Healthcare
304
+ 11.21%
$485.52 - $625.25 $148K - $190K
3.02K $1.53M
ORCL
Oracle Corp

Technology
7
+ 0.04%
$165.41 - $192.43 $1.16K - $1.35K
17.1K $2.85M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
286
+ 0.93%
$44.04 - $49.49 $12.6K - $14.2K
31K $1.36M
SCHV
Schwab Strategic Tr Us Large C

ETFs
83.5K
+ 192.85%
$25.79 - $80.4 $2.15M - $6.71M
127K $3.3M
AMAT
Applied Materials Inc

Technology
199
+ 3.4%
$161.44 - $213.89 $32.1K - $42.6K
6.05K $983K
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.64K
+ 6.5%
$75.1 - $82.99 $348K - $385K
76K $5.75M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
296K
+ 114.71%
$18.41 - $40.87 $5.44M - $12.1M
553K $10.2M
Activity Summary
Buys All Purchases 43 New Holdings 6 Increased Positions 37 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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