Arbor Trust Wealth Advisors, LLC Reduced Holdings in Q4 2024

Arbor Trust Wealth Advisors, LLC

  • $210 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
-622
- 1.35%
$164.99 - $203.87 $103K - $127K
45.5K $8.08M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.44K
- 8.72%
$77.86 - $79.27 $424K - $431K
57K $4.45M
JNJ
Johnson & Johnson

Healthcare
-2.35K
- 27.0%
$143.34 - $165.86 $336K - $389K
6.35K $917K
GNMA
Ishares Gnma Bond ETF

ETFs
-5.98K
- 34.19%
$42.8 - $44.74 $256K - $268K
11.5K $494K
CAT
Caterpillar Inc

Industrials
-195
- 2.9%
$360.37 - $416.88 $70.3K - $81.3K
6.53K $2.37M
DE
Deere & CO

Industrials
-610
- 51.65%
$389.45 - $466.0 $238K - $284K
571 $241K
PFE
Pfizer Inc

Healthcare
-5.61K
- 32.85%
$24.8 - $30.19 $139K - $169K
11.5K $304K
MCHP
Microchip Technology Inc

Technology
-500
- 7.14%
$55.51 - $79.05 $27.8K - $39.5K
6.51K $373K
MRK
Merck & Co., Inc.

Healthcare
-1.05K
- 18.53%
$96.31 - $114.76 $101K - $121K
4.63K $460K
DHR
Danaher Corp

Healthcare
-41
- 1.19%
$226.16 - $274.52 $9.27K - $11.3K
3.42K $784K
ABT
Abbott Laboratories

Healthcare
-941
- 1.96%
$111.93 - $119.39 $105K - $112K
47.2K $5.33M
PEP
Pepsico Inc

Consumer Defensive
-185
- 2.8%
$151.29 - $176.1 $28K - $32.6K
6.43K $977K
MSFT
Microsoft Corp

Technology
-21
- 0.15%
$406.35 - $454.46 $8.53K - $9.54K
14.4K $6.08M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-235
- 1.69%
$563.99 - $620.12 $133K - $146K
13.6K $7.77M
KO
Coca Cola CO

Consumer Defensive
-32
- 0.24%
$61.74 - $71.71 $1.98K - $2.29K
13.1K $814K
LOW
Lowes Companies Inc

Consumer Cyclical
-69
- 1.66%
$244.52 - $284.07 $16.9K - $19.6K
4.09K $1.01M
MCD
Mcdonalds Corp

Consumer Cyclical
-45
- 0.64%
$288.47 - $316.54 $13K - $14.2K
6.94K $2.01M
CSCO
Cisco Systems, Inc.

Technology
-2.76K
- 24.83%
$52.45 - $60.02 $145K - $165K
8.35K $494K
MAS
Masco Corp

Industrials
-655
- 15.32%
$72.52 - $85.73 $47.5K - $56.2K
3.62K $262K
BOND
Pimco Active Bond Exchange Tra

ETFs
-618
- 6.56%
$90.42 - $94.5 $55.9K - $58.4K
8.81K $796K
CVX
Chevron Corp

Energy
-402
- 2.62%
$141.15 - $162.53 $56.7K - $65.3K
15K $2.17M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.17K
- 2.44%
$61.68 - $67.87 $72.2K - $79.5K
46.8K $2.91M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.03K
- 6.45%
$26.63 - $30.23 $27.3K - $31K
14.9K $395K
CMI
Cummins Inc

Industrials
-300
- 17.96%
$324.93 - $383.42 $97.5K - $115K
1.37K $477K
IWM
Ishares Russell 2000 ETF

ETFs
-282
- 2.22%
$216.13 - $242.4 $60.9K - $68.4K
12.4K $2.75M
VBR
Vanguard Small Cap Value ETF

ETFs
-195
- 3.23%
$197.36 - $217.3 $38.5K - $42.4K
5.85K $1.16M
ADBE
Adobe Inc.

Technology
-31
- 6.22%
$437.39 - $552.96 $13.6K - $17.1K
467 $207K
IVV
Ishares Core S&P 500 ETF

ETFs
-195
- 3.55%
$570.51 - $610.59 $111K - $119K
5.29K $3.11M
UNP
Union Pacific Corp

Industrials
-90
- 5.56%
$223.15 - $249.32 $20.1K - $22.4K
1.53K $348K
SO
Southern CO

Utilities
-150
- 3.96%
$81.5 - $94.15 $12.2K - $14.1K
3.64K $299K
HD
Home Depot, Inc.

Consumer Cyclical
-38
- 3.04%
$385.02 - $431.37 $14.6K - $16.4K
1.21K $470K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-72
- 0.51%
$113.92 - $127.38 $8.2K - $9.17K
14K $1.62M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-205
- 5.41%
$81.68 - $82.93 $16.7K - $17K
3.59K $293K
EPD
Enterprise Products Partners L.P.

Energy
-1.5K
- 12.79%
$28.66 - $34.43 $43K - $51.6K
10.2K $320K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-22
- 1.69%
$442.29 - $483.08 $9.73K - $10.6K
1.28K $580K
RPM
Rpm International Inc

Basic Materials
-150
- 7.5%
$120.09 - $140.26 $18K - $21K
1.85K $227K
WMT
Walmart Inc.

Consumer Defensive
-730
- 11.82%
$79.1 - $95.7 $57.7K - $69.9K
5.44K $491K
TSLA
Tesla, Inc.

Consumer Cyclical
-587
- 35.81%
$213.65 - $479.86 $125K - $282K
1.05K $424K
BAC
Bank Of America Corp

Financial Services
-683
- 6.93%
$39.22 - $47.77 $26.8K - $32.6K
9.18K $403K
GOOG
Alphabet Inc.

Communication Services
-108
- 2.52%
$163.08 - $198.16 $17.6K - $21.4K
4.19K $797K
COST
Costco Wholesale Corp

Consumer Defensive
-51
- 0.96%
$873.59 - $994.69 $44.6K - $50.7K
5.23K $4.8M
JPM
Jpmorgan Chase & CO

Financial Services
-138
- 0.73%
$205.18 - $250.29 $28.3K - $34.5K
18.7K $4.48M
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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