Arbor Wealth Advisors LLC Portfolio Holdings

Arbor Wealth Advisors LLC

  • $112 Billion
  • Q1 2025

Arbor Wealth Advisors LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $28.8B, Vanguard Star Fd Vanguard Tota with a value of $18.3B, Vanguard Small Cap ETF with a value of $11.2B, Vanguard Small Cap Value ETF with a value of $6.63B, and Vanguard Total Stock Market Et with a value of $5.09B.

Examining the 13F form we can see an decrease of $123M in the current position value, from $112B to 112B.

Arbor Wealth Advisors LLC is based out at Troy, MI

Below you can find more details about Arbor Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $112 Billion
ETFs: $95.2 Billion
Consumer Cyclical: $6.15 Billion
Financial Services: $2.74 Billion
Industrials: $2.4 Billion
Technology: $2.29 Billion
Communication Services: $1.15 Billion
Consumer Defensive: $592 Million
Utilities: $527 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.15B
$3.11 Billion 2.78% of portfolio
108,607
Q1 2025 Added 1.11%
$674B
$1.97 Billion 1.75% of portfolio
3,694
Q1 2025 Reduced 10.86%
$4.66B
$1.25 Billion 1.12% of portfolio
14,191
Q4 2023 New
$2.68T
$1.19 Billion 1.06% of portfolio
3,163
Q4 2024 Added 41.21%
$75B
$844 Million 0.75% of portfolio
3,095
Q4 2023 New
$150B
$804 Million 0.72% of portfolio
2,437
Q4 2024 Added 4.28%
$672B
$773 Million 0.69% of portfolio
3,153
Q1 2025 Reduced 0.25%
$35.2B
$737 Million 0.66% of portfolio
9,636
Q4 2023 New
$315B
$592 Million 0.53% of portfolio
8,267
Q1 2025 Added 0.02%
$355B
$535 Million 0.48% of portfolio
1,461
Q4 2024 Added 135.65%
$25.5B
$527 Million 0.47% of portfolio
3,808
Q4 2023 New
$915M
$475 Million 0.42% of portfolio
59,994
Q1 2025 Added 0.49%
$188B
$442 Million 0.39% of portfolio
15,631
Q3 2024 Reduced 3.45%
$912B
$410 Million 0.37% of portfolio
2,624
Q4 2024 Added 20.37%
$1.7T
$403 Million 0.36% of portfolio
2,117
Q4 2024 New
$3.1T
$368 Million 0.33% of portfolio
1,657
Q4 2024 Added 13.73%
$103B
$375 Million 0.33% of portfolio
1,381
Q1 2025 Added 1.1%
$185B
$316 Million 0.28% of portfolio
2,382
Q4 2024 Added 3.7%
$905B
$301 Million 0.27% of portfolio
1,946
Q4 2024 New
$933M
$64.4 Million 0.06% of portfolio
15,260
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $112 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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