Arbor Investment Advisors

Arbor Investment Advisors as of March 31, 2025

Portfolio Holdings for Arbor Investment Advisors

Arbor Investment Advisors holds 113 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 ETF Etf (IWB) 14.4 $106M 345k 306.74
Invesco FTSE RAFI US 1000 ETF Etf (PRF) 12.2 $90M 2.2M 40.41
Vanguard FTSE Developed Markets ETF Etf (VEA) 10.7 $78M 1.5M 50.83
iShares Treasury Floating Rate Bond ETF Etf (TFLO) 9.9 $73M 1.4M 50.66
Vanguard Short-Term Bond ETF Etf (BSV) 6.4 $47M 600k 78.28
iShares Core U.S. Aggregate Bond ETF Etf (AGG) 5.3 $39M 395k 98.92
iShares TIPS Bond ETF Etf (TIP) 4.7 $34M 308k 111.09
Invesco FTSE RAFI US 1500 Small-Mid ETF Etf (PRFZ) 4.6 $34M 885k 37.86
iShares MSCI EAFE ETF Etf (EFA) 3.9 $29M 353k 81.73
Vanguard FTSE Emerging Markets ETF Etf (VWO) 3.3 $25M 543k 45.26
JPMorgan Ultra-Short Income ETF Etf (JPST) 2.7 $20M 398k 50.63
Vanguard Russell 1000 ETF Etf (VONE) 2.1 $16M 62k 253.86
Vanguard Total Bond Market ETF Etf (BND) 2.0 $15M 202k 73.45
iShares Russell 2000 ETF Etf (IWM) 1.4 $11M 53k 199.49
iShares Core MSCI EAFE ETF Etf (IEFA) 1.4 $10M 134k 75.65
iShares Russell 1000 Growth ETF Etf (IWF) 1.2 $9.2M 25k 361.10
iShares Russell 1000 Value ETF Etf (IWD) 1.0 $7.4M 39k 188.16
iShares MSCI Emerging Markets ETF Etf (EEM) 1.0 $7.0M 161k 43.70
Apple Stock (AAPL) 0.8 $5.6M 25k 222.13
Invesco Currency Shares Japanese Yen Trust ETF Etf (FXY) 0.7 $4.9M 80k 61.51
iShares Core MSCI Emerging Markets ETF Etf (IEMG) 0.7 $4.9M 91k 53.97
PIMCO 1-5 Year U.S. TIPS Index ETF Etf (STPZ) 0.6 $4.8M 88k 54.02
Vanguard Total World Stock Index ETF Etf (VT) 0.6 $4.7M 41k 115.95
iShares Core MSCI Intl Developed Markets ETF Etf (IDEV) 0.6 $4.7M 68k 68.89
Microsoft Corp. Stock (MSFT) 0.4 $3.2M 8.6k 375.38
Berkshire Hathaway Stock (BRK.B) 0.4 $3.0M 5.7k 532.57
Vanguard Total Stock Market ETF Etf (VTI) 0.4 $2.6M 9.6k 274.85
Vanguard Short-Term Inflation-Protected Securities ETF Etf (VTIP) 0.3 $2.5M 51k 49.90
Cadence Bank Stock (CADE) 0.3 $2.2M 72k 30.36
Cisco Systems Stock (CSCO) 0.3 $2.0M 33k 61.71
Spdr S&p 500 Etf Etf (SPY) 0.3 $1.8M 3.3k 559.40
Vanguard Value ETF Etf (VTV) 0.2 $1.7M 10k 172.74
Costco Wholesale Corp. Stock (COST) 0.2 $1.7M 1.8k 945.60
Vanguard Russell 2000 ETF Etf (VTWO) 0.2 $1.5M 19k 80.65
iShares Core S&P 500 ETF Etf (IVV) 0.2 $1.5M 2.6k 561.95
Vanguard Russell 1000 Value ETF Etf (VONV) 0.2 $1.4M 17k 82.54
Vanguard ESG U.S. Stock ETF Etf (ESGV) 0.2 $1.3M 13k 97.95
PIMCO Enhanced Short Maturity Active ETF Etf (MINT) 0.2 $1.3M 13k 100.62
Vanguard Small-Cap Value Index ETF Etf (VBR) 0.2 $1.1M 6.1k 186.28
Home Depot Stock (HD) 0.1 $952k 2.6k 366.55
McCormick & Company Stock (MKC.V) 0.1 $928k 11k 82.05
iShares 0-5 Year TIPS Bond ETF Etf (STIP) 0.1 $872k 8.4k 103.47
iShares S&P 500 Growth ETF Etf (IVW) 0.1 $818k 8.8k 92.83
Berkshire Hathaway Stock (BRK.A) 0.1 $798k 1.00 798442.00
Exxon Mobil Corp. Stock (XOM) 0.1 $750k 6.3k 118.93
Allstate Corporation Stock (ALL) 0.1 $711k 3.4k 207.07
JPMorgan Chase & Co. Stock (JPM) 0.1 $710k 2.9k 245.29
ASM Lithography Holdings Adr (ASML) 0.1 $706k 1.1k 662.63
Motorola Solutions Stock (MSI) 0.1 $684k 1.6k 437.81
Morgan Stanley Stock (MS) 0.1 $630k 5.4k 116.67
SPDR Gold Shares ETF Etf (GLD) 0.1 $559k 1.9k 288.14
Procter & Gamble Stock (PG) 0.1 $556k 3.3k 170.44
McDonalds Corporation Stock (MCD) 0.1 $554k 1.8k 312.37
Vanguard S&P 500 Value ETF Etf (VOOV) 0.1 $551k 3.0k 184.16
Alphabet Inc. Cl C Stock (GOOG) 0.1 $517k 3.3k 156.23
Vanguard Russell 3000 ETF Etf (VTHR) 0.1 $500k 2.0k 246.75
Discover Financial Services Stock 0.1 $480k 2.8k 170.70
AbbVie Stock (ABBV) 0.1 $478k 2.3k 209.54
Duke Energy Corp. Stock (DUK) 0.1 $466k 3.8k 121.98
Johnson & Johnson Stock (JNJ) 0.1 $461k 2.8k 165.84
Coca-Cola Stock (KO) 0.1 $444k 6.2k 71.61
Oracle Corporation Stock (ORCL) 0.1 $428k 3.1k 139.81
iShares Gold Trust ETF Etf (IAU) 0.1 $405k 6.9k 58.96
UnitedHealth Group Stock (UNH) 0.1 $390k 745.00 523.75
Apollo Global Management Stock (APO) 0.1 $383k 2.8k 136.94
iShares MSCI Emerging Markets ex China ETF Etf (EMXC) 0.1 $383k 6.9k 55.09
RTX Corporation Stock (RTX) 0.0 $356k 2.7k 132.46
Union Pacific Corp. Stock (UNP) 0.0 $348k 1.5k 236.22
Bank of America Corp. Stock (BAC) 0.0 $343k 8.2k 41.73
Caterpillar Stock (CAT) 0.0 $336k 1.0k 329.80
Thermo Fisher Scientific Stock (TMO) 0.0 $317k 637.00 497.68
Alphabet Inc. Cl A Stock (GOOGL) 0.0 $312k 2.0k 154.64
iShares Select Dividend ETF Etf (DVY) 0.0 $311k 2.3k 134.30
Financial Select Sector SPDR Fund Etf (XLF) 0.0 $310k 6.2k 49.81
Raymond James Financial Stock (RJF) 0.0 $303k 2.2k 138.91
iShares MSCI World ETF Etf (URTH) 0.0 $298k 1.9k 153.20
General Electric Stock (GE) 0.0 $297k 1.5k 200.16
Vanguard Large Cap ETF Etf (VV) 0.0 $294k 1.1k 257.03
Chevron Corp. Stock (CVX) 0.0 $290k 1.7k 167.29
iShares Russell 2000 Growth ETF Etf (IWO) 0.0 $286k 1.1k 255.63
iShares MSCI KLD 400 Social ETF Etf (DSI) 0.0 $284k 2.8k 102.42
Illinois Tool Works Stock (ITW) 0.0 $284k 1.1k 248.01
Amazon.com Stock (AMZN) 0.0 $282k 1.5k 190.26
JPMorgan Hedged Equity Laddered Overlay ETF Etf (HELO) 0.0 $281k 4.7k 59.69
Enbridge Stock (ENB) 0.0 $275k 6.2k 44.31
Honeywell International Stock (HON) 0.0 $274k 1.3k 211.69
Bristol-Myers Squibb Stock (BMY) 0.0 $273k 4.5k 60.99
Lowes Companies Stock (LOW) 0.0 $270k 1.2k 233.23
iShares U.S. Healthcare ETF Etf (IYH) 0.0 $269k 4.4k 60.89
Abbott Laboratories Stock (ABT) 0.0 $268k 2.0k 132.66
Energy Select Sector SPDR Fund Etf (XLE) 0.0 $268k 2.9k 93.45
iShares Core Aggressive Allocation ETF Etf (AOA) 0.0 $267k 3.5k 76.50
IBM Corp. Stock (IBM) 0.0 $265k 1.1k 248.67
iShares Russell Mid-Cap ETF Etf (IWR) 0.0 $264k 3.1k 85.08
VanEck Vectors Gold Miners ETF Etf (GDX) 0.0 $251k 5.5k 45.97
Broadcom Stock (AVGO) 0.0 $251k 1.5k 167.43
iShares Russell Mid-Cap Growth ETF Etf (IWP) 0.0 $247k 2.1k 117.49
Truist Financial Corp. Stock (TFC) 0.0 $236k 5.7k 41.15
Global Payments Stock (GPN) 0.0 $230k 2.4k 97.93
Walmart Stock (WMT) 0.0 $229k 2.6k 87.79
Invesco S&P 500 Equal Weight Technology ETF Etf (RSPT) 0.0 $229k 6.7k 34.20
FactSet Research Systems Stock (FDS) 0.0 $227k 500.00 454.64
Phillips 66 Stock (PSX) 0.0 $226k 1.8k 123.47
Vanguard Mid-Cap Growth ETF Etf (VOT) 0.0 $225k 919.00 244.64
Fresenius Medical Care Adr (FMS) 0.0 $220k 8.9k 24.90
Armada Hoffler Properties Reit (AHH) 0.0 $219k 29k 7.51
Accenture Stock (ACN) 0.0 $218k 699.00 312.00
PepsiCo Stock (PEP) 0.0 $216k 1.4k 149.95
Calvert US Select Equity ETF Etf (CVSE) 0.0 $212k 3.3k 64.54
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $211k 1.3k 166.00
Cummins Stock (CMI) 0.0 $205k 654.00 313.44
Enterprise Products Partners Stock (EPD) 0.0 $203k 6.0k 34.14
Ford Motor Company Stock (F) 0.0 $199k 20k 10.03