Arbor Wealth Advisors

Arbor Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Arbor Wealth Advisors

Arbor Wealth Advisors holds 43 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 24.1 $23M 157k 149.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 16.4 $16M 275k 57.96
Vanguard Index Fds Small Cp Etf (VB) 9.8 $9.6M 45k 213.33
Vanguard Index Fds Sm Cp Val Etf (VBR) 6.4 $6.3M 35k 179.97
BorgWarner (BWA) 4.0 $3.9M 108k 35.85
Vanguard Index Fds Total Stk Mkt (VTI) 3.8 $3.7M 16k 237.22
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.5 $3.4M 117k 29.23
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.7 $2.7M 23k 115.03
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.3 $2.2M 29k 77.02
Lear Corp Com New (LEA) 2.1 $2.0M 14k 141.21
Aptiv SHS (APTV) 1.9 $1.9M 21k 89.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $1.7M 3.6k 475.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $1.6M 34k 47.90
Leggett & Platt (LEG) 1.5 $1.5M 57k 26.17
Ishares Tr Core S&p500 Etf (IVV) 1.5 $1.4M 3.0k 477.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $1.3M 3.7k 356.66
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $1.2M 7.2k 170.39
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.9 $906k 24k 37.22
Ford Motor Company (F) 0.9 $854k 70k 12.19
Microsoft Corporation (MSFT) 0.9 $852k 2.3k 376.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $835k 20k 41.10
General Dynamics Corporation (GD) 0.8 $804k 3.1k 259.67
Cognizant Technology Solutio Cl A (CTSH) 0.7 $728k 9.6k 75.53
Caterpillar (CAT) 0.7 $691k 2.3k 295.67
Phinia Common Stock (PHIN) 0.7 $654k 22k 30.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $654k 1.5k 436.80
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $617k 8.1k 76.38
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $548k 4.9k 111.63
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $530k 6.0k 88.36
JPMorgan Chase & Co. (JPM) 0.5 $530k 3.1k 170.10
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $465k 4.3k 108.25
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $450k 9.7k 46.63
Ishares Tr Rus 1000 Etf (IWB) 0.5 $442k 1.7k 262.26
Coca-Cola Company (KO) 0.5 $439k 7.4k 58.93
DTE Energy Company (DTE) 0.4 $420k 3.8k 110.26
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $330k 7.0k 47.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $316k 1.9k 165.25
Eaton Corp SHS (ETN) 0.3 $303k 1.3k 240.82
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $284k 4.8k 59.62
Apple (AAPL) 0.3 $280k 1.5k 192.55
At&t (T) 0.3 $272k 16k 16.78
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $247k 2.7k 89.80
Custom Truck One Source Com Cl A (CTOS) 0.1 $94k 15k 6.18