Arbor Wealth Advisors

Arbor Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Arbor Wealth Advisors

Arbor Wealth Advisors holds 52 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 24.6 $28M 163k 169.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 15.2 $17M 289k 58.93
Vanguard Index Fds Small Cp Etf (VB) 10.6 $12M 49k 240.28
Vanguard Index Fds Sm Cp Val Etf (VBR) 6.3 $7.0M 35k 198.18
Vanguard Index Fds Total Stk Mkt (VTI) 4.6 $5.2M 18k 289.81
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.6 $4.1M 117k 34.59
BorgWarner (BWA) 3.0 $3.4M 107k 31.79
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.4 $2.7M 23k 114.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $2.6M 4.4k 586.01
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $2.3M 48k 47.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $2.1M 27k 77.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $1.9M 4.1k 453.28
Ishares Tr Core S&p500 Etf (IVV) 1.6 $1.8M 3.0k 588.76
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $1.4M 7.3k 195.84
Lear Corp Com New (LEA) 1.2 $1.3M 14k 94.70
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $1.3M 14k 96.53
Microsoft Corporation (MSFT) 1.2 $1.3M 3.2k 421.50
Aptiv Com Shs (APTV) 1.0 $1.1M 18k 60.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $942k 21k 44.04
Caterpillar (CAT) 0.8 $884k 2.4k 362.76
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.7 $841k 21k 40.92
General Dynamics Corporation (GD) 0.7 $816k 3.1k 263.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $806k 1.5k 538.81
JPMorgan Chase & Co. (JPM) 0.7 $758k 3.2k 239.71
Cognizant Technology Solutio Cl A (CTSH) 0.7 $741k 9.6k 76.90
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $626k 4.9k 127.59
Leggett & Platt (LEG) 0.5 $573k 60k 9.60
Home Depot (HD) 0.5 $568k 1.5k 388.99
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $535k 6.0k 89.08
Coca-Cola Company (KO) 0.5 $515k 8.3k 62.26
Ishares Tr Rus 1000 Etf (IWB) 0.5 $506k 1.6k 322.16
Alphabet Cap Stk Cl C (GOOG) 0.4 $500k 2.6k 190.44
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $494k 9.7k 51.14
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $472k 5.3k 88.40
Amazon (AMZN) 0.4 $464k 2.1k 219.39
DTE Energy Company (DTE) 0.4 $460k 3.8k 120.75
Eaton Corp SHS (ETN) 0.4 $453k 1.4k 331.87
Apple (AAPL) 0.4 $415k 1.7k 250.46
Ford Motor Company (F) 0.3 $369k 37k 9.90
Alphabet Cap Stk Cl A (GOOGL) 0.3 $368k 1.9k 189.30
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $365k 3.2k 115.22
At&t (T) 0.3 $356k 16k 22.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $354k 1.9k 185.13
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $349k 4.7k 74.73
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $310k 4.8k 65.08
Raytheon Technologies Corp (RTX) 0.2 $276k 2.4k 115.72
The Trade Desk Com Cl A (TTD) 0.2 $239k 2.0k 117.53
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $221k 550.00 401.58
Sempra Energy (SRE) 0.2 $211k 2.4k 87.72
Broadcom (AVGO) 0.2 $206k 890.00 231.84
Ishares Tr Core Msci Eafe (IEFA) 0.2 $203k 2.9k 70.28
Custom Truck One Source Com Cl A (CTOS) 0.1 $73k 15k 4.81