Arbor Wealth Advisors

Arbor Wealth Advisors as of March 31, 2025

Portfolio Holdings for Arbor Wealth Advisors

Arbor Wealth Advisors holds 48 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
Vanguard Index Fds Value Etf (VTV) 25.7 $29M 167k 172.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 16.3 $18M 294k 62.10
Vanguard Index Fds Small Cp Etf (VB) 10.0 $11M 50k 221.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.9 $6.6M 36k 186.29
Vanguard Index Fds Total Stk Mkt (VTI) 4.5 $5.1M 19k 274.84
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.4 $3.8M 116k 32.99
BorgWarner (BWA) 2.8 $3.1M 109k 28.65
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.4 $2.7M 23k 115.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $2.5M 4.4k 559.33
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.2 $2.5M 32k 78.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $2.4M 48k 50.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $2.0M 3.7k 532.58
Ishares Tr Core S&p500 Etf (IVV) 1.5 $1.7M 3.0k 561.87
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.4 $1.6M 18k 87.17
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $1.4M 7.3k 194.00
Lear Corp Com New (LEA) 1.1 $1.3M 14k 88.22
Microsoft Corporation (MSFT) 1.1 $1.2M 3.2k 375.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.1M 23k 45.26
Aptiv Com Shs (APTV) 0.9 $1.1M 18k 59.50
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.8 $847k 21k 41.21
General Dynamics Corporation (GD) 0.8 $844k 3.1k 272.58
Caterpillar (CAT) 0.7 $804k 2.4k 329.80
JPMorgan Chase & Co. (JPM) 0.7 $773k 3.2k 245.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $769k 1.5k 513.91
Cognizant Technology Solutio Cl A (CTSH) 0.7 $737k 9.6k 76.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $633k 4.9k 128.96
Coca-Cola Company (KO) 0.5 $592k 8.3k 71.62
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $543k 6.0k 90.54
Home Depot (HD) 0.5 $535k 1.5k 366.49
DTE Energy Company (DTE) 0.5 $527k 3.8k 138.27
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $493k 9.7k 51.07
Leggett & Platt (LEG) 0.4 $475k 60k 7.91
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $454k 5.3k 85.07
At&t (T) 0.4 $442k 16k 28.28
Ishares Tr Rus 1000 Etf (IWB) 0.4 $435k 1.4k 306.74
Alphabet Cap Stk Cl C (GOOG) 0.4 $410k 2.6k 156.23
Amazon (AMZN) 0.4 $403k 2.1k 190.26
Eaton Corp SHS (ETN) 0.3 $375k 1.4k 271.83
Ford Motor Company (F) 0.3 $373k 37k 10.03
Apple (AAPL) 0.3 $368k 1.7k 222.17
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $359k 1.9k 188.16
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $331k 3.2k 104.57
Raytheon Technologies Corp (RTX) 0.3 $316k 2.4k 132.46
Alphabet Cap Stk Cl A (GOOGL) 0.3 $301k 1.9k 154.64
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $285k 4.8k 59.75
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $226k 2.9k 76.58
Ishares Tr Core Msci Eafe (IEFA) 0.2 $218k 2.9k 75.65
Custom Truck One Source Com Cl A (CTOS) 0.1 $64k 15k 4.22