Arbor Wealth Management as of June 30, 2016
Portfolio Holdings for Arbor Wealth Management
Arbor Wealth Management holds 67 positions in its portfolio as reported in the June 2016 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Doubleline Total Etf etf (TOTL) | 6.6 | $7.0M | 140k | 50.01 | |
Berkshire Hathaway (BRK.B) | 4.1 | $4.3M | 30k | 143.86 | |
Wal-Mart Stores (WMT) | 4.1 | $4.3M | 59k | 73.76 | |
HCP | 4.0 | $4.2M | 106k | 39.45 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 3.8 | $4.0M | 74k | 53.75 | |
Philip Morris International (PM) | 3.7 | $3.9M | 39k | 100.05 | |
Wells Fargo & Company (WFC) | 3.4 | $3.6M | 76k | 47.76 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 3.4 | $3.6M | 80k | 45.50 | |
American International (AIG) | 3.3 | $3.5M | 64k | 54.73 | |
General Motors Company (GM) | 3.3 | $3.5M | 112k | 31.29 | |
Apple (AAPL) | 3.1 | $3.3M | 31k | 105.89 | |
Powershares Senior Loan Portfo mf | 3.0 | $3.2M | 138k | 23.16 | |
Southern Company (SO) | 2.9 | $3.1M | 57k | 53.75 | |
Procter & Gamble Company (PG) | 2.9 | $3.0M | 35k | 86.35 | |
Verizon Communications (VZ) | 2.6 | $2.7M | 50k | 54.72 | |
Gilead Sciences (GILD) | 2.4 | $2.6M | 32k | 80.14 | |
Time Warner | 2.3 | $2.4M | 32k | 76.79 | |
American Express Company (AXP) | 2.3 | $2.4M | 37k | 64.22 | |
Bank of America Corporation (BAC) | 2.1 | $2.2M | 154k | 14.33 | |
Bank of New York Mellon Corporation (BK) | 2.0 | $2.1M | 53k | 39.20 | |
AmerisourceBergen (COR) | 1.8 | $1.9M | 23k | 85.42 | |
Johnson & Johnson (JNJ) | 1.8 | $1.9M | 15k | 125.47 | |
Allergan | 1.8 | $1.9M | 7.5k | 254.05 | |
Annaly Capital Management | 1.7 | $1.8M | 163k | 11.04 | |
U.S. Bancorp (USB) | 1.6 | $1.7M | 41k | 41.68 | |
Express Scripts Holding | 1.6 | $1.6M | 22k | 76.39 | |
Novartis (NVS) | 1.5 | $1.6M | 19k | 83.17 | |
At&t (T) | 1.4 | $1.5M | 35k | 43.30 | |
Amgen (AMGN) | 1.4 | $1.5M | 8.4k | 174.15 | |
Pfizer (PFE) | 1.3 | $1.4M | 36k | 37.30 | |
Blackstone | 1.3 | $1.3M | 51k | 26.48 | |
General Electric Company | 1.1 | $1.2M | 37k | 31.10 | |
Schlumberger (SLB) | 1.1 | $1.1M | 14k | 78.15 | |
PowerShares Hgh Yield Corporate Bnd | 1.0 | $1.1M | 59k | 18.54 | |
Bristol Myers Squibb (BMY) | 0.9 | $962k | 13k | 76.17 | |
Altria (MO) | 0.8 | $865k | 13k | 67.58 | |
Ford Motor Company (F) | 0.8 | $864k | 69k | 12.45 | |
Interactive Brokers (IBKR) | 0.7 | $719k | 21k | 35.03 | |
Abbott Laboratories (ABT) | 0.6 | $666k | 15k | 45.34 | |
Spectra Energy Partners | 0.6 | $664k | 14k | 48.64 | |
Anthem (ELV) | 0.6 | $652k | 5.1k | 127.87 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $638k | 10k | 63.70 | |
American Tower Reit (AMT) | 0.6 | $612k | 5.3k | 116.46 | |
ConocoPhillips (COP) | 0.5 | $533k | 14k | 39.56 | |
GlaxoSmithKline | 0.5 | $534k | 12k | 45.25 | |
Realty Income (O) | 0.5 | $523k | 7.3k | 71.98 | |
Tor Dom Bk Cad (TD) | 0.5 | $496k | 12k | 43.16 | |
Colgate-Palmolive Company (CL) | 0.4 | $470k | 6.3k | 75.06 | |
Cullen/Frost Bankers (CFR) | 0.4 | $450k | 6.7k | 66.68 | |
German American Ban (GABC) | 0.4 | $452k | 13k | 34.43 | |
Spdr Series Trust cmn (HYMB) | 0.4 | $452k | 7.6k | 59.28 | |
Phillips 66 (PSX) | 0.4 | $436k | 5.9k | 74.10 | |
Merck & Co (MRK) | 0.4 | $410k | 7.0k | 58.71 | |
PowerShares Preferred Portfolio | 0.3 | $369k | 24k | 15.32 | |
Pepsi (PEP) | 0.3 | $351k | 3.2k | 108.74 | |
Micron Technology (MU) | 0.3 | $349k | 26k | 13.59 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.3 | $350k | 7.6k | 45.76 | |
Walt Disney Company (DIS) | 0.3 | $330k | 3.5k | 95.16 | |
Chevron Corporation (CVX) | 0.3 | $303k | 3.1k | 98.95 | |
SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.3 | $309k | 3.6k | 85.64 | |
MasterCard Incorporated (MA) | 0.3 | $273k | 2.9k | 94.86 | |
Microsoft Corporation (MSFT) | 0.2 | $253k | 4.5k | 56.25 | |
Wells Fargo Advantage Utils (ERH) | 0.2 | $245k | 18k | 13.42 | |
Fiat Chrysler Auto | 0.2 | $244k | 39k | 6.34 | |
Senior Housing Properties Trust | 0.2 | $220k | 9.9k | 22.19 | |
Unilever (UL) | 0.2 | $209k | 4.5k | 46.38 | |
Now (DNOW) | 0.2 | $186k | 10k | 17.96 |