Arbor Wealth Management as of Sept. 30, 2016
Portfolio Holdings for Arbor Wealth Management
Arbor Wealth Management holds 72 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Doubleline Total Etf etf (TOTL) | 6.2 | $7.3M | 147k | 49.86 | |
Berkshire Hathaway (BRK.B) | 3.8 | $4.4M | 31k | 144.16 | |
Wal-Mart Stores (WMT) | 3.5 | $4.1M | 59k | 68.45 | |
Wells Fargo & Company (WFC) | 3.4 | $3.9M | 88k | 44.71 | |
HCP | 3.3 | $3.9M | 108k | 36.24 | |
General Motors Company (GM) | 3.3 | $3.9M | 122k | 31.86 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 3.3 | $3.9M | 73k | 53.19 | |
Philip Morris International (PM) | 3.2 | $3.7M | 39k | 95.82 | |
Apple (AAPL) | 3.1 | $3.7M | 31k | 117.62 | |
American International (AIG) | 3.1 | $3.7M | 62k | 59.85 | |
Powershares Senior Loan Portfo mf | 3.1 | $3.7M | 159k | 23.14 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 3.0 | $3.5M | 77k | 45.47 | |
Procter & Gamble Company (PG) | 2.6 | $3.1M | 35k | 88.42 | |
Southern Company (SO) | 2.4 | $2.9M | 57k | 50.55 | |
Wec Energy Group (WEC) | 2.2 | $2.6M | 456.00 | 5771.93 | |
Time Warner | 2.1 | $2.5M | 32k | 79.54 | |
Verizon Communications (VZ) | 2.1 | $2.5M | 49k | 50.27 | |
American Express Company (AXP) | 2.1 | $2.5M | 41k | 60.13 | |
Gilead Sciences (GILD) | 2.0 | $2.4M | 33k | 72.72 | |
Bank of New York Mellon Corporation (BK) | 2.0 | $2.4M | 61k | 39.47 | |
Bank of America Corporation (BAC) | 1.8 | $2.1M | 131k | 16.00 | |
Vanguard REIT ETF (VNQ) | 1.8 | $2.1M | 677.00 | 3082.72 | |
Vaneck Vectors Etf Tr High Yld Mun Etf | 1.8 | $2.1M | 66k | 31.53 | |
Stratasys (SSYS) | 1.8 | $2.1M | 100.00 | 20790.00 | |
AmerisourceBergen (COR) | 1.7 | $2.0M | 25k | 79.76 | |
Allergan | 1.6 | $1.9M | 8.2k | 227.45 | |
Johnson & Johnson (JNJ) | 1.5 | $1.8M | 15k | 117.52 | |
Annaly Capital Management | 1.5 | $1.8M | 174k | 10.15 | |
U.S. Bancorp (USB) | 1.5 | $1.7M | 41k | 42.84 | |
Pfizer (PFE) | 1.2 | $1.4M | 44k | 32.66 | |
Novartis (NVS) | 1.2 | $1.4M | 19k | 76.04 | |
At&t (T) | 1.2 | $1.4M | 35k | 39.19 | |
Amgen (AMGN) | 1.2 | $1.4M | 8.4k | 161.80 | |
Phillips 66 (PSX) | 1.1 | $1.3M | 17k | 79.27 | |
Whiting Petroleum Corporation | 1.1 | $1.3M | 1.5k | 867.79 | |
Walt Disney Company (DIS) | 1.0 | $1.2M | 13k | 91.29 | |
Interactive Brokers (IBKR) | 1.0 | $1.1M | 32k | 35.91 | |
Blackstone | 1.0 | $1.1M | 48k | 23.66 | |
Schlumberger (SLB) | 1.0 | $1.1M | 14k | 81.31 | |
PowerShares Hgh Yield Corporate Bnd | 0.9 | $1.1M | 59k | 18.83 | |
General Electric Company | 0.9 | $1.1M | 38k | 28.33 | |
Stericycle (SRCL) | 0.9 | $1.1M | 14k | 75.45 | |
Ford Motor Company (F) | 0.7 | $813k | 68k | 11.90 | |
Altria (MO) | 0.7 | $792k | 13k | 62.40 | |
Fortress Investment | 0.6 | $738k | 145k | 5.08 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $667k | 9.9k | 67.42 | |
Spectra Energy Partners | 0.6 | $668k | 15k | 43.71 | |
Anthem (ELV) | 0.5 | $617k | 5.1k | 121.00 | |
American Tower Reit (AMT) | 0.5 | $595k | 5.2k | 113.88 | |
ConocoPhillips (COP) | 0.5 | $524k | 13k | 41.60 | |
Tor Dom Bk Cad (TD) | 0.4 | $509k | 12k | 44.29 | |
GlaxoSmithKline | 0.4 | $489k | 12k | 42.61 | |
German American Ban (GABC) | 0.4 | $471k | 12k | 38.20 | |
Colgate-Palmolive Company (CL) | 0.4 | $448k | 6.2k | 72.29 | |
Realty Income (O) | 0.4 | $450k | 7.3k | 61.93 | |
Spdr Series Trust cmn (HYMB) | 0.4 | $446k | 7.6k | 58.49 | |
Merck & Co (MRK) | 0.4 | $433k | 7.0k | 62.07 | |
Cullen/Frost Bankers (CFR) | 0.4 | $426k | 5.9k | 72.03 | |
Lowe's Companies (LOW) | 0.3 | $363k | 5.1k | 71.18 | |
PowerShares Preferred Portfolio | 0.3 | $359k | 25k | 14.31 | |
Micron Technology (MU) | 0.3 | $350k | 21k | 17.10 | |
Pepsi (PEP) | 0.3 | $344k | 3.2k | 106.57 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.3 | $343k | 7.6k | 44.85 | |
Chevron Corporation (CVX) | 0.3 | $309k | 3.1k | 100.91 | |
MasterCard Incorporated (MA) | 0.2 | $290k | 2.9k | 100.76 | |
Microsoft Corporation (MSFT) | 0.2 | $274k | 4.8k | 57.21 | |
SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.2 | $271k | 3.2k | 84.21 | |
Fiat Chrysler Auto | 0.2 | $229k | 37k | 6.28 | |
Wells Fargo Advantage Utils (ERH) | 0.2 | $224k | 19k | 11.82 | |
Express Scripts Holding | 0.2 | $217k | 31k | 6.97 | |
Now (DNOW) | 0.2 | $225k | 10k | 21.72 | |
Senior Housing Properties Trust | 0.2 | $215k | 9.9k | 21.83 |