Arbor Investment Advisors, LLC Purchases in Q3 2024

Arbor Investment Advisors, LLC

  • $753 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
34.5K
+ 135.31%
$207.23 - $234.82 $7.15M - $8.1M
60K $14M
TFLO
Ishares Treasury Floating Rate

ETFs
152K
+ 9.97%
$50.42 - $50.66 $7.66M - $7.69M
1.67M $84.7M
PRF
Invesco Exchange Traded Fd Tr

ETFs
26.7K
+ 1.21%
$37.33 - $40.63 $996K - $1.08M
2.23M $90.4M
LOW
Lowes Companies Inc

Consumer Cyclical
19.7K
+ 1705.8%
$213.3 - $270.78 $4.21M - $5.34M
20.9K $5.65M
TFC
Truist Financial Corp

Financial Services
83.7K
New
$38.22 - $44.94 $3.2M - $3.76M
83.7K $3.58M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
9.21K
+ 1.07%
$37.68 - $42.0 $347K - $387K
869K $36.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21.1K
+ 8.59%
$96.25 - $101.98 $2.03M - $2.15M
267K $27M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
20K
+ 3.76%
$76.38 - $78.87 $1.53M - $1.58M
553K $43.5M
TIP
Ishares Tr Tips Bd ETF

ETFs
9.89K
+ 3.54%
$105.92 - $110.83 $1.05M - $1.1M
289K $31.9M
HALO
Halozyme Therapeutics, Inc.

Healthcare
18K
New
$51.3 - $64.42 $921K - $1.16M
18K $1.03M
OKE
Oneok Inc

Energy
10K
New
$78.62 - $95.27 $786K - $953K
10K $911K
DUK
Duke Energy Corp

Utilities
7.09K
+ 174.75%
$99.35 - $117.71 $704K - $834K
11.1K $1.28M
PRK
Park National Corp

Financial Services
4.09K
New
$140.68 - $188.56 $576K - $772K
4.09K $686K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11K
+ 3.02%
$50.25 - $50.74 $551K - $556K
373K $18.9M
TOWN
Towne Bank (Va)

Financial Services
17.5K
New
$26.78 - $34.85 $468K - $609K
17.5K $577K
PEG
Public Service Enterprise Group Inc

Utilities
6K
New
$73.58 - $89.21 $441K - $535K
6K $535K
HCA
Hca Healthcare, Inc.

Healthcare
1.27K
New
$315.12 - $406.43 $399K - $515K
1.27K $514K
IBM
International Business Machines Corp

Technology
1.95K
New
$175.1 - $223.38 $341K - $436K
1.95K $431K
CADE
Cadence Bank

Financial Services
5.33K
+ 7.41%
$27.64 - $33.58 $147K - $179K
77.2K $2.46M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
5.53K
+ 7.22%
$51.45 - $52.96 $284K - $293K
82.1K $4.34M
WFC
Wells Fargo & Company

Financial Services
6.67K
New
$51.58 - $60.97 $344K - $407K
6.67K $376K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.83K
New
$31.05 - $34.29 $305K - $337K
9.83K $337K
MKC
Mccormick & CO Inc

Consumer Defensive
3.63K
New
$69.44 - $84.76 $252K - $308K
3.63K $298K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.17K
New
$54.98 - $59.51 $229K - $248K
4.17K $248K
ALL
Allstate Corp

Financial Services
749
+ 22.37%
$158.43 - $192.86 $119K - $144K
4.1K $776K
WMB
Williams Companies, Inc.

Energy
5K
New
$41.24 - $46.22 $206K - $231K
5K $228K
LOB
Live Oak Bancshares, Inc.

Financial Services
4.63K
New
$33.45 - $49.72 $155K - $230K
4.63K $219K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.5K
New
$55.06 - $62.25 $192K - $218K
3.5K $215K
WMT
Walmart Inc.

Consumer Defensive
2.6K
New
$66.91 - $81.4 $174K - $212K
2.6K $210K
DHR
Danaher Corp

Healthcare
756
New
$239.25 - $280.76 $181K - $212K
756 $210K
BAC
Bank Of America Corp

Financial Services
4.99K
+ 56.19%
$36.65 - $44.13 $183K - $220K
13.9K $550K
KO
Coca Cola CO

Consumer Defensive
1.59K
+ 30.7%
$62.69 - $73.01 $99.9K - $116K
6.78K $487K
MS
Morgan Stanley

Financial Services
1.03K
+ 18.86%
$92.07 - $106.96 $94.8K - $110K
6.49K $676K
VONV
Vanguard Russell 1000 Value Et

ETFs
49
+ 0.3%
$76.07 - $83.33 $3.73K - $4.08K
16.6K $1.38M
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.07%
$179.99 - $201.6 $720 - $806
6.05K $1.22M
AVDX
Avid Xchange Holdings, Inc.

Technology
12.1K
New
$7.44 - $12.86 $90.3K - $156K
12.1K $98K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.05K
+ 2.25%
$48.06 - $49.39 $50.4K - $51.8K
47.7K $2.35M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
34
+ 0.26%
$91.37 - $101.65 $3.11K - $3.46K
13K $1.32M
AOA
Ishares Tr Core Aggressive All

ETFs
600
+ 13.39%
$72.11 - $79.05 $43.3K - $47.4K
5.08K $400K
VOOV
Vanguard S&P 500 Value ETF

ETFs
9
+ 0.29%
$175.0 - $190.72 $1.58K - $1.72K
3.07K $585K
AHH
Armada Hoffler Properties, Inc.

Real Estate
4.76K
+ 19.51%
$10.8 - $12.31 $51.4K - $58.6K
29.2K $315K
ENB
Enbridge Inc

Energy
17
+ 0.26%
$35.27 - $41.18 $600 - $700
6.48K $263K
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.25%
$160.76 - $177.82 $1.13K - $1.24K
2.85K $493K
AVGO
Broadcom Inc.

Technology
1.4K
+ 900.0%
$136.27 - $1745.86 $190K - $2.44M
1.55K $267K
DSI
Ishares Msci Kld 400 Social Et

ETFs
2
+ 0.07%
$97.81 - $108.79 $196 - $218
2.77K $301K
GOOGL
Alphabet Inc.

Communication Services
234
+ 13.13%
$148.65 - $191.18 $34.8K - $44.7K
2.02K $334K
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
5.51K
+ 39.38%
N/A
19.5K $0
Activity Summary
Buys All Purchases 48 New Holdings 18 Increased Positions 30 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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