Arbor Investment Advisors, LLC Purchases in Q2 2025

Arbor Investment Advisors, LLC

  • $778 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.66K
+ 0.48%
$272.36 - $339.57 $452K - $564K
347K $118M
VEA
Vanguard Ftse Developed Market

ETFs
23K
+ 1.49%
$45.65 - $57.01 $1.05M - $1.31M
1.57M $89.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
44.6K
+ 2.0%
$35.77 - $42.27 $1.59M - $1.88M
2.27M $96.1M
VONE
Vanguard Russell 1000 ETF

ETFs
5.1K
+ 8.2%
$225.48 - $280.86 $1.15M - $1.43M
67.2K $18.9M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
13.9K
+ 1.57%
$33.13 - $40.67 $462K - $567K
899K $36.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
22K
+ 316.11%
$50.08 - $63.14 $1.1M - $1.39M
28.9K $1.82M
IWM
Ishares Russell 2000 ETF

ETFs
1.37K
+ 2.57%
$174.82 - $215.79 $239K - $295K
54.5K $11.8M
MSFT
Microsoft Corp

Technology
11
+ 0.13%
$354.56 - $497.45 $3.9K - $5.47K
8.59K $4.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.1K
+ 5.52%
$72.02 - $73.82 $802K - $822K
213K $15.7M
VT
Vanguard Total World Stk Index

ETFs
2.02K
+ 4.96%
$103.16 - $128.52 $208K - $259K
42.7K $5.49M
VTWO
Vanguard Russell 2000 ETF

ETFs
6.39K
+ 33.32%
$70.56 - $87.22 $451K - $557K
25.6K $2.23M
COF
Capital One Financial Corp

Financial Services
2.88K
New
$150.57 - $212.76 $433K - $612K
2.88K $612K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.2K
+ 2.81%
$50.36 - $50.68 $563K - $567K
409K $20.7M
VTI
Vanguard Total Stock Market Et

ETFs
855
+ 8.93%
$243.75 - $303.93 $208K - $260K
10.4K $3.17M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.08K
+ 1.03%
$96.84 - $99.46 $395K - $405K
399K $39.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
6.16K
+ 2.0%
$107.93 - $110.97 $665K - $683K
314K $34.6M
NVDA
Nvidia Corp

Technology
1.62K
New
$94.31 - $157.99 $153K - $256K
1.62K $255K
ORCL
Oracle Corp

Technology
2
+ 0.07%
$122.82 - $218.63 $246 - $437
3.06K $669K
ADI
Analog Devices Inc

Technology
846
New
$164.6 - $238.02 $139K - $201K
846 $201K
VOOV
Vanguard S&P 500 Value ETF

ETFs
903
+ 30.16%
$162.65 - $188.71 $147K - $170K
3.9K $735K
VTV
Vanguard Value ETF

ETFs
798
+ 7.93%
$153.67 - $176.74 $123K - $141K
10.9K $1.92M
URTH
Ishares Msci World ETF

ETFs
851
+ 43.82%
$136.3 - $169.38 $116K - $144K
2.79K $473K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.4K
+ 8.44%
$73.19 - $85.21 $103K - $120K
18K $1.54M
AVGO
Broadcom Inc.

Technology
5
+ 0.33%
$146.29 - $275.65 $731 - $1.38K
1.51K $414K
AMZN
Amazon Com Inc

Consumer Cyclical
500
+ 33.74%
$167.32 - $223.3 $83.7K - $112K
1.98K $434K
MS
Morgan Stanley

Financial Services
3
+ 0.06%
$99.83 - $140.86 $299 - $423
5.4K $760K
VBR
Vanguard Small Cap Value ETF

ETFs
324
+ 5.34%
$162.76 - $195.77 $52.7K - $63.4K
6.39K $1.25M
GE
General Electric CO

Industrials
7
+ 0.47%
$166.81 - $257.39 $1.17K - $1.8K
1.49K $384K
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.22%
$908.13 - $1056.85 $3.63K - $4.23K
1.83K $1.81M
AOA
Ishares Tr Core Aggressive All

ETFs
716
+ 20.53%
$69.46 - $83.4 $49.7K - $59.7K
4.2K $350K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
1.28K
+ 1.45%
$53.27 - $54.27 $68.2K - $69.5K
89.3K $4.8M
BAC
Bank Of America Corp

Financial Services
5
+ 0.06%
$34.39 - $47.46 $172 - $237
8.23K $389K
DSI
Ishares Msci Kld 400 Social Et

ETFs
2
+ 0.07%
$91.62 - $116.16 $183 - $232
2.78K $322K
TFC
Truist Financial Corp

Financial Services
64
+ 1.12%
$34.79 - $42.99 $2.23K - $2.75K
5.79K $249K
ENB
Enbridge Inc

Energy
15
+ 0.24%
$41.09 - $47.16 $616 - $707
6.22K $281K
ITW
Illinois Tool Works Inc

Industrials
16
+ 1.4%
$218.41 - $252.43 $3.49K - $4.04K
1.16K $287K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.08%
$335.24 - $380.78 $670 - $762
2.6K $952K
KO
Coca Cola CO

Consumer Defensive
91
+ 1.47%
$68.37 - $73.9 $6.22K - $6.72K
6.29K $444K
MSI
Motorola Solutions, Inc.

Technology
65
+ 4.16%
$394.72 - $440.39 $25.7K - $28.6K
1.63K $684K
Jp Morgan Hedged Equity Laddered Overlay ETF
1.43K
+ 30.44%
N/A
6.14K $0
Vanguard 0 3 Month Treasury Bill ETF
6.26K
New
N/A
6.26K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
1.64K
+ 24.51%
N/A
8.32K $0
PSX
Phillips 66

Energy
10
+ 0.55%
$92.87 - $125.73 $929 - $1.26K
1.84K $219K
UNP
Union Pacific Corp

Industrials
2
+ 0.14%
$208.27 - $238.46 $417 - $477
1.47K $339K
XLE
Energy Sector Spdr

ETFs
157
+ 5.48%
$76.44 - $94.13 $12K - $14.8K
3.02K $256K
DUK
Duke Energy Corp

Utilities
11
+ 0.29%
$112.46 - $124.05 $1.24K - $1.36K
3.83K $452K
JNJ
Johnson & Johnson

Healthcare
32
+ 1.15%
$146.36 - $159.82 $4.68K - $5.11K
2.81K $429K
PG
Procter & Gamble CO

Consumer Defensive
10
+ 0.31%
$157.66 - $172.39 $1.58K - $1.72K
3.27K $521K
CVX
Chevron Corp

Energy
20
+ 1.15%
$133.73 - $168.51 $2.67K - $3.37K
1.76K $251K
Activity Summary
Buys All Purchases 52 New Holdings 4 Increased Positions 48 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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