Arbor Investment Advisors, LLC Reduced Holdings in Q3 2025

Arbor Investment Advisors, LLC

  • $785 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-45K
- 12.99%
$339.37 - $366.46 $15.3M - $16.5M
302K $110M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-49.8K
- 14.14%
$87.29 - $93.61 $4.35M - $4.66M
302K $28.2M
TFLO
Ishares Treasury Floating Rate

ETFs
-60.8K
- 4.5%
$50.45 - $50.65 $3.07M - $3.08M
1.29M $65.2M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-214K
- 9.4%
$42.04 - $45.23 $8.98M - $9.66M
2.06M $93.1M
VONE
Vanguard Russell 1000 ETF

ETFs
-11.1K
- 16.46%
$280.68 - $303.97 $3.1M - $3.36M
56.1K $17M
EEM
Ishares Msci Emerging Markets

ETFs
-43.5K
- 27.56%
$48.07 - $53.4 $2.09M - $2.32M
114K $6.1M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-123K
- 13.71%
$40.68 - $46.33 $5.01M - $5.71M
776K $35.2M
IEMG
Ishares Inc

ETFs
-20.4K
- 22.98%
N/A
68.4K $3.67M
VEA
Vanguard Ftse Developed Market

ETFs
-93K
- 5.94%
$56.02 - $60.3 $5.21M - $5.61M
1.47M $88.3M
VTI
Vanguard Total Stock Market Et

ETFs
-3.22K
- 30.87%
$303.93 - $329.86 $978K - $1.06M
7.21K $2.37M
MSFT
Microsoft Corp

Technology
-1.09K
- 12.72%
$491.09 - $535.64 $536K - $585K
7.49K $3.88M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-842
- 14.82%
$459.11 - $506.91 $387K - $427K
4.84K $2.43M
VTWO
Vanguard Russell 2000 ETF

ETFs
-5.88K
- 23.0%
$86.92 - $99.32 $511K - $584K
19.7K $1.93M
IWM
Ishares Russell 2000 ETF

ETFs
-7.1K
- 13.03%
$214.92 - $244.84 $1.53M - $1.74M
47.4K $11.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.09K
- 2.39%
$72.57 - $74.72 $369K - $380K
208K $15.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.75K
- 7.51%
$49.78 - $50.75 $187K - $190K
46.2K $2.34M
IAU
Ishares Gold Trust

ETFs
-2.95K
- 45.64%
$61.62 - $72.77 $182K - $215K
3.51K $255K
IVV
Ishares Core S&P 500 ETF

ETFs
-404
- 15.44%
$620.67 - $670.08 $251K - $271K
2.21K $1.48M
ORCL
Oracle Corp

Technology
-1.16K
- 38.04%
$218.96 - $328.33 $255K - $382K
1.9K $533K
JPM
Jpmorgan Chase & CO

Financial Services
-652
- 22.53%
$282.78 - $316.06 $184K - $206K
2.24K $707K
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.38%
$915.95 - $994.57 $6.41K - $6.96K
1.82K $1.68M
PG
Procter & Gamble CO

Consumer Defensive
-474
- 14.48%
$150.47 - $161.22 $71.3K - $76.4K
2.8K $430K
ABBV
Abb Vie Inc.

Healthcare
-837
- 36.66%
$184.85 - $231.54 $155K - $194K
1.45K $334K
ITW
Illinois Tool Works Inc

Industrials
-352
- 30.32%
$252.31 - $269.41 $88.8K - $94.8K
809 $210K
UNP
Union Pacific Corp

Industrials
-334
- 22.66%
$214.91 - $237.16 $71.8K - $79.2K
1.14K $269K
ENB
Enbridge Inc

Energy
-1.85K
- 29.69%
$43.79 - $50.46 $80.9K - $93.2K
4.37K $220K
MCD
Mcdonalds Corp

Consumer Cyclical
-261
- 14.71%
$291.67 - $316.99 $76.1K - $82.7K
1.51K $459K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.13K
- 12.78%
$108.97 - $121.65 $123K - $137K
7.69K $927K
XLF
Financial Sector Spdr

ETFs
-941
- 15.1%
$51.37 - $54.25 $48.3K - $51K
5.29K $284K
CSCO
Cisco Systems, Inc.

Technology
-50
- 0.16%
$66.2 - $71.79 $3.31K - $3.59K
31.1K $2.13M
URTH
Ishares Msci World ETF

ETFs
-335
- 11.99%
$168.96 - $181.71 $56.6K - $60.9K
2.46K $446K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.88K
- 4.83%
$192.76 - $203.86 $361K - $382K
37K $7.53M
PSX
Phillips 66

Energy
-294
- 15.97%
$118.37 - $139.46 $34.8K - $41K
1.55K $210K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-78
- 1.0%
$102.4 - $103.88 $7.99K - $8.1K
7.73K $799K
COF
Capital One Financial Corp

Financial Services
-13
- 0.45%
$207.29 - $229.74 $2.69K - $2.99K
2.87K $609K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-939
- 11.29%
N/A
7.38K $0
Calvert Us Select Equity ETF
-163
- 4.97%
N/A
3.11K $0
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-547
- 0.61%
$53.57 - $54.48 $29.3K - $29.8K
88.7K $4.81M
VTV
Vanguard Value ETF

ETFs
-506
- 4.66%
$175.51 - $186.57 $88.8K - $94.4K
10.4K $1.93M
VTHR
Vanguard Russell 3000 ETF

ETFs
-65
- 3.64%
$272.54 - $295.85 $17.7K - $19.2K
1.72K $506K
XOM
Exxon Mobil Corp

Energy
-84
- 1.33%
$105.83 - $117.22 $8.89K - $9.85K
6.24K $703K
CADE
Cadence Bank

Financial Services
-9.99K
- 13.89%
$33.44 - $38.12 $334K - $381K
61.9K $2.32M
NVDA
Nvidia Corp

Technology
-51
- 3.15%
$153.3 - $186.58 $7.82K - $9.52K
1.57K $292K
RJF
Raymond James Financial Inc

Financial Services
-2
- 0.09%
$154.64 - $176.43 $309 - $353
2.18K $376K
SPY
Spdr S&P 500 ETF Trust

ETFs
-166
- 5.24%
$617.65 - $666.84 $103K - $111K
3K $2M
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.24K
- 3.83%
$74.68 - $80.26 $167K - $180K
56.2K $4.51M
JNJ
Johnson & Johnson

Healthcare
-10
- 0.36%
$155.17 - $185.42 $1.55K - $1.85K
2.8K $519K
VT
Vanguard Total World Stk Index

ETFs
-568
- 1.33%
$128.41 - $138.03 $72.9K - $78.4K
42.1K $5.81M
TIP
Ishares Tr Tips Bd ETF

ETFs
-113
- 0.04%
$109.11 - $111.88 $12.3K - $12.6K
314K $35M
Activity Summary
Buys All Purchases 58 New Holdings 26 Increased Positions 32 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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