Arbor Investment Advisors, LLC Portfolio Holdings

Arbor Investment Advisors, LLC

  • $753 Million
  • Q3 2024

Arbor Investment Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $753 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $110M, Invesco Exchange Traded Fd Tr with a value of $90.4M, Ishares Treasury Floating Rate with a value of $84.7M, Vanguard Ftse Developed Market with a value of $79M, and Vanguard Bd Index Fd Inc Short with a value of $43.5M.

Examining the 13F form we can see an increase of $70.3M in the current position value, from $683M to 753M.

Below you can find more details about Arbor Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $753 Million
ETFs: $693 Million
Technology: $22.8 Million
Financial Services: $15.1 Million
Consumer Cyclical: $7.75 Million
Healthcare: $4.02 Million
Consumer Defensive: $3.61 Million
Energy: $2.41 Million
Utilities: $1.82 Million
Other: $2.73 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$741M
$315,000 0.04% of portfolio
29,161
Q3 2024 Added 19.51%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $753 Million
  • Prior Value $683 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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