Arbor Trust Wealth Advisors, LLC Incresed Positions in Q1 2025

Arbor Trust Wealth Advisors, LLC

  • $208 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
119
+ 0.26%
$169.2 - $216.66 $20.1K - $25.8K
45.6K $9.56M
ABT
Abbott Laboratories

Healthcare
226
+ 0.48%
$111.1 - $140.22 $25.1K - $31.7K
47.4K $6.29M
JCPB
J P Morgan Exchange Traded Fd

ETFs
10.2K
+ 4.61%
$45.56 - $47.23 $466K - $483K
232K $10.9M
ICF
Ishares Tr

ETFs
7.71K
+ 12.97%
$57.98 - $63.8 $447K - $492K
67.1K $4.13M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.2K
+ 8.14%
$49.78 - $53.19 $458K - $489K
122K $6.25M
CVX
Chevron Corp

Energy
457
+ 3.06%
$146.71 - $167.97 $67K - $76.8K
15.4K $2.58M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.54K
+ 4.96%
$95.85 - $99.25 $243K - $252K
53.7K $5.31M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.94K
+ 5.15%
$77.7 - $78.94 $228K - $232K
59.9K $4.73M
LLY
Eli Lilly & CO

Healthcare
177
+ 9.38%
$725.72 - $929.72 $128K - $165K
2.06K $1.7M
SYK
Stryker Corp

Healthcare
125
+ 1.03%
$355.18 - $399.9 $44.4K - $50K
12.2K $4.55M
INDA
Ishares Msci India Index Fund

ETFs
5.23K
+ 6.7%
$47.8 - $53.4 $250K - $279K
83.3K $4.29M
PG
Procter & Gamble CO

Consumer Defensive
746
+ 5.7%
$158.56 - $176.26 $118K - $131K
13.8K $2.36M
SCHW
Schwab Charles Corp

Financial Services
1.44K
+ 14.54%
$71.24 - $83.64 $103K - $121K
11.4K $888K
JNJ
Johnson & Johnson

Healthcare
83
+ 1.31%
$142.06 - $167.7 $11.8K - $13.9K
6.43K $1.07M
UNH
Unitedhealth Group Inc

Healthcare
182
+ 6.03%
$461.52 - $548.18 $84K - $99.8K
3.2K $1.68M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.75K
+ 5.65%
$42.5 - $46.71 $74.4K - $81.7K
32.7K $1.48M
PEP
Pepsico Inc

Consumer Defensive
867
+ 13.48%
$142.64 - $156.42 $124K - $136K
7.3K $1.09M
LOW
Lowes Companies Inc

Consumer Cyclical
656
+ 16.04%
$222.66 - $268.42 $146K - $176K
4.75K $1.11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.1K
+ 6.34%
$21.75 - $24.28 $395K - $440K
304K $6.71M
TJX
Tjx Companies Inc

Consumer Cyclical
448
+ 1.98%
$112.81 - $126.16 $50.5K - $56.5K
23.1K $2.81M
AXP
American Express CO

Financial Services
342
+ 34.9%
$255.39 - $325.87 $87.3K - $111K
1.32K $355K
CMCSA
Comcast Corp

Communication Services
1.73K
+ 7.37%
$33.19 - $38.23 $57.3K - $65.9K
25.1K $927K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
107
+ 20.04%
$507.05 - $563.67 $54.3K - $60.3K
641 $329K
HON
Honeywell International Inc

Industrials
481
+ 8.79%
$202.75 - $226.52 $97.5K - $109K
5.96K $1.26M
MPC
Marathon Petroleum Corp

Energy
1
+ 0.06%
$134.72 - $159.03 $135 - $159
1.6K $233K
Pimco ETF Tr
75.5K
+ 82.88%
N/A
167K $0
ADBE
Adobe Inc.

Technology
60
+ 12.85%
$377.84 - $464.11 $22.7K - $27.8K
527 $202K
META
Meta Platforms, Inc.

Communication Services
58
+ 2.06%
$576.36 - $736.67 $33.4K - $42.7K
2.87K $1.65M
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.11%
$92.45 - $106.69 $370 - $427
3.5K $324K
PANW
Palo Alto Networks Inc

Technology
271
+ 3.92%
$167.82 - $208.28 $45.5K - $56.4K
7.19K $1.23M
NVDA
Nvidia Corp

Technology
1.4K
+ 19.01%
$106.98 - $149.43 $150K - $209K
8.77K $950K
MCHP
Microchip Technology Inc

Technology
294
+ 4.52%
$48.41 - $64.3 $14.2K - $18.9K
6.8K $329K
ORCL
Oracle Corp

Technology
641
+ 3.74%
$139.81 - $186.47 $89.6K - $120K
17.8K $2.48M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
174
+ 1.28%
$522.96 - $601.18 $91K - $105K
13.8K $7.37M
CRM
Salesforce, Inc.

Technology
170
+ 2.45%
$268.36 - $359.95 $45.6K - $61.2K
7.12K $1.91M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.11K
+ 1.69%
$23.16 - $27.04 $95.2K - $111K
247K $5.79M
MSFT
Microsoft Corp

Technology
14
+ 0.1%
$375.39 - $447.2 $5.26K - $6.26K
14.4K $5.42M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.9K
+ 2.95%
$24.91 - $29.02 $270K - $315K
379K $9.49M
Activity Summary
Buys All Purchases 43 New Holdings 4 Increased Positions 39 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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