Arbor Trust Wealth Advisors, LLC Reduced Holdings in Q1 2025

Arbor Trust Wealth Advisors, LLC

  • $208 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.26K
- 3.47%
$209.68 - $247.1 $265K - $312K
35.2K $7.81M
GOOGL
Alphabet Inc.

Communication Services
-250
- 0.92%
$154.33 - $206.19 $38.6K - $51.5K
26.8K $4.15M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-85K
- 15.36%
$18.36 - $20.51 $1.56M - $1.74M
468K $9.26M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.26K
- 0.32%
$25.58 - $29.24 $32.3K - $36.9K
394K $10.3M
DTE
Dte Energy CO

Utilities
-5.58K
- 60.39%
$117.6 - $138.27 $656K - $771K
3.66K $505K
XOM
Exxon Mobil Corp

Energy
-6.17K
- 41.27%
$105.44 - $118.93 $650K - $734K
8.78K $1.04M
CAT
Caterpillar Inc

Industrials
-387
- 5.93%
$326.75 - $407.63 $126K - $158K
6.14K $2.02M
IWM
Ishares Russell 2000 ETF

ETFs
-36
- 0.29%
$198.1 - $229.79 $7.13K - $8.27K
12.4K $2.47M
IBM
International Business Machines Corp

Technology
-1.77K
- 29.06%
$217.4 - $264.74 $384K - $468K
4.31K $1.07M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-573
- 1.23%
$57.21 - $65.8 $32.8K - $37.7K
46.2K $2.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-94
- 1.78%
$554.06 - $615.85 $52.1K - $57.9K
5.2K $2.92M
TSLA
Tesla, Inc.

Consumer Cyclical
-48
- 4.56%
$222.15 - $428.22 $10.7K - $20.6K
1K $260K
GOOG
Alphabet Inc.

Communication Services
-100
- 2.39%
$156.06 - $207.71 $15.6K - $20.8K
4.09K $638K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-84
- 0.6%
$102.49 - $119.96 $8.61K - $10.1K
14K $1.46M
AMAT
Applied Materials Inc

Technology
-275
- 4.55%
$145.06 - $195.51 $39.9K - $53.8K
5.77K $837K
MRK
Merck & Co., Inc.

Healthcare
-695
- 15.03%
$83.01 - $101.02 $57.7K - $70.2K
3.93K $352K
DHR
Danaher Corp

Healthcare
-83
- 2.43%
$201.62 - $250.59 $16.7K - $20.8K
3.34K $683K
GNMA
Ishares Gnma Bond ETF

ETFs
-2.56K
- 22.21%
$42.17 - $44.04 $108K - $113K
8.95K $393K
BAC
Bank Of America Corp

Financial Services
-1.3K
- 14.17%
$39.61 - $47.74 $51.5K - $62.1K
7.88K $328K
CSCO
Cisco Systems, Inc.

Technology
-1.45K
- 17.38%
$58.74 - $64.87 $85.2K - $94.1K
6.9K $425K
WMT
Walmart Inc.

Consumer Defensive
-300
- 5.51%
$84.5 - $105.05 $25.4K - $31.5K
5.14K $451K
COP
Conocophillips

Energy
-689
- 9.97%
$88.6 - $105.85 $61K - $72.9K
6.22K $653K
COST
Costco Wholesale Corp

Consumer Defensive
-196
- 3.74%
$890.62 - $1076.86 $175K - $211K
5.04K $4.76M
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.41%
$347.25 - $424.87 $1.74K - $2.12K
1.21K $441K
PFE
Pfizer Inc

Healthcare
-125
- 1.09%
$25.01 - $27.13 $3.13K - $3.39K
11.3K $287K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.11K
- 7.47%
$25.81 - $28.52 $28.6K - $31.7K
13.8K $379K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-147
- 3.22%
$76.94 - $78.28 $11.3K - $11.5K
4.42K $345K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.53K
- 2.0%
$25.77 - $27.6 $65.2K - $69.9K
124K $3.3M
UNP
Union Pacific Corp

Industrials
-5
- 0.33%
$225.21 - $254.42 $1.13K - $1.27K
1.52K $359K
BOND
Pimco Active Bond Exchange Tra

ETFs
-66
- 0.75%
$89.27 - $92.9 $5.89K - $6.13K
8.74K $808K
JPM
Jpmorgan Chase & CO

Financial Services
-362
- 1.94%
$225.19 - $279.95 $81.5K - $101K
18.3K $4.5M
DE
Deere & CO

Industrials
-21
- 3.68%
$408.57 - $509.27 $8.58K - $10.7K
550 $258K
SO
Southern CO

Utilities
-169
- 4.64%
$80.96 - $92.96 $13.7K - $15.7K
3.47K $319K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.21K
- 6.85%
$74.85 - $84.89 $390K - $442K
70.8K $5.79M
KO
Coca Cola CO

Consumer Defensive
-576
- 4.41%
$60.81 - $72.32 $35K - $41.7K
12.5K $895K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 0.47%
$442.66 - $534.52 $2.66K - $3.21K
1.28K $679K
MCD
Mcdonalds Corp

Consumer Cyclical
-85
- 1.22%
$279.74 - $321.29 $23.8K - $27.3K
6.86K $2.14M
V
Visa Inc.

Financial Services
-50
- 0.47%
$306.92 - $362.71 $15.3K - $18.1K
10.6K $3.73M
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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