Arbor Trust Wealth Advisors, LLC Reduced Holdings in Q2 2025

Arbor Trust Wealth Advisors, LLC

  • $200 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-12.8K
- 23.85%
$96.84 - $99.46 $1.24M - $1.27M
40.9K $4.06M
ABBV
Abb Vie Inc.

Healthcare
-527
- 1.16%
$170.16 - $206.27 $89.7K - $109K
45.1K $8.37M
AAPL
Apple Inc.

Technology
-2.11K
- 6.01%
$172.42 - $223.89 $364K - $473K
33.1K $6.78M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-51.6K
- 13.1%
$22.92 - $28.05 $1.18M - $1.45M
342K $9.61M
UNH
Unitedhealth Group Inc

Healthcare
-134
- 4.19%
$274.35 - $599.47 $36.8K - $80.3K
3.07K $956K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-9.42K
- 15.72%
$77.94 - $79.5 $734K - $749K
50.5K $4.02M
CVX
Chevron Corp

Energy
-2.12K
- 13.75%
$133.73 - $168.51 $283K - $357K
13.3K $1.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-15.1K
- 12.31%
$45.11 - $52.34 $679K - $788K
107K $5.61M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-13.4K
- 5.77%
$45.9 - $47.2 $615K - $633K
219K $10.3M
ICF
Ishares Tr

ETFs
-7.11K
- 10.59%
$54.56 - $62.47 $388K - $444K
60K $3.67M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-19.1K
- 15.37%
$23.55 - $27.67 $450K - $528K
105K $2.91M
BOND
Pimco Active Bond Exchange Tra

ETFs
-3.78K
- 43.18%
$89.87 - $92.93 $339K - $351K
4.97K $457K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.28K
- 40.93%
$167.32 - $223.3 $381K - $508K
3.28K $720K
COST
Costco Wholesale Corp

Consumer Defensive
-546
- 10.84%
$908.13 - $1056.85 $496K - $577K
4.49K $4.45M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-30.1K
- 12.18%
$20.42 - $25.3 $615K - $761K
217K $5.49M
DTE
Dte Energy CO

Utilities
-2.05K
- 55.93%
$127.39 - $139.49 $261K - $285K
1.61K $213K
MCD
Mcdonalds Corp

Consumer Cyclical
-386
- 5.63%
$285.55 - $321.23 $110K - $124K
6.47K $1.89M
COP
Conocophillips

Energy
-1.59K
- 25.62%
$82.66 - $106.1 $132K - $169K
4.63K $415K
PG
Procter & Gamble CO

Consumer Defensive
-343
- 2.48%
$157.66 - $172.39 $54.1K - $59.1K
13.5K $2.15M
XOM
Exxon Mobil Corp

Energy
-866
- 9.87%
$99.93 - $119.04 $86.5K - $103K
7.91K $852K
PEP
Pepsico Inc

Consumer Defensive
-451
- 6.18%
$128.02 - $151.37 $57.7K - $68.3K
6.85K $903K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-37K
- 12.17%
$19.6 - $24.44 $725K - $905K
267K $6.53M
V
Visa Inc.

Financial Services
-625
- 5.88%
$308.27 - $373.31 $193K - $233K
10K $3.56M
CSCO
Cisco Systems, Inc.

Technology
-2.82K
- 40.86%
$53.19 - $69.38 $150K - $195K
4.08K $282K
JNJ
Johnson & Johnson

Healthcare
-354
- 5.51%
$146.36 - $159.82 $51.8K - $56.6K
6.08K $928K
KO
Coca Cola CO

Consumer Defensive
-1.43K
- 11.41%
$68.37 - $73.9 $97.5K - $105K
11.1K $783K
NVDA
Nvidia Corp

Technology
-3.43K
- 39.1%
$94.31 - $157.99 $323K - $542K
5.34K $843K
WMT
Walmart Inc.

Consumer Defensive
-1.62K
- 31.43%
$81.79 - $99.98 $132K - $162K
3.53K $344K
LOW
Lowes Companies Inc

Consumer Cyclical
-208
- 4.38%
$210.83 - $235.28 $43.9K - $48.9K
4.54K $1.01M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-4.5K
- 32.7%
$24.38 - $30.18 $110K - $136K
9.26K $279K
CMCSA
Comcast Corp

Communication Services
-1K
- 3.98%
$32.84 - $36.72 $32.8K - $36.7K
24.1K $861K
DHR
Danaher Corp

Healthcare
-135
- 4.05%
$174.64 - $205.16 $23.6K - $27.7K
3.2K $632K
MAS
Masco Corp

Industrials
-370
- 10.22%
$58.73 - $71.06 $21.7K - $26.3K
3.25K $209K
SYK
Stryker Corp

Healthcare
-809
- 6.62%
$337.37 - $395.63 $273K - $320K
11.4K $4.52M
DE
Deere & CO

Industrials
-100
- 18.18%
$412.99 - $531.48 $41.3K - $53.1K
450 $228K
CRM
Salesforce, Inc.

Technology
-215
- 3.02%
$236.26 - $291.15 $50.8K - $62.6K
6.9K $1.88M
TJX
Tjx Companies Inc

Consumer Cyclical
-535
- 2.32%
$119.13 - $135.03 $63.7K - $72.2K
22.6K $2.79M
VPN
Global X Fds Data Ctr Reits &

ETFs
-1.02K
- 5.67%
N/A
16.9K $269K
GOOGL
Alphabet Inc.

Communication Services
-3.35K
- 12.48%
$144.7 - $178.6 $484K - $597K
23.5K $4.13M
TSLA
Tesla, Inc.

Consumer Cyclical
-212
- 21.12%
$221.86 - $362.89 $47K - $76.9K
792 $251K
BAC
Bank Of America Corp

Financial Services
-1.1K
- 13.97%
$34.39 - $47.46 $37.8K - $52.2K
6.78K $320K
Pimco ETF Tr
-8.31K
- 4.99%
N/A
158K $0
Blackrock Inc
-50
- 9.86%
N/A
457 $0
MPC
Marathon Petroleum Corp

Energy
-153
- 9.56%
$118.55 - $170.08 $18.1K - $26K
1.45K $240K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-45
- 7.02%
$456.74 - $568.03 $20.6K - $25.6K
596 $338K
PLTR
Palantir Technologies Inc.

Technology
-2.17K
- 34.16%
$74.01 - $144.25 $161K - $313K
4.18K $569K
GOOG
Alphabet Inc.

Communication Services
-225
- 5.51%
$146.58 - $180.01 $33K - $40.5K
3.86K $684K
VBR
Vanguard Small Cap Value ETF

ETFs
-1
- 0.02%
$162.76 - $195.77 $163 - $196
5.85K $1.14M
HON
Honeywell International Inc

Industrials
-145
- 2.43%
$182.86 - $232.88 $26.5K - $33.8K
5.81K $1.35M
Activity Summary
Buys All Purchases 9 New Holdings 1 Increased Positions 8 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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