Arbor Trust Wealth Advisors, LLC Reduced Holdings in Q1 2024

Arbor Trust Wealth Advisors, LLC

  • $186 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
-42.7K
- 46.93%
$68.82 - $75.98 $2.94M - $3.24M
48.2K $3.66M
BOND
Pimco Active Bond Exchange Tra

ETFs
-26.1K
- 65.77%
$90.6 - $92.67 $2.36M - $2.42M
13.6K $1.25M
AAPL
Apple Inc.

Technology
-1.23K
- 3.28%
$169.0 - $195.18 $207K - $239K
36.2K $6.21M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-25.1K
- 56.13%
$23.47 - $25.45 $589K - $639K
19.6K $495K
NKE
Nike, Inc.

Consumer Cyclical
-525
- 5.9%
$92.58 - $107.18 $48.6K - $56.3K
8.37K $786K
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 0.84%
$162.5 - $248.42 $3.25K - $4.97K
2.35K $412K
ICF
Ishares Tr

ETFs
-1.95K
- 4.56%
$55.12 - $59.38 $107K - $116K
40.7K $2.35M
INTC
Intel Corp

Technology
-549
- 4.06%
$41.83 - $49.55 $23K - $27.2K
13K $573K
DE
Deere & CO

Industrials
-205
- 14.2%
$356.78 - $410.74 $73.1K - $84.2K
1.24K $508K
MCHP
Microchip Technology Inc

Technology
-650
- 8.5%
$80.58 - $93.34 $52.4K - $60.7K
7K $627K
PFE
Pfizer Inc

Healthcare
-750
- 5.04%
$25.89 - $29.73 $19.4K - $22.3K
14.1K $391K
CSCO
Cisco Systems, Inc.

Technology
-585
- 4.68%
$48.06 - $52.33 $28.1K - $30.6K
11.9K $594K
SBUX
Starbucks Corp

Consumer Cyclical
-140
- 3.8%
$90.12 - $97.3 $12.6K - $13.6K
3.55K $324K
AMGN
Amgen Inc

Healthcare
-51
- 2.8%
$268.87 - $324.56 $13.7K - $16.6K
1.77K $504K
UNP
Union Pacific Corp

Industrials
-55
- 3.3%
$235.81 - $256.91 $13K - $14.1K
1.61K $396K
MAS
Masco Corp

Industrials
-885
- 16.21%
$64.23 - $78.88 $56.8K - $69.8K
4.58K $360K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-175
- 0.57%
$39.04 - $42.23 $6.83K - $7.39K
30.3K $1.26M
GOOG
Alphabet Inc.

Communication Services
-210
- 4.87%
$132.56 - $154.84 $27.8K - $32.5K
4.1K $624K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 2.01%
$396.28 - $446.38 $5.94K - $6.7K
732 $325K
SCHW
Schwab Charles Corp

Financial Services
-110
- 0.79%
$61.89 - $72.38 $6.81K - $7.96K
13.9K $1M
DHR
Danaher Corp

Healthcare
-75
- 2.13%
$224.58 - $256.19 $16.8K - $19.2K
3.45K $861K
MRO
Marathon Oil Corp

Energy
-1.75K
- 6.62%
$22.15 - $28.34 $38.8K - $49.6K
24.7K $700K
VBR
Vanguard Small Cap Value ETF

ETFs
-55
- 0.89%
$172.45 - $191.88 $9.48K - $10.6K
6.09K $1.17M
CMI
Cummins Inc

Industrials
-100
- 5.65%
$229.21 - $294.69 $22.9K - $29.5K
1.67K $492K
PG
Procter & Gamble CO

Consumer Defensive
-783
- 5.72%
$147.42 - $162.61 $115K - $127K
12.9K $2.09M
ABT
Abbott Laboratories

Healthcare
-716
- 1.45%
$109.52 - $120.96 $78.4K - $86.6K
48.6K $5.52M
LOW
Lowes Companies Inc

Consumer Cyclical
-10
- 0.24%
$210.55 - $261.0 $2.11K - $2.61K
4.17K $1.06M
TJX
Tjx Companies Inc

Consumer Cyclical
-95
- 0.42%
$91.7 - $101.42 $8.71K - $9.63K
22.4K $2.28M
V
Visa Inc.

Financial Services
-54
- 0.52%
$257.98 - $290.37 $13.9K - $15.7K
10.4K $2.89M
IVV
Ishares Core S&P 500 ETF

ETFs
-175
- 3.07%
$469.56 - $525.73 $82.2K - $92K
5.52K $2.9M
AMAT
Applied Materials Inc

Technology
-5
- 0.08%
$149.0 - $212.61 $745 - $1.06K
5.94K $1.22M
META
Meta Platforms, Inc.

Communication Services
-155
- 5.61%
$344.47 - $512.19 $53.4K - $79.4K
2.61K $1.27M
ORCL
Oracle Corp

Technology
-30
- 0.17%
$102.46 - $129.24 $3.07K - $3.88K
17.3K $2.17M
CAT
Caterpillar Inc

Industrials
-75
- 1.11%
$278.63 - $366.43 $20.9K - $27.5K
6.67K $2.44M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.06K
- 1.08%
$55.41 - $62.08 $58.6K - $65.6K
96.5K $5.99M
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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