Arbor Trust Wealth Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $200 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $10.3M, Schwab Strategic Tr Us Large C with a value of $9.82M, Schwab Strategic U.S. Mid Cap with a value of $9.61M, Schwab Strategic Tr Intl Eqty with a value of $8.82M, and Abb Vie Inc. with a value of $8.37M.
Examining the 13F form we can see an decrease of $8.61M in the current position value, from $208M to 200M.
Below you can find more details about Arbor Trust Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$200 Million
ETFs: $108 Million
Technology: $25 Million
Healthcare: $23.5 Million
Financial Services: $11 Million
Consumer Defensive: $8.62 Million
Communication Services: $7.58 Million
Consumer Cyclical: $7.1 Million
Industrials: $4.75 Million
Other: $3.83 Million
Stock Holdings Table Market Cap. of $200 Billions or more
