Arbor Trust Wealth Advisors, LLC Portfolio Holdings
Arbor Trust Wealth Advisors, LLC
- $202 Million
- Q3 2024
Arbor Trust Wealth Advisors, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $202 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $10.6M, Schwab Strategic U.S. Mid Cap with a value of $10.6M, Schwab Strategic Tr Us Large C with a value of $9.54M, Abb Vie Inc. with a value of $9.11M, and Apple Inc. with a value of $8.43M.
Examining the 13F form we can see an increase of $11.6M in the current position value, from $190M to 202M.
Below you can find more details about Arbor Trust Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$202 Million
ETFs: $104 Million
Healthcare: $25.9 Million
Technology: $24.7 Million
Financial Services: $10 Million
Consumer Defensive: $9.49 Million
Consumer Cyclical: $8.36 Million
Communication Services: $7.6 Million
Industrials: $5.55 Million
Other: $5.6 Million