Arbor Wealth Advisors LLC Purchases and Sells in Q4 2024

Arbor Wealth Advisors LLC

$112 Billion
Q4 2024

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VB	2.97K + 6.39%	$233.76 - $261.58 $694K - $777K	49.4K $11.9B
SPY	884 + 24.85%	$567.81 - $607.81 $502K - $537K	4.44K $2.6B
BSV	5.2K + 23.8%	$77.02 - $78.58 $400K - $408K	27K $2.09B
MSFT	923 + 41.21%	$406.35 - $454.46 $375K - $419K	3.16K $1.33B
AVUV	3.43K + 32.69%	$94.37 - $106.41 $323K - $364K	13.9K $1.34B
HD	841 + 135.65%	$385.02 - $431.37 $324K - $363K	1.46K $568M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APTIV PLC	17.7K New	N/A	17.7K $1.07B
IWR	5.34K New	$87.25 - $95.52 $466K - $510K	5.34K $472M
AMZN	2.12K New	$180.88 - $232.93 $383K - $493K	2.12K $464M
GOOGL	1.95K New	$161.86 - $196.66 $315K - $383K	1.95K $368M
AVGO	890 New	$159.67 - $250.0 $142K - $223K	890 $206M
IEFA	2.88K New	$70.06 - $77.43 $202K - $223K	2.88K $203M

Top Sells

Reduced Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BWA	-500 - 0.46%	$31.48 - $35.49 $15.7K - $17.7K	107K $3.41B
LEG	-1.69K - 2.74%	$9.5 - $13.67 $16K - $23K	59.7K $573M
IJR	-660 - 17.26%	$113.92 - $127.38 $75.2K - $84.1K	3.16K $365M
IWB	-112 - 6.65%	$311.11 - $335.64 $34.8K - $37.6K	1.57K $506M

Activity Summary All Purchases 31 New Holdings 6 Increased Positions 25 All Sells 4 Reductions 4 Sold out 0 Calls 0 Puts 0

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