Arbor Wealth Advisors LLC Portfolio Holdings

Arbor Wealth Advisors LLC

  • $111 Billion
  • Q3 2024

Arbor Wealth Advisors LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $111 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $28.2B, Vanguard Star Fd Vanguard Tota with a value of $18.7B, Vanguard Small Cap ETF with a value of $11B, Vanguard Small Cap Value ETF with a value of $7.01B, and Vanguard Total Stock Market Et with a value of $5.03B.

Examining the 13F form we can see an increase of $9.53B in the current position value, from $101B to 111B.

Arbor Wealth Advisors LLC is based out at Troy, MI

Below you can find more details about Arbor Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $111 Billion
ETFs: $93.4 Billion
Consumer Cyclical: $8.05 Billion
Industrials: $2.6 Billion
Technology: $2.52 Billion
Financial Services: $2.36 Billion
Communication Services: $708 Million
Utilities: $690 Million
Consumer Defensive: $535 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.03B
$3.92 Billion 3.53% of portfolio
107,911
Q4 2023 New
$5.77B
$1.55 Billion 1.4% of portfolio
14,191
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $111 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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