Arbor Fi Advisors, LLC Purchases and Sells in Q1 2025

Arbor Fi Advisors, LLC

$101 Billion
Q1 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	2.87K + 11.34%	$554.06 - $615.85 $1.59M - $1.77M	28.2K $15.8B
SPMO	6.24K + 45.41%	$91.76 - $103.26 $573K - $645K	20K $1.85B
DFCF	8.93K + 4.58%	$40.79 - $42.32 $364K - $378K	204K $8.58B
VYM	3.1K + 4.8%	$126.11 - $135.06 $391K - $419K	67.7K $8.73B
DYNF	11.9K + 15.51%	$48.06 - $53.73 $573K - $641K	88.8K $4.33B
DUHP	9.82K + 6.3%	$32.57 - $35.82 $320K - $352K	166K $5.49B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INVESCO EXCH TRADED FD TR II	10.8K New	N/A	10.8K $363M
IBMO	8.47K New	$25.45 - $25.6 $216K - $217K	8.47K $216M
IBMP	8.55K New	$25.1 - $25.34 $215K - $217K	8.55K $216M
IBMQ	8.54K New	$25.08 - $25.39 $214K - $217K	8.54K $216M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	-14.8K - 11.44%	$80.05 - $92.39 $1.18M - $1.37M	114K $9.2B
FTEC	-1.75K - 16.21%	$161.27 - $192.3 $283K - $337K	9.06K $1.46B
GOOGL	-275 - 12.45%	$154.33 - $206.19 $42.4K - $56.7K	1.93K $299M
AAPL	-216 - 11.0%	$209.68 - $247.1 $45.3K - $53.4K	1.75K $388M
MSFT	-65 - 6.06%	$375.39 - $447.2 $24.4K - $29.1K	1.01K $378M
VTI	-6 - 0.13%	$271.18 - $303.12 $1.63K - $1.82K	4.61K $1.27B

Activity Summary All Purchases 28 New Holdings 4 Increased Positions 24 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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