Arbor Fi Advisors, LLC Portfolio Holdings by Sector
Arbor Fi Advisors, LLC
- $99.6 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV SPYG VYM DFCF DFAI DUHP DYNF SPMD 38 stocks |
$95.5 Million
95.9% of portfolio
|
  38  
|
- |
  38  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.34 Million
1.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$1.13 Million
1.13% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$491,574
0.49% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$451,848
0.45% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$417,974
0.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$259,977
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|