HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
125,364 | +2,716 | $9,899 |
| SCHM | 125,364 | +2,716 | $9,899 |
| SCHWAB STRATEGIC TR |
238,058 | +24,380 | $9,110 |
| SCHF | 238,058 | +24,380 | $9,110 |
| SCHWAB STRATEGIC TR |
91,165 | +1,199 | $8,377 |
| SCHG | 91,165 | +1,199 | $8,377 |
| ABBVIE INC |
46,566 | +13 | $7,871 |
| ABBV | 46,566 | +13 | $7,871 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
13,801 | +323 | $7,433 |
| MDY | 13,801 | +323 | $7,433 |
| MICROSOFT CORP |
14,572 | +354 | $6,168 |
| MSFT | 14,572 | +354 | $6,168 |
| APPLE INC |
36,187 | -1,226 | $6,071 |
| AAPL | 36,187 | -1,226 | $6,071 |
| SCHWAB STRATEGIC TR |
96,465 | -1,057 | $5,885 |
| SCHX | 96,465 | -1,057 | $5,885 |
| ISHARES TR (EFA) |
69,483 | +555 | $5,440 |
| EFA | 69,483 | +555 | $5,440 |
| ABBOTT LABS |
48,576 | -716 | $5,400 |
| ABT | 48,576 | -716 | $5,400 |
| SCHWAB STRATEGIC TR |
112,684 | +5,922 | $5,328 |
| SCHA | 112,684 | +5,922 | $5,328 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
60,934 | +2,813 | $4,662 |
| VCSH | 60,934 | +2,813 | $4,662 |
| ALPHABET INC |
28,487 | +325 | $4,448 |
| GOOGL | 28,487 | +325 | $4,448 |
| SPDR SER TR (SPYV) |
88,591 | +67,816 | $4,317 |
| SPYV | 88,591 | +67,816 | $4,317 |
| STRYKER CORPORATION |
12,160 | +170 | $4,233 |
| SYK | 12,160 | +170 | $4,233 |
| COSTCO WHSL CORP NEW |
5,392 | +36 | $3,896 |
| COST | 5,392 | +36 | $3,896 |
| J P MORGAN EXCHANGE TRADED F (JCPB) |
84,579 | +71,020 | $3,858 |
| JCPB | 84,579 | +71,020 | $3,858 |
| JPMORGAN CHASE & CO |
18,829 | +220 | $3,702 |
| JPM | 18,829 | +220 | $3,702 |
| SCHWAB STRATEGIC TR |
48,233 | -42,652 | $3,564 |
| SCHV | 48,233 | -42,652 | $3,564 |
| ISHARES TR (AGG) |
35,248 | +6,237 | $3,375 |
| AGG | 35,248 | +6,237 | $3,375 |
| ISHARES TR (IVV) |
5,520 | -175 | $2,852 |
| IVV | 5,520 | -175 | $2,852 |
| ISHARES TR (IJH) |
48,380 | +38,783 | $2,844 |
| IJH | 48,380 | +38,783 | $2,844 |
| VISA INC |
10,350 | -54 | $2,841 |
| V | 10,350 | -54 | $2,841 |
| ISHARES TR (IWM) |
12,759 | +45 | $2,564 |
| IWM | 12,759 | +45 | $2,564 |
| CHEVRON CORP NEW |
15,423 | +321 | $2,509 |
| CVX | 15,423 | +321 | $2,509 |
| CATERPILLAR INC |
6,668 | -75 | $2,481 |
| CAT | 6,668 | -75 | $2,481 |
| ISHARES TR (ICF) |
40,747 | -1,947 | $2,242 |
| ICF | 40,747 | -1,947 | $2,242 |
| TJX COS INC NEW |
22,446 | -95 | $2,161 |
| TJX | 22,446 | -95 | $2,161 |
| ORACLE CORP |
17,251 | -30 | $2,107 |
| ORCL | 17,251 | -30 | $2,107 |
| PROCTER AND GAMBLE CO |
12,896 | -783 | $2,028 |
| PG | 12,896 | -783 | $2,028 |
| SALESFORCE INC |
6,487 | +195 | $1,946 |
| CRM | 6,487 | +195 | $1,946 |
| MCDONALDS CORP |
7,100 | +103 | $1,908 |
| MCD | 7,100 | +103 | $1,908 |
| WISDOMTREE TR |
44,608 | +17,335 | $1,899 |
| DEM | 44,608 | +17,335 | $1,899 |
| ISHARES TR (IJR) |
13,580 | +187 | $1,435 |
| IJR | 13,580 | +187 | $1,435 |
| META PLATFORMS INC |
2,606 | -155 | $1,355 |
| META | 2,606 | -155 | $1,355 |
| JOHNSON & JOHNSON |
8,824 | +57 | $1,325 |
| JNJ | 8,824 | +57 | $1,325 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
30,274 | -175 | $1,280 |
| VWO | 30,274 | -175 | $1,280 |
| APPLIED MATLS INC |
5,935 | -5 | $1,242 |
| AMAT | 5,935 | -5 | $1,242 |
| PIMCO ETF TR (BOND) |
13,588 | -26,103 | $1,219 |
| BOND | 13,588 | -26,103 | $1,219 |
| ISHARES TR (INDA) |
22,384 | +22,384 | $1,169 |
| INDA | 22,384 | +22,384 | $1,169 |
| UNITEDHEALTH GROUP INC |
2,563 | +140 | $1,153 |
| UNH | 2,563 | +140 | $1,153 |
| VANGUARD INDEX FDS (VBR) |
6,091 | -55 | $1,124 |
| VBR | 6,091 | -55 | $1,124 |
| PEPSICO INC |
6,553 | +56 | $1,107 |
| PEP | 6,553 | +56 | $1,107 |
| EXXON MOBIL CORP |
8,848 | +291 | $1,081 |
| XOM | 8,848 | +291 | $1,081 |
| AMAZON COM INC |
5,751 | +37 | $1,069 |
| AMZN | 5,751 | +37 | $1,069 |
| ELI LILLY & CO |
1,316 | +45 | $1,003 |
| LLY | 1,316 | +45 | $1,003 |
| LOWES COS INC |
4,166 | -10 | $988 |
| LOW | 4,166 | -10 | $988 |
| SCHWAB CHARLES CORP |
13,890 | -110 | $988 |
| SCHW | 13,890 | -110 | $988 |
| DANAHER CORPORATION |
3,450 | -75 | $849 |
| DHR | 3,450 | -75 | $849 |
| INTERNATIONAL BUSINESS MACHS |
4,480 | +370 | $833 |
| IBM | 4,480 | +370 | $833 |
See Full List: All Stocks Held By Arbor Trust Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Arbor Trust Wealth Advisors LLC
|
Size ($ in 1000's)
At 03/31/2024: $182,099 At 12/31/2023: $168,024 Arbor Trust Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Arbor Trust Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
