HoldingsChannel.com
Arbor Trust Wealth Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the Arbor Trust Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Arbor Trust Wealth Advisors LLC. In the Arbor Trust Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Arbor Trust Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Arbor Trust Wealth Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 116,817 +1,480 $7,089
     SCHM116,817+1,480$7,089
ABBVIE INC 45,657 +65 $6,123
     ABBV45,657+65$6,123
APPLE INC 40,977 -2,044 $5,660
     AAPL40,977-2,044$5,660
SPDR S&P MIDCAP 400 ETF TR (MDY) 13,676 -372 $5,517
     MDY13,676-372$5,517
SCHWAB STRATEGIC TR 87,956 +4,070 $5,146
     SCHV87,956+4,070$5,146
SCHWAB STRATEGIC TR 171,124 -13,108 $4,807
     SCHF171,124-13,108$4,807
ABBOTT LABS 48,464 -286 $4,692
     ABT48,464-286$4,692
SCHWAB STRATEGIC TR 110,454 +3,916 $4,679
     SCHX110,454+3,916$4,679
SCHWAB STRATEGIC TR 79,199 +4,039 $4,426
     SCHG79,199+4,039$4,426
VANGUARD SCOTTSDALE FDS (VCSH) 54,073 +1,842 $4,013
     VCSH54,073+1,842$4,013
SCHWAB STRATEGIC TR 77,085 -749 $3,997
     SCHP77,085-749$3,997
PIMCO ETF TR (BOND) 42,707 +15,414 $3,840
     BOND42,707+15,414$3,840
SCHWAB STRATEGIC TR 98,439 -502 $3,722
     SCHA98,439-502$3,722
MICROSOFT CORP 13,246 -649 $3,079
     MSFT13,246-649$3,079
ISHARES TR (EFA) 53,681 -2,000 $3,003
     EFA53,681-2,000$3,003
ALPHABET INC 26,918 +25,561 $2,577
     GOOGL26,918+25,561$2,577
ISHARES TR (ICF) 47,309 +11,256 $2,536
     ICF47,309+11,256$2,536
COSTCO WHSL CORP NEW 5,014 -83 $2,372
     COST5,014-83$2,372
STRYKER CORPORATION 11,594 -370 $2,348
     SYK11,594-370$2,348
ISHARES TR (IVV) 6,199 +190 $2,224
     IVV6,199+190$2,224
ISHARES TR (IJH) 10,107 -703 $2,215
     IJH10,107-703$2,215
ISHARES TR (IWM) 13,046 -88 $2,148
     IWM13,046-88$2,148
CHEVRON CORP NEW 14,744 -538 $2,121
     CVX14,744-538$2,121
SCHWAB STRATEGIC TR 81,554 -8,034 $1,827
     SCHE81,554-8,034$1,827
JPMORGAN CHASE & CO 16,793 -732 $1,752
     JPM16,793-732$1,752
VISA INC 9,800 -420 $1,742
     V9,800-420$1,742
PROCTER AND GAMBLE CO 12,988 -770 $1,639
     PG12,988-770$1,639
MCDONALDS CORP 7,000 -300 $1,617
     MCD7,000-300$1,617
TJX COS INC NEW 22,407 -1,345 $1,392
     TJX22,407-1,345$1,392
JOHNSON & JOHNSON 8,298 -425 $1,355
     JNJ8,298-425$1,355
J P MORGAN EXCHANGE TRADED F (JPST) 26,957 -11,013 $1,351
     JPST26,957-11,013$1,351
DANAHER CORPORATION 4,435 -400 $1,146
     DHR4,435-400$1,146
ISHARES TR (IJR) 12,763 -350 $1,117
     IJR12,763-350$1,117
ORACLE CORP 17,920 -1,225 $1,096
     ORCL17,920-1,225$1,096
PEPSICO INC 6,163 -50 $999
     PEP6,163-50$999
VANGUARD INTL EQUITY INDEX F (VWO) 25,385 -2,575 $923
     VWO25,385-2,575$923
CATERPILLAR INC 5,500 -275 $897
     CAT5,500-275$897
SALESFORCE INC 6,007 -157 $860
     CRM6,007-157$860
SCHWAB CHARLES CORP 11,935 -274 $859
     SCHW11,935-274$859
EXXON MOBIL CORP 8,937 -367 $781
     XOM8,937-367$781
VANGUARD INDEX FDS (VBR) 5,341 UNCH $766
     VBR5,341UNCH$766
ISHARES TR (ICSH) 15,032 -1,200 $753
     ICSH15,032-1,200$753
COCA COLA CO 12,923 -328 $732
     KO12,923-328$732
NIKE INC 8,282 +215 $692
     NKE8,282+215$692
PIMCO ETF TR (LDUR) 7,164 -682 $678
     LDUR7,164-682$678
PFIZER INC 15,334 -16 $672
     PFE15,334-16$672
LOWES COS INC 3,396 -249 $638
     LOW3,396-249$638
TESLA INC 2,392 +1,585 $635
     TSLA2,392+1,585$635
META PLATFORMS INC 4,653 -1,508 $633
     FB4,653-1,508$633
MARATHON OIL CORP 27,202 -1,250 $614
     MRO27,202-1,250$614

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 09/30/2022: $131,532
At 06/30/2022: $143,413

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

Arbor Trust Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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