Laura Yarckow
@Arbor Trust Wealth Advisors, Llc
Latest period2024 - Q4ReportedManaged Assets$213.46MTotal holdings93
Assets growth rate12.1%Assets growth rate (2-Q avg)6.05%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Arbor Trust Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 93 positions.
Assets under management
The assets under management (AUM) of Arbor Trust Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 213.46M in assets, with a quarterly growth rate of 12.1% and a 2-quarter average growth rate of 6.05%. The portfolio is managed by Laura Yarckow, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SCHM Schwab Strategic Tr
| 5.14% | $10.955M 395,345 shares@ $27.71 avg price | Increased 209.94% |
JCPB J P Morgan Exchange Traded F
| 4.82% | $10.27M 221,972 shares@ $46.27 avg price | Increased 108.02% |
SCHG Schwab Strategic Tr
| 4.81% | $10.265M 368,316 shares@ $27.87 avg price | Increased 302.17% |
SCHF Schwab Strategic Tr
| 4.8% | $10.237M 553,349 shares@ $18.5 avg price | Increased 114.72% |
AAPL Apple Inc
| 4.28% | $9.123M 36,432 shares@ $250.43 avg price | Increased 0.62% |
ABBV Abbvie Inc
| 3.79% | $8.085M 45,498 shares@ $177.71 avg price | Decreased -1.34% |
MDY Spdr S&p Midcap 400 Etf Tr
| 3.66% | $7.797M 13,638 shares@ $571.68 avg price | Decreased -1.69% |
SCHX Schwab Strategic Tr
| 3.11% | $6.628M 285,947 shares@ $23.18 avg price | Increased 197.94% |
SCHA Schwab Strategic Tr
| 2.95% | $6.282M 242,918 shares@ $25.87 avg price | Increased 108.04% |
MSFT Microsoft Corp
| 2.85% | $6.076M 14,415 shares@ $421.49 avg price | Decreased -0.14% |
1-10 of 93