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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ABBVAbbvie Inc
Recent Activity
Decreased -1.34%
3.79%
$8.085M
45,498 shares@ $177.71 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -1.69%
3.66%
$7.797M
13,638 shares@ $571.68 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.14%
2.85%
$6.076M
14,415 shares@ $421.49 avg price
ABTAbbott Labs
Recent Activity
Decreased -1.95%
2.5%
$5.334M
47,155 shares@ $113.11 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.96%
2.25%
$4.796M
5,234 shares@ $916.28 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.73%
2.1%
$4.482M
18,699 shares@ $239.71 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -8.71%
2.09%
$4.447M
57,001 shares@ $78.01 avg price
IVVIshares Tr
Recent Activity
Decreased -3.55%
1.46%
$3.114M
5,291 shares@ $588.64 avg price
IJHIshares Tr
Recent Activity
Decreased -2.44%
1.37%
$2.914M
46,762 shares@ $62.31 avg price
IWMIshares Tr
Recent Activity
Decreased -2.21%
1.29%
$2.747M
12,434 shares@ $220.97 avg price