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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
MROMarathon Oil Corp
Recent Activity
Exited
0%
$667,065
23,267 shares@ $28.68 avg price
NKENike Inc
Recent Activity
Exited
0%
$425,298
5,616 shares@ $75.73 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$399,171
507 shares@ $787.32 avg price
AMGNAmgen Inc
Recent Activity
Exited
0%
$307,138
983 shares@ $312.45 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$277,980
8,976 shares@ $30.97 avg price
EWEdwards Lifesciences Corp
Recent Activity
Exited
0%
$221,873
2,402 shares@ $92.38 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Exited
0%
$220,249
398 shares@ $553.39 avg price
GDGeneral Dynamics Corp
Recent Activity
Exited
0%
$203,388
701 shares@ $290.14 avg price
MHDBlackrock Muniholdings Fd In
Recent Activity
Exited
0%
$157,852
13,000 shares@ $12.15 avg price
BLEBlackrock Muni Income Tr Ii
Recent Activity
Exited
0%
$110,792
10,200 shares@ $10.87 avg price