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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
CATCaterpillar Inc
Recent Activity
Decreased -2.9%
1.11%
$2.367M
6,526 shares@ $362.77 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.61%
1.02%
$2.167M
14,958 shares@ $144.85 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -0.64%
0.95%
$2.012M
6,940 shares@ $289.9 avg price
IJRIshares Tr
Recent Activity
Decreased -0.5%
0.76%
$1.619M
14,048 shares@ $115.22 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -3.22%
0.55%
$1.159M
5,846 shares@ $198.18 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -1.65%
0.48%
$1.01M
4,091 shares@ $246.79 avg price
PEPPepsico Inc
Recent Activity
Decreased -2.79%
0.47%
$986,515
6,430 shares@ $153.43 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -26.99%
0.44%
$917,903
6,347 shares@ $144.62 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.24%
0.39%
$814,112
13,076 shares@ $62.27 avg price
BONDPimco Etf Tr
Recent Activity
Decreased -6.55%
0.38%
$799,912
8,809 shares@ $90.81 avg price