test

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
AGGIshares Tr
Recent Activity
Increased 28.3%
2.33%
$4.957M
51,151 shares@ $96.9 avg price
SYKStryker Corporation
Recent Activity
Increased 1.07%
2.05%
$4.367M
12,101 shares@ $360.88 avg price
INDAIshares Tr
Recent Activity
Increased 88.56%
1.93%
$4.11M
78,078 shares@ $52.65 avg price
ICFIshares Tr
Recent Activity
Increased 45.55%
1.68%
$3.581M
59,429 shares@ $60.27 avg price
VVisa Inc
Recent Activity
Increased 2.77%
1.59%
$3.378M
10,688 shares@ $316.05 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 192.85%
1.55%
$3.305M
126,763 shares@ $26.08 avg price
ORCLOracle Corp
Recent Activity
Increased 0.05%
1.34%
$2.854M
17,129 shares@ $166.65 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 0.32%
1.29%
$2.737M
22,659 shares@ $120.82 avg price
DEMWisdomtree Tr
Recent Activity
Increased 25.63%
1.14%
$2.416M
59,672 shares@ $40.49 avg price
CRMSalesforce Inc
Recent Activity
Increased 6.23%
1.09%
$2.326M
6,949 shares@ $334.73 avg price