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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
GOOGAlphabet Inc
Recent Activity
Decreased -2.51%
0.38%
$797,182
4,186 shares@ $190.45 avg price
DHRDanaher Corporation
Recent Activity
Decreased -1.18%
0.37%
$785,525
3,418 shares@ $229.83 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -27.97%
0.35%
$733,757
9,914 shares@ $74.02 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.68%
0.28%
$580,652
1,281 shares@ $453.29 avg price
GNMAIshares Tr
Recent Activity
Decreased -34.18%
0.24%
$494,076
11,509 shares@ $42.93 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -24.83%
0.24%
$494,024
8,345 shares@ $59.2 avg price
WMTWalmart Inc
Recent Activity
Decreased -11.82%
0.24%
$492,995
5,444 shares@ $90.56 avg price
CMICummins Inc
Recent Activity
Decreased -17.96%
0.23%
$477,582
1,370 shares@ $348.6 avg price
HDHome Depot Inc
Recent Activity
Decreased -3.04%
0.23%
$470,678
1,210 shares@ $389.0 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -18.53%
0.22%
$463,841
4,625 shares@ $100.29 avg price