Laura Yarckow

@Arbor Trust Wealth Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$213.46M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PGProcter And Gamble Co Recent Activity Increased 0.92%	1.03%	$2.193M 13,080 shares@ $167.65 avg price	Increased 0.92%
METAMeta Platforms Inc Recent Activity Increased 7.04%	0.78%	$1.647M 2,813 shares@ $585.56 avg price	Increased 7.04%
XOMExxon Mobil Corp Recent Activity Increased 67.31%	0.76%	$1.608M 14,945 shares@ $107.58 avg price	Increased 67.31%
UNHUnitedhealth Group Inc Recent Activity Increased 11.21%	0.72%	$1.526M 3,017 shares@ $505.87 avg price	Increased 11.21%
LLYEli Lilly & Co Recent Activity Increased 42.13%	0.69%	$1.456M 1,886 shares@ $771.94 avg price	Increased 42.13%
VWOVanguard Intl Equity Index F Recent Activity Increased 0.94%	0.64%	$1.363M 30,951 shares@ $44.04 avg price	Increased 0.94%
IBMInternational Business Machs Recent Activity Increased 31.23%	0.63%	$1.337M 6,081 shares@ $219.83 avg price	Increased 31.23%
PANWPalo Alto Networks Inc Recent Activity Increased 161.01%	0.59%	$1.258M 6,914 shares@ $181.96 avg price	Increased 161.01%
AMZNAmazon Com Inc Recent Activity Increased 4.3%	0.59%	$1.257M 5,728 shares@ $219.4 avg price	Increased 4.3%
HONHoneywell Intl Inc Recent Activity Increased 25.15%	0.58%	$1.237M 5,475 shares@ $225.9 avg price	Increased 25.15%