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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
TSLATesla Inc
Recent Activity
Decreased -35.81%
0.2%
$424,825
1,052 shares@ $403.83 avg price
BACBank America Corp
Recent Activity
Decreased -6.92%
0.19%
$403,241
9,175 shares@ $43.95 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -6.44%
0.19%
$395,942
14,868 shares@ $26.64 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Decreased -7.13%
0.18%
$373,119
6,506 shares@ $57.35 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -5.56%
0.17%
$348,445
1,528 shares@ $228.04 avg price
EPDEnterprise Prods Partners L
Recent Activity
Decreased -12.78%
0.16%
$320,813
10,230 shares@ $31.37 avg price
PFEPfizer Inc
Recent Activity
Decreased -32.84%
0.15%
$304,246
11,468 shares@ $26.53 avg price
SOSouthern Co
Recent Activity
Decreased -3.95%
0.15%
$299,645
3,640 shares@ $82.33 avg price
SHYIshares Tr
Recent Activity
Decreased -5.4%
0.14%
$293,980
3,586 shares@ $81.98 avg price
MASMasco Corp
Recent Activity
Decreased -15.32%
0.13%
$262,703
3,620 shares@ $72.57 avg price