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
DTEDte Energy Co Recent Activity Increased 304.65%	0.53%	$1.125M 9,234 shares@ $121.83 avg price	Increased 304.65%
NVDANvidia Corporation Recent Activity Increased 42.3%	0.47%	$989,788 7,371 shares@ $134.29 avg price	Increased 42.3%
AMATApplied Matls Inc Recent Activity Increased 3.41%	0.47%	$983,261 6,046 shares@ $162.64 avg price	Increased 3.41%
CMCSAComcast Corp New Recent Activity Increased 9.12%	0.42%	$878,329 23,403 shares@ $37.54 avg price	Increased 9.12%
COPConocophillips Recent Activity Increased 287.39%	0.33%	$685,364 6,911 shares@ $99.18 avg price	Increased 287.39%
QQQInvesco Qqq Tr Recent Activity Increased 0.14%	0.18%	$375,024 734 shares@ $510.94 avg price	Increased 0.14%
IVWIshares Tr Recent Activity Increased 0.29%	0.17%	$354,648 3,493 shares@ $101.54 avg price	Increased 0.29%