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Aryn Sands

@Arbor Wealth Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$112.242MTotal holdings52
Assets growth rate1.24%Assets growth rate (2-Q avg)5.32%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Arbor Wealth Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Arbor Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 112.242M in assets, with a quarterly growth rate of 1.24% and a 2-quarter average growth rate of 5.32%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
APTVAptiv Plc
Recent Activity
New Position
0.96%
$1.07M
17,689 shares@ $60.49 avg price
IWRIshares Tr
Recent Activity
New Position
0.43%
$471,791
5,337 shares@ $88.41 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
0.42%
$464,449
2,117 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.33%
$368,378
1,946 shares@ $189.31 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.19%
$206,338
890 shares@ $231.85 avg price
IEFAIshares Tr
Recent Activity
New Position
0.19%
$202,547
2,882 shares@ $70.29 avg price