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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
BSVVanguard Bd Index Fds
Recent Activity
Increased 23.8%
1.87%
$2.088M
27,024 shares@ $77.27 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 12.19%
1.68%
$1.878M
4,144 shares@ $453.28 avg price
IVVIshares Tr
Recent Activity
Increased 0.37%
1.59%
$1.784M
3,030 shares@ $588.76 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.28%
1.27%
$1.424M
7,271 shares@ $195.84 avg price
LEALear Corp
Recent Activity
1.2%
$1.344M
14,191 shares@ $94.71 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 32.69%
1.2%
$1.342M
13,903 shares@ $96.54 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 41.21%
1.19%
$1.333M
3,163 shares@ $421.51 avg price
APTVAptiv Plc
Recent Activity
New Position
0.96%
$1.07M
17,689 shares@ $60.49 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 17.04%
0.84%
$942,081
21,391 shares@ $44.05 avg price
CATCaterpillar Inc
Recent Activity
Increased 4.28%
0.79%
$884,046
2,437 shares@ $362.76 avg price