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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
VIGVanguard Specialized Funds
Recent Activity
Increased 0.28%
1.27%
$1.424M
7,271 shares@ $195.84 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
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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.55%
0.68%
$757,723
3,161 shares@ $239.71 avg price
HDHome Depot Inc
Recent Activity
Increased 135.65%
0.51%
$568,314
1,461 shares@ $388.99 avg price
KOCoca Cola Co
Recent Activity
Increased 10.99%
0.46%
$514,579
8,265 shares@ $62.27 avg price
GOOGAlphabet Inc
Recent Activity
Increased 20.37%
0.45%
$499,715
2,624 shares@ $190.45 avg price
ETNEaton Corp Plc
Recent Activity
Increased 8.76%
0.41%
$453,334
1,366 shares@ $331.87 avg price