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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
VTVVanguard Index Fds
Recent Activity
Increased 0.81%
24.56%
$27.559M
162,782 shares@ $169.3 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 0.26%
15.19%
$17.043M
289,202 shares@ $58.94 avg price
VBVanguard Index Fds
Recent Activity
Increased 6.4%
10.58%
$11.874M
49,418 shares@ $240.29 avg price
VBRVanguard Index Fds
Recent Activity
Increased 1.46%
6.26%
$7.017M
35,407 shares@ $198.19 avg price
VTIVanguard Index Fds
Recent Activity
Increased 1.2%
4.65%
$5.208M
17,971 shares@ $289.82 avg price
DFACDimensional Etf Trust
Recent Activity
3.62%
$4.056M
117,251 shares@ $34.59 avg price
BWABorgwarner Inc
Recent Activity
Decreased -0.46%
3.05%
$3.415M
107,411 shares@ $31.8 avg price
VSSVanguard Intl Equity Index F
Recent Activity
2.37%
$2.658M
23,214 shares@ $114.49 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 24.85%
2.32%
$2.603M
4,442 shares@ $586.02 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 15.3%
2.04%
$2.28M
47,683 shares@ $47.82 avg price