Holdings Channel
EntityShares/Amount
Change
Position Value
Change
RTX +2,297+$224
DFAX +8,047+$205
LUMN +10,459+$16
EntityShares/Amount
Change
Position Value
Change
CTOS -15,260-$94
EntityShares/Amount
Change
Position Value
Change
F +168,508+$2,314
VXUS +1,600+$739
BSV +1,040+$70
LEG +1,010-$379
VTV +640+$2,197
VEA +610+$108
AVUV +575+$64
VB +144+$716
VBR +35+$421
IVV +10+$149
EntityShares/Amount
Change
Position Value
Change
IJR -470-$42
VTI -165+$312
CTOS UNCH-$5
T UNCH+$13
DFAS UNCH+$13
VTIP UNCH+$3
IWD UNCH+$26
ETN UNCH+$91
DTE UNCH+$7
Size ($ in 1000's)
At 03/31/2024: $105,925
At 12/31/2023: $97,242

Arbor Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Arbor Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Arbor Wealth Advisors LLC
As of  03/31/2024, we find all stocks held by Arbor Wealth Advisors LLC to be as follows, presented in the table below with each row detailing each Arbor Wealth Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Arbor Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Arbor Wealth Advisors LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTV) 157,283 +640 $25,615
     VTV157,283+640$25,615
VANGUARD STAR FDS (VXUS) 276,111 +1,600 $16,650
     VXUS276,111+1,600$16,650
VANGUARD INDEX FDS (VB) 44,941 +144 $10,273
     VB44,941+144$10,273
VANGUARD INDEX FDS (VBR) 34,771 +35 $6,672
     VBR34,771+35$6,672
VANGUARD INDEX FDS (VTI) 15,458 -165 $4,018
     VTI15,458-165$4,018
BORGWARNER INC 107,911 UNCH $3,749
     BWA107,911UNCH$3,749
DIMENSIONAL ETF TRUST (DFAC) 117,251 UNCH $3,746
     DFAC117,251UNCH$3,746
FORD MTR CO DEL 238,528 +168,508 $3,168
     F238,528+168,508$3,168
VANGUARD INTL EQUITY INDEX F (VSS) 23,139 UNCH $2,704
     VSS23,139UNCH$2,704
VANGUARD BD INDEX FDS (BSV) 29,869 +1,040 $2,290
     BSV29,869+1,040$2,290
LEAR CORP 14,191 UNCH $2,056
     LEA14,191UNCH$2,056
SPDR S&P 500 ETF TR (SPY) 3,558 UNCH $1,861
     SPY3,558UNCH$1,861
VANGUARD TAX MANAGED FDS (VEA) 34,947 +610 $1,753
     VEA34,947+610$1,753
APTIV PLC 20,902 UNCH $1,665
     APTV20,902UNCH$1,665
ISHARES TR (IVV) 2,999 +10 $1,577
     IVV2,999+10$1,577
BERKSHIRE HATHAWAY INC DEL      $1,553
     BRK.B3,694UNCH$1,553
VANGUARD SPECIALIZED FUNDS (VIG) 7,240 +9 $1,322
     VIG7,240+9$1,322
LEGGETT & PLATT INC 57,762 +1,010 $1,106
     LEG57,762+1,010$1,106
DIMENSIONAL ETF TRUST (DFUV) 24,343 UNCH $996
     DFUV24,343UNCH$996
MICROSOFT CORP 2,265 UNCH $953
     MSFT2,265UNCH$953
GENERAL DYNAMICS CORP 3,095 UNCH $874
     GD3,095UNCH$874
CATERPILLAR INC 2,337 UNCH $856
     CAT2,337UNCH$856
VANGUARD INTL EQUITY INDEX F (VWO) 20,314 +2 $849
     VWO20,314+2$849
PHINIA INC 21,581 UNCH $829
     PHIN21,581UNCH$829
VANGUARD INDEX FDS (VOO) 1,496 UNCH $719
     VOO1,496UNCH$719
COGNIZANT TECHNOLOGY SOLUTIO 9,636 UNCH $706
     CTSH9,636UNCH$706
JPMORGAN CHASE & CO 3,113 UNCH $624
     JPM3,113UNCH$624
VANGUARD BD INDEX FDS (BIV) 8,082 +10 $609
     BIV8,082+10$609
VANGUARD WHITEHALL FDS (VYM) 4,909 UNCH $594
     VYM4,909UNCH$594
VANGUARD INDEX FDS (VNQ) 6,000 UNCH $519
     VNQ6,000UNCH$519
ISHARES TR (IWB) 1,684 UNCH $485
     IWB1,684UNCH$485
SPDR SER TR (SPYV) 9,650 UNCH $483
     SPYV9,650UNCH$483
COCA COLA CO 7,447 UNCH $456
     KO7,447UNCH$456
DTE ENERGY CO 3,808 UNCH $427
     DTE3,808UNCH$427
ISHARES TR (IJR) 3,824 -470 $423
     IJR3,824-470$423
EATON CORP PLC 1,256 UNCH $393
     ETN1,256UNCH$393
ISHARES TR (IWD) 1,910 UNCH $342
     IWD1,910UNCH$342
VANGUARD MALVERN FDS (VTIP) 6,950 UNCH $333
     VTIP6,950UNCH$333
AMERICAN CENTY ETF TR (AVUV) 3,320 +575 $311
     AVUV3,320+575$311
DIMENSIONAL ETF TRUST (DFAS) 4,765 UNCH $297
     DFAS4,765UNCH$297
AT&T INC 16,189 UNCH $285
     T16,189UNCH$285
APPLE INC 1,456 +1 $250
     AAPL1,456+1$250
RTX CORPORATION 2,297 +2,297 $224
     RTX2,297+2,297$224
DIMENSIONAL ETF TRUST (DFAX) 8,047 +8,047 $205
     DFAX8,047+8,047$205
CUSTOM TRUCK ONE SOURCE INC 15,260 UNCH $89
     CTOS15,260UNCH$89
LUMEN TECHNOLOGIES INC 10,459 +10,459 $16
     LUMN10,459+10,459$16

See Summary: Arbor Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Arbor Wealth Advisors LLC

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