AT

ARBOR TRUST WEALTH ADVISORS, LLC

13F
ARBOR TRUST WEALTH ADVISORS, LLC
Last update 2025-04-28 95 Stocks (4 new)
Value $213.00 Mil Turnover 4 %
Countries:
Top Holdings: JCPB(5.12%)SCHM(4.84%)ABBV(4.48%)SCHG(4.45%)SCHF(4.35%)
Summary Stock Picks Current Portfolio
ARBOR TRUST WEALTH ADVISORS, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JCPB
JPMorgan Core Plus Bond ETF
232,197
10,922.6
+4.61%
5.120
+0.23%
0.180
+2.61%
+3.86%
6,955.3
 
SCHM
Schwab U.S. Mid-Cap ETF
394,082
10,325.0
-0.32%
4.840
-0.02%
0.090
+19.78%
+3.74%
11,793.9
 
ABBV
AbbVie Inc
45,617
9,557.7
+0.26%
4.480
+0.01%
0.000
+9.57%
+6.89%
326,519.6
Drug Manufacturers
SCHG
Schwab U.S. Large-Cap Growth ETF
379,167
9,494.3
+2.95%
4.450
+0.13%
0.030
+29.67%
+7.21%
45,427.8
 
SCHF
Schwab International Equity ETF
468,351
9,264.0
-15.36%
4.350
-0.74%
0.020
+13.17%
+20.14%
48,907.2
 
AAPL
Apple Inc
35,168
7,811.9
-3.47%
3.660
-0.15%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
MDY
S&P MidCap 400 ETF
13,812
7,386.3
+1.28%
3.460
+0.04%
0.030
+17.83%
+1.67%
23,085.2
 
SCHX
Schwab U.S. Large-Cap ETF
304,085
6,714.2
+6.34%
3.150
+0.19%
0.010
+23.08%
+8.10%
57,004.0
 
ABT
Abbott Laboratories
47,381
6,285.0
+0.48%
2.950
+0.01%
0.000
-3.78%
+11.59%
216,470.5
Medical Devices & Instruments
SPYV
SPDR Portfolio S&P 500 Value ETF
122,300
6,245.8
+8.14%
2.930
+0.22%
0.020
+13.99%
+4.28%
26,850.0
 

ARBOR TRUST WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns

ARBOR TRUST WEALTH ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
Add
Add
+0.93%
●
25.77 ($26.17) 26.48
$26.40
0.88%
Add 82.88%
166,555
75,483
SCHF
Schwab International Equity ETF
2025-03-31
Reduce
Reduce
-0.74%
●
18.36 ($19.62) 20.51
$22.08
12.54%
Reduce -15.36%
468,351
-84,998
DTE
DTE Energy Co
2025-03-31
Reduce
Reduce
-0.32%
●
117.6 ($127.6) 138.27
$137.89
8.06%
Reduce -60.39%
3,658
-5,576
XOM
Exxon Mobil Corp
2025-03-31
Reduce
Reduce
-0.31%
●
105.44 ($110.59) 118.93
$108.05
-2.30%
Reduce -41.27%
8,777
-6,168
PLTR
Palantir Technologies Inc
2025-03-31
New Buy
New Buy
+0.25%
●
64.98 ($87.82) 124.62
$151.79
72.84%
New holding
6,350
6,350
JCPB
JPMorgan Core Plus Bond ETF
2025-03-31
Add
Add
+0.23%
●
45.56 ($46.5) 47.23
$46.68
0.39%
Add 4.61%
232,197
10,225
ICF
iShares Select U.S. REIT ETF
2025-03-31
Add
Add
+0.22%
●
57.98 ($61.16) 63.8
$61.77
1.00%
Add 12.97%
67,137
7,708
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.22%
●
49.78 ($51.86) 53.19
$52.88
1.97%
Add 8.14%
122,300
9,202
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Add
Add
+0.19%
●
21.75 ($23.28) 24.28
$24.91
7.00%
Add 6.34%
304,085
18,138
IBM
International Business Machines Corp
International Business Machines Corp
2025-03-31
Reduce
Reduce
-0.18%
●
217.4 ($244.61) 264.74
$284.71
16.39%
Reduce -29.06%
4,314
-1,767

ARBOR TRUST WEALTH ADVISORS, LLC Total Holding History ($B)

To

ARBOR TRUST WEALTH ADVISORS, LLC's Asset Allocation

To

ARBOR TRUST WEALTH ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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ARBOR TRUST WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-03-31

ARBOR TRUST WEALTH ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ARBOR TRUST WEALTH ADVISORS, LLC's Holdings Heat Map

Size field:

ARBOR TRUST WEALTH ADVISORS, LLC's Holdings Bubble Chart

ARBOR TRUST WEALTH ADVISORS, LLC News

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