AW

Arbor Wealth Management, LLC

13F
Arbor Wealth Management, LLC
Last update 2022-01-25 62 Stocks (15 new)
Value $456.00 Mil Turnover 4 %
Countries:
Top Holdings: BRK.B(21.50%)GOOGL(9.95%)CHTR(9.67%)KKR(8.81%)AMZN(7.78%)
Summary Stock Picks Current Portfolio
Arbor Wealth Management, LLC Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
327,940
98,054.0
+0.59%
21.500
+0.13%
0.010
-8.57%
+4.53%
1,022,296.6
Insurance
GOOGL
Alphabet Inc
313,280
45,379.0
+4.37%
9.950
+0.42%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
CHTR
Charter Communications Inc
67,672
44,120.0
+2.33%
9.670
+0.22%
0.040
+12.72%
+11.47%
52,202.8
Telecommunication Services
KKR
KKR & Co Inc
539,316
40,179.0
-0.64%
8.810
-0.05%
0.090
+41.44%
-1.03%
130,015.9
Asset Management
AMZN
Amazon.com Inc
213,000
35,511.0
+4.31%
7.780
+0.32%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
DG
Dollar General Corp
71,782
16,928.0
+2.12%
3.710
+0.08%
0.030
+18.89%
+48.03%
24,227.6
Retail - Defensive
UNH
UnitedHealth Group Inc
33,132
16,637.0
-1.97%
3.650
-0.06%
0.000
-37.32%
-43.49%
256,403.2
Healthcare Plans
AAPL
Apple Inc
89,900
15,963.0
+5.74%
3.500
+0.19%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
META
Meta Platforms Inc
40,735
13,701.0
+2.26%
3.000
+0.07%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media
DIS
The Walt Disney Co
85,143
13,188.0
+1.42%
2.890
+0.04%
0.000
+43.78%
+9.51%
218,282.4
Media - Diversified

Arbor Wealth Management, LLC's Historical Top Holdings Breakdowns

Arbor Wealth Management, LLC Total Holding History ($B)

To

Arbor Wealth Management, LLC's Asset Allocation

To

Arbor Wealth Management, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Arbor Wealth Management, LLC's Hypothetical Growth since 2021-12-31

Arbor Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Arbor Wealth Management, LLC's Holdings Heat Map

Size field:

Arbor Wealth Management, LLC's Holdings Bubble Chart

Arbor Wealth Management, LLC News

  • 1

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