The Analysis of ARBOR TRUST WEALTH ADVISORS, LLC's Holdings
Currently, ARBOR TRUST WEALTH ADVISORS, LLC holds 81 types of securities in its portfolio with a total value $222.1M. In the most recent quarter, they have increased their positions in SCHF (+114.9K shares, valued at $2.7M), EFA (+19.3K shares, valued at $1.8M), DEM (+26.3K shares, valued at $1.2M); decreased their positions in SCHM (-46.0K shares, valued at $1.4M), SCHA (-27.4K shares, valued at $764.4K), CMCSA (-14.6K shares, valued at $460.2K); initiated new positions in ITW (+796 shares, valued at $208.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHF SCHWAB STRATEGIC TR514.0K shares28.79%2025-09-302025-11-10
JCPB J P MORGAN EXCHANGE TRADED F232.0K shares6.05%2025-09-302025-11-10
SCHG SCHWAB STRATEGIC TR340.1K shares1.15%2025-09-302025-11-10
ABBV ABBVIE INC45.1K shares-0.07%2025-09-302025-11-10
SCHM SCHWAB STRATEGIC TR296.5K shares-13.43%2025-09-302025-11-10
EFA ISHARES TR90.5K shares27.14%2025-09-302025-11-10
AAPL APPLE INC32.9K shares-0.44%2025-09-302025-11-10
MDY SPDR S&P MIDCAP 400 ETF TR13.2K shares-3.93%2025-09-302025-11-10
SCHX SCHWAB STRATEGIC TR279.3K shares4.57%2025-09-302025-11-10
MSFT MICROSOFT CORP12.9K shares-0.89%2025-09-302025-11-10
SPYV SPDR SERIES TRUST115.4K shares7.61%2025-09-302025-11-10
ABT ABBOTT LABS47.0K shares-0.66%2025-09-302025-11-10
GOOGL ALPHABET INC23.5K shares-0.01%2025-09-302025-11-10
SCHA SCHWAB STRATEGIC TR189.5K shares-12.63%2025-09-302025-11-10
JPM JPMORGAN CHASE & CO.16.7K shares-0.60%2025-09-302025-11-10
PYLD PIMCO ETF TR187.6K shares18.53%2025-09-302025-11-10
ORCL ORACLE CORP16.8K shares-1.72%2025-09-302025-11-10
INDA ISHARES TR83.9K shares6.51%2025-09-302025-11-10
AGG ISHARES TR43.5K shares6.52%2025-09-302025-11-10
VCSH VANGUARD SCOTTSDALE FDS54.2K shares7.33%2025-09-302025-11-10
SYK STRYKER CORPORATION11.5K shares0.38%2025-09-302025-11-10
COST COSTCO WHSL CORP NEW4.5K shares0.65%2025-09-302025-11-10
DEM WISDOMTREE TR87.7K shares42.96%2025-09-302025-11-10
ICF ISHARES TR61.9K shares3.11%2025-09-302025-11-10
V VISA INC10.0K shares0.22%2025-09-302025-11-10
IVV ISHARES TR5.1K shares-0.57%2025-09-302025-11-10
TJX TJX COS INC NEW22.8K shares1.04%2025-09-302025-11-10
SCHV SCHWAB STRATEGIC TR104.6K shares-0.51%2025-09-302025-11-10
IWM ISHARES TR11.9K shares-2.26%2025-09-302025-11-10
IJH ISHARES TR42.9K shares-7.08%2025-09-302025-11-10
CAT CATERPILLAR INC5.6K shares-3.11%2025-09-302025-11-10
CVX CHEVRON CORP NEW14.1K shares5.85%2025-09-302025-11-10
PG PROCTER AND GAMBLE CO13.7K shares1.80%2025-09-302025-11-10
MCD MCDONALDS CORP6.5K shares-0.02%2025-09-302025-11-10
META META PLATFORMS INC2.6K shares-0.43%2025-09-302025-11-10
VWO VANGUARD INTL EQUITY INDEX F34.2K shares6.49%2025-09-302025-11-10
LLY ELI LILLY & CO2.3K shares2.88%2025-09-302025-11-10
CRM SALESFORCE INC6.9K shares0.16%2025-09-302025-11-10
IJR ISHARES TR13.3K shares-5.00%2025-09-302025-11-10
PANW PALO ALTO NETWORKS INC7.6K shares2.65%2025-09-302025-11-10
VBR VANGUARD INDEX FDS5.8K shares-0.51%2025-09-302025-11-10
IBM INTERNATIONAL BUSINESS MACHS4.3K shares0.00%2025-09-302025-11-10
HON HONEYWELL INTL INC5.8K shares-1.03%2025-09-302025-11-10
SCHW SCHWAB CHARLES CORP12.3K shares4.87%2025-09-302025-11-10
LOW LOWES COS INC4.5K shares0.00%2025-09-302025-11-10
NVDA NVIDIA CORPORATION5.9K shares10.39%2025-09-302025-11-10
AMAT APPLIED MATLS INC5.2K shares-4.98%2025-09-302025-11-10
GOOG ALPHABET INC3.8K shares-0.65%2025-09-302025-11-10
JNJ JOHNSON & JOHNSON4.7K shares-23.04%2025-09-302025-11-10
XOM EXXON MOBIL CORP7.4K shares-6.40%2025-09-302025-11-10
PEP PEPSICO INC5.8K shares-15.18%2025-09-302025-11-10
PLTR PALANTIR TECHNOLOGIES INC4.3K shares3.23%2025-09-302025-11-10
KO COCA COLA CO11.8K shares6.28%2025-09-302025-11-10
AMZN AMAZON COM INC3.3K shares0.03%2025-09-302025-11-10
AXP AMERICAN EXPRESS CO1.8K shares6.76%2025-09-302025-11-10
DHR DANAHER CORPORATION3.0K shares-5.03%2025-09-302025-11-10
CMI CUMMINS INC1.4K shares0.00%2025-09-302025-11-10
BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares-10.59%2025-09-302025-11-10
DTCR GLOBAL X FDS27.4K shares61.85%2025-09-302025-11-10
BLK BLACKROCK INC459 shares0.44%2025-09-302025-11-10
HD HOME DEPOT INC1.2K shares0.00%2025-09-302025-11-10
QQQ INVESCO QQQ TR734 shares0.00%2025-09-302025-11-10
IVW ISHARES TR3.5K shares0.11%2025-09-302025-11-10
URI UNITED RENTALS INC410 shares10.81%2025-09-302025-11-10
COP CONOCOPHILLIPS4.1K shares-10.74%2025-09-302025-11-10
BAC BANK AMERICA CORP7.3K shares7.76%2025-09-302025-11-10
WMT WALMART INC3.6K shares1.42%2025-09-302025-11-10
BOND PIMCO ETF TR3.8K shares-23.01%2025-09-302025-11-10
VOO VANGUARD INDEX FDS579 shares-2.85%2025-09-302025-11-10
JPST J P MORGAN EXCHANGE TRADED F6.8K shares-7.79%2025-09-302025-11-10
MCHP MICROCHIP TECHNOLOGY INC.5.1K shares-19.69%2025-09-302025-11-10
TSLA TESLA INC702 shares-11.36%2025-09-302025-11-10
SCHE SCHWAB STRATEGIC TR9.3K shares0.00%2025-09-302025-11-10
CMCSA COMCAST CORP NEW9.5K shares-60.71%2025-09-302025-11-10
SHY ISHARES TR3.6K shares0.00%2025-09-302025-11-10
CSCO CISCO SYS INC3.6K shares-11.65%2025-09-302025-11-10
MPC MARATHON PETE CORP1.2K shares-14.03%2025-09-302025-11-10
DTE DTE ENERGY CO1.6K shares0.00%2025-09-302025-11-10
MAS MASCO CORP3.3K shares0.00%2025-09-302025-11-10
RPM RPM INTL INC1.9K shares0.00%2025-09-302025-11-10
ITW ILLINOIS TOOL WKS INC796 sharesnew addition2025-09-302025-11-10
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available