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Name: |
Arbor Wealth Advisors LLC |
City: |
TROY |
State: |
MI |
Zip: |
48084 |
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Holdings
Found :
13 |
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Increased Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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VTV |
Vanguard Value VIPERS |
1 |
- |
$160.39 |
$25,615,000 |
157,283 |
24.18% |
2,197,000 |
640 |
0.029 |
Closed - End Fund - E... |
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VXUS |
Vanguard Total Internationa... |
2 |
- |
$61.18 |
$16,650,000 |
276,111 |
15.72% |
739,000 |
1,600 |
0.048 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
3 |
- |
$217.92 |
$10,273,000 |
44,941 |
9.7% |
716,000 |
144 |
0.024 |
Closed - End Fund - E... |
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VBR |
Vanguard Small Cap Val VIPER |
4 |
- |
$183.57 |
$6,672,000 |
34,771 |
6.3% |
421,000 |
35 |
0.029 |
Closed - End Fund - E... |
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F |
Ford Motor Co |
8 |
- |
$12.50 |
$3,168,000 |
238,528 |
2.99% |
2,314,000 |
168,508 |
0.006 |
Auto Manufacturers |
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BSV |
Vanguard Short-Term Bond |
10 |
- |
$76.29 |
$2,290,000 |
29,869 |
2.16% |
70,000 |
1,040 |
0.006 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
13 |
- |
$49.56 |
$1,753,000 |
34,947 |
1.65% |
108,000 |
610 |
0.002 |
Closed - End Fund - F... |
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IVV |
iShares Core S&P 500 Etf |
15 |
- |
$536.73 |
$1,577,000 |
2,999 |
1.49% |
149,000 |
10 |
0 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
17 |
- |
$181.31 |
$1,322,000 |
7,240 |
1.25% |
90,000 |
9 |
0.002 |
Closed - End Fund - Debt |
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LEG |
Leggett & Platt Inc |
18 |
- |
$12.24 |
$1,106,000 |
57,762 |
1.04% |
-379,000 |
1,010 |
0.044 |
Home Furnishings & Fi... |
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VWO |
Vanguard Emerging Markets S... |
23 |
- |
$43.22 |
$849,000 |
20,314 |
0.8% |
14,000 |
2 |
0 |
Closed - End Fund - E... |
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BIV |
Vanguard Intermediate-Term ... |
28 |
- |
$74.43 |
$609,000 |
8,082 |
0.57% |
-8,000 |
10 |
0.005 |
Closed - End Fund - Debt |
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AVUV |
Avantis Us Small Cap Value Etf |
39 |
- |
$89.88 |
$311,000 |
3,320 |
0.29% |
64,000 |
575 |
0.004 |
N/A |
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