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  Name: Arbor Wealth Advisors LLC
  City: TROY
  State: MI
  Zip: 48084
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $105,925,000
  Total Value Change : $8,683,000
  Securities Held Change : 3
   
All Securities Held : 46
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 14
  Unchanged Positions : 27
  Decreased Positions : 2

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 5 - $262.30 $4,018,000 15,458 3.79% 312,000 -165 0.002    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 35 - $110.39 $423,000 3,824 0.4% -42,000 -470 0.001    Closed - End Fund - E...

      2 Records Found
  1    
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