StockDriftsStockDriftsTop 50 Arbor Trust Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 7.6% | 698.9K | $17.3M | +0.26%(+1.81K) | $19.91(+37.15%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 4.74% | 229.3K | $10.8M | -4.05%(-9.69K) | $47.26(-1.03%) | 2026-03-31 | |
| EFA | ISHARES TR | 4.67% | 109.6K | $10.6M | +2.36%(+2.52K) | $77.79(+33.47%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 4.26% | 332.9K | $9.7M | -0.46%(-1.53K) | $15.09(+127.51%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 4.11% | 43.0K | $9.4M | -3.78%(-1.69K) | $85.93(+142.64%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 3.42% | 251.2K | $7.8M | -2.84%(-7.36K) | $20.97(+64.36%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.3% | 29.6K | $7.5M | -7.72%(-2.48K) | $78.55(+280.49%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.09% | 274.1K | $7.0M | -0.30%(-830) | $13.56(+115.18%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 2.96% | 257.3K | $6.7M | +14.38%(+32.34K) | $283.38(-90.71%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.91% | 117.1K | $6.6M | -0.24%(-281) | $48.83(+23.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.85% | +39.94% |
| Top 20 Holdings Unweighted | +12.06% | +40.72% |
Sign up free to track Arbor Trust Wealth Advisors, Llc, compare funds side by side, and get alerts the moment positions change.