Arbor Investment Advisors, LLC holdings history

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200 is the total number of securities Arbor Investment Advisors, LLC has owned. The longest Arbor Investment Advisors, LLC has owned a single stock is 52 quarters.

Arbor Investment Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IWB ISHARES TR RUS 1000 ETF525211.78%14.85%18.48%Q4 2010Q3 202352
EFA ISHARES TR MSCI EAFE ETF52524.66%11.63%16.29%Q4 2010Q3 202352
VEA VANGUARD TAX-MANAGED I...52525.92%10.17%13.44%Q4 2010Q3 202352
EEM ISHARES TR MSCI EMG MK...52521.23%5.42%8.46%Q4 2010Q3 202352
VWO VANGUARD INTL EQUITY I...52521.75%4.82%7.56%Q4 2010Q3 202352
VT Vanguard Total World S...52520.85%3.38%10.33%Q4 2010Q3 202352
IWM ISHARES TR RUSSELL 200...52521.56%3.36%5.54%Q4 2010Q3 202352
IWF ISHARES TR RUS 1000 GR...52521.10%2.71%4.96%Q4 2010Q3 202352
STPZ PIMCO ETF TR 1-5 US TI...52520.11%2.46%8.21%Q4 2010Q3 202352
IWD ISHARES TR RUS 1000 VA...52521.01%2.29%3.79%Q4 2010Q3 202352
ICF ISHARES TR COHEN STEER...52520.04%0.77%1.82%Q4 2010Q3 202352
KO COCA COLA CO52520.05%0.36%0.64%Q4 2010Q3 202352
DVY ISHARES TR SELECT DIVI...52520.06%0.26%0.55%Q4 2010Q3 202352
XOM EXXON MOBIL CORP52520.08%0.25%0.59%Q4 2010Q3 202352
PEP PEPSICO INC52520.04%0.18%0.30%Q4 2010Q3 202352
WFC WELLS FARGO CO NEW4740.06%0.42%0.81%Q4 2010Q3 202351
IBM INTERNATIONAL BUSINESS...51510.06%0.20%0.47%Q1 2011Q3 202351
JNJ Johnson & Johnson Inc.27240.07%0.20%0.35%Q4 2010Q3 202351
DUK DUKE ENERGY CORP NEW45450.10%0.34%0.71%Q3 2012Q3 202345
T AT&T INC44440.04%0.24%0.49%Q4 2010Q3 202144
IAU iShares Gold Trust ETF43430.05%0.15%0.35%Q4 2010Q2 202143
STIP ISHARES TR 0-5 YR TIPS...41410.20%2.07%5.95%Q3 2013Q3 202341
WOR Worthington Industries41410.33%0.70%1.00%Q4 2010Q4 202041
PEG PUBLIC SVC ENTERPRISE ...3410.06%0.12%0.21%Q2 2011Q3 202341
HD HOME DEPOT INC39390.12%0.15%0.20%Q1 2014Q3 202339
FXI iShares China Large-Ca...38380.10%0.32%0.58%Q4 2010Q1 202038
MSFT MICROSOFT CORP3230.13%0.36%0.71%Q1 2014Q3 202335
PRF PowerShares FTSE RAFI ...303013.00%16.98%20.12%Q4 2010Q1 201830
PRFZ PowerShares FTSE RAFI ...29290.18%0.53%1.58%Q1 2011Q1 201829
BND Vanguard Total Bond Ma...28280.33%0.63%1.42%Q4 2016Q3 202328
BAC BK OF AMERICA CORP28280.07%0.15%0.20%Q4 2016Q3 202328
PG Procter & Gamble Co.1740.04%0.12%0.22%Q4 2013Q3 202328
ALL Allstate Corporation28280.08%0.12%0.14%Q4 2016Q3 202328
RAI Reynolds American Inc.27270.23%1.52%3.08%Q4 2010Q2 201727
PSTB Park Sterling Bank Corp.27270.30%0.39%0.70%Q1 2011Q3 201727
VTWO VANGUARD SCOTTSDALE FD...2150.09%0.17%0.45%Q2 2014Q3 202326
MINT PIMCO ETF TR ENHAN SHR...25250.35%1.90%3.50%Q3 2017Q3 202325
LOW LOWES COS INC2210.06%0.87%1.69%Q2 2011Q3 202325
IDV iShares International ...25250.14%0.27%0.35%Q4 2010Q4 201625
SE Spectra Energy Corp.25250.12%0.25%0.36%Q4 2010Q4 201625
BB&T Corporation24241.81%3.16%5.91%Q4 2010Q3 201624
TIP iShares TIPS Bond ETF14100.08%0.46%1.45%Q4 2010Q3 202324
JPM JPMORGAN CHASE & CO1910.06%0.13%0.24%Q1 2014Q3 202324
Bank of America Corp.24240.08%0.12%0.17%Q4 2010Q3 201624
SPY SPDR S&P 500 ETF TR TR...1410.06%0.09%0.14%Q2 2013Q3 202324
ENB ENBRIDGE INC2040.05%0.09%0.18%Q3 2017Q3 202324
ICLN iShares Global Clean E...1210.04%0.06%0.08%Q2 2011Q4 201924
BSV Vanguard Short-Term Bo...23231.21%3.19%5.65%Q1 2018Q3 202323
IVW ISHARES TR S&P 500 GRW...2210.12%0.16%0.28%Q1 2011Q3 202323
PRF Invesco FTSE RAFI US 1...222211.62%14.12%19.35%Q2 2018Q3 202322
TFLO ISHARES TR TRS FLT RT BD22220.14%5.11%13.76%Q2 2018Q3 202322
PRFZ Invesco FTSE RAFI US 1...22221.34%3.65%5.40%Q2 2018Q3 202322
AGG ISHARES TR CORE US AGG...2110.10%0.75%1.75%Q4 2015Q3 202322
XLU Utilities Select Secto...2110.12%0.65%1.13%Q4 2010Q2 201622
IWV iShares Russell 3000 ETF1710.04%0.24%0.32%Q4 2010Q2 202322
IVV ISHARES TR CORE S&P500...22220.12%0.23%0.27%Q2 2018Q3 202322
TOWN TOWNEBANK PORTSMOUTH VA1840.07%0.13%0.26%Q1 2018Q3 202322
SSB SOUTH ST CORP22220.05%0.13%0.33%Q4 2017Q1 202322
BKF iShares MSCI BRIC ETF21210.27%0.54%0.86%Q4 2010Q4 201521
VTI Vanguard Total Stock M...21210.31%0.53%0.74%Q3 2018Q3 202321
DSI ISHARES TR MSCI KLD400...21210.04%0.23%0.34%Q3 2018Q3 202321
PRK PARK NATL CORP1640.07%0.11%0.16%Q3 2018Q3 202320
AAPL APPLE INC19190.10%1.47%2.17%Q1 2019Q3 202319
IEFA ISHARES TR CORE MSCI EAFE1450.08%0.85%1.84%Q4 2018Q3 202319
BRKB BERKSHIRE HATHAWAY INC...1810.07%0.24%0.36%Q4 2016Q3 202319
EWZ iShares MSCI Brazil Ca...19190.12%0.22%0.42%Q4 2010Q2 201519
CSCO Cisco Systems Inc.19190.05%0.16%0.34%Q1 2019Q3 202319
INTC INTEL CORP19190.08%0.14%0.22%Q4 2017Q2 202219
GOOG Alphabet Inc. Cl C19190.07%0.14%0.23%Q1 2019Q3 202319
VTHR VANGUARD SCOTTSDALE FD...1540.08%0.12%0.18%Q4 2015Q3 202319
GOOGL Alphabet Inc. Cl A1440.04%0.11%0.17%Q1 2019Q3 202318
IWR ISHARES TR RUS MID CAP...1440.04%0.07%0.09%Q1 2019Q3 202318
MCD McDonalds Corporation980.17%0.23%0.33%Q2 2016Q2 202117
HALO HALOZYME THERAPEUTICS INC1340.08%0.14%0.21%Q2 2019Q3 202317
OKE ONEOK INC NEW1340.07%0.13%0.22%Q2 2019Q3 202317
GPN GLOBAL PMTS INC17170.04%0.08%0.12%Q3 2019Q3 202317
IWO ISHARES TR RUS 2000 GR...1410.04%0.06%0.08%Q3 2018Q3 202317
JPST JPMorgan Ultra-Short I...16160.15%2.30%3.93%Q4 2019Q3 202316
TFC TRUIST FINL CORP16160.09%0.71%1.24%Q4 2019Q3 202316
WMT Wal-Mart Stores, Inc.1420.10%0.12%0.15%Q1 2014Q2 202216
MRK MERCK & CO. INC1420.04%0.08%0.23%Q1 2014Q2 202216
VONE VANGUARD SCOTTSDALE FD...15150.32%1.19%1.86%Q1 2020Q3 202315
MMM 3M Company14140.09%0.23%0.33%Q1 2019Q2 202214
FB Meta Platforms, Inc.14140.06%0.21%0.30%Q1 2019Q2 202214
SON Sonoco Products Co.14140.08%0.11%0.15%Q1 2019Q2 202214
TGT TARGET CORP1220.04%0.08%0.12%Q3 2019Q1 202314
IWS ISHARES TR RUS MDCP VA...14140.05%0.06%0.07%Q2 2020Q3 202314
VTIP Vanguard Short-Term In...13130.12%0.63%1.82%Q3 2020Q3 202313
BXS BancorpSouth, Inc.13130.29%0.44%0.69%Q3 2018Q3 202113
CVX Chevron Corp.420.05%0.14%0.18%Q1 2011Q3 202313
MS MORGAN STANLEY13130.06%0.11%0.13%Q3 2020Q3 202313
COST COSTCO WHSL CORP NEW13130.05%0.09%0.18%Q3 2020Q3 202313
YUM YUM BRANDS INC940.06%0.07%0.09%Q1 2019Q2 202213
ESGE ISHARES INC ESG AWR MS...850.05%0.07%0.08%Q1 2019Q2 202213
DFS Discover Financial Ser...1210.04%0.06%0.09%Q4 2017Q3 202313
IYG iShares U.S. Financial...940.05%0.06%0.07%Q1 2019Q2 202213
URTH iShares MSCI World ETF720.04%0.05%0.07%Q3 2019Q3 202313
BBT BB&T Corporation12121.18%1.59%2.15%Q4 2016Q3 201912
AOR ISHARES TR GRWT ALLOCA...12120.06%0.11%0.14%Q1 2019Q4 202112
WMB WILLIAMS COS INC12120.05%0.06%0.09%Q2 2019Q1 202212
IEMG iShares Core MSCI Emer...11110.05%0.55%0.99%Q1 2021Q3 202311
VTV Vanguard Value ETF11110.23%0.28%0.30%Q1 2021Q3 202311
BTI BRITISH AMERN TOB PLC920.06%0.13%0.26%Q4 2017Q3 202011
VBR Vanguard Small-Cap Val...11110.06%0.08%0.12%Q1 2021Q3 202311
NKE Nike Inc.520.04%0.06%0.12%Q1 2014Q3 202311
QCLN First Trust NASDAQ Cle...920.04%0.06%0.08%Q3 2020Q2 202311
RYT Invesco S&P 500 Equal ...830.04%0.05%0.05%Q4 2020Q3 202311
ACN Accenture plc920.04%0.05%0.06%Q4 2020Q3 202311
IYH iShares U.S. Healthcar...830.04%0.05%0.05%Q4 2020Q3 202311
VONV Vanguard Russell 1000 ...510.05%0.30%0.54%Q4 2010Q3 202310
TSLA Tesla Inc.10100.04%0.10%0.18%Q2 2021Q3 202310
GLD SPDR Gold Shares ETF10100.04%0.06%0.07%Q2 2021Q3 202310
LLY LILLY ELI & CO990.06%0.08%0.09%Q3 2018Q3 20209
DFAC Dimensional U.S. Core ...540.05%0.06%0.08%Q2 2021Q3 20239
IAU iShares Gold Trust ETF990.05%0.05%0.06%Q3 2021Q3 20239
XHB SPDR S&P Homebuilders ETF810.04%0.05%0.06%Q4 2020Q1 20239
IDEV iShares Core MSCI Intl...880.24%0.54%0.82%Q4 2021Q3 20238
Cadence Bank880.21%0.29%0.35%Q4 2021Q3 20238
LMT LOCKHEED MARTIN CORP880.22%0.28%0.34%Q3 2019Q2 20218
GE General Electric Co.710.08%0.16%0.21%Q2 2011Q4 20178
HDV iShares Core High Divi...880.10%0.14%0.21%Q2 2017Q1 20198
UNH UnitedHealth Group Inc.880.04%0.07%0.09%Q4 2021Q3 20238
ESGD iShares ESG MSCI EAFE ETF880.05%0.06%0.07%Q4 2020Q3 20228
UNP Union Pacific Corp.410.04%0.05%0.06%Q3 2020Q3 20238
RJF Raymond James Financia...530.04%0.04%0.05%Q3 2021Q3 20238
DUK Duke Energy Corp. New770.29%0.42%0.51%Q4 2010Q2 20127
PBNC Paragon Commercial Corp.770.22%0.27%0.31%Q2 2016Q4 20177
ABBV AbbVie Inc.770.07%0.08%0.10%Q1 2022Q3 20237
LOB Live Oak Bancshares, Inc.520.04%0.06%0.09%Q1 2018Q1 20227
AHH Armada Hoffler Propert...770.04%0.06%0.07%Q1 2022Q3 20237
CRM SALESFORCE COM INC770.04%0.05%0.07%Q3 2020Q1 20227
BMY Bristol-Myers Squibb Co.770.04%0.05%0.06%Q1 2022Q3 20237
DHR Danaher Corp.770.04%0.05%0.05%Q2 2021Q4 20227
FDS FactSet Research Syste...520.04%0.04%0.05%Q4 2021Q3 20237
EEM iShares MSCI Emerging ...770.00%0.01%0.02%Q3 2013Q1 20157
PGN Progress Energy Inc.660.21%0.24%0.28%Q1 2011Q2 20126
VOOV Vanguard S&P 500 Value...660.18%0.21%0.26%Q2 2022Q3 20236
TRGT Targacept, Inc.660.15%0.19%0.28%Q1 2014Q2 20156
D Dominion Energy, Inc.660.07%0.08%0.10%Q1 2021Q2 20226
OGS ONE Gas, Inc.420.04%0.06%0.07%Q2 2019Q2 20226
AOA iShares Core Aggressiv...420.05%0.05%0.05%Q1 2022Q3 20236
ABT Abbott Laboratories420.04%0.05%0.05%Q1 2022Q3 20236
CSFL Centerstate Banks of F...550.10%0.15%0.19%Q4 2010Q4 20115
BA Boeing Co.410.06%0.12%0.15%Q1 2019Q2 20205
CBIO Catalyst Biosciences, ...550.01%0.02%0.04%Q3 2015Q3 20165
WSFS WSFS Financial Corp.440.17%0.18%0.18%Q1 2012Q4 20124
ESGV Vanguard ESG U.S. Stoc...440.15%0.16%0.16%Q4 2022Q3 20234
MRNA Moderna, Inc.440.09%0.13%0.18%Q4 2022Q3 20234
ASML ASM Lithography Holdings440.11%0.12%0.13%Q4 2022Q3 20234
Allstate Corporation310.11%0.12%0.12%Q4 2014Q2 20164
TSS Total System Services ...440.09%0.10%0.12%Q3 2018Q2 20194
ORCL Oracle Corporation220.04%0.09%0.14%Q1 2014Q3 20234
MSI Motorola Solutions Inc.440.07%0.08%0.08%Q4 2022Q3 20234
PSX Phillips 66210.06%0.08%0.09%Q4 2017Q4 20194
MUB ISHARES TR NATIONAL MU...440.06%0.08%0.12%Q2 2020Q1 20214
VOT Vanguard Mid-Cap Growt...440.04%0.04%0.05%Q2 2021Q1 20224
IBB iShares Nasdaq Biotech...330.12%0.12%0.13%Q4 2014Q2 20153
VSGX Vanguard ESG Internati...330.09%0.10%0.11%Q4 2022Q2 20233
C Citigroup Inc.330.07%0.07%0.08%Q4 2022Q2 20233
PFE Pfizer Inc.330.05%0.06%0.08%Q4 2022Q2 20233
NSC Norfolk Southern Corp.330.05%0.05%0.05%Q4 2020Q2 20213
NVDA NVIDIA Corporation210.04%0.05%0.06%Q4 2021Q1 20233
AMZN Amazon.com Inc.110.04%0.05%0.06%Q1 2022Q2 20233
QQQ Invesco QQQ ETF330.04%0.05%0.05%Q1 2023Q3 20233
FFIV F5 Networks, Inc.210.04%0.04%0.05%Q1 2021Q1 20223
VBK Vanguard Small-Cap Gro...110.04%0.04%0.05%Q4 2020Q4 20213
RTX Raytheon Technologies ...330.04%0.04%0.05%Q4 2022Q2 20233
UP Wheels Up Experience Inc.330.00%0.00%0.00%Q3 2022Q1 20233
UTX United Technologies Corp.220.12%0.13%0.13%Q1 2014Q2 20142
Boeing Co.220.12%0.13%0.13%Q1 2014Q2 20142
DOW Dow Chemical Co.220.12%0.12%0.12%Q1 2014Q2 20142
PM Philip Morris Internat...220.11%0.11%0.12%Q1 2014Q2 20142
ACWI iShares MSCI ACWI ETF110.06%0.08%0.09%Q4 2017Q4 20192
ARKK ARK Innovation ETF220.04%0.05%0.06%Q1 2022Q2 20222
SAN Banco Santander, S.A.220.02%0.02%0.02%Q3 2012Q4 20122
SWSH Swisher Hygiene Inc.220.00%0.00%0.00%Q3 2012Q4 20122
PSTB Park Sterling Bank Inc.110.49%0.49%0.49%Q4 2010Q4 20101
IVE iShares S&P 500 Value ETF110.28%0.28%0.28%Q1 2011Q1 20111
BNDX Vanguard Total Interna...110.27%0.27%0.27%Q2 2016Q2 20161
HYG iShares iBoxx $ High Y...110.19%0.19%0.19%Q2 2016Q2 20161
Berkshire Hathaway Inc.110.12%0.12%0.12%Q4 2014Q4 20141
F Ford Motor Company110.06%0.06%0.06%Q3 2023Q3 20231
SPDW SPDR Portfolio Develop...110.06%0.06%0.06%Q3 2023Q3 20231
AOM iShares Core Moderate ...110.06%0.06%0.06%Q4 2019Q4 20191
IJR iShares Core S&P Small...110.06%0.06%0.06%Q4 2019Q4 20191
SPYG SPDR Portfolio S&P 500...110.05%0.05%0.05%Q3 2023Q3 20231
DIS The Walt Disney Co.110.05%0.05%0.05%Q1 2022Q1 20221
CPNG Coupang, Inc.110.04%0.04%0.04%Q4 2022Q4 20221
VOO Vanguard S&P 500 ETF110.04%0.04%0.04%Q1 2022Q1 20221
SPYV SPDR Portfolio S&P 500...110.04%0.04%0.04%Q3 2023Q3 20231
NEE NextEra Energy Inc110.04%0.04%0.04%Q4 2021Q4 20211
FMS Fresenius Medical Care AG110.04%0.04%0.04%Q2 2023Q2 20231
Wal-Mart de Mexico110.03%0.03%0.03%Q1 2011Q1 20111
NRGX PIMCO Energy & Tactica...110.02%0.02%0.02%Q4 2021Q4 20211
EVF Eaton Vance Senior Inc...110.02%0.02%0.02%Q1 2019Q1 20191
SAN Banco Santander, S.A.110.02%0.02%0.02%Q3 2021Q3 20211
Wal-Mart de Mexico110.01%0.01%0.01%Q3 2016Q3 20161
BAKKT Holdings Inc.110.00%0.00%0.00%Q4 2021Q4 20211
DBA PowerShares DB Agricul...110.00%0.00%0.00%Q4 2010Q4 20101
UUP Invesco DB US Dollar I...110.00%0.00%0.00%Q4 2020Q4 20201
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The securities at the top of the list , including ISHARES TR RUS 1000 ETF, ISHARES TR MSCI EAFE ETF, and VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF, are the highest-conviction holdings of Arbor Investment Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Arbor Investment Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Arbor Investment Advisors, LLC owns currently or has owned in the past.