133 is the total number of securities ARBOR TRUST WEALTH ADVISORS, LLC has owned. The longest ARBOR TRUST WEALTH ADVISORS, LLC has owned a single stock is 16 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHM | Schwab US Mid-Cap ETF | 16 | 16 | 3.92% | 4.98% | 5.40% | Q4 2019 | Q3 2023 | 16 |
SCHF | SCHWABSTRATEGICTR | 16 | 16 | 3.66% | 4.58% | 5.24% | Q4 2019 | Q3 2023 | 16 |
SCHX | Schwab US Large-Cap ETF | 16 | 16 | 3.32% | 4.51% | 6.69% | Q4 2019 | Q3 2023 | 16 |
AAPL | APPLE INC | 16 | 16 | 3.63% | 4.43% | 5.31% | Q4 2019 | Q3 2023 | 16 |
MDY | SPDR S&P MIDCAP 400 ET... | 16 | 16 | 3.87% | 4.24% | 4.64% | Q4 2019 | Q3 2023 | 16 |
ABBV | ABBVIE INC | 16 | 16 | 3.09% | 4.04% | 5.12% | Q4 2019 | Q3 2023 | 16 |
ABT | ABBOTT LABS | 16 | 16 | 3.14% | 3.79% | 4.77% | Q4 2019 | Q3 2023 | 16 |
SCHV | Schwab US Large-Cap Va... | 16 | 16 | 1.29% | 2.85% | 4.42% | Q4 2019 | Q3 2023 | 16 |
EFA | ISHARESTR | 16 | 16 | 2.28% | 2.77% | 3.51% | Q4 2019 | Q3 2023 | 16 |
SCHG | Schwab US Large-Cap Gr... | 16 | 16 | 1.35% | 2.76% | 4.31% | Q4 2019 | Q3 2023 | 16 |
SCHA | Schwab US Small-Cap ETF | 16 | 16 | 2.04% | 2.66% | 2.96% | Q4 2019 | Q3 2023 | 16 |
MSFT | MICROSOFT CORP | 16 | 16 | 2.05% | 2.53% | 3.09% | Q4 2019 | Q3 2023 | 16 |
BOND | PIMCO ETF TR ACTIVE BD | 16 | 16 | 1.75% | 2.37% | 3.07% | Q4 2019 | Q3 2023 | 16 |
SYK | STRYKER CORPORATION | 16 | 16 | 1.66% | 1.99% | 2.35% | Q4 2019 | Q3 2023 | 16 |
GOOGL | Alphabet Inc A | 16 | 16 | 1.49% | 1.89% | 2.42% | Q4 2019 | Q3 2023 | 16 |
IJH | ISHARESTR | 16 | 16 | 1.58% | 1.77% | 2.13% | Q4 2019 | Q3 2023 | 16 |
IVV | ISHARESTR | 16 | 16 | 1.57% | 1.69% | 1.88% | Q4 2019 | Q3 2023 | 16 |
IWM | ISHARESTR | 16 | 16 | 1.49% | 1.68% | 1.94% | Q4 2019 | Q3 2023 | 16 |
SCHE | SCHWABSTRATEGICTR | 16 | 16 | 1.26% | 1.68% | 2.12% | Q4 2019 | Q3 2023 | 16 |
COST | COSTCO WHSL CORP NEW | 16 | 16 | 1.24% | 1.58% | 1.97% | Q4 2019 | Q3 2023 | 16 |
JPM | JPMORGAN CHASE & CO | 16 | 16 | 1.33% | 1.58% | 1.98% | Q4 2019 | Q3 2023 | 16 |
LDUR | PIMCO ETF TR ENHNCD LW... | 16 | 16 | 0.14% | 1.36% | 3.79% | Q4 2019 | Q3 2023 | 16 |
PG | PROCTER & GAMBLE CO | 16 | 16 | 1.14% | 1.34% | 1.61% | Q4 2019 | Q3 2023 | 16 |
MCD | MCDONALDS CORP | 16 | 16 | 1.02% | 1.20% | 1.35% | Q4 2019 | Q3 2023 | 16 |
CVX | CHEVRON CORP NEW | 16 | 16 | 0.71% | 1.18% | 1.83% | Q4 2019 | Q3 2023 | 16 |
TJX | TJX COS INC NEW | 16 | 16 | 0.79% | 1.11% | 1.36% | Q4 2019 | Q3 2023 | 16 |
ORCL | ORACLE CORP | 16 | 16 | 0.83% | 1.04% | 1.34% | Q4 2019 | Q3 2023 | 16 |
JNJ | JOHNSON & JOHNSON | 16 | 16 | 0.85% | 0.98% | 1.17% | Q4 2019 | Q3 2023 | 16 |
FB | META PLATFORMS INC | 16 | 16 | 0.27% | 0.95% | 1.51% | Q4 2019 | Q3 2023 | 16 |
DHR | DANAHER CORPORATION | 16 | 16 | 0.58% | 0.87% | 1.09% | Q4 2019 | Q3 2023 | 16 |
CRM | SALESFORCE INC | 16 | 16 | 0.53% | 0.85% | 1.23% | Q4 2019 | Q3 2023 | 16 |
IJR | ISHARESTR | 16 | 16 | 0.75% | 0.85% | 0.94% | Q4 2019 | Q3 2023 | 16 |
CAT | CATERPILLAR INC DEL | 16 | 16 | 0.52% | 0.77% | 1.26% | Q4 2019 | Q3 2023 | 16 |
NKE | Nike Inc B | 16 | 16 | 0.53% | 0.72% | 0.91% | Q4 2019 | Q3 2023 | 16 |
PEP | PEPSICO INC | 16 | 16 | 0.58% | 0.69% | 0.90% | Q4 2019 | Q3 2023 | 16 |
XOM | EXXON MOBIL CORP | 16 | 16 | 0.51% | 0.69% | 1.16% | Q4 2019 | Q3 2023 | 16 |
TSLA | Tesla Motors Inc | 16 | 16 | 0.20% | 0.67% | 1.41% | Q4 2019 | Q3 2023 | 16 |
INTC | INTEL CORP | 16 | 16 | 0.22% | 0.55% | 1.01% | Q4 2019 | Q3 2023 | 16 |
SCHW | SCHWAB CHARLES CORP | 16 | 16 | 0.40% | 0.55% | 0.70% | Q4 2019 | Q3 2023 | 16 |
KO | COCA COLA CO | 16 | 16 | 0.43% | 0.52% | 0.64% | Q4 2019 | Q3 2023 | 16 |
CSCO | Cisco Systems Inc | 16 | 16 | 0.39% | 0.51% | 0.64% | Q4 2019 | Q3 2023 | 16 |
MCHP | MICROCHIP TECHNOLOGY INC. | 16 | 16 | 0.41% | 0.49% | 0.58% | Q4 2019 | Q3 2023 | 16 |
LOW | LOWES COS INC | 16 | 16 | 0.30% | 0.47% | 0.73% | Q4 2019 | Q3 2023 | 16 |
IBM | INTERNATIONAL BUSINESS... | 16 | 16 | 0.37% | 0.45% | 0.54% | Q4 2019 | Q3 2023 | 16 |
PFE | PFIZER INC | 16 | 16 | 0.28% | 0.41% | 0.63% | Q4 2019 | Q3 2023 | 16 |
GOOG | Alphabet Inc C | 16 | 16 | 0.30% | 0.41% | 0.49% | Q4 2019 | Q3 2023 | 16 |
AMGN | AMGEN INC | 16 | 16 | 0.25% | 0.37% | 0.56% | Q4 2019 | Q3 2023 | 16 |
MAS | MASCO CORP | 16 | 16 | 0.21% | 0.34% | 0.42% | Q4 2019 | Q3 2023 | 16 |
MRK | MERCK & CO. INC | 16 | 16 | 0.22% | 0.32% | 0.39% | Q4 2019 | Q3 2023 | 16 |
HD | The Home Depot Inc | 16 | 16 | 0.21% | 0.31% | 0.44% | Q4 2019 | Q3 2023 | 16 |
SYY | SYSCO CORP | 16 | 16 | 0.21% | 0.30% | 0.41% | Q4 2019 | Q3 2023 | 16 |
NSC | NORFOLK SOUTHN CORP | 16 | 16 | 0.15% | 0.28% | 0.34% | Q4 2019 | Q3 2023 | 16 |
SUSB | ISHARES TR | 16 | 16 | 0.22% | 0.28% | 0.38% | Q4 2019 | Q3 2023 | 16 |
ADBE | ADOBE SYSTEMS INCORPOR... | 16 | 16 | 0.17% | 0.27% | 0.42% | Q4 2019 | Q3 2023 | 16 |
UNP | Union Pacific Corp | 16 | 16 | 0.22% | 0.27% | 0.36% | Q4 2019 | Q3 2023 | 16 |
DTE | ENERGY CO | 16 | 16 | 0.15% | 0.20% | 0.36% | Q4 2019 | Q3 2023 | 16 |
BMY | Bristol-Myers Squibb C... | 16 | 16 | 0.13% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 16 |
SCHP | Schwab US TIPS ETF | 15 | 15 | 0.50% | 3.03% | 4.57% | Q4 2019 | Q2 2023 | 15 |
V | Visa Inc Class A | 12 | 3 | 1.30% | 1.51% | 1.83% | Q4 2019 | Q3 2023 | 15 |
VWO | VANGUARD INTL EQUITY I... | 12 | 3 | 0.70% | 0.91% | 1.13% | Q4 2019 | Q3 2023 | 15 |
DIS | Walt Disney Co | 15 | 15 | 0.14% | 0.39% | 0.56% | Q4 2019 | Q2 2023 | 15 |
AMZN | AMAZON COM INC | 14 | 1 | 0.18% | 0.36% | 0.54% | Q4 2019 | Q3 2023 | 15 |
VZ | VERIZON COMMUNICATIONS... | 12 | 3 | 0.16% | 0.35% | 0.58% | Q4 2019 | Q3 2023 | 15 |
MRO | MARATHON OIL CORP | 15 | 15 | 0.04% | 0.29% | 0.52% | Q1 2020 | Q3 2023 | 15 |
GD | GENERAL DYNAMICS CORP | 15 | 15 | 0.21% | 0.28% | 0.37% | Q4 2019 | Q2 2023 | 15 |
SHY | ISHARESTR | 15 | 15 | 0.15% | 0.18% | 0.27% | Q1 2020 | Q3 2023 | 15 |
ISTB | ISHARES TR | 15 | 15 | 0.14% | 0.17% | 0.26% | Q1 2020 | Q3 2023 | 15 |
DE | DEERE & CO | 13 | 1 | 0.18% | 0.26% | 0.38% | Q4 2019 | Q3 2023 | 14 |
LLY | LILLY ELI & CO | 14 | 14 | 0.18% | 0.26% | 0.42% | Q2 2020 | Q3 2023 | 14 |
EAGG | ISHARES TR | 14 | 14 | 0.13% | 0.16% | 0.26% | Q1 2020 | Q2 2023 | 14 |
JPST | JPMorgan Ultra-Short I... | 13 | 13 | 0.38% | 1.09% | 1.50% | Q4 2019 | Q4 2022 | 13 |
GNMA | ISHARESTR | 13 | 13 | 0.14% | 0.72% | 1.14% | Q4 2019 | Q4 2022 | 13 |
MMM | 3M CO | 13 | 13 | 0.18% | 0.43% | 0.63% | Q1 2020 | Q1 2023 | 13 |
ONB | OLD NATL BANCORP IND | 10 | 3 | 0.11% | 0.18% | 0.30% | Q4 2019 | Q1 2023 | 13 |
SO | SOUTHERN CO | 12 | 1 | 0.14% | 0.16% | 0.20% | Q4 2019 | Q3 2023 | 13 |
IVW | ISHARESTR | 13 | 13 | 0.14% | 0.16% | 0.18% | Q3 2020 | Q3 2023 | 13 |
VCSH | Vanguard Short-Term Co... | 12 | 12 | 0.15% | 2.10% | 3.05% | Q4 2020 | Q3 2023 | 12 |
VBR | Vanguard Small-Cap Val... | 12 | 12 | 0.20% | 0.54% | 0.65% | Q4 2020 | Q3 2023 | 12 |
BRKB | BERKSHIRE HATHAWAY INC... | 11 | 1 | 0.15% | 0.23% | 0.50% | Q4 2019 | Q3 2023 | 12 |
BLK | BLACKROCK INC | 12 | 12 | 0.16% | 0.23% | 0.27% | Q4 2020 | Q3 2023 | 12 |
SBUX | STARBUCKS CORP | 12 | 12 | 0.14% | 0.18% | 0.24% | Q4 2020 | Q3 2023 | 12 |
COP | CONOCOPHILLIPS | 10 | 1 | 0.14% | 0.24% | 0.31% | Q4 2019 | Q3 2023 | 11 |
T | AT&T INC | 10 | 1 | 0.12% | 0.24% | 0.39% | Q4 2019 | Q4 2022 | 11 |
SCHJ | SCHWABSTRATEGICTR | 11 | 11 | 0.14% | 0.20% | 0.30% | Q1 2020 | Q3 2022 | 11 |
BAC | BK OF AMERICA CORP | 11 | 11 | 0.16% | 0.18% | 0.22% | Q1 2021 | Q3 2023 | 11 |
F | FORD MTR CO DEL | 6 | 5 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 11 |
LEVL | LEVEL ONE BANCORP INC | 10 | 10 | 0.70% | 0.90% | 1.11% | Q4 2019 | Q1 2022 | 10 |
VFC | V FCORP | 7 | 3 | 0.21% | 0.35% | 0.58% | Q4 2019 | Q2 2022 | 10 |
IWF | ISHARESTR | 9 | 1 | 0.18% | 0.29% | 0.34% | Q4 2019 | Q2 2022 | 10 |
CVS | CVS HEALTH CORP | 10 | 10 | 0.17% | 0.24% | 0.31% | Q4 2020 | Q1 2023 | 10 |
GIS | MLS INC | 4 | 1 | 0.13% | 0.18% | 0.24% | Q1 2020 | Q1 2023 | 10 |
QQQ | Invesco QQQ Trust | 5 | 2 | 0.14% | 0.17% | 0.19% | Q3 2020 | Q2 2023 | 10 |
EW | EDWARDS LIFESCIENCES CORP | 8 | 1 | 0.14% | 0.17% | 0.19% | Q3 2020 | Q2 2023 | 9 |
CB | Chubb Ltd | 4 | 1 | 0.12% | 0.14% | 0.18% | Q4 2019 | Q3 2023 | 9 |
AMAT | APPLIED MATLS INC | 8 | 8 | 0.22% | 0.39% | 0.53% | Q4 2021 | Q3 2023 | 8 |
TMO | THERMO FISHER SCIENTIF... | 4 | 1 | 0.13% | 0.14% | 0.15% | Q3 2020 | Q2 2023 | 8 |
ICF | ISHARES TR | 7 | 7 | 0.85% | 1.54% | 1.93% | Q1 2022 | Q3 2023 | 7 |
IWD | ISHARESTR | 6 | 1 | 0.18% | 0.19% | 0.23% | Q4 2019 | Q3 2021 | 7 |
EPD | ENTERPRISE PRODS PARTN... | 7 | 7 | 0.17% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 7 |
HYLB | Xtrackers USD High Yie... | 6 | 6 | 0.14% | 0.47% | 0.91% | Q1 2021 | Q2 2022 | 6 |
CMI | CUMMINS INC | 6 | 6 | 0.19% | 0.24% | 0.28% | Q2 2022 | Q3 2023 | 6 |
PGR | PROGRESSIVE CORP OHIO | 5 | 1 | 0.13% | 0.19% | 0.23% | Q4 2019 | Q1 2022 | 6 |
VGK | VANGUARD INTL EQUITY I... | 5 | 1 | 0.15% | 0.17% | 0.22% | Q4 2019 | Q4 2021 | 6 |
BX | BLACKSTONE INC | 5 | 5 | 0.18% | 0.25% | 0.34% | Q1 2022 | Q1 2023 | 5 |
SYSTEM1 INC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 | |
ICSH | ISHARES TR | 4 | 4 | 0.14% | 0.37% | 0.57% | Q2 2022 | Q1 2023 | 4 |
VTIP | Vanguard Short-Term In... | 3 | 1 | 0.17% | 0.20% | 0.24% | Q4 2019 | Q4 2020 | 4 |
EEM | ISHARES TR | 4 | 4 | 0.13% | 0.14% | 0.16% | Q1 2021 | Q4 2021 | 4 |
BIIB | BIOGEN INC | 2 | 1 | 0.18% | 0.22% | 0.27% | Q4 2019 | Q3 2020 | 3 |
WMT | WALMART INC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
FDX | FEDEX CORP | 3 | 3 | 0.15% | 0.16% | 0.16% | Q2 2021 | Q4 2021 | 3 |
APD | AIR PRODS & CHEMS INC | 2 | 1 | 0.14% | 0.16% | 0.16% | Q4 2022 | Q3 2023 | 3 |
AGG | ISHARES TR | 2 | 2 | 0.97% | 1.26% | 1.54% | Q2 2023 | Q3 2023 | 2 |
UNH | UNITEDHEALTH GROUP INC | 2 | 2 | 0.44% | 0.53% | 0.62% | Q2 2023 | Q3 2023 | 2 |
CMCSA | COMCAST CORP NEW | 2 | 2 | 0.16% | 0.33% | 0.50% | Q2 2023 | Q3 2023 | 2 |
HON | HONEYWELL INTL INC | 2 | 2 | 0.13% | 0.27% | 0.40% | Q2 2023 | Q3 2023 | 2 |
WBA | WALGREENS BOOTS ALLIAN... | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2019 | Q1 2020 | 2 |
STIP | ISHARES TR | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q3 2022 | 2 |
MPC | MARATHON PETE CORP | 1 | 1 | 0.15% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 2 |
UTX | United Technologies Corp | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2019 | Q4 2019 | 1 |
MO | ALTRIA GROUP INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
RLJPRA | RLJ LODGING TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
EQCPRD | EQUITY COMWLTH | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Invesco QQQ Trust | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 | |
VNQ | VANGUARD INDEX FDS | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
PHYS | SPROTT PHYSICAL GOLD TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
PAYX | PAYCHEX INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
MMP | MAGELLAN MIDSTREAM PRT... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
EXC | EXELON CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
ITW | ILLINOIS TOOL WKS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
TMC THE METALS COMPANY... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
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The securities at the top of the list , including Schwab US Mid-Cap ETF, SCHWABSTRATEGICTR, and Schwab US Large-Cap ETF, are the highest-conviction holdings of ARBOR TRUST WEALTH ADVISORS, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by ARBOR TRUST WEALTH ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that ARBOR TRUST WEALTH ADVISORS, LLC owns currently or has owned in the past.