Portfolio (Quarterly)
Guide ↗
ARBOR TRUST WEALTH ADVISORS, LLC
· CIK 0001797135| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 5,921 | $1.3M | 0.59% | SOLD |
| 2 | IVW | ISHARES TR | — | 3,512 | $397K | 0.17% | SOLD |
| 3 | BUFZ | FIRST TR EXCHNG TRADED FD VI | — | 9,920 | $261K | 0.11% | SOLD |
| 4 | DFIV | DIMENSIONAL ETF TRUST | — | 4,126 | $218K | 0.10% | SOLD |
| 5 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 3,058 | $209K | 0.09% | SOLD |
| 6 | ITW | ILLINOIS TOOL WKS INC | Industrials | 776 | $203K | 0.09% | SOLD |
| 7 | NEE | NEXTERA ENERGY INC | Utilities | 2,170 | $202K | 0.09% | SOLD |
Sector Allocation
Technology
24.6%
Healthcare
21.8%
Financial Services
17.2%
Consumer Defensive
8.0%
Communication Services
7.8%
Consumer Cyclical
7.2%
Industrials
7.2%
Energy
4.0%
Utilities
2.1%