ARBOR TRUST WEALTH ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Ann Arbor, MI
CIK
0001797135
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 100 190,435 SCHF, SCHM, SCHG, ABBV 13F-HR 8/2/2024 000195175724000634
Q1 2024 98 182,022 SCHM, SCHF, SCHG, ABBV 13F-HR 4/15/2024 000195175724000267
Q4 2023 92 168,021 SCHM, SCHF, SCHG, ABBV 13F-HR 1/30/2024 000195175724000148
Q3 2023 90 151,855 SCHM, SCHF, ABBV, AAPL 13F-HR 10/10/2023 000195175723000516
Q2 2023 96 157,268 SCHM, AAPL, SCHG, MDY 13F-HR 7/31/2023 000195175723000449
Q1 2023 97 152,151 SCHM, ABBV, AAPL, MDY 13F-HR 5/2/2023 000195175723000224
Q4 2022 100 144,898 SCHM, ABBV, SCHV, MDY 13F-HR 1/31/2023 000195175723000085
Q3 2022 96 131,532 SCHM, ABBV, AAPL, MDY 13F-HR 10/24/2022 000179713522000005
Q2 2022 100 143,413 SCHM, ABBV, AAPL, MDY 13F-HR 7/15/2022 000179713522000003
Q1 2022 102 166,643 AAPL, SCHM, SCHF, ABBV 13F-HR 4/25/2022 000179713522000002
Q4 2021 101 173,496 SCHM, SCHF, AAPL, MDY 13F-HR 1/20/2022 000179713522000001
Q3 2021 99 160,135 SCHM, SCHF, MDY, AAPL 13F-HR 11/12/2021 000179713521000004
Q2 2021 98 159,323 SCHM, SCHF, MDY, AAPL 13F-HR 7/26/2021 000179713521000003
Q1 2021 95 149,696 SCHM, SCHF, MDY, SCHX 13F-HR 5/10/2021 000179713521000002
Q4 2020 95 137,709 SCHX, AAPL, SCHF, SCHM 13F-HR 2/10/2021 000179713521000001
Q3 2020 83 115,559 SCHX, AAPL, SCHF, ABT 13F-HR 11/9/2020 000179713520000004
Q2 2020 82 110,624 SCHX, SCHF, AAPL, ABBV 13F-HR 8/5/2020 000179713520000003
Q1 2020 81 94,615 SCHX, SCHF, SCHP, ABT 13F-HR 4/30/2020 000179713520000002
Q4 2019 83 116,805 SCHX, SCHF, MDY, SCHM 13F-HR 2/3/2020 000179713520000001