Arbor Investment Advisors, LLC Top Holdings and 13F Report (2025) About Arbor Investment Advisors, LLCInvestment ActivityArbor Investment Advisors, LLC has $712.50 million in total holdings as of December 31, 2024.Arbor Investment Advisors, LLC owns shares of 107 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 2.07% of the portfolio was purchased this quarter.About 5.94% of the portfolio was sold this quarter.This quarter, Arbor Investment Advisors, LLC has purchased 116 new stocks and bought additional shares in 29 stocks.Arbor Investment Advisors, LLC sold shares of 41 stocks and completely divested from 18 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $111,373,380Invesco FTSE RAFI US 1000 ETF $88,501,070iShares Treasury Floating Rate Bond ETF $73,803,093Vanguard FTSE Developed Markets ETF $72,426,204Vanguard Short-Term Bond ETF $44,339,202 Largest New Holdings this Quarter Invesco CurrencyShares Japanese Yen Trust $2,807,898 HoldingFinancial Select Sector SPDR Fund $307,862 HoldingEnergy Select Sector SPDR Fund $242,760 HoldingTaiwan Semiconductor Manufacturing $221,781 HoldingNVIDIA $210,586 Holding Largest Purchases this Quarter Invesco CurrencyShares Japanese Yen Trust 47,900 shares (about $2.81M)Vanguard Total Bond Market ETF 35,171 shares (about $2.53M)iShares Core U.S. Aggregate Bond ETF 20,046 shares (about $1.94M)Vanguard Short-Term Bond ETF 21,038 shares (about $1.63M)Vanguard FTSE Developed Markets ETF 18,102 shares (about $865.64K) Largest Sales this Quarter iShares Treasury Floating Rate Bond ETF 212,530 shares (about $10.73M)Apple 34,920 shares (about $8.74M)Lowe's Companies 19,719 shares (about $4.87M)Truist Financial 79,069 shares (about $3.43M)iShares Russell 1000 ETF 4,685 shares (about $1.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArbor Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWBiShares Russell 1000 ETF$111,373,380$1,509,321 ▼-1.3%345,70815.6%ETFPRFInvesco FTSE RAFI US 1000 ETF$88,501,070$1,294,954 ▼-1.4%2,193,87912.4%ETFTFLOiShares Treasury Floating Rate Bond ETF$73,803,093$10,726,390 ▼-12.7%1,462,31610.4%ETFVEAVanguard FTSE Developed Markets ETF$72,426,204$865,638 ▲1.2%1,514,55910.2%ETFBSVVanguard Short-Term Bond ETF$44,339,202$1,625,605 ▲3.8%573,8226.2%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$35,936,991$232,933 ▼-0.6%863,6625.0%ManufacturingTIPiShares TIPS Bond ETF$31,403,424$603,287 ▲2.0%294,7294.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$27,816,835$1,942,460 ▲7.5%287,0673.9%FinanceEFAiShares MSCI EAFE ETF$26,906,474$209,288 ▼-0.8%355,8593.8%FinanceVWOVanguard FTSE Emerging Markets ETF$23,791,541$373,679 ▼-1.5%540,2263.3%ETFJPSTJPMorgan Ultra-Short Income ETF$19,162,601$352,086 ▲1.9%380,4372.7%ETFVONEVanguard Russell 1000$14,328,149$328,331 ▼-2.2%53,7202.0%ETFBNDVanguard Total Bond Market ETF$13,612,976$2,529,143 ▲22.8%189,3061.9%ETFIWMiShares Russell 2000 ETF$11,093,591$141,415 ▼-1.3%50,2061.6%FinanceIWFiShares Russell 1000 Growth ETF$10,183,082$2,409 ▲0.0%25,3581.4%ETFIEFAiShares Core MSCI EAFE ETF$9,277,628$33,805 ▲0.4%132,0101.3%ETFIWDiShares Russell 1000 Value ETF$7,263,483$61,092 ▲0.8%39,2351.0%ETFEEMiShares MSCI Emerging Markets ETF$6,805,598$296,547 ▼-4.2%162,7351.0%FinanceAAPLApple$6,283,364$8,744,772 ▼-58.2%25,0910.9%Computer and TechnologyVTVanguard Total World Stock ETF$4,777,817$201,832 ▼-4.1%40,6690.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,657,336$261,465 ▼-5.3%89,1870.7%ETFSTPZPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund$4,539,522$246,434 ▲5.7%86,7990.6%ETFIDEViShares Core MSCI International Developed Markets ETF$3,825,629$649,209 ▲20.4%59,3400.5%ETFMSFTMicrosoft$3,705,756$125,605 ▼-3.3%8,7920.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,824,475$1,449 ▼-0.1%9,7460.4%ETFFXYInvesco CurrencyShares Japanese Yen Trust$2,807,898$2,807,898 ▲New Holding47,9000.4%ETFBRK.BBerkshire Hathaway$2,577,733$6,346 ▼-0.2%5,6870.4%FinanceCADECadence Bank$2,477,541$183,584 ▼-6.9%71,9170.3%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,339,839$30,214 ▲1.3%48,3240.3%ManufacturingSPYSPDR S&P 500 ETF Trust$2,092,071$102,553 ▲5.2%3,5700.3%FinanceVTWOVanguard Russell 2000 ETF$1,958,914$287,017 ▲17.2%21,9290.3%ETFCSCOCisco Systems$1,940,0730.0%32,7720.3%Computer and TechnologyVTVVanguard Value ETF$1,692,261$9,311 ▲0.6%9,9960.2%ETFCOSTCostco Wholesale$1,675,5470.0%1,8290.2%Retail/WholesaleIVViShares Core S&P 500 ETF$1,562,7870.0%2,6550.2%ETFESGVVanguard ESG US Stock ETF$1,363,208$3,461 ▲0.3%12,9970.2%ETFVONVVanguard Russell 1000 Value$1,349,196$2,844 ▲0.2%16,6050.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,201,402$369,261 ▲44.4%11,9730.2%ETFVBRVanguard Small-Cap Value ETF$1,200,309$595 ▲0.0%6,0570.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,141,905$277,353 ▲32.1%11,3510.2%ETFHDHome Depot$1,010,516$4,668 ▼-0.5%2,5980.1%Retail/WholesaleMKC.VMCCORMICK & CO/SH SH$999,802$478,146 ▼-32.4%13,1900.1%Consumer Non-DurablesIVWiShares S&P 500 Growth ETF$894,5810.0%8,8110.1%ETFMSIMotorola Solutions$722,0030.0%1,5620.1%Computer and TechnologyASMLASML$716,6450.0%1,0340.1%Computer and TechnologyJPMJPMorgan Chase & Co.$692,235$7,670 ▼-1.1%2,8880.1%FinanceMSMorgan Stanley$681,732$134,134 ▼-16.4%5,4230.1%FinanceXOMExxon Mobil$681,287$6,024 ▼-0.9%6,3330.1%Oils/EnergyBRK.ABerkshire Hathaway$680,9200.0%10.1%FinanceALLAllstate$661,270$128,591 ▼-16.3%3,4300.1%FinanceGOOGAlphabet$647,115$79,223 ▼-10.9%3,3980.1%Computer and TechnologyVTHRVanguard Russell 3000 ETF$587,860$260 ▲0.0%2,2630.1%ETFVOOVVanguard S&P 500 Value ETF$550,957$15,868 ▼-2.8%2,9860.1%ETFMCDMcDonald's$526,730$2,899 ▼-0.5%1,8170.1%Retail/WholesaleORCLOracle$509,5850.0%3,0580.1%Computer and TechnologyDFSDiscover Financial Services$509,296$2,252 ▼-0.4%2,9400.1%FinancePGProcter & Gamble$478,627$1,006 ▲0.2%2,8550.1%Consumer StaplesAPOApollo Global Management$462,4480.0%2,8000.1%FinanceJNJJohnson & Johnson$446,8800.0%3,0900.1%MedicalDUKDuke Energy$439,088$761,373 ▼-63.4%4,0750.1%UtilitiesABBVAbbVie$435,943$3,910 ▼-0.9%2,4530.1%MedicalGLDSPDR Gold Shares$419,853$83,051 ▲24.7%1,7340.1%FinanceBACBank of America$393,346$216,406 ▼-35.5%8,9500.1%FinanceGOOGLAlphabet$381,6330.0%2,0160.1%Computer and TechnologyUNPUnion Pacific$374,4070.0%1,6420.1%TransportationUNHUnitedHealth Group$373,3250.0%7380.1%MedicalDVYiShares Select Dividend ETF$361,758$5,384 ▼-1.5%2,7550.1%ETFIWRiShares Russell Mid-Cap ETF$358,487$9,371 ▼-2.5%4,0550.1%ETFAOAiShares Core Aggressive Allocation ETF$358,295$30,873 ▼-7.9%4,6770.1%ETFIAUiShares Gold Trust$351,868$17,873 ▼-4.8%7,1070.0%FinanceAVGOBroadcom$345,442$13,910 ▼-3.9%1,4900.0%Computer and TechnologyRJFRaymond James$338,7750.0%2,1810.0%FinanceTMOThermo Fisher Scientific$330,9190.0%6360.0%MedicalAMZNAmazon.com$325,1360.0%1,4820.0%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$323,0210.0%2,4970.0%ETFIWOiShares Russell 2000 Growth ETF$322,4900.0%1,1200.0%ETFKOCoca-Cola$316,428$105,850 ▼-25.1%5,0820.0%Consumer StaplesVVVanguard Large-Cap ETF$308,807$55,558 ▲21.9%1,1450.0%ETFXLFFinancial Select Sector SPDR Fund$307,862$307,862 ▲New Holding6,3700.0%ETFDSIiShares MSCI KLD 400 Social ETF$305,683$220 ▲0.1%2,7730.0%ETFURTHiShares MSCI World ETF$302,022$4,355 ▼-1.4%1,9420.0%ETFAHHArmada Hoffler Properties$298,3170.0%29,1610.0%FinanceLOWLowe's Companies$285,301$4,866,653 ▼-94.5%1,1560.0%Retail/WholesaleENBEnbridge$275,656$679 ▲0.2%6,4970.0%Oils/EnergyIWPiShares Russell Mid-Cap Growth ETF$266,4290.0%2,1020.0%ETFRTXRTX$264,3040.0%2,2840.0%AerospaceGPNGlobal Payments$263,0220.0%2,3470.0%Business ServicesPEPPepsiCo$262,621$7,908 ▼-2.9%1,7270.0%Consumer StaplesRSPTInvesco S&P 500 Equal Weight Technology ETF$260,743$2,619 ▲1.0%6,9680.0%ETFCVXChevron$250,863$1,738 ▼-0.7%1,7320.0%Oils/EnergyIYHiShares U.S. Healthcare ETF$248,463$10,780 ▲4.5%4,2640.0%ETFABTAbbott Laboratories$248,0620.0%2,1930.0%MedicalACNAccenture$245,8660.0%6990.0%Computer and TechnologyGEGeneral Electric$243,689$667 ▼-0.3%1,4610.0%TransportationXLEEnergy Select Sector SPDR Fund$242,760$242,760 ▲New Holding2,8340.0%ETFFDSFactSet Research Systems$240,1400.0%5000.0%Business ServicesWMTWalmart$235,2710.0%2,6040.0%Retail/WholesaleCATCaterpillar$233,9800.0%6450.0%Industrial ProductsVOTVanguard Mid-Cap Growth ETF$233,1960.0%9190.0%ETFTSMTaiwan Semiconductor Manufacturing$221,781$221,781 ▲New Holding1,1230.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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