ARBOR CAPITAL MANAGEMENT INC /ADV

data from 30/09/2025

Capitalization

$ 124.432 M 8.42 %

Average holding period

10 ans

Performance

$ 12.966 M 15.36 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ARBOR CAPITAL MANAGEMENT INC /ADV

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ARKK ARK ETF TR 3.67% 4.562 M $ 52009 2024/03/31 933.030 K $ 21.65 %
2025/09/30 FBTC FIDELITY WISE ORIGIN BITCOIN 3.60% 4.474 M $ 43695 2024/03/31 233.911 K $ 5.88 %
2025/09/30 AMZN AMAZON COM INC 2.80% 3.482 M $ 15742 2021/12/31 2.918 K $ 0.08 %
2025/09/30 JFLX J P MORGAN EXCHANGE TRADED F 2.72% 3.381 M $ 67262 2025/09/30 0.000 $ 0.00 %
2025/09/30 MSFT MICROSOFT CORP 2.52% 3.138 M $ 6068 2021/12/31 124.965 K $ 3.91 %
2025/09/30 AVGO BROADCOM INC 2.30% 2.864 M $ 8517 2024/03/31 511.726 K $ 18.73 %
2025/09/30 QCOM QUALCOMM INC 2.30% 2.860 M $ 17020 2021/12/31 120.259 K $ 4.65 %
2025/09/30 MMM 3M CO 2.24% 2.781 M $ 17681 2024/03/31 53.513 K $ 1.96 %
2025/09/30 GOOGL ALPHABET INC 2.23% 2.779 M $ 11393 2021/12/31 812.069 K $ 35.52 %
2025/09/30 AAPL APPLE INC 2.20% 2.743 M $ 10684 2021/12/31 531.793 K $ 23.84 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 2.15% 2.675 M $ 9396 2021/12/31 565.118 K $ 22.29 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.99% 2.473 M $ 13319 2022/06/30 384.231 K $ 20.23 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.84% 2.293 M $ 7392 2021/12/31 203.955 K $ 8.66 %
2025/09/30 COIN COINBASE GLOBAL INC 1.83% 2.279 M $ 6388 2024/03/31 -109.070 K $ -3.53 %
2025/09/30 HD HOME DEPOT INC 1.73% 2.150 M $ 5382 2024/03/31 195.756 K $ 10.48 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 1.68% 2.092 M $ 11246 2021/12/31 313.501 K $ 16.46 %
2025/09/30 SCCO SOUTHERN COPPER CORP 1.67% 2.073 M $ 16766 2021/12/31 405.637 K $ 20.87 %
2025/09/30 CVX CHEVRON CORP NEW 1.62% 2.011 M $ 13029 2021/12/31 176.853 K $ 8.11 %
2025/09/30 KO COCA COLA CO 1.60% 1.990 M $ 30086 2021/12/31 -127.969 K $ -6.41 %
2025/09/30 KMI KINDER MORGAN INC DEL 1.59% 1.980 M $ 70094 2021/12/31 -83.046 K $ -3.83 %
2025/09/30 PM PHILIP MORRIS INTL INC 1.58% 1.966 M $ 12270 2021/12/31 -245.178 K $ -11.73 %
2025/09/30 META META PLATFORMS INC 1.47% 1.828 M $ 2507 2024/03/31 -10.528 K $ -0.48 %
2025/09/30 CME CME GROUP INC 1.37% 1.703 M $ 6368 2021/12/31 -38.417 K $ -1.95 %
2025/09/30 WELL WELLTOWER INC 1.34% 1.673 M $ 9461 2024/03/31 245.906 K $ 15.15 %
2025/09/30 USB US BANCORP DEL 1.34% 1.664 M $ 34553 2021/12/31 125.084 K $ 6.82 %
2025/09/30 NVDA NVIDIA CORPORATION 1.33% 1.656 M $ 8815 2025/06/30 268.259 K $ 16.66 %
2025/09/30 CSCO CISCO SYS INC 1.31% 1.625 M $ 23709 2024/12/31 -17.586 K $ -1.39 %
2025/09/30 RVNU DBX ETF TR 1.29% 1.607 M $ 65295 2024/03/31 42.878 K $ 2.86 %
2025/09/30 AXP AMERICAN EXPRESS CO 1.27% 1.580 M $ 4765 2025/06/30 68.443 K $ 4.28 %
2025/09/30 MUST COLUMBIA ETF TR I 1.25% 1.549 M $ 75487 2021/12/31 30.589 K $ 2.04 %
2025/09/30 DLR DIGITAL RLTY TR INC 1.24% 1.541 M $ 8901 2021/12/31 -13.161 K $ -0.82 %
2025/09/30 PPL PPL CORP 1.24% 1.539 M $ 41937 2021/12/31 153.251 K $ 9.32 %
2025/09/30 VTR VENTAS INC 1.22% 1.520 M $ 21716 2021/12/31 147.600 K $ 10.45 %
2025/09/30 PLD PROLOGIS INC. 1.22% 1.514 M $ 13140 2021/12/31 125.358 K $ 8.82 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 1.21% 1.502 M $ 17696 2025/09/30 0.000 $ 0.00 %
2025/09/30 EQIX EQUINIX INC 1.17% 1.455 M $ 1872 2021/12/31 -21.096 K $ -1.53 %
2025/09/30 MCD MCDONALDS CORP 1.11% 1.381 M $ 4562 2021/12/31 51.755 K $ 3.93 %
2025/09/30 NKE NIKE INC 1.11% 1.379 M $ 19023 2021/12/31 -27.192 K $ -1.78 %
2025/09/30 MA MASTERCARD INCORPORATED 1.10% 1.375 M $ 2389 2021/12/31 16.769 K $ 1.20 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 1.07% 1.335 M $ 6954 2021/12/31 -190.682 K $ -13.41 %
2025/09/30 PSA PUBLIC STORAGE OPER CO 1.06% 1.320 M $ 4565 2021/12/31 -19.783 K $ -1.61 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.05% 1.311 M $ 3742 2021/12/31 103.056 K $ 12.13 %
2025/09/30 AVB AVALONBAY CMNTYS INC 1.05% 1.308 M $ 6817 2021/12/31 -64.324 K $ -5.29 %
2025/09/30 DOW DOW INC 1.04% 1.290 M $ 55054 2021/12/31 -172.558 K $ -14.54 %
2025/09/30 TMUS T-MOBILE US INC 0.99% 1.234 M $ 5272 2023/06/30 5.928 K $ 0.47 %
2025/09/30 FTCS FIRST TR EXCHANGE-TRADED FD 0.96% 1.200 M $ 12858 2021/12/31 33.973 K $ 3.01 %
2025/09/30 IWF ISHARES TR 0.95% 1.185 M $ 2512 2021/12/31 104.315 K $ 9.89 %
2025/09/30 FETH FIDELITY ETHEREUM FD 0.95% 1.182 M $ 27244 2025/09/30 0.000 $ 0.00 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.89% 1.102 M $ 2161 2021/12/31 202.559 K $ 17.71 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 0.87% 1.083 M $ 46103 2021/12/31 52.476 K $ 5.39 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.83% 1.035 M $ 1125 2021/12/31 -94.407 K $ -6.72 %
2025/09/30 CSRE COHEN & STEERS ETF TRUST 0.83% 1.029 M $ 39658 2025/06/30 7.752 K $ 0.93 %
2025/09/30 INVH INVITATION HOMES INC 0.81% 1.011 M $ 34784 2024/03/31 -92.773 K $ -10.92 %
2025/09/30 EGP EASTGROUP PPTYS INC 0.73% 906.099 K $ 5332 2025/06/30 6.342 K $ 1.29 %
2025/09/30 ZTS ZOETIS INC 0.72% 895.063 K $ 6088 2021/12/31 -65.522 K $ -6.39 %
2025/09/30 BLOK AMPLIFY ETF TR 0.70% 876.968 K $ 12668 2023/06/30 118.872 K $ 16.69 %
2025/09/30 WY WEYERHAEUSER CO MTN BE 0.69% 862.976 K $ 34757 2025/06/30 -22.529 K $ -3.54 %
2025/09/30 PYLD PIMCO ETF TR 0.69% 859.468 K $ 32112 2024/09/30 8.100 K $ 1.13 %
2025/09/30 CRM SALESFORCE INC 0.63% 778.442 K $ 3270 2025/06/30 -94.221 K $ -13.43 %
2025/09/30 FSMB FIRST TR EXCH TRADED FD III 0.60% 746.615 K $ 37182 2021/12/31 6.194 K $ 0.85 %
2025/09/30 FMHI FIRST TR EXCH TRADED FD III 0.59% 740.304 K $ 15578 2021/12/31 12.410 K $ 1.75 %
2025/09/30 FBND FIDELITY MERRIMACK STR TR 0.56% 696.745 K $ 15022 2024/09/30 6.376 K $ 1.07 %
2025/09/30 FNOV FIRST TR EXCHNG TRADED FD VI 0.43% 536.213 K $ 10131 2023/12/31 28.172 K $ 5.49 %
2025/09/30 DNOV FIRST TR EXCHNG TRADED FD VI 0.43% 529.782 K $ 11305 2023/12/31 24.079 K $ 4.72 %
2025/09/30 SBUX STARBUCKS CORP 0.42% 518.425 K $ 6045 2021/12/31 -42.496 K $ -7.74 %
2025/09/30 LMBS FIRST TR EXCHANGE-TRADED FD 0.39% 487.702 K $ 9780 2021/12/31 4.676 K $ 1.08 %
2025/09/30 DAUG FIRST TR EXCHNG TRADED FD VI 0.37% 465.195 K $ 10657 2021/12/31 21.843 K $ 4.68 %
2025/09/30 ISCF ISHARES TR 0.37% 463.443 K $ 11260 2021/12/31 25.653 K $ 6.09 %
2025/09/30 FAUG FIRST TR EXCHNG TRADED FD VI 0.37% 456.948 K $ 8797 2021/12/31 27.371 K $ 5.80 %
2025/09/30 SDVY FIRST TR EXCHANGE-TRADED FD 0.37% 455.928 K $ 12004 2024/09/30 31.751 K $ 7.60 %
2025/09/30 QQQ INVESCO QQQ TR 0.37% 454.133 K $ 750 2024/03/31 36.547 K $ 8.54 %
2025/09/30 FDEC FIRST TR EXCHNG TRADED FD VI 0.36% 451.468 K $ 9160 2023/12/31 25.818 K $ 5.44 %
2025/09/30 FSEP FIRST TR EXCHNG TRADED FD VI 0.36% 447.528 K $ 8845 2021/12/31 22.904 K $ 5.21 %
2025/09/30 DSEP FIRST TR EXCHNG TRADED FD VI 0.36% 447.380 K $ 10117 2021/12/31 18.052 K $ 4.21 %
2025/09/30 DDEC FIRST TR EXCHNG TRADED FD VI 0.36% 445.649 K $ 10181 2023/12/31 22.435 K $ 4.76 %
2025/09/30 LALT FIRST TR EXCHNG TRADED FD VI 0.35% 440.277 K $ 19456 2024/09/30 22.443 K $ 7.22 %
2025/09/30 FOCT FIRST TR EXCHNG TRADED FD VI 0.35% 435.387 K $ 9152 2022/12/31 25.106 K $ 6.05 %
2025/09/30 DOCT FIRST TR EXCHNG TRADED FD VI 0.34% 424.295 K $ 9811 2022/12/31 20.912 K $ 5.13 %
2025/09/30 BNDX VANGUARD CHARLOTTE FDS 0.32% 393.825 K $ 7967 2021/12/31 -343.000 $ -0.10 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.30% 376.698 K $ 756 2021/12/31 12.829 K $ 3.54 %
2025/09/30 PCAR PACCAR INC 0.29% 363.044 K $ 3666 2021/12/31 11.951 K $ 3.27 %
2025/09/30 FMAY FIRST TR EXCHNG TRADED FD VI 0.27% 340.088 K $ 6507 2022/09/30 14.525 K $ 4.41 %
2025/09/30 FJUL FIRST TR EXCHNG TRADED FD VI 0.27% 336.999 K $ 6154 2022/09/30 18.977 K $ 5.69 %
2025/09/30 DJUL FIRST TR EXCHNG TRADED FD VI 0.27% 336.480 K $ 7198 2022/09/30 16.862 K $ 5.05 %
2025/09/30 BP BP PLC 0.27% 330.222 K $ 9721 2021/12/31 55.388 K $ 14.31 %
2025/09/30 DMAY FIRST TR EXCHNG TRADED FD VI 0.26% 327.391 K $ 7383 2022/06/30 11.491 K $ 3.51 %
2025/09/30 CEF SPROTT PHYSICAL GOLD & SILVE 0.26% 320.731 K $ 8750 2024/12/31 57.662 K $ 21.86 %
2025/09/30 DAPR FIRST TR EXCHNG TRADED FD VI 0.25% 307.670 K $ 7069 2023/12/31 6.031 K $ 2.19 %
2025/09/30 FFEB FIRST TR EXCHNG TRADED FD VI 0.23% 288.193 K $ 5224 2024/03/31 13.508 K $ 5.18 %
2025/09/30 FJUN FIRST TR EXCHNG TRADED FD VI 0.23% 285.036 K $ 5093 2024/03/31 9.956 K $ 4.22 %
2025/09/30 DFEB FIRST TR EXCHNG TRADED FD VI 0.23% 282.625 K $ 6070 2024/06/30 10.879 K $ 4.22 %
2025/09/30 RAYE ADVISORS INNER CIRCLE FD III 0.23% 281.564 K $ 9931 2025/06/30 16.311 K $ 6.56 %
2025/09/30 DAPR FIRST TR EXCHNG TRADED FD VI 0.23% 280.315 K $ 7254 2024/03/31 6.627 K $ 2.45 %
2025/09/30 FJAN FIRST TR EXCHNG TRADED FD VI 0.22% 279.162 K $ 5564 2024/03/31 15.922 K $ 5.40 %
2025/09/30 FMAR FIRST TR EXCHNG TRADED FD VI 0.22% 276.684 K $ 5961 2023/03/31 9.152 K $ 3.43 %
2025/09/30 VTI VANGUARD INDEX FDS 0.22% 276.312 K $ 838 2025/06/30 22.034 K $ 7.74 %
2025/09/30 DJUN FIRST TR EXCHNG TRADED FD VI 0.22% 276.209 K $ 5938 2024/03/31 7.641 K $ 3.27 %
2025/09/30 DMAR FIRST TR EXCHNG TRADED FD VI 0.22% 269.220 K $ 6602 2023/03/31 7.882 K $ 3.01 %
2025/09/30 DJAN FIRST TR EXCHNG TRADED FD VI 0.21% 260.821 K $ 6186 2024/03/31 12.662 K $ 4.42 %
2025/09/30 TSLA TESLA INC 0.20% 255.019 K $ 575 2025/09/30 0.000 $ 0.00 %