Arbor Wealth Management's Q4 2021 Holdings: Top Investments and Changes Made.

Arbor Wealth Management, LLC is a registered investment advisor that manages money for individuals, families, and institutions. The firm focuses on long-term capital appreciation by investing in a diversified portfolio of stocks, bonds, and other securities. As part of its investment strategy, Arbor Wealth Management maintain a holding of both large-cap and small-cap companies across a variety of sectors.

In this blog post, we shall look at the changes in holdings that Arbor Wealth Management has made between Q3 2021 and Q4 2021 as summarized in the provided 13F Holdings Comparison CSV file.

Overall, the CSV file shows that the total value of Arbor Wealth Management's holdings increased by 4.44% from Q3 2021 to Q4 2021. In the following sections, we shall take a deeper look at the company's top holdings and the changes that have occurred in each.

Berkshire Hathaway (BRK-B)

Berkshire Hathaway is the largest holding of Arbor Wealth Management with a total value of $98,054,000 in Q4 2021, representing an increase of 10.2% from Q3 2021. The holding comprises 327,940 shares of the company's stock. Berkshire Hathaway has been a long-term holding of the firm and its investment in the company has continued to generate significant returns over the years.

Alphabet (GOOGL)

Alphabet is another top holding of Arbor Wealth Management, with a total value of $45,379,000 in Q4 2021, representing a 13.1% increase from Q3 2021. The holding comprises 15,664 shares of the company's stock. Alphabet has been a favorite of investors due to its dominance in the online search and advertising industry.

KKR & Co Inc. (KKR)

KKR & Co Inc. is a global investment firm that specializes in private equity, credit, and real estate. Arbor Wealth Management holds 539,316 shares of KKR stock, with a total value of $40,179,000 in Q4 2021, representing a 21.6% increase from Q3 2021. This significant increase in the investment may indicate that the investment firm is bullish about KKR's prospects for future growth.

Amazon (AMZN)

Amazon is a leading e-commerce giant and a favorite of retail investors. Arbor Wealth Management holds 10,650 shares of Amazon stock in Q4 2021, with a total value of $35,511,000, representing a 5.9% increase from Q3 2021. The company's stock has continued to perform well, despite the challenges posed by the COVID-19 pandemic.

UnitedHealth Group Inc. (UNH)

UnitedHealth Group is a diversified health and wellness company that provides health services and insurance coverage. Arbor Wealth Management holds 33,132 shares of UnitedHealth Group in Q4 2021, with a total value of $16,637,000, representing a 26% increase from Q3 2021. UnitedHealth Group has continued to benefit from the strong demand for healthcare services and products, driven by the aging population.

Apple Inc. (AAPL)

Apple is an iconic brand and the world's largest technology company, known for its innovative products and services. Arbor Wealth Management holds 89,900 shares of Apple stock in Q4 2021, with a total value of $15,963,000, representing a 32.7% increase from Q3 2021. Apple has continued to perform well, driven by its strong product portfolio and loyal customer base.

In conclusion, Arbor Wealth Management's investment strategy is focused on long-term growth and value creation. The investment firm's holdings in the top companies reflect its belief in the potential of these companies to deliver strong returns for its clients. The changes in holdings in the Q3 2021 and Q4 2021 suggest that the firm is always on the lookout for opportunities to optimize its portfolio and improve its clients' returns.