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Arbor Wealth Management LLC\AZ Last Quarter Change: USA Stocks, Added

Arbor Wealth Management LLC\AZ quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Arbor Wealth Management LLC\AZ opened 2 positions, added to 5, reduced 2, sold out of 0 and left 2 unchanged. The largest increase in value was ANET (+$535,547); the largest decrease was CVCO (-$350,011).

  • CRWD: Country of operation United States; Class CL A; Shares 2026-03-31 1,064; Shares 2026-06-30 1,065.
  • GLD: Country of operation United States; Class GOLD SHS; Shares 2026-03-31 3,889; Shares 2026-06-30 4,073.
  • AMZN: Country of operation United States; Class COM; Shares 2026-03-31 2,167; Shares 2026-06-30 2,178.
  • MA: Country of operation United States; Class CL A; Shares 2026-03-31 805; Shares 2026-06-30 812.

Two Form 13F-HR filings compared (SEC CIK 2149091): 2026-03-31 (filed 2026-08-31) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
CRWD
CROWDSTRIKE HLDGS INC
United StatesCL A1,0641,065+1$415,396$812,744+$397,348
GLD
SPDR GOLD TR
United StatesGOLD SHS3,8894,073+184$1,673,398$1,500,412-$172,986
AMZN
AMAZON COM INC
United StatesCOM2,1672,178+11$451,321$519,105+$67,784
MA
MASTERCARD INCORPORATED
United StatesCL A805812+7$402,226$417,257+$15,031
SHOP
SHOPIFY INC
CL A SUB VTG SHS3,2943,472+178$390,734$396,433+$5,699

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