Orba Wealth Advisors, L.L.C. Purchases and Sells in Q1 2025

Orba Wealth Advisors, L.L.C.

$198 Billion
Q1 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	3.68K + 19.18%	$551.42 - $612.93 $2.03M - $2.26M	22.9K $12.8B
DGRW	13.7K + 14.59%	$78.0 - $84.37 $1.07M - $1.15M	107K $8.57B
SPMD	23.2K + 36.35%	$50.21 - $57.73 $1.17M - $1.34M	87K $4.45B
QQQ	3.03K + 25.85%	$468.34 - $539.52 $1.42M - $1.64M	14.8K $6.93B
FTCS	7.26K + 15.01%	$86.39 - $91.35 $627K - $663K	55.6K $4.99B
AVDE	5.2K + 7.93%	$60.63 - $68.55 $315K - $356K	70.7K $4.68B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FMB	15K New	$50.17 - $51.45 $753K - $772K	15K $756M
ITW	1.13K New	$244.9 - $274.48 $276K - $310K	1.13K $280M
TRV	825 New	$232.43 - $265.13 $192K - $219K	825 $218M
BUFR	7.2K New	$29.34 - $31.31 $211K - $225K	7.2K $214M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-239 - 0.34%	$209.68 - $247.1 $50.1K - $59.1K	70.6K $15.7B
GOOG	-100 - 0.5%	$156.06 - $207.71 $15.6K - $20.8K	19.8K $3.09B
MSFT	-15 - 0.11%	$375.39 - $447.2 $5.63K - $6.71K	13.8K $5.17B
AVUV	-384 - 1.01%	$84.95 - $100.62 $32.6K - $38.6K	37.5K $3.27B
AMZN	-240 - 2.16%	$190.26 - $242.06 $45.7K - $58.1K	10.9K $2.07B
GOOGL	-20 - 0.24%	$154.33 - $206.19 $3.09K - $4.12K	8.41K $1.3B

Activity Summary All Purchases 31 New Holdings 4 Increased Positions 27 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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