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

Orba Wealth Advisors, L.L.C.

  • $198 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-239
- 0.34%
$209.68 - $247.1 $50.1K - $59.1K
70.6K $15.7B
GOOG
Alphabet Inc.

Communication Services
-100
- 0.5%
$156.06 - $207.71 $15.6K - $20.8K
19.8K $3.09B
MSFT
Microsoft Corp

Technology
-15
- 0.11%
$375.39 - $447.2 $5.63K - $6.71K
13.8K $5.17B
AVUV
American Centy ETF Tr Avantis

ETFs
-384
- 1.01%
$84.95 - $100.62 $32.6K - $38.6K
37.5K $3.27B
AMZN
Amazon Com Inc

Consumer Cyclical
-240
- 2.16%
$190.26 - $242.06 $45.7K - $58.1K
10.9K $2.07B
GOOGL
Alphabet Inc.

Communication Services
-20
- 0.24%
$154.33 - $206.19 $3.09K - $4.12K
8.41K $1.3B
CGGO
Capital Group Global Growth Eq

ETFs
-165
- 0.1%
$28.33 - $30.84 $4.67K - $5.09K
173K $4.89B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-60
- 2.38%
$522.96 - $601.18 $31.4K - $36.1K
2.46K $1.31B
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-313
- 0.43%
$44.7 - $49.05 $14K - $15.4K
73.1K $3.31B
OMFL
Invesco Exchange Traded Self I

ETFs
-719
- 1.49%
$52.19 - $57.45 $37.5K - $41.3K
47.4K $2.53B
META
Meta Platforms, Inc.

Communication Services
-30
- 1.0%
$576.36 - $736.67 $17.3K - $22.1K
2.96K $1.71B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-15
- 1.18%
$497.6 - $606.74 $7.46K - $9.1K
1.25K $623M
FDX
Fedex Corp

Industrials
-8
- 0.88%
$230.33 - $281.53 $1.84K - $2.25K
900 $219M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-100
- 4.96%
$102.49 - $119.96 $10.2K - $12K
1.92K $200M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
-568
- 2.52%
$27.88 - $30.57 $15.8K - $17.4K
22K $627M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-25
- 0.3%
$64.88 - $72.1 $1.62K - $1.8K
8.24K $542M
MA
Mastercard Inc

Financial Services
-25
- 6.2%
$504.67 - $576.31 $12.6K - $14.4K
378 $207M
UNH
Unitedhealth Group Inc

Healthcare
-120
- 3.45%
$461.52 - $548.18 $55.4K - $65.8K
3.36K $1.76B
SBUX
Starbucks Corp

Consumer Cyclical
-63
- 2.61%
$91.75 - $115.81 $5.78K - $7.3K
2.36K $231M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-22
- 0.24%
$59.6 - $67.2 $1.31K - $1.48K
9.01K $575M
V
Visa Inc.

Financial Services
-33
- 1.54%
$306.92 - $362.71 $10.1K - $12K
2.11K $739M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-100
- 0.64%
$74.85 - $84.89 $7.48K - $8.49K
15.5K $1.27B
ABBV
Abb Vie Inc.

Healthcare
-98
- 0.35%
$169.2 - $216.66 $16.6K - $21.2K
27.9K $5.84B
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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