Orba Wealth Advisors, L.L.C. Incresed Positions in Q1 2025

Orba Wealth Advisors, L.L.C.

  • $198 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
3.68K
+ 19.18%
$551.42 - $612.93 $2.03M - $2.26M
22.9K $12.8B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
13.7K
+ 14.59%
$78.0 - $84.37 $1.07M - $1.15M
107K $8.57B
SPMD
Spdr Portfolio

ETFs
23.2K
+ 36.35%
$50.21 - $57.73 $1.17M - $1.34M
87K $4.45B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.03K
+ 25.85%
$468.34 - $539.52 $1.42M - $1.64M
14.8K $6.93B
FTCS
First Trust Capital Strength E

ETFs
7.26K
+ 15.01%
$86.39 - $91.35 $627K - $663K
55.6K $4.99B
AVDE
American Centy ETF Tr Avantis

ETFs
5.2K
+ 7.93%
$60.63 - $68.55 $315K - $356K
70.7K $4.68B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.8K
+ 12.25%
$37.07 - $40.63 $437K - $479K
108K $4.25B
AVEM
American Centy ETF Tr Avantis

ETFs
7.8K
+ 11.93%
$57.11 - $62.4 $445K - $487K
73.2K $4.4B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.44K
+ 3.46%
$33.84 - $37.77 $184K - $205K
162K $5.91B
RDVY
First Trust Rising Dividend Ac

ETFs
10.2K
+ 12.85%
$57.22 - $63.39 $586K - $649K
89.9K $5.26B
RWO
Spdr Dow Jones Global Real Est

ETFs
6.67K
+ 29.55%
$41.41 - $45.24 $276K - $302K
29.2K $1.28B
FPE
First Tr Pfd Secs & Income ETF

ETFs
19.3K
+ 4.81%
$17.53 - $17.87 $338K - $345K
420K $7.39B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
6.04K
+ 3.0%
$40.24 - $40.65 $243K - $245K
207K $8.42B
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
9.58K
+ 10.04%
$28.04 - $28.63 $269K - $274K
105K $2.95B
AVIV
American Centy ETF Tr Avantis
540
+ 1.29%
$51.51 - $58.54 $27.8K - $31.6K
42.5K $2.41B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 4.47%
$442.66 - $534.52 $26.6K - $32.1K
1.4K $747M
ACI
Albertsons Companies, Inc.

Consumer Defensive
3.65K
+ 16.54%
$19.58 - $22.02 $71.4K - $80.3K
25.7K $565M
FTNT
Fortinet, Inc.

Technology
577
+ 2.96%
$92.49 - $114.57 $53.4K - $66.1K
20.1K $1.93B
VTI
Vanguard Total Stock Market Et

ETFs
503
+ 10.78%
$271.18 - $303.12 $136K - $152K
5.17K $1.42B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.76K
+ 11.15%
$51.45 - $58.51 $296K - $337K
57.4K $2.97B
VTV
Vanguard Value ETF

ETFs
62
+ 3.11%
$167.73 - $179.21 $10.4K - $11.1K
2.06K $355M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
25
+ 1.12%
$192.82 - $222.1 $4.82K - $5.55K
2.26K $436M
DFS
Discover Financial Services

Financial Services
134
+ 0.51%
$152.99 - $203.25 $20.5K - $27.2K
26.3K $4.49B
NVDA
Nvidia Corp

Technology
650
+ 11.98%
$106.98 - $149.43 $69.5K - $97.1K
6.08K $659M
IVV
Ishares Core S&P 500 ETF

ETFs
30
+ 0.77%
$554.06 - $615.85 $16.6K - $18.5K
3.95K $2.22B
T Rowe Price ETF Inc
233
+ 0.23%
N/A
103K $3.34B
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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