Orba Wealth Advisors, L.L.C. Incresed Positions in Q4 2024

Orba Wealth Advisors, L.L.C.

  • $191 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFS
Discover Financial Services

Financial Services
3.76K
+ 16.79%
$136.3 - $182.67 $513K - $687K
26.2K $4.53B
GOOG
Alphabet Inc.

Communication Services
5
+ 0.03%
$163.08 - $198.16 $815 - $991
19.9K $3.79B
T Rowe Price ETF Inc
13.2K
+ 14.69%
N/A
103K $3.43B
AMZN
Amazon Com Inc

Consumer Cyclical
255
+ 2.35%
$180.88 - $232.93 $46.1K - $59.4K
11.1K $2.44B
SPY
Spdr S&P 500 ETF Trust

ETFs
94
+ 0.49%
$567.81 - $607.81 $53.4K - $57.1K
19.2K $11.2B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.31K
+ 4.67%
$53.94 - $58.15 $124K - $134K
51.6K $2.91B
NVDA
Nvidia Corp

Technology
545
+ 11.16%
$117.0 - $148.88 $63.8K - $81.1K
5.43K $729M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
4.37K
+ 4.8%
$28.25 - $28.72 $124K - $126K
95.5K $2.71B
MLPX
Global X Mlp & Energy Infrastr

ETFs
19
+ 0.21%
$54.89 - $64.32 $1.04K - $1.22K
9.03K $547M
AXP
American Express CO

Financial Services
3
+ 0.15%
$267.35 - $305.57 $802 - $917
2.02K $599M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
135
+ 1.66%
$66.77 - $71.52 $9.01K - $9.66K
8.26K $569M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.31%
$521.84 - $558.82 $2.61K - $2.79K
1.62K $872M
EMLP
First Tr Exchange Traded Iv

ETFs
15
+ 0.23%
$33.69 - $38.24 $505 - $574
6.54K $233M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.52%
$442.29 - $483.08 $3.1K - $3.38K
1.34K $608M
VTV
Vanguard Value ETF

ETFs
24
+ 1.22%
$168.32 - $181.87 $4.04K - $4.36K
1.99K $337M
CAT
Caterpillar Inc

Industrials
2
+ 0.31%
$360.37 - $416.88 $721 - $834
640 $232M
Pimco ETF Tr
697
+ 0.61%
N/A
115K $2.98B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.61K
+ 88.31%
$18.41 - $40.87 $177K - $393K
20.5K $379M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.06K
+ 1.11%
$38.37 - $42.82 $40.6K - $45.3K
96.2K $3.69B
AVEM
American Centy ETF Tr Avantis

ETFs
175
+ 0.27%
$58.59 - $66.14 $10.3K - $11.6K
65.4K $3.84B
Activity Summary
Buys All Purchases 26 New Holdings 5 Increased Positions 21 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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