Orba Wealth Advisors, L.L.C. Purchases and Sells in Q3 2025

Orba Wealth Advisors, L.L.C.

$121 Billion
Q3 2025

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ULST	26.4K + 22.35%	$40.49 - $40.7 $1.07M - $1.08M	145K $5.89B
SPY	353 + 3.0%	$617.65 - $666.84 $218K - $235K	12.1K $8.09B
AVDE	6.89K + 21.11%	$73.24 - $79.04 $505K - $545K	39.5K $3.12B
QQQ	163 + 2.1%	$546.99 - $602.2 $89.2K - $98.2K	7.93K $4.76B
AVEM	1.35K + 3.06%	$68.33 - $75.41 $92K - $102K	45.4K $3.41B
LAM RESEARCH CORP	50 + 0.49%	N/A	10.2K $1.36B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEUR	10.3K New	$64.17 - $68.19 $659K - $700K	10.3K $699M
IPAC	8.4K New	$66.81 - $74.64 $561K - $627K	8.4K $616M
BLACKROCK ETF TRUST II	11.5K New	N/A	11.5K $610M
AVLV	6.92K New	$68.33 - $72.69 $473K - $503K	6.92K $500M
IWF	744 New	$420.11 - $472.68 $313K - $352K	744 $348M
FLTR	10.9K New	$25.39 - $25.57 $276K - $278K	10.9K $278M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NTSX	-10.4K - 30.93%	$49.41 - $54.08 $516K - $565K	23.3K $1.26B
CGGO	-14.2K - 13.69%	$31.71 - $34.17 $452K - $487K	89.8K $3.07B
PMAR	-4.31K - 21.94%	$42.21 - $43.91 $182K - $189K	15.3K $673M
PG	-48 - 0.21%	$150.47 - $161.22 $7.22K - $7.74K	23.2K $3.57B
RDVY	-5.03K - 10.33%	$62.38 - $67.29 $314K - $338K	43.6K $2.93B
JEPQ	-1.95K - 6.3%	$53.81 - $57.52 $105K - $112K	29K $1.67B

Activity Summary All Purchases 27 New Holdings 9 Increased Positions 18 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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