Orba Wealth Advisors, L.L.C. Purchases and Sells in Q2 2025

Orba Wealth Advisors, L.L.C.

$110 Billion
Q2 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	2.33K + 59.05%	$498.8 - $620.9 $1.16M - $1.45M	6.28K $3.9B
LAM RESEARCH CORP	5K + 97.73%	N/A	10.1K $985M
VTI	1.31K + 25.4%	$243.75 - $303.93 $320K - $399K	6.48K $1.97B
EPD	10.8K + 90.4%	$28.95 - $34.22 $312K - $368K	22.7K $703M
PFE	9.3K + 83.12%	$21.59 - $24.84 $201K - $231K	20.5K $497M
FTNT	50 + 0.25%	$84.71 - $108.69 $4.24K - $5.43K	20.1K $2.13B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MPLX	6.76K New	$46.68 - $53.89 $315K - $364K	6.76K $348M
PDEC	8.5K New	N/A	8.5K $340M
BAC	7.05K New	$34.39 - $47.46 $242K - $335K	7.05K $334M
ARLP	12.7K New	$24.67 - $27.45 $313K - $349K	12.7K $332M
ET	15.6K New	$15.65 - $18.93 $244K - $295K	15.6K $283M
VXF	1.06K New	$150.43 - $192.71 $160K - $204K	1.06K $204M

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-11.1K - 48.47%	$496.48 - $617.85 $5.5M - $6.85M	11.8K $7.28B
AAPL	-17.3K - 24.46%	$172.42 - $223.89 $2.98M - $3.87M	53.4K $10.9B
DGRW	-58.1K - 54.11%	$71.28 - $83.74 $4.14M - $4.86M	49.2K $4.12B
ULST	-88.8K - 42.89%	$40.41 - $40.68 $3.59M - $3.61M	118K $4.81B
FPE	-192K - 45.71%	$16.93 - $17.81 $3.25M - $3.42M	228K $4.06B
MSFT	-9.13K - 66.26%	$354.56 - $497.45 $3.24M - $4.54M	4.65K $2.31B

Activity Summary All Purchases 19 New Holdings 6 Increased Positions 13 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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