Orba Wealth Advisors, L.L.C. Incresed Positions in Q3 2024

Orba Wealth Advisors, L.L.C.

  • $198 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
515
+ 2.77%
$517.38 - $573.86 $266K - $296K
19.1K $11B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.09K
+ 2.18%
$75.88 - $83.21 $159K - $174K
97.9K $8.15B
FTNT
Fortinet, Inc.

Technology
4.59K
+ 30.79%
$55.39 - $77.55 $254K - $356K
19.5K $1.51B
AVUV
American Centy ETF Tr Avantis

ETFs
513
+ 0.73%
$88.24 - $99.7 $45.3K - $51.1K
70.4K $6.76B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
750
+ 0.47%
$33.74 - $37.96 $25.3K - $28.5K
161K $6.05B
AVDE
American Centy ETF Tr Avantis

ETFs
40
+ 0.06%
$60.09 - $67.67 $2.4K - $2.71K
69.3K $4.64B
SPMD
Spdr Portfolio

ETFs
2.22K
+ 3.6%
$50.29 - $54.92 $112K - $122K
63.9K $3.49B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
494
+ 44.11%
$475.2 - $527.7 $235K - $261K
1.61K $852M
UNH
Unitedhealth Group Inc

Healthcare
37
+ 1.07%
$488.01 - $604.18 $18.1K - $22.4K
3.48K $2.04B
AVEM
American Centy ETF Tr Avantis

ETFs
375
+ 0.58%
$57.2 - $65.59 $21.5K - $24.6K
65.2K $4.21B
CGGO
Capital Group Global Growth Eq

ETFs
2.12K
+ 1.19%
$27.25 - $30.52 $57.7K - $64.6K
180K $5.43B
QQQ
Invesco Qqq Trust, Series 1

ETFs
144
+ 1.22%
$434.77 - $502.96 $62.6K - $72.4K
11.9K $5.82B
AVIV
American Centy ETF Tr Avantis
133
+ 0.31%
$50.37 - $56.43 $6.7K - $7.51K
42.5K $2.39B
TMO
Thermo Fisher Scientific Inc.

Healthcare
31
+ 2.51%
$531.86 - $624.21 $16.5K - $19.4K
1.27K $784M
AVGO
Broadcom Inc.

Technology
3.42K
+ 900.0%
$136.27 - $1745.86 $466K - $5.97M
3.8K $656M
VTV
Vanguard Value ETF

ETFs
74
+ 3.91%
$159.75 - $174.57 $11.8K - $12.9K
1.97K $344M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
50
+ 0.46%
$36.98 - $41.55 $1.85K - $2.08K
10.9K $448M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
140
+ 0.45%
$16.42 - $18.12 $2.3K - $2.54K
31K $560M
NVDA
Nvidia Corp

Technology
180
+ 3.83%
$98.91 - $134.91 $17.8K - $24.3K
4.88K $593M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.42%
$178.94 - $207.0 $1.79K - $2.07K
2.39K $479M
EPD
Enterprise Products Partners L.P.

Energy
34
+ 0.23%
$27.88 - $30.0 $948 - $1.02K
14.8K $430M
AMZN
Amazon Com Inc

Consumer Cyclical
220
+ 2.07%
$161.02 - $200.0 $35.4K - $44K
10.9K $2.02B
ASML
Asml Holding Nv

Technology
18
+ 3.0%
$749.82 - $1098.95 $13.5K - $19.8K
618 $515M
GOOGL
Alphabet Inc.

Communication Services
100
+ 1.15%
$148.65 - $191.18 $14.9K - $19.1K
8.77K $1.45B
MSFT
Microsoft Corp

Technology
33
+ 0.23%
$395.15 - $467.56 $13K - $15.4K
14.1K $6.08B
Activity Summary
Buys All Purchases 34 New Holdings 8 Increased Positions 26 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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