Orba Wealth Advisors, L.L.C. Sells in Q4 2024

Orba Wealth Advisors, L.L.C.

  • $191 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-32.6K
- 46.27%
$94.37 - $106.41 $3.07M - $3.47M
37.8K $3.65B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-31.2K
- 13.43%
$40.34 - $40.62 $1.26M - $1.27M
201K $8.13B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.03K
- 2.5%
$34.13 - $37.35 $138K - $150K
157K $5.36B
AVDE
American Centy ETF Tr Avantis

ETFs
-3.79K
- 5.46%
$60.9 - $66.69 $231K - $252K
65.5K $4.02B
ABBV
Abb Vie Inc.

Healthcare
-98
- 0.35%
$164.99 - $203.87 $16.2K - $20K
28K $4.97B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-4.28K
- 4.37%
$80.93 - $85.66 $346K - $366K
93.6K $7.58B
OMFL
Invesco Exchange Traded Self I

ETFs
-10.4K
- 17.82%
$52.49 - $56.58 $547K - $590K
48.1K $2.61B
CGGO
Capital Group Global Growth Eq

ETFs
-7.29K
- 4.04%
$29.21 - $30.67 $213K - $223K
173K $5.05B
RDVY
First Trust Rising Dividend Ac

ETFs
-5.98K
- 6.98%
$58.65 - $64.37 $351K - $385K
79.7K $4.71B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-9.91K
- 2.41%
$17.65 - $18.18 $175K - $180K
401K $7.09B
AVIV
American Centy ETF Tr Avantis
-542
- 1.27%
$51.24 - $55.81 $27.8K - $30.2K
42K $2.18B
IEFA
Ishares Tr

ETFs
-548
- 3.69%
$70.06 - $77.43 $38.4K - $42.4K
14.3K $1.01B
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-2.78K
- 3.65%
$45.85 - $49.28 $128K - $137K
73.4K $3.43B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-4K
- 28.63%
$35.45 - $40.33 $142K - $161K
9.97K $357M
FTCS
First Trust Capital Strength E

ETFs
-31
- 0.06%
$87.62 - $94.03 $2.72K - $2.91K
48.4K $4.25B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5
- 0.03%
$75.1 - $82.99 $376 - $415
15.6K $1.18B
RWO
Spdr Dow Jones Global Real Est

ETFs
-412
- 1.79%
$42.41 - $47.31 $17.5K - $19.5K
22.6K $968M
NFRA
Flexshares Stoxx Global Broad

ETFs
-734
- 8.28%
$54.11 - $59.58 $39.7K - $43.7K
8.14K $441M
LOW
Lowes Companies Inc

Consumer Cyclical
-180
- 13.87%
$244.52 - $284.07 $44K - $51.1K
1.12K $276M
SBUX
Starbucks Corp

Consumer Cyclical
-549
- 18.5%
$87.44 - $102.5 $48K - $56.3K
2.42K $221M
EPD
Enterprise Products Partners L.P.

Energy
-2.86K
- 19.35%
$28.66 - $34.43 $81.9K - $98.4K
11.9K $373M
PFE
Pfizer Inc

Healthcare
-1.01K
- 8.31%
$24.8 - $30.19 $25.1K - $30.6K
11.2K $297M
MRK
Merck & Co., Inc.

Healthcare
-30
- 0.88%
$96.31 - $114.76 $2.89K - $3.44K
3.39K $337M
NEE
Nextera Energy Inc

Utilities
-32
- 0.86%
$69.77 - $85.43 $2.23K - $2.73K
3.7K $265M
ABT
Abbott Laboratories

Healthcare
-195
- 0.76%
$111.93 - $119.39 $21.8K - $23.3K
25.5K $2.89B
USRT
Ishares Core U.S. Reit ETF

ETFs
-349
- 6.75%
$55.97 - $62.75 $19.5K - $21.9K
4.82K $276M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-60
- 2.33%
$563.99 - $620.12 $33.8K - $37.2K
2.52K $1.43B
CSX
Csx Corp

Industrials
-125
- 1.29%
$31.58 - $36.88 $3.95K - $4.61K
9.53K $308M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.31K
- 4.21%
$17.93 - $18.8 $23.4K - $24.5K
29.7K $541M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-153
- 6.41%
$198.04 - $221.51 $30.3K - $33.9K
2.23K $470M
WMT
Walmart Inc.

Consumer Defensive
-510
- 11.95%
$79.1 - $95.7 $40.3K - $48.8K
3.76K $339M
SPMD
Spdr Portfolio

ETFs
-37
- 0.06%
$54.13 - $59.56 $2K - $2.2K
63.8K $3.49B
IVV
Ishares Core S&P 500 ETF

ETFs
-70
- 1.76%
$570.51 - $610.59 $39.9K - $42.7K
3.92K $2.31B
TMUS
T Mobile Us, Inc.

Communication Services
-22
- 1.04%
$206.1 - $246.94 $4.53K - $5.43K
2.09K $462M
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 0.68%
$873.59 - $994.69 $8.74K - $9.95K
1.47K $1.34B
DIS
Walt Disney CO

Communication Services
-100
- 2.38%
$92.39 - $117.6 $9.24K - $11.8K
4.11K $457M
V
Visa Inc.

Financial Services
-110
- 4.89%
$273.87 - $320.91 $30.1K - $35.3K
2.14K $677M
GOOGL
Alphabet Inc.

Communication Services
-340
- 3.88%
$161.86 - $196.66 $55K - $66.9K
8.43K $1.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-185
- 1.55%
$481.22 - $538.17 $89K - $99.6K
11.7K $6B
JPM
Jpmorgan Chase & CO

Financial Services
-25
- 0.33%
$205.18 - $250.29 $5.13K - $6.26K
7.54K $1.81B
AAPL
Apple Inc.

Technology
-677
- 0.95%
$221.69 - $259.02 $150K - $175K
70.9K $17.7B
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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