Orba Wealth Advisors, L.L.C. Portfolio Holdings

Orba Wealth Advisors, L.L.C.

  • $198 Billion
  • Q3 2024

Orba Wealth Advisors, L.L.C. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $198 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.7B, Spdr S&P 500 ETF Trust with a value of $11B, Ssga Active ETF Tr Ssga Ultra with a value of $9.47B, Wisdomtree Tr Us Quality Divid with a value of $8.15B, and First Tr Pfd Secs & Income ETF with a value of $7.43B.

Examining the 13F form we can see an increase of $4.41B in the current position value, from $193B to 198B.

Orba Wealth Advisors, L.L.C. is based out at Chicago, IL

Below you can find more details about Orba Wealth Advisors, L.L.C. portfolio as well as his latest detailed transactions.

Portfolio value $198 Billion
ETFs: $120 Billion
Technology: $27.8 Billion
Healthcare: $13.1 Billion
Communication Services: $8.41 Billion
Financial Services: $6.65 Billion
Consumer Defensive: $6.12 Billion
Consumer Cyclical: $3.81 Billion
Industrials: $1.82 Billion
Other: $1.31 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$132 Million 0.07% of portfolio
14,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $198 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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