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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

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

Follow Orba Wealth Advisors, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orba Wealth Advisors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Orba Wealth Advisors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email