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

Orba Wealth Advisors, L.L.C.

$191 Billion
Q4 2024

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFS	3.76K + 16.79%	$136.3 - $182.67 $513K - $687K	26.2K $4.53B
GOOG	5 + 0.03%	$163.08 - $198.16 $815 - $991	19.9K $3.79B
T ROWE PRICE ETF INC	13.2K + 14.69%	N/A	103K $3.43B
AMZN	255 + 2.35%	$180.88 - $232.93 $46.1K - $59.4K	11.1K $2.44B
SPY	94 + 0.49%	$567.81 - $607.81 $53.4K - $57.1K	19.2K $11.2B
JEPQ	2.31K + 4.67%	$53.94 - $58.15 $124K - $134K	51.6K $2.91B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMH	2K New	$238.25 - $261.28 $477K - $523K	2K $484M
ACI	22.1K New	$18.01 - $19.92 $397K - $439K	22.1K $433M
LAM RESEARCH CORP	5.12K New	N/A	5.12K $370M
MA	403 New	$491.3 - $536.15 $198K - $216K	403 $212M
VXF	1.06K New	$179.17 - $207.15 $190K - $220K	1.06K $202M

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	-32.6K - 46.27%	$94.37 - $106.41 $3.07M - $3.47M	37.8K $3.65B
ULST	-31.2K - 13.43%	$40.34 - $40.62 $1.26M - $1.27M	201K $8.13B
SPDW	-4.03K - 2.5%	$34.13 - $37.35 $138K - $150K	157K $5.36B
AVDE	-3.79K - 5.46%	$60.9 - $66.69 $231K - $252K	65.5K $4.02B
ABBV	-98 - 0.35%	$164.99 - $203.87 $16.2K - $20K	28K $4.97B
DGRW	-4.28K - 4.37%	$80.93 - $85.66 $346K - $366K	93.6K $7.58B

Activity Summary All Purchases 26 New Holdings 5 Increased Positions 21 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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