Orba Wealth Advisors, L.L.C. Purchases in Q3 2025

Orba Wealth Advisors, L.L.C.

  • $121 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
26.4K
+ 22.35%
$40.49 - $40.7 $1.07M - $1.08M
145K $5.89B
SPY
Spdr S&P 500 ETF Trust

ETFs
353
+ 3.0%
$617.65 - $666.84 $218K - $235K
12.1K $8.09B
AVDE
American Centy ETF Tr Avantis

ETFs
6.89K
+ 21.11%
$73.24 - $79.04 $505K - $545K
39.5K $3.12B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
10.3K
New
$64.17 - $68.19 $659K - $700K
10.3K $699M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
8.4K
New
$66.81 - $74.64 $561K - $627K
8.4K $616M
Blackrock ETF Trust Ii
11.5K
New
N/A
11.5K $610M
AVLV
American Centy ETF Tr Avantis
6.92K
New
$68.33 - $72.69 $473K - $503K
6.92K $500M
QQQ
Invesco Qqq Trust, Series 1

ETFs
163
+ 2.1%
$546.99 - $602.2 $89.2K - $98.2K
7.93K $4.76B
AVEM
American Centy ETF Tr Avantis

ETFs
1.35K
+ 3.06%
$68.33 - $75.41 $92K - $102K
45.4K $3.41B
Lam Research Corp
50
+ 0.49%
N/A
10.2K $1.36B
IWF
Ishares Russell 1000 Gr ETF

ETFs
744
New
$420.11 - $472.68 $313K - $352K
744 $348M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
553
+ 0.48%
$39.8 - $42.86 $22K - $23.7K
116K $4.96B
FPE
First Tr Pfd Secs & Income ETF

ETFs
9.8K
+ 4.3%
$17.81 - $18.39 $175K - $180K
238K $4.34B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
10.9K
New
$25.39 - $25.57 $276K - $278K
10.9K $278M
TAFI
Ab Active Etfs Inc Tax Aware S
10.4K
New
N/A
10.4K $263M
AVUV
American Centy ETF Tr Avantis

ETFs
503
+ 2.05%
$90.37 - $102.12 $45.5K - $51.4K
25K $2.49B
AVIV
American Centy ETF Tr Avantis
615
+ 1.81%
$61.83 - $67.44 $38K - $41.5K
34.7K $2.34B
GS
Goldman Sachs Group Inc

Financial Services
271
New
$696.56 - $806.32 $189K - $219K
271 $216M
ITW
Illinois Tool Works Inc

Industrials
777
New
$252.31 - $269.41 $196K - $209K
777 $203M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.06%
$567.77 - $614.76 $568 - $615
1.66K $1.01B
Pimco ETF Tr
401
+ 0.68%
N/A
59.2K $1.59B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
90
+ 0.49%
$21.69 - $23.34 $1.95K - $2.1K
18.4K $428M
META
Meta Platforms, Inc.

Communication Services
7
+ 1.21%
$695.21 - $791.73 $4.87K - $5.54K
586 $430M
V
Visa Inc.

Financial Services
15
+ 2.42%
$332.09 - $358.86 $4.98K - $5.38K
635 $217M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 1.61%
$915.95 - $994.57 $4.58K - $4.97K
316 $292M
FTNT
Fortinet, Inc.

Technology
68
+ 0.34%
$74.39 - $107.65 $5.06K - $7.32K
20.2K $1.7B
Activity Summary
Buys All Purchases 27 New Holdings 9 Increased Positions 18 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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