Orba Wealth Advisors, L.L.C. Reduced Holdings in Q2 2025

Orba Wealth Advisors, L.L.C.

  • $110 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-11.1K
- 48.47%
$496.48 - $617.85 $5.5M - $6.85M
11.8K $7.28B
AAPL
Apple Inc.

Technology
-17.3K
- 24.46%
$172.42 - $223.89 $2.98M - $3.87M
53.4K $10.9B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-58.1K
- 54.11%
$71.28 - $83.74 $4.14M - $4.86M
49.2K $4.12B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-88.8K
- 42.89%
$40.41 - $40.68 $3.59M - $3.61M
118K $4.81B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-192K
- 45.71%
$16.93 - $17.81 $3.25M - $3.42M
228K $4.06B
MSFT
Microsoft Corp

Technology
-9.13K
- 66.26%
$354.56 - $497.45 $3.24M - $4.54M
4.65K $2.31B
GOOG
Alphabet Inc.

Communication Services
-17.9K
- 90.57%
$146.58 - $180.01 $2.63M - $3.22M
1.87K $331M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.01K
- 47.44%
$416.06 - $551.64 $2.92M - $3.87M
7.76K $4.28B
SPMD
Spdr Portfolio

ETFs
-51.9K
- 59.63%
$44.89 - $54.38 $2.33M - $2.82M
35.1K $1.91B
FTCS
First Trust Capital Strength E

ETFs
-26.6K
- 47.8%
$81.6 - $92.39 $2.17M - $2.46M
29K $2.64B
RDVY
First Trust Rising Dividend Ac

ETFs
-41.3K
- 45.9%
$51.6 - $62.74 $2.13M - $2.59M
48.6K $3.05B
Pimco ETF Tr
-72.3K
- 55.16%
N/A
58.8K $1.56B
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-39.3K
- 53.77%
$40.73 - $50.06 $1.6M - $1.97M
33.8K $1.69B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-46.3K
- 42.88%
$34.72 - $42.74 $1.61M - $1.98M
61.7K $2.64B
CGGO
Capital Group Global Growth Eq

ETFs
-68.7K
- 39.78%
$25.31 - $32.17 $1.74M - $2.21M
104K $3.33B
JPM
Jpmorgan Chase & CO

Financial Services
-6.49K
- 86.04%
$210.28 - $289.91 $1.36M - $1.88M
1.05K $305M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
-53.9K
- 51.26%
$27.01 - $28.59 $1.45M - $1.54M
51.2K $1.46B
T Rowe Price ETF Inc
-49.3K
- 47.67%
N/A
54.1K $1.91B
AVEM
American Centy ETF Tr Avantis

ETFs
-29.1K
- 39.81%
$53.08 - $68.54 $1.55M - $2M
44.1K $3.02B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-26.5K
- 46.09%
$45.88 - $54.4 $1.21M - $1.44M
30.9K $1.68B
META
Meta Platforms, Inc.

Communication Services
-2.38K
- 80.45%
$484.66 - $738.09 $1.15M - $1.76M
579 $427M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-46.9K
- 28.9%
$32.66 - $40.75 $1.53M - $1.91M
115K $4.68B
OMFL
Invesco Exchange Traded Self I

ETFs
-24K
- 50.65%
$48.43 - $57.78 $1.16M - $1.39M
23.4K $1.35B
AMZN
Amazon Com Inc

Consumer Cyclical
-6.4K
- 58.81%
$167.32 - $223.3 $1.07M - $1.43M
4.48K $983M
COST
Costco Wholesale Corp

Consumer Defensive
-1.15K
- 78.77%
$908.13 - $1056.85 $1.05M - $1.22M
311 $308M
AVUV
American Centy ETF Tr Avantis

ETFs
-12.9K
- 34.51%
$75.17 - $91.21 $972K - $1.18M
24.5K $2.23B
GOOGL
Alphabet Inc.

Communication Services
-6.3K
- 74.96%
$144.7 - $178.6 $912K - $1.13M
2.11K $371M
IEFA
Ishares Tr

ETFs
-11.2K
- 78.19%
$67.83 - $84.09 $760K - $942K
3.12K $261M
RWO
Spdr Dow Jones Global Real Est

ETFs
-12.4K
- 42.29%
$38.85 - $45.0 $480K - $556K
16.9K $745M
V
Visa Inc.

Financial Services
-1.49K
- 70.59%
$308.27 - $373.31 $459K - $555K
620 $220M
PG
Procter & Gamble CO

Consumer Defensive
-942
- 3.89%
$157.66 - $172.39 $149K - $162K
23.3K $3.7B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-770
- 31.33%
$468.22 - $566.51 $361K - $436K
1.69K $956M
VGT
Vanguard Information Technolog

ETFs
-825
- 45.45%
$470.37 - $663.28 $388K - $547K
990 $657M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
-11.4K
- 51.87%
$25.57 - $29.33 $292K - $334K
10.6K $305M
AVIV
American Centy ETF Tr Avantis
-8.46K
- 19.9%
$50.27 - $62.84 $425K - $532K
34.1K $2.12B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.36K
- 28.05%
$72.96 - $90.39 $318K - $394K
11.2K $999M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-14.7K
- 51.59%
$14.97 - $16.79 $220K - $246K
13.8K $230M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-2.39K
- 26.51%
$55.32 - $65.02 $132K - $155K
6.62K $415M
NFRA
Flexshares Stoxx Global Broad

ETFs
-2.92K
- 35.9%
$53.49 - $61.88 $156K - $181K
5.22K $323M
WMT
Walmart Inc.

Consumer Defensive
-1.61K
- 42.78%
$81.79 - $99.98 $131K - $161K
2.15K $210M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-390
- 5.28%
$114.78 - $133.31 $44.8K - $52K
7K $933M
NVDA
Nvidia Corp

Technology
-1.99K
- 32.8%
$94.31 - $157.99 $188K - $315K
4.08K $645M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.21K
- 10.76%
$17.76 - $22.1 $39.2K - $48.8K
18.3K $404M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-900
- 4.38%
$37.18 - $42.23 $33.5K - $38K
19.6K $830M
IVW
Ishares S&P 500 Growth ETF

ETFs
-490
- 8.21%
$82.96 - $110.1 $40.7K - $53.9K
5.48K $603M
Activity Summary
Buys All Purchases 19 New Holdings 6 Increased Positions 13 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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