Orba Wealth Advisors, L.L.C. Sells in Q3 2024

Orba Wealth Advisors, L.L.C.

  • $198 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EMLP
First Tr Exchange Traded Iv

ETFs
-59.5K
- 90.12%
$30.38 - $34.0 $1.81M - $2.02M
6.53K $219M
OMFL
Invesco Exchange Traded Self I

ETFs
-10.5K
- 15.21%
$47.65 - $52.99 $500K - $556K
58.5K $3.1B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-14.5K
- 50.94%
$32.65 - $36.69 $474K - $532K
14K $508M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-6.85K
- 2.86%
$40.28 - $40.8 $276K - $279K
232K $9.47B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.75K
- 3.43%
$49.7 - $56.11 $87K - $98.2K
49.3K $2.71B
FTCS
First Trust Capital Strength E

ETFs
-4.98K
- 9.33%
$83.58 - $90.94 $416K - $453K
48.4K $4.39B
MRK
Merck & Co., Inc.

Healthcare
-179
- 4.97%
$111.15 - $128.97 $19.9K - $23.1K
3.42K $388M
DIS
Walt Disney CO

Communication Services
-318
- 7.03%
$85.6 - $98.61 $27.2K - $31.4K
4.21K $405M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-1.33K
- 12.86%
$50.37 - $55.21 $67K - $73.4K
9.02K $491M
LLY
Eli Lilly & CO

Healthcare
-17
- 4.11%
$772.14 - $960.02 $13.1K - $16.3K
397 $352M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.03K
- 4.77%
$36.89 - $39.25 $38K - $40.4K
20.5K $806M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-17.8K
- 4.16%
$17.35 - $18.22 $309K - $325K
411K $7.43B
CSX
Csx Corp

Industrials
-412
- 4.09%
$32.48 - $35.45 $13.4K - $14.6K
9.66K $333M
VGT
Vanguard Information Technolog

ETFs
-25
- 1.36%
$514.43 - $606.85 $12.9K - $15.2K
1.82K $1.06B
CMCSA
Comcast Corp

Communication Services
-214
- 4.1%
$37.33 - $41.78 $7.99K - $8.94K
5.01K $209M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-149
- 6.89%
$105.53 - $118.34 $15.7K - $17.6K
2.02K $236M
V
Visa Inc.

Financial Services
-87
- 3.72%
$253.74 - $291.56 $22.1K - $25.4K
2.25K $619M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-23
- 0.28%
$60.84 - $67.51 $1.4K - $1.55K
8.13K $549M
RTX
Raytheon Technologies Corp

Industrials
-235
- 8.48%
$99.55 - $123.34 $23.4K - $29K
2.54K $307M
USRT
Ishares Core U.S. Reit ETF

ETFs
-74
- 1.41%
$53.07 - $62.66 $3.93K - $4.64K
5.17K $318M
NFRA
Flexshares Stoxx Global Broad

ETFs
-175
- 1.93%
$53.04 - $59.95 $9.28K - $10.5K
8.87K $527M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-80
- 3.01%
$523.84 - $572.02 $41.9K - $45.8K
2.58K $1.47B
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 0.54%
$801.83 - $917.05 $6.41K - $7.34K
1.48K $1.31B
VTI
Vanguard Total Stock Market Et

ETFs
-97
- 2.04%
$255.18 - $283.2 $24.8K - $27.5K
4.67K $1.32B
NEE
Nextera Energy Inc

Utilities
-30
- 0.8%
$69.9 - $84.97 $2.1K - $2.55K
3.73K $315M
WMT
Walmart Inc.

Consumer Defensive
-93
- 2.13%
$66.91 - $81.4 $6.22K - $7.57K
4.27K $344M
JPM
Jpmorgan Chase & CO

Financial Services
-73
- 0.96%
$194.9 - $224.8 $14.2K - $16.4K
7.57K $1.6B
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
-524
- 2.37%
$26.19 - $29.26 $13.7K - $15.3K
21.6K $631M
TMUS
T Mobile Us, Inc.

Communication Services
-20
- 0.94%
$175.14 - $206.36 $3.5K - $4.13K
2.11K $436M
IEFA
Ishares Tr

ETFs
-250
- 1.65%
$70.09 - $78.74 $17.5K - $19.7K
14.9K $1.16B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-65
- 0.41%
$75.32 - $84.37 $4.9K - $5.48K
15.6K $1.31B
IVV
Ishares Core S&P 500 ETF

ETFs
-18
- 0.45%
$520.18 - $576.82 $9.36K - $10.4K
3.99K $2.3B
RWO
Spdr Dow Jones Global Real Est

ETFs
-160
- 0.69%
$41.23 - $48.48 $6.6K - $7.76K
23K $1.09B
META
Meta Platforms, Inc.

Communication Services
-103
- 3.33%
$453.41 - $572.44 $46.7K - $59K
2.99K $1.71B
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-48
- 0.06%
$42.72 - $47.0 $2.05K - $2.26K
76.1K $3.58B
RDVY
First Trust Rising Dividend Ac

ETFs
-2.7K
- 3.05%
$53.68 - $59.24 $145K - $160K
85.7K $5.07B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-150
- 0.16%
$36.02 - $41.68 $5.4K - $6.25K
95.2K $3.93B
ABBV
Abb Vie Inc.

Healthcare
-262
- 0.92%
$163.84 - $199.33 $42.9K - $52.2K
28.1K $5.54B
AAPL
Apple Inc.

Technology
-713
- 0.99%
$207.23 - $234.82 $148K - $167K
71.6K $16.7B
Activity Summary
Buys All Purchases 34 New Holdings 8 Increased Positions 26 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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