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

Orba Wealth Advisors, L.L.C.

  • $193 Billion
  • Q2 2024

Orba Wealth Advisors, L.L.C. has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $193 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.2B, First Tr Enhanced Traded Fd Iv with a value of $12.4B, Spdr S&P 500 ETF Trust with a value of $10.1B, Ssga Active ETF Tr Ssga Ultra with a value of $9.68B, and Wisdomtree Tr Us Quality Divid with a value of $7.48B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $181B to 193B.

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 $193 Billion
ETFs: $126 Billion
Technology: $25.8 Billion
Healthcare: $12.1 Billion
Communication Services: $8.63 Billion
Financial Services: $6.22 Billion
Consumer Defensive: $5.84 Billion
Consumer Cyclical: $3.42 Billion
Industrials: $1.67 Billion
Other: $1.22 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$119 Million 0.06% of portfolio
14,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $193 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 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