Holdings Channel
Home Articles Latest Filings All Funds Stocks Being Bought Stocks Being Sold Insider Buying
Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
PMAR +9,513+$350
CAT +628+$230
MA +467+$225
NVO +1,665+$214
XLF +5,039+$212
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
PFO -14,000-$111
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
FPE +15,552+$447
OMFL +5,671+$535
SPMD +3,572+$453
SPY +3,351+$2,316
DGRW +2,221+$693
ABT +2,157+$326
PFE +2,014+$44
IEFA +1,736+$179
GOOG +1,500+$425
AVEM +1,325+$176
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
QYLD -5,554-$78
NTSX -5,009+$36
ULST -2,247-$60
ABBV -1,659+$516
JPM -1,400-$15
RDVY -1,170+$332
EMLP -760+$101
AVDE -730+$178
NFRA -429-$13
ORBA Wealth Advisors L.L.C. Info
Size ($ in 1000's)
At 03/31/2024: $180,700
At 12/31/2023: $166,817

ORBA Wealth Advisors L.L.C. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from ORBA Wealth Advisors L.L.C. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By ORBA Wealth Advisors L.L.C.
As of  03/31/2024, we find all stocks held by ORBA Wealth Advisors L.L.C. to be as follows, presented in the table below with each row detailing each ORBA Wealth Advisors L.L.C. position, ordered by largest to smallest position size. The all-stocks-held-by-ORBA Wealth Advisors L.L.C. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by ORBA Wealth Advisors L.L.C. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
FIRST TR EXCHANGE TRADED FD (FTSM) 212,029 -416 $12,641
     FTSM212,029-416$12,641
APPLE INC 71,286 +474 $12,224
     AAPL71,286+474$12,224
SSGA ACTIVE ETF TR (ULST) 255,820 -2,247 $10,361
     ULST255,820-2,247$10,361
SPDR S&P 500 ETF TR (SPY) 15,153 +3,351 $7,926
     SPY15,153+3,351$7,926
FIRST TR EXCH TRADED FD III (FPE) 402,242 +15,552 $6,967
     FPE402,242+15,552$6,967
WISDOMTREE TR 90,829 +2,221 $6,920
     DGRW90,829+2,221$6,920
AMERICAN CENTY ETF TR (AVUV) 66,936 +1,047 $6,273
     AVUV66,936+1,047$6,273
SPDR INDEX SHS FDS (SPDW) 156,322 -95 $5,603
     SPDW156,322-95$5,603
MICROSOFT CORP 13,221 +336 $5,562
     MSFT13,221+336$5,562
ABBVIE INC 28,487 -1,659 $5,188
     ABBV28,487-1,659$5,188
CAPITAL GROUP GBL GROWTH EQT 177,015 +1,080 $5,098
     CGGO177,015+1,080$5,098
FIRST TR EXCHANGE TRADED FD (RDVY) 87,181 -1,170 $4,897
     RDVY87,181-1,170$4,897
INVESCO QQQ TR 10,363 +659 $4,601
     QQQ10,363+659$4,601
FIRST TR EXCHANGE TRADED FD (FTCS) 53,463 +647 $4,579
     FTCS53,463+647$4,579
AMERICAN CENTY ETF TR (AVDE) 67,113 -730 $4,278
     AVDE67,113-730$4,278
PROCTER AND GAMBLE CO 24,097 -14 $3,910
     PG24,097-14$3,910
AMERICAN CENTY ETF TR (AVEM) 64,317 +1,325 $3,728
     AVEM64,317+1,325$3,728
INVESCO EXCH TRD SLF IDX FD 63,545 +5,671 $3,510
     OMFL63,545+5,671$3,510
WISDOMTREE TR 79,667 -5,009 $3,364
     NTSX79,667-5,009$3,364
SPDR INDEX SHS FDS (SPEM) 91,472 +830 $3,310
     SPEM91,472+830$3,310
SPDR SER TR (SPMD) 60,426 +3,572 $3,223
     SPMD60,426+3,572$3,223
DISCOVER FINL SVCS 22,391 UNCH $2,935
     DFS22,391UNCH$2,935
ALPHABET INC 18,840 +1,500 $2,869
     GOOG18,840+1,500$2,869
ABBOTT LABS 24,659 +2,157 $2,803
     ABT24,659+2,157$2,803
J P MORGAN EXCHANGE TRADED F (JEPQ) 46,109 +1,140 $2,501
     JEPQ46,109+1,140$2,501
AMERICAN CENTY ETF TR (AVIV) 39,237 +205 $2,122
     AVIV39,237+205$2,122
FIRST TR EXCHANGE TRADED FD (EMLP) 66,241 -760 $1,956
     EMLP66,241-760$1,956
ISHARES TR (IVV) 3,710 -8 $1,950
     IVV3,710-8$1,950
AMAZON COM INC 9,749 +60 $1,759
     AMZN9,749+60$1,759
UNITEDHEALTH GROUP INC 3,307 UNCH $1,636
     UNH3,307UNCH$1,636
SPDR S&P MIDCAP 400 ETF TR (MDY) 2,758 -154 $1,535
     MDY2,758-154$1,535
JPMORGAN CHASE & CO 7,392 -1,400 $1,481
     JPM7,392-1,400$1,481
ALPHABET INC 8,391 UNCH $1,266
     GOOGL8,391UNCH$1,266
ISHARES TR (EFA) 15,426 UNCH $1,232
     EFA15,426UNCH$1,232
VANGUARD INDEX FDS (VTI) 4,667 UNCH $1,213
     VTI4,667UNCH$1,213
ISHARES TR (IEFA) 14,746 +1,736 $1,094
     IEFA14,746+1,736$1,094
VANGUARD WORLD FD (VGT) 2,040 -50 $1,070
     VGT2,040-50$1,070
FORTINET INC 14,997 UNCH $1,024
     FTNT14,997UNCH$1,024
COSTCO WHSL CORP NEW 1,376 UNCH $1,008
     COST1,376UNCH$1,008
SPDR INDEX SHS FDS (RWO) 23,382 +107 $1,001
     RWO23,382+107$1,001
FIRST TR EXCHANGE TRADED FD (SDVY) 28,421 -40 $990
     SDVY28,421-40$990
D R HORTON INC 6,004 UNCH $988
     DHI6,004UNCH$988
VANGUARD WHITEHALL FDS (VYM) 7,390 UNCH $894
     VYM7,390UNCH$894
THERMO FISHER SCIENTIFIC INC 1,228 UNCH $714
     TMO1,228UNCH$714
CAPITAL GROUP DIVIDEND VALUE 21,650 UNCH $704
     CGDV21,650UNCH$704
META PLATFORMS INC 1,371 UNCH $666
     META1,371UNCH$666
ETF SER SOLUTIONS (SMIG) 22,250 -395 $599
     SMIG22,250-395$599
GLOBAL X FDS 33,072 -5,554 $592
     QYLD33,072-5,554$592
ASML HOLDING N V 600 UNCH $582
     ASML600UNCH$582
LAM RESEARCH CORP 572 UNCH $556
     LRCX572UNCH$556
BERKSHIRE HATHAWAY INC DEL      $553
     BRK.B1,315+367$553
NETFLIX INC 894 UNCH $543
     NFLX894UNCH$543
DISNEY WALT CO 4,157 +1,200 $509
     DIS4,157+1,200$509
ECOLAB INC 2,200 UNCH $508
     ECL2,200UNCH$508
GLOBAL X FDS 10,342 +3 $507
     MLPX10,342+3$507
SPDR SER TR (SPLG) 8,175 UNCH $503
     SPLG8,175UNCH$503
FLEXSHARES TR (NFRA) 9,184 -429 $501
     NFRA9,184-429$501
INVESCO EXCH TRD SLF IDX FD 20,000 UNCH $487
     BSMP20,000UNCH$487
INVESCO EXCH TRD SLF IDX FD 19,500 UNCH $483
     BSMO19,500UNCH$483
VISA INC 1,716 UNCH $479
     V1,716UNCH$479
ISHARES TR (IVW) 5,600 -400 $473
     IVW5,600-400$473
BROADCOM INC 356 UNCH $472
     AVGO356UNCH$472
MERCK & CO INC 3,527 +407 $465
     MRK3,527+407$465
AMERICAN EXPRESS CO 2,004 UNCH $456
     AXP2,004UNCH$456
CAPITAL GROUP GROWTH ETF (CGGR) 13,653 +182 $437
     CGGR13,653+182$437
INVESCO EXCH TRADED FD TR II (QQQM) 2,385 +366 $436
     QQQM2,385+366$436
LAUDER ESTEE COS INC 2,800 UNCH $432
     EL2,800UNCH$432
ENTERPRISE PRODS PARTNERS L 14,730 +466 $430
     EPD14,730+466$430
SCHWAB STRATEGIC TR 10,733 +178 $419
     SCHF10,733+178$419
JOHNSON & JOHNSON 2,540 -54 $402
     JNJ2,540-54$402
PFIZER INC 13,203 +2,014 $366
     PFE13,203+2,014$366
INNOVATOR ETFS TRUST (PMAR) 9,513 +9,513 $350
     PMAR9,513+9,513$350
CSX CORP 9,396 +300 $348
     CSX9,396+300$348
HUMANA INC 1,000 UNCH $347
     HUM1,000UNCH$347
DEERE & CO 805 UNCH $331
     DE805UNCH$331
T MOBILE US INC 1,984 UNCH $324
     TMUS1,984UNCH$324
ANALOG DEVICES INC 1,574 UNCH $311
     ADI1,574UNCH$311
VANGUARD INDEX FDS (VTV) 1,895 UNCH $309
     VTV1,895UNCH$309
LOWES COS INC 1,190 UNCH $303
     LOW1,190UNCH$303
ELI LILLY & CO 385 +15 $300
     LLY385+15$300
UNITED RENTALS INC 410 UNCH $296
     URI410UNCH$296
ISHARES TR (USRT) 5,422 UNCH $292
     USRT5,422UNCH$292
STARBUCKS CORP 3,085 -100 $282
     SBUX3,085-100$282
ORACLE CORP 2,201 UNCH $276
     ORCL2,201UNCH$276
FEDEX CORP 931 UNCH $270
     FDX931UNCH$270
VANGUARD TAX MANAGED FDS (VEA) 5,254 UNCH $264
     VEA5,254UNCH$264
MOTOROLA SOLUTIONS INC 724 UNCH $257
     MSI724UNCH$257
RTX CORPORATION 2,508 UNCH $245
     RTX2,508UNCH$245
VANGUARD INDEX FDS (VXF) 1,353 UNCH $237
     VXF1,353UNCH$237
CATERPILLAR INC 628 +628 $230
     CAT628+628$230
MASTERCARD INCORPORATED 467 +467 $225
     MA467+467$225
ISHARES TR (IJR) 2,015 UNCH $223
     IJR2,015UNCH$223
NOVO NORDISK A S 1,665 +1,665 $214
     NVO1,665+1,665$214
NEXTERA ENERGY INC 3,320 UNCH $212
     NEE3,320UNCH$212
SELECT SECTOR SPDR TR (XLF) 5,039 +5,039 $212
     XLF5,039+5,039$212
TELEPHONE & DATA SYS INC 10,000 UNCH $160
     TDS10,000UNCH$160
FLAHERTY & CRUMRINE PFD INCO 14,000 +0 $118
     PFO14,000UNCH$118

See Summary: ORBA Wealth Advisors L.L.C. Top Holdings
See Details: Top 10 Stocks Held By ORBA Wealth Advisors L.L.C.

All Stocks Held By ORBA Wealth Advisors L.L.C. | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.