OW

ORBA Wealth Advisors, L.L.C.

13F
ORBA Wealth Advisors, L.L.C.
Last update 2025-04-17 105 Stocks (4 new)
Value $198.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(7.91%)SPY(6.45%)DGRW(4.32%)ULST(4.25%)FPE(3.72%)
Summary Stock Picks Current Portfolio
ORBA Wealth Advisors, L.L.C. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
70,635
15,690.1
-0.34%
7.910
-0.03%
0.000
+8.39%
-15.82%
3,140,854.9
Hardware
SPY
SPDR S&P 500 ETF Trust
22,871
12,794.0
+19.18%
6.450
+1.04%
0.000
+19.06%
+7.11%
639,625.2
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
107,294
8,568.5
+14.59%
4.320
+0.55%
0.060
+13.43%
+5.50%
15,958.4
 
ULST
SPDR SSgA Ultra Short Term Bond ETF
207,100
8,418.6
+3.00%
4.250
+0.12%
1.340
+1.02%
+2.55%
592.8
 
FPE
First Trust Preferred Securities and Income ETF
First Trust Preferred Securities and Income ETF
419,956
7,387.1
+4.81%
3.720
+0.17%
0.130
+5.54%
+3.79%
5,968.5
 
QQQ
INVESCO QQQ Trust
14,769
6,925.4
+25.85%
3.490
+0.72%
0.000
+25.62%
+9.31%
355,285.9
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
162,407
5,913.3
+3.46%
2.980
+0.10%
0.020
+13.77%
+19.74%
26,921.3
 
ABBV
AbbVie Inc
27,873
5,839.9
-0.35%
2.940
-0.01%
0.000
+11.95%
+10.18%
336,579.3
Drug Manufacturers
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
89,922
5,264.1
+12.85%
2.650
+0.30%
0.040
+15.20%
+6.62%
15,095.3
 
MSFT
Microsoft Corp
13,780
5,172.9
-0.11%
2.610
0%
0.000
+36.38%
+20.48%
3,759,892.8
Software

ORBA Wealth Advisors, L.L.C.'s Historical Top Holdings Breakdowns

ORBA Wealth Advisors, L.L.C.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+1.04%
●
551.42 ($587.78) 612.93
$624.07
6.17%
Add 19.18%
22,871
3,680
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.72%
●
468.34 ($508.07) 539.52
$557.09
9.65%
Add 25.85%
14,769
3,034
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
2025-03-31
Add
Add
+0.60%
●
50.21 ($54.51) 57.73
$54.99
0.88%
Add 36.35%
87,041
23,203
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-03-31
Add
Add
+0.55%
●
78 ($81.92) 84.37
$84.79
3.50%
Add 14.59%
107,294
13,658
FMB
First Trust Managed Municipal ETF
2025-03-31
New Buy
New Buy
+0.38%
●
50.17 ($51) 51.47
$49.59
-2.76%
New holding
15,000
15,000
FTCS
First Trust Capital Strength ETF
2025-03-31
Add
Add
+0.33%
●
86.39 ($89.33) 91.35
$90.19
0.97%
Add 15.01%
55,615
7,258
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
2025-03-31
Add
Add
+0.30%
●
57.22 ($60.78) 63.39
$62.61
3.01%
Add 12.85%
89,922
10,241
AVEM
Avantis Emerging Markets Equity ETF
2025-03-31
Add
Add
+0.24%
●
57.11 ($60.13) 62.4
$69.70
15.92%
Add 11.93%
73,196
7,800
SPEM
SPDR Portfolio Emerging Markets ETF
2025-03-31
Add
Add
+0.23%
●
37.07 ($39.22) 40.63
$43.30
10.40%
Add 12.25%
108,024
11,790
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
Add
Add
+0.22%
●
25.77 ($26.17) 26.48
$26.30
0.48%
Add 14.11%
131,079
16,213

ORBA Wealth Advisors, L.L.C. Total Holding History ($B)

To

ORBA Wealth Advisors, L.L.C.'s Asset Allocation

To

ORBA Wealth Advisors, L.L.C. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ORBA Wealth Advisors, L.L.C.'s Hypothetical Growth since 2025-03-31

ORBA Wealth Advisors, L.L.C.'s Yearly Returns

Year Portfolio % % Excess Gain %

ORBA Wealth Advisors, L.L.C.'s Holdings Heat Map

Size field:

ORBA Wealth Advisors, L.L.C.'s Holdings Bubble Chart

ORBA Wealth Advisors, L.L.C. News

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