$193 Million is the total value of ORBA Wealth Advisors, L.L.C.'s 99 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -5,039 | -100.0% | -0.12% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -467 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q2 2024 | 8.2% |
| FIRST TR EXCHANGE-TRADED FD | 3 | Q2 2024 | 7.6% |
| SSGA ACTIVE ETF TR | 3 | Q2 2024 | 6.2% |
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 5.2% |
| FIRST TR EXCH TRADED FD III | 3 | Q2 2024 | 3.9% |
| WISDOMTREE TR | 3 | Q2 2024 | 3.9% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 3.5% |
| MICROSOFT CORP | 3 | Q2 2024 | 3.3% |
| SPDR INDEX SHS FDS | 3 | Q2 2024 | 3.2% |
| CAPITAL GROUP GBL GROWTH EQT | 3 | Q2 2024 | 2.8% |
View ORBA Wealth Advisors, L.L.C.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-12 |
View ORBA Wealth Advisors, L.L.C.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.