ORBA Wealth Advisors, L.L.C.
Q4 2024 13F Holdings
- Locationchicago, IL
- Num holdings
104
- Value ($000)
$191,326
- Date Filed02/04/2025
- Form type13F-HR
- CIK0002010248
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $17.75M | 9 % | 70,874 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.25M | 6 % | 19,191 | ||
ULST SSGA ACTIVE ETF TR | ULT SHT TRM BD | 78467V707 | $8.13M | 4 % | 201,064 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $7.58M | 4 % | 93,636 | ||
FPE FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | $7.09M | 4 % | 400,672 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.00M | 3 % | 11,735 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.81M | 3 % | 13,795 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $5.36M | 3 % | 156,972 | ||
CGGO CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | $5.05M | 3 % | 172,897 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $4.97M | 3 % | 27,971 |
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