ORBA Wealth Advisors, L.L.C.

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    chicago, IL
  • CIK
    0002010248
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

105

$198.31M
AAPL, SPY, DGRW, ULST
13F-HR
Apr 17, 2025
000108514625002164

104

$191.33M
AAPL, SPY, ULST, DGRW
13F-HR
Feb 4, 2025
000108514625000798

104

$197.63M
AAPL, SPY, ULST, DGRW
13F-HR
Oct 9, 2024
000108514624004744

99

$193.22M
AAPL, FTSM, SPY, ULST
13F-HR
Jul 16, 2024
000108514624003028

97

$180.70M
FTSM, AAPL, ULST, SPY
13F-HR
Apr 30, 2024
000108514624002148

92

$166.82M
AAPL, FTSM, ULST, FPE
13F-HR
Feb 12, 2024
000108514624001120
Orba Wealth Advisors, L.l.c. 13F Filings