ORBA Wealth Advisors, L.L.C.
Q1 2025 13F Holdings
- Locationchicago, IL
- Num holdings
105
- Value ($000)
$198,314
- Date Filed04/17/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $15.69M | 8 % | 70,635 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $12.79M | 7 % | 22,871 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $8.57M | 4 % | 107,294 | ||
ULST SSGA ACTIVE ETF TR | ULT SHT TRM BD | 78467V707 | $8.42M | 4 % | 207,100 | ||
FPE FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | $7.39M | 4 % | 419,956 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.93M | 4 % | 14,769 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $5.91M | 3 % | 162,407 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $5.84M | 3 % | 27,873 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $5.26M | 3 % | 89,922 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.17M | 3 % | 13,780 |
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