Instuitional Investor - Orba Wealth Advisors, L.l.c.
Fund Profile
Filing Period:
| Fund Name: | Orba Wealth Advisors, L.l.c. |
| Portfolio Value | $166,816,919 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 70,812 | $13,633,433 | 8.17% | |
| 2. | First Tr Exchange-Traded Fd | 212,445 | $12,674,520 | 7.59% | |
| 3. | Ssga Active Etf Tr | 258,067 | $10,420,766 | 6.24% | |
| 4. | First Tr Exch Traded Fd Iii | 386,690 | $6,519,611 | 3.9% | |
| 5. | Wisdomtree Tr | 88,608 | $6,227,384 | 3.73% |
