• 13F History

ORBA Wealth Advisors, L.L.C.

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$198M
Signature - Title
James Petitpren - Chief Investment Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by ORBA Wealth Advisors, L.L.C.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ORBA Wealth Advisors, L.L.C. reported 105 stock holdings with total value $198M as of Q1 2025. Top holdings included AAPL, SPY, DGRW, ULST, and FPE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 105 $198M +$12.3M -$1.06M +$11.2M AAPL, SPY, DGRW, ULST, FPE 13F-HR 4/17/2025, 10:00 AM
Q4 2024 104 $191M +$3.53M -$9.71M -$6.18M AAPL, SPY, ULST, DGRW, FPE 13F-HR 2/4/2025, 07:57 PM
Q3 2024 104 $198M +$12.7M -$18.1M -$5.37M AAPL, SPY, ULST, DGRW, FPE 13F-HR 10/9/2024, 05:08 PM
Q2 2024 99 $193M +$10.2M -$1.93M +$8.28M AAPL, FTSM, SPY, ULST, DGRW 13F-HR 7/16/2024, 01:35 PM
Q1 2024 97 $181M +$5.95M -$1.35M +$4.6M FTSM, AAPL, ULST, SPY, FPE 13F-HR 4/30/2024, 03:17 PM
Q4 2023 92 $167M AAPL, FTSM, ULST, FPE, DGRW 13F-HR 2/12/2024, 05:22 PM