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  Name: ORBA Wealth Advisors L.L.C.
  City: CHICAGO
  State: IL
  Zip: 60611
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $180,700,000
  Total Value Change : $13,883,000
  Securities Held Change : 5
   
All Securities Held : 97
  New Positions : 5
  Closed Positions : 0
  Increased Positions : 31
  Unchanged Positions : 41
  Decreased Positions : 20

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PMAR)1 Year Chart         PMAR Innovator S&p 500 Power Buf... 72 New $0.00 $350,000 9,513 0.19% 350,000 9,513 0.021    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc 90 New $362.75 $230,000 628 0.13% 230,000 628 0    Farm & Construction M...
   (MA)1 Year Chart         MA MasterCard Inc A 91 New $459.66 $225,000 467 0.12% 225,000 467 0    Business Services
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 93 New $132.91 $214,000 1,665 0.12% 214,000 1,665 0    Drug Manufacturers - ...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 94 New $41.91 $212,000 5,039 0.12% 212,000 5,039 0    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
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