StockDriftsStockDriftsTop 50 ORBA Wealth Advisors, L.L.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.62% | 25.2K | $6.4M | -51.97%(-27.23K) | $183.20(+63.14%) | 2026-03-31 | |
| ULST | SSGA ACTIVE ETF TR | 5.93% | 122.9K | $5.0M | -32.60%(-59.44K) | $40.44(-0.09%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.81% | 6.2K | $4.0M | -24.29%(-1.99K) | $497.53(+49.20%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 4.68% | 86.0K | $3.9M | -14.78%(-14.91K) | $32.73(+53.58%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.65% | 6.0K | $3.9M | +1.60%(+94) | $510.93(+45.96%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.95% | 5.7K | $3.3M | -10.68%(-686) | $419.16(+70.51%) | 2026-03-31 | |
| FPE | FIRST TR EXCH TRADED FD III | 3.74% | 176.8K | $3.1M | -19.13%(-41.82K) | $16.61(+8.97%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 3.47% | 33.1K | $2.9M | -16.28%(-6.44K) | $69.44(+37.77%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.74% | 28.5K | $2.3M | -25.66%(-9.82K) | $55.74(+70.21%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.58% | 25.5K | $2.2M | -45.53%(-21.29K) | $64.64(+41.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.63% | +31.75% |
| Top 20 Holdings Unweighted | +9.88% | +32.67% |
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