Org Partners LLC Incresed Positions in Q3 2024

Org Partners LLC

  • $588 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
12K
+ 126.4%
$517.38 - $573.86 $6.21M - $6.89M
21.5K $12.3M
DRSK
ETF Ser Solutions Aptus Define

ETFs
111K
+ 14.25%
$26.97 - $28.55 $2.98M - $3.16M
887K $25.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
20.4K
+ 67933.33%
$178.94 - $207.0 $3.65M - $4.22M
20.4K $4.1M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
59.4K
+ 9.46%
$36.82 - $39.74 $2.19M - $2.36M
686K $27.3M
RDVY
First Trust Rising Dividend Ac

ETFs
56K
+ 18589.04%
$53.68 - $59.24 $3M - $3.31M
56.3K $3.33M
ITOT
Ishares Core S&P Total U.S. St

ETFs
19.3K
+ 27.98%
$113.41 - $125.62 $2.19M - $2.43M
88.4K $11.1M
VOXCF
Vox Royalty Corp.
939K
+ 7.57%
N/A
13.3M $32.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
998
+ 1.96%
$475.2 - $527.7 $474K - $527K
52K $27.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27.1K
+ 74.86%
$57.32 - $62.65 $1.55M - $1.7M
63.3K $3.94M
OMFL
Invesco Exchange Traded Self I

ETFs
33.6K
+ 126.36%
$47.65 - $52.99 $1.6M - $1.78M
60.2K $3.19M
IEF
Ishares Barclays

ETFs
16.3K
+ 8636.51%
$92.67 - $99.14 $1.51M - $1.62M
16.5K $1.62M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
18.6K
+ 32.01%
$58.03 - $65.37 $1.08M - $1.22M
76.9K $4.98M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
4.52K
+ 2.93%
$70.04 - $77.47 $317K - $350K
159K $12.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15.4K
+ 76.19%
$81.31 - $83.29 $1.25M - $1.28M
35.7K $2.96M
VEA
Vanguard Ftse Developed Market

ETFs
4.24K
+ 1.46%
$47.6 - $53.31 $202K - $226K
294K $15.5M
SCCO
Southern Copper Corp

Basic Materials
8.64K
+ 369.75%
$94.1 - $120.43 $813K - $1.04M
11K $1.27M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
21.4K
+ 320.27%
$44.66 - $49.15 $956K - $1.05M
28.1K $1.32M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.41K
+ 35295.24%
$114.73 - $120.23 $850K - $891K
7.43K $889K
INQQ
Exchange Traded Concepts Tr In

ETFs
51.2K
+ 488.01%
$15.0 - $17.1 $767K - $875K
61.6K $1.01M
OSCV
Opus Small Cap Value ETF

ETFs
7.22K
+ 3.74%
$33.99 - $37.93 $245K - $274K
200K $7.49M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
3.97K
+ 1.51%
$42.55 - $46.2 $169K - $184K
266K $12.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.01K
+ 2.27%
$77.02 - $85.06 $154K - $171K
90.5K $7.65M
TFLO
Ishares Treasury Floating Rate

ETFs
14.9K
+ 32.47%
$50.42 - $50.66 $750K - $753K
60.7K $3.07M
EFV
Msci Eafe Value ETF

ETFs
856
+ 0.57%
$51.72 - $57.96 $44.3K - $49.6K
151K $8.71M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
6.03K
+ 225.75%
$97.1 - $107.44 $586K - $648K
8.7K $876K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
4.48K
+ 475.19%
$97.96 - $124.99 $439K - $560K
5.42K $675K
PLTR
Palantir Technologies Inc.

Technology
3.85K
+ 11.18%
$24.09 - $37.95 $92.8K - $146K
38.3K $1.43M
IRM
Iron Mountain Inc

Real Estate
3.99K
+ 248.23%
$89.69 - $119.32 $358K - $477K
5.6K $665K
XLP
Consumer Staples Sector Spdr

ETFs
6.77K
+ 2762.86%
$76.04 - $76.04 $515K - $515K
7.01K $533K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
38.5K
+ 60.69%
$11.45 - $13.06 $441K - $502K
102K $1.23M
CVX
Chevron Corp

Energy
4K
+ 34.68%
$137.88 - $161.97 $551K - $647K
15.5K $2.28M
EFG
Msci Eafe Growth ETF

ETFs
334
+ 0.43%
$96.84 - $108.77 $32.3K - $36.3K
77.9K $8.38M
VUG
Vanguard Growth ETF

ETFs
960
+ 13.55%
$341.08 - $391.94 $327K - $376K
8.04K $3.09M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
983
+ 17.37%
$256.4 - $289.78 $252K - $285K
6.64K $1.89M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.3K
+ 740.22%
$61.47 - $67.36 $326K - $357K
6.02K $404K
MRK
Merck & Co., Inc.

Healthcare
2.99K
+ 71.21%
$111.15 - $128.97 $332K - $385K
7.18K $815K
OUNZ
Van Eck Merk Gold Trust

ETFs
10.2K
+ 181.66%
$22.51 - $25.83 $230K - $264K
15.8K $402K
VB
Vanguard Small Cap ETF

ETFs
1.08K
+ 574.87%
$214.77 - $237.72 $231K - $256K
1.26K $299K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
2.32K
+ 3.15%
$11.57 - $14.32 $26.9K - $33.3K
76.1K $1.08M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
7.52K
+ 118.93%
$26.01 - $27.41 $196K - $206K
13.8K $378K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4.61K
+ 16.63%
$19.62 - $23.55 $90.5K - $109K
32.4K $753K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
1.93K
+ 3.46%
$27.67 - $31.22 $53.3K - $60.2K
57.7K $1.78M
PWR
Quanta Services, Inc.

Industrials
453
+ 129.06%
$239.58 - $298.23 $109K - $135K
804 $239K
PNC
Pnc Financial Services Group, Inc.

Financial Services
698
+ 425.61%
$156.14 - $187.2 $109K - $131K
862 $159K
PH
Parker Hannifin Corp

Industrials
150
+ 164.84%
$501.01 - $635.92 $75.2K - $95.4K
241 $152K
AVGO
Broadcom Inc.

Technology
5.56K
+ 931.99%
$136.27 - $1745.86 $758K - $9.71M
6.16K $1.06M
XLE
Energy Sector Spdr

ETFs
1.15K
+ 110.4%
$84.35 - $93.39 $96.7K - $107K
2.18K $191K
AMT
American Tower Corp

Real Estate
85
+ 4.3%
$192.27 - $242.73 $16.3K - $20.6K
2.06K $479K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
395
+ 3.15%
$96.25 - $101.98 $38K - $40.3K
12.9K $1.31M
Activity Summary
Buys All Purchases 338 New Holdings 157 Increased Positions 181 Sells All Sells 489 Reductions 481 Sold out 8 Options Calls 0 Puts 0
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