Org Partners LLC Incresed Positions in Q2 2025

Org Partners LLC

  • $397 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.49K
+ 23.05%
$68.13 - $74.77 $306K - $335K
23.9K $1.74M
IAU
Ishares Gold Trust

ETFs
4.26K
+ 98.31%
$56.1 - $64.74 $239K - $276K
8.59K $535K
CGGO
Capital Group Global Growth Eq

ETFs
8.63K
+ 1739.72%
$25.31 - $32.17 $218K - $278K
9.13K $291K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
1.32K
+ 4.33%
$47.63 - $60.01 $62.9K - $79.2K
31.8K $1.89M
PAVE
Global X Fds Us Infrastructure

ETFs
3.85K
+ 22.93%
$33.78 - $43.68 $130K - $168K
20.6K $898K
WFC
Wells Fargo & Company

Financial Services
3.09K
+ 201.3%
$60.98 - $80.12 $188K - $247K
4.62K $370K
OUNZ
Van Eck Merk Gold Trust

ETFs
7.41K
+ 57.85%
$28.68 - $33.09 $212K - $245K
20.2K $644K
UBER
Uber Technologies, Inc

Technology
1.79K
+ 41.68%
$64.62 - $93.3 $116K - $167K
6.1K $568K
NOC
Northrop Grumman Corp

Industrials
541
+ 29.6%
$456.3 - $540.39 $247K - $292K
2.37K $1.18M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
906
+ 23.54%
$66.89 - $111.18 $60.6K - $101K
4.76K $528K
IWF
Ishares Russell 1000 Gr ETF

ETFs
317
+ 17.8%
$320.42 - $421.7 $102K - $134K
2.1K $884K
HXL
Hexcel Corp

Industrials
4.15K
+ 1203.48%
$47.49 - $57.32 $197K - $238K
4.5K $254K
ABBV
Abb Vie Inc.

Healthcare
1.78K
+ 43.69%
$170.16 - $206.27 $302K - $366K
5.84K $1.08M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3.96K
+ 5.73%
$43.65 - $45.44 $173K - $180K
72.9K $3.31M
PM
Philip Morris International Inc.

Consumer Defensive
468
+ 8.77%
$149.23 - $184.95 $69.8K - $86.6K
5.81K $1.06M
BXSL
Blackstone Secured Lending Fund

Financial Services
6.96K
+ 102.94%
$26.88 - $32.74 $187K - $228K
13.7K $422K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
89
+ 2.98%
$141.37 - $228.57 $12.6K - $20.3K
3.07K $695K
V
Visa Inc.

Financial Services
532
+ 24.06%
$308.27 - $373.31 $164K - $199K
2.74K $973K
RSG
Republic Services, Inc.

Industrials
784
+ 1187.88%
$227.2 - $258.07 $178K - $202K
850 $209K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.02K
+ 53.96%
$105.2 - $141.69 $107K - $145K
2.91K $412K
IWM
Ishares Russell 2000 ETF

ETFs
750
+ 53.0%
$174.82 - $215.79 $131K - $162K
2.17K $467K
XLP
Consumer Staples Sector Spdr

ETFs
2.3K
+ 26.96%
N/A
10.8K $823K
MA
Mastercard Inc

Financial Services
295
+ 73.2%
$479.92 - $590.74 $142K - $174K
698 $392K
INTU
Intuit Inc

Technology
163
+ 69.36%
$544.07 - $787.63 $88.7K - $128K
398 $313K
VRIG
Invesco Actively Managed ETF F

ETFs
6.88K
+ 7.13%
$24.89 - $25.14 $171K - $173K
103K $2.59M
SPGI
S&P Global Inc.

Financial Services
299
+ 48.23%
$438.31 - $527.29 $131K - $158K
919 $484K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
422
+ 2.71%
$86.05 - $107.7 $36.3K - $45.4K
16K $1.72M
EMB
Ishares Tr

ETFs
1.61K
+ 19.16%
$86.54 - $92.62 $140K - $149K
10K $929K
TFLO
Ishares Treasury Floating Rate

ETFs
3.27K
+ 5.7%
$50.47 - $50.66 $165K - $166K
60.6K $3.07M
ARCC
Ares Capital Corp

Financial Services
7.55K
+ 69.28%
$18.91 - $22.43 $143K - $169K
18.4K $405K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.65K
+ 59.64%
$42.51 - $43.7 $155K - $159K
9.77K $426K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.73K
+ 38.24%
$30.53 - $40.65 $83.3K - $111K
9.87K $401K
JHMM
John Hancock Multifactor Mid C

ETFs
2.52K
+ 300.12%
$50.32 - $61.13 $127K - $154K
3.37K $205K
GE
General Electric CO

Industrials
290
+ 21.26%
$166.81 - $257.39 $48.4K - $74.6K
1.65K $425K
IBM
International Business Machines Corp

Technology
93
+ 3.46%
$221.03 - $294.78 $20.6K - $27.4K
2.78K $820K
CEG
Constellation Energy Corp

Utilities
148
+ 18.23%
$170.96 - $322.76 $25.3K - $47.8K
960 $309K
GS
Goldman Sachs Group Inc

Financial Services
67
+ 11.09%
$462.22 - $707.75 $31K - $47.4K
671 $474K
IWD
Ishares Russell 1000 Val ETF

ETFs
662
+ 28.5%
$166.82 - $194.23 $110K - $129K
2.99K $579K
FDL
First Tr Morningstar Dividend

ETFs
5.13K
+ 10.48%
$38.19 - $43.19 $196K - $222K
54.1K $2.27M
ETN
Eaton Corp PLC

Industrials
168
+ 20.74%
$246.52 - $356.99 $41.4K - $60K
978 $349K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
789
+ 9.48%
$90.56 - $109.49 $71.5K - $86.4K
9.11K $995K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.4K
+ 6.68%
$22.54 - $23.17 $122K - $125K
86.2K $1.98M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.16K
+ 28.37%
$102.02 - $103.5 $119K - $120K
5.26K $541K
BAC
Bank Of America Corp

Financial Services
956
+ 7.82%
$34.39 - $47.46 $32.9K - $45.4K
13.2K $623K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.01K
+ 24.14%
$65.84 - $80.81 $66.3K - $81.4K
5.18K $414K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.06K
+ 4.61%
$50.1 - $51.02 $103K - $105K
46.7K $2.38M
AXP
American Express CO

Financial Services
313
+ 948.48%
$231.39 - $318.98 $72.4K - $99.8K
346 $110K
CATY
Cathay General Bancorp

Financial Services
528
+ 1.74%
$37.32 - $45.67 $19.7K - $24.1K
30.8K $1.4M
SCHW
Schwab Charles Corp

Financial Services
862
+ 54.66%
$69.06 - $91.24 $59.5K - $78.6K
2.44K $222K
Activity Summary
Buys All Purchases 863 New Holdings 281 Increased Positions 582 Sells All Sells 289 Reductions 285 Sold out 4 Options Calls 0 Puts 0
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