Org Partners LLC Incresed Positions in Q3 2024

Org Partners LLC

  • $588 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.59K
+ 3.4%
$50.25 - $50.74 $79.8K - $80.6K
48.4K $2.45M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
12
+ 0.03%
$43.99 - $46.63 $528 - $560
43.7K $2.03M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.02K
+ 1.33%
$22.38 - $23.66 $22.9K - $24.2K
77.9K $1.83M
VIG
Vanguard Dividend Appreciation

ETFs
492
+ 3280.0%
$182.15 - $182.15 $89.6K - $89.6K
507 $92K
JEPI
J P Morgan Exchange Traded Fd

ETFs
557
+ 2.9%
$54.98 - $59.51 $30.6K - $33.1K
19.8K $1.18M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
741
+ 3.51%
$56.04 - $62.99 $41.5K - $46.7K
21.9K $1.34M
UTG
Reaves Utility Income Fund

Financial Services
1.83K
+ 42.2%
$27.16 - $32.8 $49.7K - $60K
6.17K $202K
FVD
First Tr Value Line Divid Inde

ETFs
1K
+ 14.61%
$40.45 - $45.49 $40.5K - $45.5K
7.85K $356K
PFE
Pfizer Inc

Healthcare
884
+ 1.88%
$27.7 - $31.39 $24.5K - $27.7K
47.9K $1.39M
SLV
I Shares Silver Trust

ETFs
2.12K
+ 145.98%
$24.33 - $29.38 $51.7K - $62.4K
3.58K $101K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1K
+ 418.41%
$52.1 - $59.66 $52.1K - $59.7K
1.24K $73K
CHE
Chemed Corp

Healthcare
55
+ 12.82%
$527.82 - $600.97 $29K - $33.1K
484 $290K
SPG
Simon Property Group Inc

Real Estate
39
+ 1.31%
$146.09 - $170.11 $5.7K - $6.63K
3.01K $509K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
905
+ 4.02%
$37.92 - $42.97 $34.3K - $38.9K
23.4K $986K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
1.06K
+ 56.54%
$37.42 - $44.1 $39.8K - $46.9K
2.95K $127K
BR
Broadridge Financial Solutions, Inc.

Technology
130
+ 9.56%
$196.56 - $218.55 $25.6K - $28.4K
1.49K $320K
XLI
Industrial Sector Spdr

ETFs
378
+ 525.0%
$120.56 - $135.44 $45.6K - $51.2K
450 $60K
ICE
Intercontinental Exchange, Inc.

Financial Services
202
+ 33.89%
$136.93 - $162.81 $27.7K - $32.9K
798 $128K
KR
Kroger CO

Consumer Defensive
700
+ 85.37%
$50.43 - $57.3 $35.3K - $40.1K
1.52K $87K
PLD
Prologis, Inc.

Real Estate
32
+ 1.07%
$111.95 - $132.43 $3.58K - $4.24K
3.01K $380K
ITA
Ishares Tr

ETFs
300
+ 2000.0%
$131.58 - $149.64 $39.5K - $44.9K
315 $47K
BOND
Pimco Active Bond Exchange Tra

ETFs
241
+ 3.85%
$90.01 - $95.32 $21.7K - $23K
6.49K $614K
LRCX
Lam Research Corp

Technology
70
+ 114.75%
$731.56 - $1127.3 $51.2K - $78.9K
131 $106K
XLV
Select Sector Spdr Fund Health

ETFs
216
+ 23.05%
$143.3 - $157.24 $31K - $34K
1.15K $177K
EOG
Eog Resources Inc

Energy
546
+ 5.85%
$117.9 - $132.65 $64.4K - $72.4K
9.88K $1.21M
SCHP
Schwab Strategic Us Tips ETF

ETFs
494
+ 6.58%
$51.58 - $53.79 $25.5K - $26.6K
8K $429K
ANET
Arista Networks, Inc.

Technology
93
+ 186.0%
$311.42 - $388.21 $29K - $36.1K
143 $54K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
271
+ 7.1%
$98.99 - $101.51 $26.8K - $27.5K
4.09K $414K
XLC
Select Sector Spdr Tr Communic

ETFs
304
+ 24.36%
$82.16 - $90.4 $25K - $27.5K
1.55K $140K
URI
United Rentals, Inc.

Industrials
1
+ 0.54%
$627.41 - $814.1 $627 - $814
186 $150K
LCID
Lucid Group, Inc.

Consumer Cyclical
235
+ 0.75%
$2.64 - $4.26 $620 - $1K
31.6K $111K
UBER
Uber Technologies, Inc

Technology
383
+ 142.91%
$58.48 - $77.47 $22.4K - $29.7K
651 $48K
SA
Seabridge Gold Inc

Basic Materials
1.66K
+ 735.56%
$13.33 - $18.56 $22.1K - $30.7K
1.88K $31K
OILK
Proshares Tr K 1 Free Crude Oi

ETFs
4.47K
+ 16.23%
$40.63 - $49.13 $181K - $219K
32K $1.36M
BLK
Black Rock Inc.

Financial Services
15
+ 22.06%
$782.27 - $949.51 $11.7K - $14.2K
83 $78K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.68K
+ 395.99%
$13.31 - $15.65 $22.3K - $26.3K
2.1K $30K
NVS
Novartis Ag

Healthcare
150
+ 17.71%
$106.13 - $120.89 $15.9K - $18.1K
997 $114K
XLF
Financial Sector Spdr

ETFs
468
+ 95.9%
$40.84 - $45.74 $19.1K - $21.4K
956 $43K
UPS
United Parcel Service Inc

Industrials
170
+ 5.28%
$123.32 - $147.38 $21K - $25.1K
3.39K $462K
HON
Honeywell International Inc

Industrials
323
+ 4.77%
$196.73 - $220.21 $63.5K - $71.1K
7.1K $1.47M
CPRT
Copart Inc

Consumer Cyclical
534
+ 12.48%
$49.19 - $55.54 $26.3K - $29.7K
4.81K $252K
AZN
Astrazeneca PLC

Healthcare
252
+ 26.03%
$76.67 - $87.62 $19.3K - $22.1K
1.22K $95K
SLB
Schlumberger Limited

Energy
484
+ 393.5%
$39.57 - $49.67 $19.2K - $24K
607 $25K
STLA
Stellantis N.V.

Consumer Cyclical
2.13K
+ 112.11%
$14.05 - $20.71 $29.9K - $44.1K
4.03K $56K
GLOB
Globant S.A.

Technology
76
+ 65.52%
$176.29 - $207.07 $13.4K - $15.7K
192 $38K
KGEIF
Kolibri Global Energy Inc.
3.99K
+ 199.5%
N/A
5.99K $23K
IRDM
Iridium Communications Inc.

Communication Services
30
+ 0.78%
$25.17 - $31.03 $755 - $931
3.89K $118K
VTWV
Vanguard Russell 2000 Value Et

ETFs
6
+ 0.54%
$132.06 - $150.96 $792 - $906
1.12K $164K
ERH
Allspring Utilities & High Income Fund

Financial Services
191
+ 1.91%
$9.73 - $11.16 $1.86K - $2.13K
10.2K $113K
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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