Org Partners LLC Incresed Positions in Q2 2025

Org Partners LLC

  • $397 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
223
+ 6.9%
$53.27 - $72.04 $11.9K - $16.1K
3.46K $245K
MOS
Mosaic CO

Basic Materials
1.07K
+ 712.0%
$22.76 - $36.95 $24.3K - $39.5K
1.22K $44K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
43
+ 0.62%
$49.48 - $61.22 $2.13K - $2.63K
6.95K $423K
UTG
Reaves Utility Income Fund

Financial Services
375
+ 5.22%
$29.08 - $36.18 $10.9K - $13.6K
7.56K $273K
DUOL
Duolingo, Inc.

Technology
9
+ 2.49%
$292.88 - $540.68 $2.64K - $4.87K
371 $152K
NRG
Nrg Energy, Inc.

Utilities
228
+ 422.22%
$83.61 - $162.67 $19.1K - $37.1K
282 $45K
ETR
Entergy Corp

Utilities
490
+ 51.91%
$79.01 - $86.61 $38.7K - $42.4K
1.43K $119K
CARR
Carrier Global Corp

Industrials
496
+ 192.25%
$55.55 - $75.83 $27.6K - $37.6K
754 $55K
MCK
Mckesson Corp

Healthcare
29
+ 9.97%
$652.83 - $732.78 $18.9K - $21.3K
320 $234K
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
797
+ 48.54%
N/A
2.44K $118K
CSCO
Cisco Systems, Inc.

Technology
357
+ 21.09%
$53.19 - $69.38 $19K - $24.8K
2.05K $142K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
854
+ 120.62%
$38.92 - $46.4 $33.2K - $39.6K
1.56K $68K
VRT
Vertiv Holdings CO

Industrials
423
+ 36.18%
N/A
1.59K $137K
T
At&T Inc.

Communication Services
938
+ 6.9%
$26.33 - $28.94 $24.7K - $27.1K
14.5K $420K
SHV
Ishares Tr

ETFs
332
+ 5.28%
$110.06 - $110.46 $36.5K - $36.7K
6.62K $730K
TXN
Texas Instruments Inc

Technology
178
+ 12.18%
N/A
1.64K $319K
BSX
Boston Scientific Corp

Healthcare
312
+ 243.75%
$89.7 - $107.41 $28K - $33.5K
440 $47K
CCI
Crown Castle International Corp

Real Estate
344
+ 97.73%
$94.83 - $107.06 $32.6K - $36.8K
696 $71K
EMLP
First Tr Exchange Traded Iv

ETFs
911
+ 1.67%
$33.62 - $37.89 $30.6K - $34.5K
55.3K $2.08M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.13K
+ 66.94%
$20.94 - $26.47 $23.7K - $29.9K
2.82K $74K
EPI
Wisdomtree Tr India Earnings F

ETFs
661
+ 127.12%
$41.3 - $47.52 $27.3K - $31.4K
1.18K $56K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
105
+ 25.8%
$160.22 - $209.35 $16.8K - $22K
512 $107K
SNWGF
Snowline Gold Corp Com Shs (Ca
5.4K
+ 518.75%
$4.85 - $6.33 $26.2K - $34.2K
6.44K $39K
MSTR
Microstrategy Inc

Technology
61
+ 81.33%
$237.95 - $421.61 $14.5K - $25.7K
136 $54K
WMB
Williams Companies, Inc.

Energy
503
+ 153.35%
$54.33 - $62.87 $27.3K - $31.6K
831 $52K
YUM
Yum Brands Inc

Consumer Cyclical
246
+ 45.56%
$138.36 - $161.45 $34K - $39.7K
786 $116K
PWR
Quanta Services, Inc.

Industrials
49
+ 46.67%
$239.47 - $381.26 $11.7K - $18.7K
154 $58K
KO
Coca Cola CO

Consumer Defensive
535
+ 8.37%
$68.37 - $73.9 $36.6K - $39.5K
6.93K $489K
BX
Blackstone Inc.

Financial Services
179
+ 39.25%
$120.07 - $151.11 $21.5K - $27K
635 $94K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
968
+ 7.01%
$24.61 - $25.89 $23.8K - $25.1K
14.8K $380K
SO
Southern CO

Utilities
327
+ 14.21%
$84.91 - $92.56 $27.8K - $30.3K
2.63K $241K
HIG
Hartford Financial Services Group, Inc.

Financial Services
205
+ 18.64%
$109.83 - $131.67 $22.5K - $27K
1.31K $165K
SRAD
Sportradar Group Ag

Technology
962
+ 2137.78%
$20.32 - $28.08 $19.5K - $27K
1.01K $28K
CTAS
Cintas Corp

Industrials
43
+ 4.01%
$190.11 - $227.66 $8.17K - $9.79K
1.12K $248K
NTRA
Natera, Inc.

Healthcare
126
+ 54.08%
$132.23 - $171.87 $16.7K - $21.7K
359 $60K
HD
Home Depot, Inc.

Consumer Cyclical
77
+ 6.26%
$335.24 - $380.78 $25.8K - $29.3K
1.31K $479K
EMR
Emerson Electric CO

Industrials
29
+ 2.88%
$94.15 - $133.33 $2.73K - $3.87K
1.04K $138K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
591
+ 51.44%
N/A
1.74K $79K
NU
Nu Holdings Ltd.

Financial Services
1.92K
+ 474.07%
$9.6 - $13.72 $18.4K - $26.3K
2.33K $31K
VCIT
Vanguard Intermediate Term Cor

ETFs
324
+ 360.0%
$79.56 - $82.92 $25.8K - $26.9K
414 $34K
APP
App Lovin Corp

Technology
63
+ 146.51%
$219.37 - $417.89 $13.8K - $26.3K
106 $37K
AVAV
Aero Vironment Inc

Industrials
74
+ 296.0%
$111.65 - $284.95 $8.26K - $21.1K
99 $28K
MSI
Motorola Solutions, Inc.

Technology
73
+ 29.8%
$394.72 - $440.39 $28.8K - $32.1K
318 $133K
NEE
Nextera Energy Inc

Utilities
457
+ 11.25%
$64.11 - $75.0 $29.3K - $34.3K
4.52K $313K
CVS
Cvs Health Corp

Healthcare
377
+ 418.89%
$60.04 - $70.18 $22.6K - $26.5K
467 $32K
CPRT
Copart Inc

Consumer Cyclical
591
+ 126.01%
$47.72 - $63.84 $28.2K - $37.7K
1.06K $52K
EQX
Equinox Gold Corp.

Basic Materials
4.97K
+ 191.15%
$5.68 - $7.31 $28.2K - $36.3K
7.57K $43K
SHW
Sherwin Williams CO

Basic Materials
78
+ 87.64%
$313.51 - $363.51 $24.5K - $28.4K
167 $57K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
158
+ 5.78%
$45.98 - $56.15 $7.26K - $8.87K
2.89K $162K
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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