Org Partners LLC Incresed Positions in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ISHG
Ishares Intl Treasury Bond ETF

ETFs
1
+ 1.11%
$67.37 - $73.76 $67.4 - $73.8
91 $6K
HAL
Halliburton CO

Energy
8
+ 6.84%
$25.77 - $31.99 $206 - $256
125 $3K
MRNA
Moderna, Inc.

Healthcare
34
+ 70.83%
$36.85 - $63.93 $1.25K - $2.17K
82 $3K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
127
+ 5.39%
$22.65 - $23.8 $2.88K - $3.02K
2.49K $56K
KCCA
Kraneshares California Carbon
28
+ 56.0%
N/A
78 $0
IMMR
Immersion Corp

Technology
2
+ 0.48%
$8.31 - $9.79 $16.6 - $19.6
415 $3K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
1
+ 0.2%
$54.63 - $62.03 $54.6 - $62
499 $27K
Atlassian Corp
6
+ 17.14%
N/A
41 $0
Ishares Us Thmatic
125K
+ 201672.58%
N/A
125K $0
IAU
Ishares Gold Trust

ETFs
7
+ 0.18%
$48.37 - $52.65 $339 - $369
3.94K $195K
BACPRM
Bank Amer Corp Dep Shs Repstg
60.8K
+ 363.03%
N/A
77.6K $0
Veralto Corp
83
+ 2075.0%
N/A
87 $0
MSPRL
Morgan Stanley Depositary Shs
17.6K
+ 116.23%
N/A
32.7K $0
Ishares Flexible Incme
215
+ 15.34%
N/A
1.62K $0
KEYPRJ
Keycorp New Dep Shs Repstg 1/4
112K
+ 177.6%
N/A
174K $0
RIG
Transocean Ltd.

Energy
90
+ 90.0%
$3.47 - $4.67 $312 - $420
190 $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.44K
+ 200.06%
$27.54 - $83.04 $94.7K - $285K
5.16K $142K
BACPRE
Bank Of America Corp Dep Sh Re
10.8K
+ 308.57%
N/A
14.3K $0
DLRPRJ
Digital Rlty Tr Inc
4.44K
+ 31714.29%
N/A
4.45K $0
WFCPRZ
Wells Fargo& CO New
11.8K
+ 83.93%
N/A
25.8K $0
MSPRE
Morgan Stanley Dep Shs Rep 1/1
2K
+ 129.28%
N/A
3.55K $0
DWAC
Digital World Acquisition Corp.

Financial Services
250
+ 500.0%
N/A
300 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
428
+ 96.83%
$25.33 - $51.16 $10.8K - $21.9K
870 $22K
KEYPRK
Keycorp New Dep Shs Repstg 1/4
1K
+ 6666.67%
N/A
1.02K $0
JPMPRC
Jpmorgan Chase & CO Dep Sh Rep
51.3K
+ 155.45%
N/A
84.3K $0
Fidelity Wise Origin
1.84K
+ 115.1%
N/A
3.43K $0
SONY
Sony Group Corp

Technology
176
+ 400.0%
$17.53 - $96.8 $3.09K - $17K
220 $4K
Ft Vest Us Eqt Mdrt Bfr
4.2K
+ 106.33%
N/A
8.15K $0
Doubleline Mortgage ETF
127
+ 14.42%
N/A
1.01K $0
Polen Capital Global
661
+ 2.66%
N/A
25.5K $0
PSAPRF
Public Storage Dep Shs Repstg
7.6K
+ 75.13%
N/A
17.7K $0
Ft Vest Us Eqt Modrt Bfr
5.5K
+ 275.0%
N/A
7.5K $0
Ft Vest Us Eqty Buffer
7K
+ 466.67%
N/A
8.5K $0
VCIT
Vanguard Intermediate Term Cor

ETFs
1
+ 1.11%
$80.13 - $83.77 $80.1 - $83.8
91 $7K
CCI
Crown Castle International Corp

Real Estate
100
+ 30.49%
$89.78 - $119.11 $8.98K - $11.9K
428 $38K
ASIX
Advan Six Inc.

Basic Materials
2
+ 11.11%
$27.85 - $32.87 $55.7 - $65.7
20 $0
VTRS
Viatris Inc

Healthcare
24
+ 21.05%
$11.32 - $13.37 $272 - $321
138 $1K
FSCO
Fs Cr Opportunities Corp Com
39.5K
+ 2706.23%
N/A
41K $0
Ishares Bitcoin ETF
7.92K
+ 346.94%
N/A
10.2K $0
COFPRI
Capital One Finl Corp Dep Shs
900
+ 44.31%
N/A
2.93K $0
BACPRK
Bank Amer Corp
22.5K
+ 330.59%
N/A
29.3K $0
HYG
Ishares Tr

ETFs
1
+ 0.83%
$78.09 - $80.04 $78.1 - $80
121 $9K
Irsa Inversiones Y Rep F
27
+ 3.48%
N/A
802 $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
5
+ 12.2%
$176.4 - $231.84 $882 - $1.16K
46 $8K
JPMPRD
Jpmorgan Chase& CO Dep Shs Rep
34.5K
+ 265.38%
N/A
47.5K $0
TSCO
Tractor Supply CO

Consumer Cyclical
272
+ 400.0%
$52.59 - $303.74 $14.3K - $82.6K
340 $18K
PWV
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.5%
$56.33 - $61.73 $225 - $247
801 $45K
FNDX
Schwab Fundamental U S Large C

ETFs
674
+ 200.0%
$23.49 - $71.77 $15.8K - $48.4K
1.01K $23K
BIT
Black Rock Multi Sector Income Trust

Financial Services
83
+ 2.55%
$14.25 - $15.15 $1.18K - $1.26K
3.34K $48K
Activity Summary
Buys All Purchases 650 New Holdings 226 Increased Positions 424 Sells All Sells 245 Reductions 241 Sold out 4 Options Calls 0 Puts 0
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