Org Partners LLC Reduced Holdings in Q2 2025

Org Partners LLC

  • $397 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.2K
- 18.72%
$22.27 - $29.21 $160K - $210K
31.3K $913K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-799
- 80.79%
$54.27 - $63.01 $43.4K - $50.3K
190 $11K
SLV
I Shares Silver Trust

ETFs
-1.58K
- 66.04%
$27.08 - $33.74 $42.7K - $53.1K
810 $26K
DDOG
Datadog, Inc.

Technology
-471
- 97.11%
$87.0 - $134.33 $41K - $63.3K
14 $1K
PLD
Prologis, Inc.

Real Estate
-248
- 8.2%
$89.76 - $112.34 $22.3K - $27.9K
2.78K $291K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.5K
- 32.97%
$29.52 - $35.31 $44.3K - $53K
3.05K $107K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-108
- 69.68%
$376.48 - $440.65 $40.7K - $47.6K
47 $20K
CHKP
Check Point Software Technologies LTD

Technology
-190
- 46.12%
$204.26 - $233.47 $38.8K - $44.4K
222 $49K
GNR
Spdr S&P Global Natural Resour

ETFs
-785
- 79.7%
$45.66 - $55.03 $35.8K - $43.2K
200 $10K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.17K
- 45.52%
$35.3 - $37.51 $41.4K - $44K
1.4K $52K
SBUX
Starbucks Corp

Consumer Cyclical
-306
- 14.65%
$79.69 - $99.41 $24.4K - $30.4K
1.78K $163K
VHT
Vanguard Health Care ETF

ETFs
-147
- 67.12%
$236.71 - $261.92 $34.8K - $38.5K
72 $17K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-162
- 64.54%
$224.16 - $285.86 $36.3K - $46.3K
89 $25K
ACN
Accenture PLC

Technology
-89
- 10.56%
$279.23 - $323.21 $24.9K - $28.8K
754 $225K
UPS
United Parcel Service Inc

Industrials
-328
- 62.0%
$91.92 - $110.2 $30.1K - $36.1K
201 $20K
CRM
Salesforce, Inc.

Technology
-140
- 14.45%
$236.26 - $291.15 $33.1K - $40.8K
829 $226K
MPLX
Mplx LP

Energy
-345
- 4.53%
$46.68 - $53.89 $16.1K - $18.6K
7.27K $374K
ACHR
Archer Aviation Inc.

Industrials
-4.44K
- 95.28%
$6.2 - $13.3 $27.5K - $59.1K
220 $2K
MUB
Ishares National Muni Bond ETF

ETFs
-51
- 0.2%
$102.31 - $105.8 $5.22K - $5.4K
25.3K $2.64M
C
Citigroup Inc

Financial Services
-519
- 49.57%
$58.13 - $85.12 $30.2K - $44.2K
528 $44K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.34K
- 5.09%
$20.66 - $20.74 $27.7K - $27.8K
25K $517K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-396
- 1.99%
$25.36 - $27.19 $10K - $10.8K
19.5K $515K
XLC
Select Sector Spdr Tr Communic

ETFs
-361
- 38.36%
$86.13 - $108.53 $31.1K - $39.2K
580 $62K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.44K
- 5.17%
$19.44 - $19.56 $28K - $28.2K
26.4K $516K
OKTA
Okta, Inc.

Technology
-237
- 33.33%
$91.24 - $127.3 $21.6K - $30.2K
474 $47K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
-146
- 0.33%
$29.02 - $30.78 $4.24K - $4.49K
44.2K $1.34M
DCOMP
Dime Cmnty Bancshares Inc New

Financial Services
-1.25K
- 15.34%
$17.32 - $19.4 $21.7K - $24.3K
6.9K $131K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-575
- 23.89%
$55.54 - $69.09 $31.9K - $39.7K
1.83K $126K
ITW
Illinois Tool Works Inc

Industrials
-90
- 25.28%
$218.41 - $252.43 $19.7K - $22.7K
266 $65K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-193
- 80.08%
$103.88 - $123.68 $20K - $23.9K
48 $5K
TTE
Total Energies Se

Energy
-303
- 7.58%
N/A
3.7K $253K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
-1.53K
- 42.0%
$10.3 - $12.99 $15.7K - $19.8K
2.11K $21K
PCAR
Paccar Inc

Industrials
-203
- 31.77%
$86.4 - $99.09 $17.5K - $20.1K
436 $41K
IRM
Iron Mountain Inc

Real Estate
-466
- 28.11%
$76.93 - $105.25 $35.8K - $49K
1.19K $122K
KHC
Kraft Heinz CO

Consumer Defensive
-556
- 50.55%
$25.61 - $30.81 $14.2K - $17.1K
544 $14K
UNP
Union Pacific Corp

Industrials
-67
- 12.25%
$208.27 - $238.46 $14K - $16K
480 $110K
MWA
Mueller Water Products, Inc.

Industrials
-500
- 11.11%
$22.82 - $27.21 $11.4K - $13.6K
4K $96K
OMC
Omnicom Group Inc.

Communication Services
-213
- 96.82%
$69.22 - $79.77 $14.7K - $17K
7 $0
FTCS
First Trust Capital Strength E

ETFs
-250
- 6.33%
$81.6 - $92.39 $20.4K - $23.1K
3.7K $336K
APO
Apollo Global Management, Inc.

Financial Services
-128
- 55.41%
$108.68 - $145.07 $13.9K - $18.6K
103 $14K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-184
- 1.24%
$91.43 - $91.74 $16.8K - $16.9K
14.7K $1.35M
JEF
Jefferies Financial Group Inc.

Financial Services
-300
- 89.55%
$41.06 - $56.09 $12.3K - $16.8K
35 $1K
BK
Bank Of New York Mellon Corp

Financial Services
-215
- 42.49%
$73.31 - $91.62 $15.8K - $19.7K
291 $26K
RLI
Rli Corp

Financial Services
-160
- 28.27%
$71.27 - $80.82 $11.4K - $12.9K
406 $29K
FLR
Fluor Corp

Industrials
-501
- 77.2%
$30.86 - $51.42 $15.5K - $25.8K
148 $7K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-230
- 83.64%
$62.08 - $73.58 $14.3K - $16.9K
45 $3K
PSX
Phillips 66

Energy
-92
- 8.76%
$92.87 - $125.73 $8.54K - $11.6K
958 $114K
CLX
Clorox CO

Consumer Defensive
-31
- 8.4%
$118.01 - $148.69 $3.66K - $4.61K
338 $40K
HPE
Hewlett Packard Enterprise CO

Technology
-947
- 76.93%
$12.51 - $20.45 $11.8K - $19.4K
284 $5K
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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