Org Partners LLC Reduced Holdings in Q2 2025

Org Partners LLC

  • $397 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Annaly Cap Mgmt Inc
-3.19K
- 98.55%
N/A
47 $0
Kenvue Inc
-149
- 1.75%
N/A
8.37K $0
Gsk PLC Adr F
-55
- 9.43%
N/A
528 $0
Labcorp Hldgs Inc
-2.77K
- 97.5%
N/A
71 $0
SGDM
Sprott ETF Tr Gold Miners ETF
-31
- 9.37%
N/A
300 $0
NTR
Nutrien Ltd.

Basic Materials
-20
- 26.67%
$46.88 - $62.89 $938 - $1.26K
55 $3K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-5
- 50.0%
$67.83 - $92.33 $339 - $462
5 $0
JPMPRC
Jpmorgan Chase & CO Dep Sh Rep
-12.5K
- 13.92%
N/A
77.3K $0
PSAPRF
Public Storage Dep Shs Repstg
-3.5K
- 19.76%
N/A
14.2K $0
Franklin Bsp Capital Cor
-138
- 0.55%
N/A
24.9K $0
BACPRM
Bank Amer Corp Dep Shs Repstg
-7.58K
- 9.38%
N/A
73.2K $0
Ft Vest Us Eqt Modrt Bfr
-1.5K
- 42.86%
N/A
2K $0
KEYPRJ
Keycorp New Dep Shs Repstg 1/4
-8.19K
- 4.88%
N/A
160K $0
Crane CO
-11
- 91.67%
N/A
1 $0
DAL
Delta Air Lines, Inc.

Industrials
-20
- 23.26%
$35.88 - $52.99 $718 - $1.06K
66 $3K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-2
- 18.18%
$50.56 - $59.57 $101 - $119
9 $0
Anglogold Ashanti PLC F
-35
- 41.18%
N/A
50 $0
Ft Vest Us Eqt Mdrt Bfr
-3.95K
- 69.91%
N/A
1.7K $0
CEU.TO
Ces Energy Solutions Corp.

Energy
-201
- 66.56%
N/A
101 $0
FNB
Fnb Corp

Financial Services
-34
- 10.18%
$11.48 - $14.58 $390 - $496
300 $4K
TECH
Bio Techne Corp

Healthcare
-3
- 27.27%
$46.66 - $58.38 $140 - $175
8 $0
RAAX
Vaneck ETF Trust Inflation All

ETFs
-258
- 2.08%
$27.19 - $31.82 $7.02K - $8.21K
12.1K $377K
Gorilla Technology Gro F
-90
- 54.55%
N/A
75 $0
JPMPRD
Jpmorgan Chase& CO Dep Shs Rep
-1.5K
- 3.23%
N/A
45K $0
BACPRE
Bank Of America Corp Dep Sh Re
-1.4K
- 10.94%
N/A
11.4K $0
MSPRL
Morgan Stanley Depositary Shs
-6K
- 20.24%
N/A
23.7K $0
COFPRJ
Capital One Finl Cor
-9.5K
- 23.51%
N/A
30.9K $0
CUBIPRF
Customers Bancorp Inc Per Pfd
-5.3K
- 23.4%
N/A
17.4K $0
Blacksky Technology Inc
-115
- 67.65%
N/A
55 $0
Fidelity Wise Origin
-42
- 3.73%
N/A
1.08K $0
VTV
Vanguard Value ETF

ETFs
-115
- 2.2%
$153.67 - $176.74 $17.7K - $20.3K
5.1K $901K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-258
- 3.15%
$44.42 - $51.46 $11.5K - $13.3K
7.94K $406K
WFCPRZ
Wells Fargo& CO New
-9K
- 34.95%
N/A
16.8K $0
Atlassian Corp
-19
- 22.62%
N/A
65 $0
TPRC
At&T Inc Dep Shs Repstg 1/1000
-1K
- 66.67%
N/A
500 $0
FSCO
Fs Cr Opportunities Corp Com
-2.66K
- 6.22%
N/A
40.1K $0
COFPRI
Capital One Finl Corp Dep Shs
-900
- 30.71%
N/A
2.03K $0
KGEIF
Kolibri Global Energy Inc.
-139
- 5.56%
N/A
2.36K $9K
TXT
Textron Inc

Industrials
-1
- 20.0%
$60.72 - $80.34 $60.7 - $80.3
4 $0
XLY
Select Sector Spdr Consumer Di

ETFs
-23
- 9.43%
$176.34 - $218.59 $4.06K - $5.03K
221 $48K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-5
- 5.95%
$30.87 - $39.17 $154 - $196
79 $3K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-131
- 22.94%
$144.94 - $210.94 $19K - $27.6K
440 $92K
KALU
Kaiser Aluminum Corp

Basic Materials
-10
- 11.11%
$50.21 - $80.95 $502 - $810
80 $6K
JOBY
Joby Aviation, Inc.

Industrials
-20
- 9.52%
$5.33 - $10.55 $107 - $211
190 $2K
KD
Kyndryl Holdings, Inc.

Technology
-11
- 5.56%
$27.77 - $41.96 $305 - $462
187 $7K
ABNB
Airbnb, Inc.

Consumer Cyclical
-5
- 4.81%
$105.69 - $140.64 $528 - $703
99 $13K
URA
Global X Uranium ETF

ETFs
-230
- 32.17%
$20.26 - $38.81 $4.66K - $8.93K
485 $18K
MRVL
Marvell Technology, Inc.

Technology
-47
- 12.02%
$49.38 - $79.97 $2.32K - $3.76K
344 $26K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
-56.2K
- 48.7%
$0.39 - $1.13 $21.9K - $63.5K
59.2K $53K
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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