Org Partners LLC Reduced Holdings in Q3 2025

Org Partners LLC

  • $450 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Direxion Dly Jr Gold Min
-1.62K
- 32.89%
N/A
3.31K $0
COFPRJ
Capital One Finl Cor
-7.8K
- 25.24%
N/A
23.1K $0
BACPRE
Bank Of America Corp Dep Sh Re
-400
- 3.51%
N/A
11K $0
ALCC
Alt C Acquisition Corp.

Financial Services
-178
- 22.25%
N/A
622 $0
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1
- 1.27%
$39.06 - $43.42 $39.1 - $43.4
78 $3K
Return Stacked Us Stk
-1.7K
- 9.03%
N/A
17.1K $0
Kenvue Inc
-61
- 0.73%
N/A
8.31K $0
MSPRL
Morgan Stanley Depositary Shs
-10.4K
- 43.97%
N/A
13.3K $0
SJM
J M Smucker CO

Consumer Defensive
-16
- 7.77%
$102.24 - $113.2 $1.64K - $1.81K
190 $20K
AAL
American Airlines Group Inc.

Industrials
-1
- 0.23%
N/A
426 $4K
Barrick Mng Corp F
-22.1K
- 93.09%
N/A
1.64K $0
KEYPRJ
Keycorp New Dep Shs Repstg 1/4
-14.3K
- 8.96%
N/A
145K $0
BACPRK
Bank Amer Corp
-3.05K
- 10.06%
N/A
27.3K $0
Insight Molecular Diagno
-650
- 59.09%
N/A
450 $0
Ralliant Corp
-1.09K
- 74.27%
N/A
377 $0
PSAPRF
Public Storage Dep Shs Repstg
-5K
- 35.17%
N/A
9.22K $0
Proshares Short S&P 500
-24.2K
- 85.51%
N/A
4.1K $0
Fortuna Mng Corp F
-955
- 98.96%
N/A
10 $0
JPMPRD
Jpmorgan Chase& CO Dep Shs Rep
-4K
- 8.89%
N/A
41K $0
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1
- 1.27%
$68.94 - $86.3 $68.9 - $86.3
78 $6K
EQX
Equinox Gold Corp.

Basic Materials
-3.62K
- 47.75%
$5.78 - $11.34 $20.9K - $41K
3.96K $44K
VOE
Vanguard Mid Cap Value Index F

ETFs
-34
- 5.04%
$164.63 - $174.58 $5.6K - $5.94K
640 $111K
HAP
Vaneck ETF Tr Natural Resource

ETFs
-111
- 7.37%
$52.21 - $57.14 $5.8K - $6.34K
1.4K $79K
CLPT
Clear Point Neuro, Inc.

Healthcare
-5
- 8.33%
$10.0 - $21.79 $50 - $109
55 $1K
FTI
Technip Fmc PLC

Energy
-42
- 8.12%
$32.19 - $40.89 $1.35K - $1.72K
475 $18K
HTGC
Hercules Capital, Inc.

Financial Services
-331
- 2.82%
$18.34 - $19.53 $6.07K - $6.46K
11.4K $216K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-2
- 1.96%
$201.83 - $230.93 $404 - $462
100 $22K
AMAT
Applied Materials Inc

Technology
-22
- 6.69%
$156.25 - $204.95 $3.44K - $4.51K
307 $62K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-2
- 0.2%
$22.91 - $27.85 $45.8 - $55.7
1K $27K
COP
Conocophillips

Energy
-23
- 2.17%
$91.0 - $98.99 $2.09K - $2.28K
1.04K $98K
PSLV
Sprott Physical Silver Trust

Financial Services
-210
- 10.65%
$12.24 - $15.73 $2.57K - $3.3K
1.76K $27K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-142
- 4.9%
$46.4 - $51.49 $6.59K - $7.31K
2.75K $137K
ROST
Ross Stores, Inc.

Consumer Cyclical
-24
- 8.48%
$127.59 - $152.81 $3.06K - $3.67K
259 $39K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-155
- 5.8%
$42.78 - $47.77 $6.63K - $7.4K
2.52K $119K
JHSC
John Hancock ETF Tr Multifacto

ETFs
-4
- 0.27%
$39.08 - $42.37 $156 - $169
1.5K $62K
STAA
Staar Surgical CO

Healthcare
-2.3K
- 35.49%
$16.61 - $28.57 $38.2K - $65.7K
4.18K $112K
ERH
Allspring Utilities & High Income Fund

Financial Services
-200
- 2.0%
$11.51 - $12.18 $2.3K - $2.44K
9.81K $119K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-108
- 3.58%
$85.93 - $92.12 $9.28K - $9.95K
2.91K $264K
APA
Apa Corp

Energy
-69
- 8.06%
$18.06 - $24.69 $1.25K - $1.7K
787 $19K
MCD
Mcdonalds Corp

Consumer Cyclical
-48
- 2.9%
$291.67 - $316.99 $14K - $15.2K
1.61K $488K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-654
- 4.42%
$25.43 - $27.31 $16.6K - $17.9K
14.1K $385K
BTG
B2 Gold Corp

Basic Materials
-2.8K
- 19.55%
$3.32 - $4.96 $9.28K - $13.9K
11.5K $56K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-681
- 6.36%
$64.14 - $69.37 $43.7K - $47.2K
10K $690K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-379
- 6.52%
$42.67 - $46.91 $16.2K - $17.8K
5.43K $254K
UTG
Reaves Utility Income Fund

Financial Services
-490
- 6.48%
$35.81 - $39.62 $17.5K - $19.4K
7.07K $280K
UAMY
United States Antimony Corp

Basic Materials
-340
- 14.42%
$1.97 - $7.3 $670 - $2.48K
2.02K $12K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-569
- 2.97%
$26.46 - $28.43 $15.1K - $16.2K
18.6K $520K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-13
- 2.95%
$205.52 - $234.96 $2.67K - $3.05K
427 $100K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-120
- 0.74%
$50.9 - $52.37 $6.11K - $6.28K
16.1K $839K
Activity Summary
Buys All Purchases 828 New Holdings 194 Increased Positions 634 Sells All Sells 327 Reductions 324 Sold out 3 Options Calls 0 Puts 0
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