Org Partners LLC Reduced Holdings in Q2 2025

Org Partners LLC

  • $397 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NXE
Nex Gen Energy Ltd.

Energy
-400
- 19.9%
$4.06 - $6.99 $1.62K - $2.8K
1.61K $11K
ERH
Allspring Utilities & High Income Fund

Financial Services
-200
- 1.96%
$9.98 - $11.55 $2K - $2.31K
10K $115K
FNDA
Schwab Fundamental U S Small C

ETFs
-215
- 2.99%
$23.85 - $28.69 $5.13K - $6.17K
6.97K $199K
AMAT
Applied Materials Inc

Technology
-66
- 16.71%
$126.95 - $183.52 $8.38K - $12.1K
329 $60K
CDW
Cdw Corp

Technology
-3
- 1.88%
$144.49 - $190.68 $433 - $572
157 $28K
GNRC
Generac Holdings Inc.

Industrials
-7
- 2.31%
$101.92 - $143.21 $713 - $1K
296 $42K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-99
- 3.18%
$72.32 - $86.4 $7.16K - $8.55K
3.01K $260K
GLW
Corning Inc

Technology
-26
- 2.93%
$39.07 - $52.59 $1.02K - $1.37K
861 $45K
IEFA
Ishares Tr

ETFs
-212
- 7.44%
$67.83 - $84.09 $14.4K - $17.8K
2.64K $220K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-153
- 3.97%
$40.85 - $48.2 $6.25K - $7.37K
3.7K $178K
MPC
Marathon Petroleum Corp

Energy
-146
- 8.42%
$118.55 - $170.08 $17.3K - $24.8K
1.59K $263K
ROK
Rockwell Automation, Inc

Industrials
-4
- 2.35%
$218.97 - $332.17 $876 - $1.33K
166 $55K
DASH
Door Dash, Inc.

Communication Services
-16
- 6.35%
$163.16 - $246.51 $2.61K - $3.94K
236 $58K
HON
Honeywell International Inc

Industrials
-13
- 1.82%
$182.86 - $232.88 $2.38K - $3.03K
700 $163K
WMT
Walmart Inc.

Consumer Defensive
-466
- 7.39%
$81.79 - $99.98 $38.1K - $46.6K
5.84K $570K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-142
- 7.3%
$104.23 - $134.39 $14.8K - $19.1K
1.8K $242K
XLK
Technology Sector Spdr

ETFs
-148
- 12.32%
$179.73 - $253.23 $26.6K - $37.5K
1.05K $266K
DLR
Digital Realty Trust, Inc.

Real Estate
-67
- 6.27%
$136.11 - $177.69 $9.12K - $11.9K
1K $174K
PNR
Pentair PLC

Industrials
-108
- 4.43%
$76.17 - $103.58 $8.23K - $11.2K
2.33K $238K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-359
- 3.25%
$52.66 - $64.01 $18.9K - $23K
10.7K $685K
IWP
Ishares Russell Mid Cap Growth

ETFs
-89
- 4.4%
$104.34 - $138.68 $9.29K - $12.3K
1.94K $268K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3K
- 6.35%
$19.6 - $24.44 $58.8K - $73.3K
44.2K $1.08M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-152
- 2.3%
$149.76 - $186.42 $22.8K - $28.3K
6.45K $1.2M
HOOD
Robinhood Markets, Inc.

Technology
-250
- 12.32%
$34.17 - $93.63 $8.54K - $23.4K
1.78K $166K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-109
- 2.38%
$113.67 - $150.4 $12.4K - $16.4K
4.48K $673K
GOOGL
Alphabet Inc.

Communication Services
-429
- 5.53%
$144.7 - $178.6 $62.1K - $76.6K
7.32K $1.29M
SNOW
Snowflake Inc.

Technology
-294
- 14.1%
$130.53 - $223.77 $38.4K - $65.8K
1.79K $400K
JPM
Jpmorgan Chase & CO

Financial Services
-45
- 1.28%
$210.28 - $289.91 $9.46K - $13K
3.48K $1.01M
AMD
Advanced Micro Devices Inc

Technology
-195
- 4.31%
$78.21 - $143.81 $15.3K - $28K
4.33K $613K
VTI
Vanguard Total Stock Market Et

ETFs
-216
- 2.48%
$243.75 - $303.93 $52.7K - $65.6K
8.49K $2.58M
VUG
Vanguard Growth ETF

ETFs
-144
- 2.07%
$329.49 - $438.4 $47.4K - $63.1K
6.8K $2.98M
AXON
Axon Enterprise, Inc.

Industrials
-44
- 2.62%
$497.13 - $827.94 $21.9K - $36.4K
1.63K $1.35M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
-729
- 3.83%
$37.36 - $43.85 $27.2K - $32K
18.3K $803K
PLTR
Palantir Technologies Inc.

Technology
-7.56K
- 20.44%
$74.01 - $144.25 $559K - $1.09M
29.4K $4.01M
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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