Org Partners LLC Sells in Q1 2025

Org Partners LLC

  • $338 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-45.3K
- 85.99%
$507.05 - $563.67 $23M - $25.6M
7.39K $3.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-35.4K
- 68.71%
$551.42 - $612.93 $19.5M - $21.7M
16.1K $9.02M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-434K
- 81.58%
$44.72 - $46.25 $19.4M - $20.1M
97.9K $4.51M
VEA
Vanguard Ftse Developed Market

ETFs
-300K
- 96.63%
$47.4 - $52.99 $14.2M - $15.9M
10.4K $530K
IVV
Ishares Core S&P 500 ETF

ETFs
-23.3K
- 83.86%
$554.06 - $615.85 $12.9M - $14.4M
4.49K $2.52M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-271K
- 98.6%
$43.95 - $48.5 $11.9M - $13.2M
3.85K $171K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-87.3K
- 97.79%
$120.29 - $134.6 $10.5M - $11.8M
1.97K $240K
TSLA
Tesla, Inc.

Consumer Cyclical
-22.3K
- 81.25%
$222.15 - $428.22 $4.95M - $9.55M
5.15K $1.33M
IEMG
Ishares Inc

ETFs
-155K
- 96.72%
N/A
5.24K $280K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-36.7K
- 63.19%
$192.82 - $222.1 $7.07M - $8.14M
21.4K $4.12M
EFG
Msci Eafe Growth ETF

ETFs
-78.3K
- 96.07%
$96.1 - $106.37 $7.52M - $8.33M
3.2K $320K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-41.2K
- 95.22%
$168.16 - $186.21 $6.93M - $7.67M
2.07K $353K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-95.8K
- 74.42%
$57.21 - $65.8 $5.48M - $6.3M
32.9K $1.92M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-55.2K
- 85.99%
$100.34 - $100.68 $5.54M - $5.56M
9K $905K
VONG
Vanguard Russell 1000 Growth E

ETFs
-48.6K
- 97.59%
$92.71 - $107.38 $4.51M - $5.22M
1.2K $111K
NVDA
Nvidia Corp

Technology
-25.5K
- 35.39%
$106.98 - $149.43 $2.72M - $3.81M
46.5K $5.04M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-77.2K
- 96.98%
$58.01 - $64.46 $4.48M - $4.98M
2.41K $149K
DGRO
Ishares Core Dividend Growth E

ETFs
-62.2K
- 82.57%
$60.46 - $64.42 $3.76M - $4.01M
13.1K $811K
WMT
Walmart Inc.

Consumer Defensive
-38.8K
- 86.02%
$84.5 - $105.05 $3.28M - $4.07M
6.3K $553K
AAPL
Apple Inc.

Technology
-8.62K
- 18.22%
$209.68 - $247.1 $1.81M - $2.13M
38.7K $8.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-34.9K
- 99.92%
$87.68 - $94.52 $3.06M - $3.3M
28 $2K
GOOG
Alphabet Inc.

Communication Services
-11.3K
- 52.39%
$156.06 - $207.71 $1.76M - $2.34M
10.3K $1.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.72K
- 21.92%
$190.26 - $242.06 $1.47M - $1.87M
27.5K $5.23M
JPM
Jpmorgan Chase & CO

Financial Services
-10.3K
- 74.41%
$225.19 - $279.95 $2.31M - $2.87M
3.53K $864K
MSFT
Microsoft Corp

Technology
-4.05K
- 21.22%
$375.39 - $447.2 $1.52M - $1.81M
15K $5.64M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-7.12K
- 96.6%
$254.58 - $302.92 $1.81M - $2.16M
251 $64K
PHYS
Sprott Physical Gold Trust

Financial Services
-123K
- 51.18%
$20.25 - $24.06 $2.5M - $2.97M
118K $2.83M
MBB
Ishares Tr

ETFs
-21.8K
- 97.84%
$90.37 - $94.08 $1.97M - $2.05M
481 $45K
FV
First Trust Dorsey Wright Focu

ETFs
-21K
- 11.3%
$53.91 - $63.03 $1.13M - $1.33M
165K $9.05M
OMFL
Invesco Exchange Traded Self I

ETFs
-33.5K
- 45.69%
$52.19 - $57.45 $1.75M - $1.92M
39.8K $2.12M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-21.8K
- 65.59%
$67.24 - $84.27 $1.46M - $1.83M
11.4K $778K
IBM
International Business Machines Corp

Technology
-7.58K
- 73.81%
$217.4 - $264.74 $1.65M - $2.01M
2.69K $669K
IEFA
Ishares Tr

ETFs
-22.5K
- 88.75%
$69.57 - $78.65 $1.56M - $1.77M
2.85K $215K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-19K
- 50.39%
$81.83 - $82.73 $1.55M - $1.57M
18.7K $1.55M
IRM
Iron Mountain Inc

Real Estate
-14K
- 89.38%
$82.79 - $111.31 $1.16M - $1.55M
1.66K $142K
HD
Home Depot, Inc.

Consumer Cyclical
-3.78K
- 75.44%
$347.25 - $424.87 $1.31M - $1.61M
1.23K $451K
HON
Honeywell International Inc

Industrials
-6.32K
- 89.86%
$202.75 - $226.52 $1.28M - $1.43M
713 $150K
MUB
Ishares National Muni Bond ETF

ETFs
-13.1K
- 34.06%
$104.71 - $107.69 $1.37M - $1.41M
25.3K $2.67M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
-128K
- 97.24%
$10.62 - $11.83 $1.36M - $1.51M
3.63K $42K
VUG
Vanguard Growth ETF

ETFs
-2.7K
- 28.02%
$369.1 - $427.61 $998K - $1.16M
6.95K $2.58M
SHOP
Shopify Inc.

Technology
-12.2K
- 95.66%
$90.59 - $129.31 $1.1M - $1.58M
553 $52K
ABBV
Abb Vie Inc.

Healthcare
-8.03K
- 66.39%
$169.2 - $216.66 $1.36M - $1.74M
4.07K $851K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10.5K
- 55.69%
$102.49 - $119.96 $1.07M - $1.25M
8.32K $869K
PFE
Pfizer Inc

Healthcare
-47.5K
- 93.28%
$25.01 - $27.13 $1.19M - $1.29M
3.42K $86K
LMT
Lockheed Martin Corp

Industrials
-2.44K
- 80.43%
$423.19 - $506.29 $1.03M - $1.23M
593 $264K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-27K
- 62.29%
$44.41 - $45.98 $1.2M - $1.24M
16.3K $745K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-18.9K
- 37.2%
$53.6 - $58.97 $1.01M - $1.11M
31.9K $1.75M
EOG
Eog Resources Inc

Energy
-9.15K
- 97.91%
$120.54 - $138.05 $1.1M - $1.26M
195 $25K
XOM
Exxon Mobil Corp

Energy
-13.1K
- 31.85%
$105.44 - $118.93 $1.38M - $1.55M
28K $3.32M
Activity Summary
Buys All Purchases 679 New Holdings 393 Increased Positions 286 Sells All Sells 423 Reductions 421 Sold out 2 Options Calls 0 Puts 0
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