Org Partners LLC Sells in Q1 2025

Org Partners LLC

  • $338 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCCO
Southern Copper Corp

Basic Materials
-11.3K
- 99.52%
$85.92 - $101.48 $974K - $1.15M
55 $5K
CRM
Salesforce, Inc.

Technology
-2.72K
- 73.75%
$268.36 - $359.95 $731K - $980K
969 $260K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.9K
- 23.67%
$442.66 - $534.52 $2.17M - $2.62M
15.8K $8.42M
VZ
Verizon Communications Inc

Communication Services
-24.6K
- 75.32%
$37.81 - $46.49 $931K - $1.14M
8.07K $365K
V
Visa Inc.

Financial Services
-3.1K
- 58.34%
$306.92 - $362.71 $950K - $1.12M
2.21K $774K
AVGO
Broadcom Inc.

Technology
-2.96K
- 49.66%
$167.43 - $244.7 $496K - $725K
3K $502K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-15K
- 91.42%
$56.17 - $59.71 $844K - $898K
1.41K $80K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-30.8K
- 93.43%
$24.39 - $35.22 $751K - $1.09M
2.17K $64K
BDX
Becton Dickinson & CO

Healthcare
-3.13K
- 97.72%
$222.79 - $249.08 $698K - $780K
73 $16K
OKTA
Okta, Inc.

Technology
-9.19K
- 92.82%
$78.83 - $116.72 $724K - $1.07M
711 $74K
QCOM
Qualcomm Inc

Technology
-4.5K
- 79.34%
$151.94 - $175.86 $684K - $792K
1.17K $180K
AMGN
Amgen Inc

Healthcare
-3.65K
- 40.61%
$258.59 - $327.36 $943K - $1.19M
5.33K $1.66M
UNP
Union Pacific Corp

Industrials
-2.77K
- 83.5%
$225.21 - $254.42 $624K - $704K
547 $129K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.73K
- 94.6%
$128.74 - $138.67 $609K - $656K
270 $36K
GOOGL
Alphabet Inc.

Communication Services
-1.87K
- 19.42%
$154.33 - $206.19 $288K - $385K
7.75K $1.2M
CAT
Caterpillar Inc

Industrials
-1.64K
- 74.19%
$326.75 - $407.63 $536K - $669K
571 $188K
NTNX
Nutanix, Inc.

Technology
-9.99K
- 99.9%
$61.28 - $77.44 $612K - $774K
10 $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-5.79K
- 99.14%
$98.98 - $113.18 $573K - $655K
50 $5K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.31K
- 47.94%
$95.85 - $99.25 $605K - $626K
6.85K $677K
ET
Energy Transfer LP

Energy
-29.3K
- 99.9%
$17.26 - $21.08 $506K - $618K
30 $0
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.69K
- 67.61%
$308.86 - $455.36 $522K - $769K
809 $285K
COP
Conocophillips

Energy
-5.63K
- 93.0%
$88.6 - $105.85 $499K - $596K
424 $44K
GS
Goldman Sachs Group Inc

Financial Services
-864
- 58.86%
$524.81 - $672.19 $453K - $581K
604 $329K
HAP
Vaneck ETF Tr Natural Resource

ETFs
-10.6K
- 86.78%
$45.93 - $50.37 $486K - $533K
1.61K $80K
UNH
Unitedhealth Group Inc

Healthcare
-969
- 45.3%
$461.52 - $548.18 $447K - $531K
1.17K $612K
SPG
Simon Property Group Inc

Real Estate
-2.67K
- 78.31%
$159.48 - $187.78 $425K - $500K
738 $122K
FANG
Diamondback Energy, Inc.

Energy
-2.63K
- 98.61%
$139.9 - $180.18 $368K - $474K
37 $5K
OHI
Omega Healthcare Investors Inc

Real Estate
-11.4K
- 92.92%
$35.7 - $38.33 $407K - $436K
868 $33K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-24.8K
- 98.16%
$15.88 - $17.78 $394K - $441K
465 $8K
OKE
Oneok Inc

Energy
-4.23K
- 91.44%
$89.57 - $109.85 $379K - $465K
396 $39K
NEM
Newmont Corp

Basic Materials
-14.9K
- 55.9%
$37.79 - $48.39 $563K - $721K
11.7K $567K
CTRE
Care Trust Reit, Inc.

Real Estate
-15.5K
- 99.92%
$24.93 - $29.13 $386K - $451K
12 $0
GWW
W.W. Grainger, Inc.

Industrials
-387
- 74.28%
$953.54 - $1132.42 $369K - $438K
134 $132K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-23.3K
- 93.96%
$15.97 - $18.5 $372K - $431K
1.5K $24K
IEF
Ishares Barclays

ETFs
-5.29K
- 14.06%
$91.17 - $95.39 $482K - $505K
32.3K $3.08M
NFLX
Netflix Inc

Communication Services
-438
- 64.6%
$828.4 - $1058.6 $363K - $464K
240 $223K
UPS
United Parcel Service Inc

Industrials
-2.86K
- 84.41%
$109.66 - $136.26 $314K - $390K
529 $58K
PGR
Progressive Corp

Financial Services
-1.52K
- 93.77%
$235.61 - $291.22 $358K - $442K
101 $28K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-2.33K
- 1.94%
$50.25 - $55.9 $117K - $130K
117K $6.03M
LDOS
Leidos Holdings, Inc.

Technology
-2.44K
- 93.45%
$126.82 - $161.11 $309K - $393K
171 $23K
SHW
Sherwin Williams CO

Basic Materials
-1.01K
- 91.86%
$330.16 - $365.55 $332K - $367K
89 $31K
BR
Broadridge Financial Solutions, Inc.

Technology
-1.46K
- 98.32%
$221.46 - $244.83 $323K - $357K
25 $6K
VONE
Vanguard Russell 1000 ETF

ETFs
-1.2K
- 88.55%
$250.16 - $278.79 $300K - $334K
155 $39K
DLR
Digital Realty Trust, Inc.

Real Estate
-1.6K
- 59.97%
$142.1 - $183.56 $227K - $294K
1.07K $153K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.06K
- 26.27%
$165.25 - $224.62 $176K - $239K
2.98K $495K
VB
Vanguard Small Cap ETF

ETFs
-1.2K
- 86.71%
$217.89 - $252.64 $261K - $303K
184 $40K
ROP
Roper Technologies Inc

Industrials
-568
- 72.63%
$502.71 - $593.81 $286K - $337K
214 $126K
MRK
Merck & Co., Inc.

Healthcare
-2.3K
- 48.22%
$83.01 - $101.02 $191K - $232K
2.47K $221K
CPRT
Copart Inc

Consumer Cyclical
-4.34K
- 90.24%
$52.3 - $59.83 $227K - $259K
469 $26K
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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