Org Partners LLC Sells in Q1 2025

Org Partners LLC

  • $338 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
-1.95K
- 95.64%
N/A
89 $11K
ALL
Allstate Corp

Financial Services
-1.25K
- 99.29%
$180.99 - $210.18 $226K - $263K
9 $1K
AMT
American Tower Corp

Real Estate
-1.41K
- 68.79%
$173.46 - $217.6 $245K - $307K
641 $139K
META
Meta Platforms, Inc.

Communication Services
-341
- 11.84%
$576.36 - $736.67 $197K - $251K
2.54K $1.46M
PWR
Quanta Services, Inc.

Industrials
-691
- 86.81%
$236.71 - $358.03 $164K - $247K
105 $26K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.2K
- 60.49%
$140.44 - $166.79 $168K - $200K
783 $109K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.05K
- 61.75%
$208.48 - $244.03 $220K - $257K
653 $159K
WMB
Williams Companies, Inc.

Energy
-3.75K
- 91.96%
$54.02 - $61.09 $203K - $229K
328 $19K
RTX
Raytheon Technologies Corp

Industrials
-1.79K
- 81.14%
$114.1 - $135.66 $204K - $242K
415 $54K
EIX
Edison International

Utilities
-1.44K
- 27.18%
$50.06 - $80.01 $71.9K - $115K
3.85K $226K
FVD
First Tr Value Line Divid Inde

ETFs
-4.49K
- 57.93%
$42.61 - $45.51 $191K - $204K
3.26K $145K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-440
- 73.95%
$408.78 - $448.82 $180K - $197K
155 $65K
MSA
Msa Safety Inc

Industrials
-375
- 5.49%
$146.69 - $166.47 $55K - $62.4K
6.45K $946K
DOV
Dover Corp

Industrials
-966
- 84.74%
$174.65 - $206.43 $169K - $199K
174 $30K
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.99K
- 94.59%
$80.08 - $92.93 $160K - $185K
114 $9K
CLX
Clorox CO

Consumer Defensive
-1.04K
- 73.85%
$141.76 - $162.89 $148K - $170K
369 $54K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-225
- 13.8%
$468.34 - $539.52 $105K - $121K
1.41K $659K
CME
Cme Group Inc.

Financial Services
-812
- 60.82%
$225.82 - $266.54 $183K - $216K
523 $138K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-45
- 0.44%
$302.31 - $337.54 $13.6K - $15.2K
10.2K $3.13M
LOW
Lowes Companies Inc

Consumer Cyclical
-622
- 34.12%
$222.66 - $268.42 $138K - $167K
1.2K $280K
GD
General Dynamics Corp

Industrials
-625
- 94.84%
$241.94 - $272.58 $151K - $170K
34 $9K
PEP
Pepsico Inc

Consumer Defensive
-1.04K
- 43.28%
$142.64 - $156.42 $149K - $163K
1.37K $205K
TGT
Target Corp

Consumer Defensive
-1.18K
- 97.68%
$103.65 - $142.5 $122K - $168K
28 $2K
KKR
Kkr & Co. Inc.

Financial Services
-845
- 44.69%
$108.17 - $167.07 $91.4K - $141K
1.05K $120K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.36K
- 23.14%
$36.64 - $45.76 $86.4K - $108K
7.83K $293K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.72K
- 57.37%
$54.25 - $57.64 $148K - $157K
2.02K $111K
SWK
Stanley Black & Decker, Inc.

Industrials
-1.74K
- 91.59%
$76.43 - $90.41 $133K - $157K
160 $12K
AOS
Smith A O Corp

Industrials
-2.02K
- 93.03%
$65.16 - $72.69 $131K - $147K
151 $9K
MA
Mastercard Inc

Financial Services
-266
- 39.76%
$504.67 - $576.31 $134K - $153K
403 $220K
PR
Permian Resources Corporation

Energy
-8.86K
- 93.56%
$12.33 - $16.0 $109K - $142K
610 $8K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-6.22K
- 21.8%
$19.96 - $20.4 $124K - $127K
22.3K $447K
PNR
Pentair PLC

Industrials
-907
- 27.13%
$84.0 - $105.35 $76.2K - $95.6K
2.44K $213K
SNOW
Snowflake Inc.

Technology
-676
- 24.48%
$146.16 - $192.78 $98.8K - $130K
2.09K $304K
PG
Procter & Gamble CO

Consumer Defensive
-786
- 13.99%
$158.56 - $176.26 $125K - $139K
4.83K $823K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.34K
- 8.25%
$91.45 - $91.75 $122K - $123K
14.9K $1.37M
SRE
Sempra Energy

Utilities
-1.17K
- 57.22%
$67.85 - $87.67 $79.6K - $103K
877 $62K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.37K
- 11.23%
$42.5 - $46.71 $143K - $157K
26.6K $1.2M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-6K
- 38.76%
$21.95 - $24.74 $132K - $148K
9.48K $229K
RRC
Range Resources Corp

Energy
-3.15K
- 95.72%
$35.22 - $41.29 $111K - $130K
141 $5K
MU
Micron Technology Inc

Technology
-1.32K
- 84.24%
$86.89 - $109.38 $115K - $144K
247 $21K
SPGI
S&P Global Inc.

Financial Services
-224
- 26.54%
$478.26 - $543.77 $107K - $122K
620 $315K
CMCSA
Comcast Corp

Communication Services
-2.67K
- 55.85%
$33.19 - $38.23 $88.5K - $102K
2.11K $77K
DIS
Walt Disney CO

Communication Services
-720
- 29.94%
$96.87 - $114.0 $69.7K - $82.1K
1.69K $166K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.48K
- 67.41%
$25.58 - $29.24 $88.9K - $102K
1.68K $44K
DE
Deere & CO

Industrials
-294
- 32.67%
$408.57 - $509.27 $120K - $150K
606 $284K
MDIV
First Trust Multi Asset Divers

ETFs
-6K
- 54.55%
$16.02 - $16.68 $96.1K - $100K
5K $81K
IQV
Iqvia Holdings Inc.

Healthcare
-487
- 94.93%
$176.3 - $209.96 $85.9K - $102K
26 $4K
XLK
Technology Sector Spdr

ETFs
-270
- 18.35%
$206.38 - $242.18 $55.7K - $65.4K
1.2K $247K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-243
- 95.29%
$283.06 - $421.16 $68.8K - $102K
12 $3K
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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