Org Partners LLC Sells in Q1 2025

Org Partners LLC

  • $338 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
-15
- 9.43%
$783.83 - $1170.39 $11.8K - $17.6K
144 $114K
PHM
Pultegroup Inc

Consumer Cyclical
-491
- 88.95%
$101.09 - $118.51 $49.6K - $58.2K
61 $6K
CCL
Carnival Corp

Consumer Cyclical
-2.1K
- 91.3%
$19.08 - $28.49 $40.1K - $59.8K
200 $3K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-978
- 5.68%
$51.26 - $52.53 $50.1K - $51.4K
16.2K $837K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-718
- 8.95%
$65.27 - $71.18 $46.9K - $51.1K
7.3K $484K
BNDX
Vanguard Total International B

ETFs
-1.04K
- 19.73%
$48.33 - $49.5 $50.2K - $51.4K
4.23K $206K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-760
- 46.88%
$74.85 - $84.89 $56.9K - $64.5K
861 $70K
IWS
Ishares Russell Midcap Value E

ETFs
-344
- 13.17%
$122.59 - $135.24 $42.2K - $46.5K
2.27K $285K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-10
- 66.67%
$4295.4 - $5141.88 $43K - $51.4K
5 $23K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-86
- 66.67%
$522.96 - $601.18 $45K - $51.7K
43 $22K
SUB
Ishares Short Term National Mu

ETFs
-460
- 4.69%
$105.3 - $106.24 $48.4K - $48.9K
9.34K $986K
OGN
Organon & Co.

Healthcare
-3.07K
- 98.43%
$14.29 - $16.41 $43.8K - $50.3K
49 $0
CGGR
Capital Group Growth ETF Shs C

ETFs
-642
- 8.25%
$33.98 - $39.84 $21.8K - $25.6K
7.14K $244K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-650
- 98.34%
$48.65 - $66.04 $31.6K - $42.9K
11 $0
KNSL
Kinsale Capital Group, Inc.

Financial Services
-97
- 56.4%
$416.48 - $494.72 $40.4K - $48K
75 $36K
ACN
Accenture PLC

Technology
-28
- 3.21%
$300.91 - $398.25 $8.43K - $11.2K
843 $263K
BE
Bloom Energy Corp

Industrials
-1.93K
- 98.97%
$19.66 - $29.81 $37.9K - $57.5K
20 $0
LUV
Southwest Airlines CO

Industrials
-1.28K
- 98.38%
$28.18 - $34.84 $35.9K - $44.4K
21 $0
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.21K
- 93.48%
$32.74 - $36.2 $39.5K - $43.6K
84 $2K
VVV
Valvoline Inc

Energy
-1.08K
- 84.31%
$34.44 - $40.19 $37K - $43.2K
200 $6K
NVO
Novo Nordisk A S

Healthcare
-303
- 30.21%
$69.3 - $90.95 $21K - $27.6K
700 $48K
NSC
Norfolk Southern Corp

Industrials
-165
- 90.16%
$227.69 - $259.76 $37.6K - $42.9K
18 $4K
BAC
Bank Of America Corp

Financial Services
-242
- 1.94%
$39.61 - $47.74 $9.59K - $11.6K
12.2K $510K
CARR
Carrier Global Corp

Industrials
-521
- 66.88%
$62.07 - $70.55 $32.3K - $36.8K
258 $16K
FCX
Freeport Mcmoran Inc

Basic Materials
-980
- 50.49%
$34.5 - $43.01 $33.8K - $42.1K
961 $36K
ABC
Amerisourcebergen Corp

Healthcare
-195
- 45.77%
N/A
231 $42K
FTCS
First Trust Capital Strength E

ETFs
-500
- 11.24%
$86.39 - $91.35 $43.2K - $45.7K
3.95K $354K
TIP
Ishares Tr Tips Bd ETF

ETFs
-432
- 16.02%
$106.22 - $111.09 $45.9K - $48K
2.27K $251K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-457
- 22.39%
$76.94 - $78.28 $35.2K - $35.8K
1.58K $123K
DVN
Devon Energy Corp

Energy
-1.03K
- 90.95%
$33.15 - $38.55 $34K - $39.5K
102 $3K
KEY
Keycorp

Financial Services
-1.84K
- 78.16%
$15.15 - $18.3 $27.8K - $33.6K
513 $8K
EEM
Ishares Msci Emerging Markets

ETFs
-747
- 35.5%
$40.81 - $45.34 $30.5K - $33.9K
1.36K $59K
IFRA
Ishares Tr

ETFs
-604
- 88.69%
$44.8 - $49.25 $27.1K - $29.7K
77 $3K
LRGF
Ishares Tr

ETFs
-451
- 58.8%
$56.95 - $63.95 $25.7K - $28.8K
316 $18K
MSI
Motorola Solutions, Inc.

Technology
-41
- 14.34%
$411.73 - $482.1 $16.9K - $19.8K
245 $107K
CSGP
Costar Group, Inc.

Real Estate
-356
- 84.96%
$69.29 - $80.37 $24.7K - $28.6K
63 $4K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-612
- 1.35%
$50.87 - $51.09 $31.1K - $31.3K
44.6K $2.28M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-47
- 2.7%
$96.3 - $112.23 $4.53K - $5.27K
1.69K $164K
INTC
Intel Corp

Technology
-1.38K
- 38.28%
$19.1 - $27.39 $26.3K - $37.7K
2.22K $50K
APP
App Lovin Corp

Technology
-57
- 57.0%
$238.08 - $510.13 $13.6K - $29.1K
43 $11K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-646
- 56.13%
$35.35 - $42.74 $22.8K - $27.6K
505 $20K
CVS
Cvs Health Corp

Healthcare
-501
- 84.77%
$44.22 - $68.64 $22.2K - $34.4K
90 $6K
FAST
Fastenal CO

Industrials
-368
- 24.32%
$71.11 - $79.98 $26.2K - $29.4K
1.15K $88K
DHI
Horton D R Inc

Consumer Cyclical
-121
- 32.01%
$125.29 - $147.65 $15.2K - $17.9K
257 $32K
FNDA
Schwab Fundamental U S Small C

ETFs
-109
- 1.49%
$26.87 - $30.99 $2.93K - $3.38K
7.18K $196K
IMFL
Invesco Ex Tr Self Indx Fd Tr
-803
- 98.17%
$23.3 - $25.76 $18.7K - $20.7K
15 $0
PFG
Principal Financial Group Inc

Financial Services
-284
- 35.86%
$76.34 - $89.04 $21.7K - $25.3K
508 $42K
ADSK
Autodesk, Inc.

Technology
-78
- 77.23%
N/A
23 $5K
TSCO
Tractor Supply CO

Consumer Cyclical
-330
- 97.06%
$51.66 - $57.94 $17K - $19.1K
10 $0
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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