Org Wealth Partners, LLC Purchases in Q2 2025

Org Wealth Partners, LLC

  • $233 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
3.54K
+ 7.74%
$94.31 - $157.99 $334K - $560K
49.3K $7.79M
IEFA
Ishares Tr

ETFs
14.3K
+ 184.76%
$67.83 - $84.09 $967K - $1.2M
22K $1.83M
MSFT
Microsoft Corp

Technology
169
+ 2.05%
$354.56 - $497.45 $59.9K - $84.1K
8.4K $4.18M
TSLA
Tesla, Inc.

Consumer Cyclical
2.23K
+ 46.59%
$221.86 - $362.89 $496K - $811K
7.03K $2.23M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12.8K
New
$50.08 - $63.14 $643K - $810K
12.8K $810K
CRWD
Crowd Strike Holdings, Inc.

Technology
508
+ 17.11%
$321.63 - $509.31 $163K - $259K
3.48K $1.77M
GOOG
Alphabet Inc.

Communication Services
2.29K
+ 16.86%
$146.58 - $180.01 $336K - $413K
15.9K $2.82M
SNOW
Snowflake Inc.

Technology
801
+ 13.33%
$130.53 - $223.77 $105K - $179K
6.81K $1.52M
NFLX
Netflix Inc

Communication Services
139
+ 12.97%
$855.86 - $1339.13 $119K - $186K
1.21K $1.62M
URI
United Rentals, Inc.

Industrials
439
+ 22.02%
$551.94 - $753.4 $242K - $331K
2.43K $1.83M
CQP
Cheniere Energy Partners, L.P.

Energy
10.8K
+ 331.62%
$54.61 - $68.04 $588K - $733K
14K $785K
ORCL
Oracle Corp

Technology
813
+ 16.43%
$122.82 - $218.63 $99.9K - $178K
5.76K $1.26M
SHOP
Shopify Inc.

Technology
1.2K
+ 5.96%
$76.89 - $115.35 $92.3K - $139K
21.4K $2.46M
EQT
Eqt Corp

Energy
8.37K
+ 81.38%
$46.11 - $60.44 $386K - $506K
18.6K $1.09M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
36.6K
+ 36.82%
$10.49 - $12.99 $384K - $475K
136K $1.73M
BEN
Franklin Resources Inc

Financial Services
15.1K
+ 195.19%
$16.66 - $23.85 $251K - $359K
22.8K $543K
VTI
Vanguard Total Stock Market Et

ETFs
1.06K
+ 71.16%
$243.75 - $303.93 $259K - $322K
2.55K $775K
FAST
Fastenal CO

Industrials
9.52K
+ 818.14%
$40.65 - $83.16 $387K - $791K
10.7K $448K
GWW
W.W. Grainger, Inc.

Industrials
310
+ 130.25%
$919.93 - $1101.66 $285K - $342K
548 $570K
ES
Eversource Energy

Utilities
5.17K
+ 217.28%
$54.25 - $65.89 $280K - $340K
7.55K $480K
SHW
Sherwin Williams CO

Basic Materials
966
+ 82.35%
$313.51 - $363.51 $303K - $351K
2.14K $734K
PNR
Pentair PLC

Industrials
2.52K
+ 60.64%
$76.17 - $103.58 $192K - $261K
6.69K $686K
KMI
Kinder Morgan, Inc.

Energy
9.62K
+ 56.22%
$25.21 - $29.4 $243K - $283K
26.7K $786K
AAPL
Apple Inc.

Technology
3.45K
+ 14.02%
$172.42 - $223.89 $596K - $773K
28.1K $5.76M
PHYS
Sprott Physical Gold Trust

Financial Services
8.38K
+ 13.81%
$22.82 - $26.29 $191K - $220K
69.1K $1.75M
NOW
Service Now, Inc.

Technology
171
+ 35.63%
$721.65 - $1040.18 $123K - $178K
651 $669K
SCCO
Southern Copper Corp

Basic Materials
1.77K
+ 13.21%
$75.63 - $104.64 $134K - $185K
15.2K $1.53M
EMR
Emerson Electric CO

Industrials
1.83K
+ 124.78%
$94.15 - $133.33 $172K - $244K
3.29K $439K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.73K
+ 15.26%
$45.12 - $46.23 $259K - $265K
43.3K $2M
IDXX
Idexx Laboratories Inc

Healthcare
504
New
$361.04 - $536.34 $182K - $270K
504 $270K
CAH
Cardinal Health Inc

Healthcare
286
+ 3.97%
$125.0 - $168.0 $35.8K - $48K
7.49K $1.26M
AVGO
Broadcom Inc.

Technology
566
+ 64.39%
$146.29 - $275.65 $82.8K - $156K
1.45K $398K
GOOGL
Alphabet Inc.

Communication Services
670
+ 12.36%
$144.7 - $178.6 $96.9K - $120K
6.09K $1.07M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2.26K
+ 24.34%
$101.91 - $134.83 $230K - $304K
11.5K $1.45M
VEA
Vanguard Ftse Developed Market

ETFs
3.82K
New
$45.65 - $57.01 $174K - $218K
3.82K $217K
META
Meta Platforms, Inc.

Communication Services
127
+ 17.12%
$484.66 - $738.09 $61.6K - $93.7K
869 $641K
DHI
Horton D R Inc

Consumer Cyclical
1.63K
New
$115.1 - $129.63 $187K - $211K
1.63K $209K
LEN
Lennar Corp

Consumer Cyclical
1.83K
+ 1297.16%
$102.76 - $115.66 $188K - $212K
1.97K $217K
PM
Philip Morris International Inc.

Consumer Defensive
668
+ 21.69%
$149.23 - $184.95 $99.7K - $124K
3.75K $682K
VST
Vistra Corp.

Utilities
3
+ 0.12%
$98.07 - $195.04 $294 - $585
2.46K $476K
ILMN
Illumina, Inc.

Healthcare
1.46K
+ 52.52%
$70.3 - $95.41 $102K - $139K
4.23K $403K
KNSL
Kinsale Capital Group, Inc.

Financial Services
373
+ 678.18%
$419.99 - $501.97 $157K - $187K
428 $207K
NTNX
Nutanix, Inc.

Technology
1.29K
+ 10.75%
$58.17 - $83.07 $75.2K - $107K
13.3K $1.02M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
367
+ 17.48%
$180.84 - $240.32 $66.4K - $88.2K
2.47K $592K
ITA
Ishares Tr

ETFs
674
+ 66.4%
$135.31 - $188.64 $91.2K - $127K
1.69K $318K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
484
+ 59.61%
$141.37 - $228.57 $68.4K - $111K
1.3K $293K
DE
Deere & CO

Industrials
303
New
$412.99 - $531.48 $125K - $161K
303 $154K
RTX
Raytheon Technologies Corp

Industrials
793
+ 32.62%
$113.75 - $148.48 $90.2K - $118K
3.22K $470K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.1K
+ 55.79%
$90.5 - $114.3 $99.8K - $126K
3.08K $351K
Activity Summary
Buys All Purchases 227 New Holdings 68 Increased Positions 159 Sells All Sells 167 Reductions 164 Sold out 3 Options Calls 0 Puts 0
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