Org Wealth Partners, LLC Purchases in Q1 2025

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
6.6K
+ 962.92%
$60.81 - $72.32 $401K - $477K
7.28K $521K
SPG
Simon Property Group Inc

Real Estate
2.85K
New
$159.48 - $187.78 $455K - $536K
2.85K $473K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
68.1K
+ 2713.48%
N/A
70.6K $483K
ET
Energy Transfer LP

Energy
43.5K
+ 11.9%
$17.26 - $21.08 $750K - $916K
409K $7.6M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.9K
New
$68.32 - $75.06 $403K - $443K
5.9K $440K
MCD
Mcdonalds Corp

Consumer Cyclical
1.29K
+ 78.93%
$279.74 - $321.29 $361K - $414K
2.92K $912K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
4.28K
New
$96.18 - $109.82 $412K - $470K
4.28K $438K
ED
Consolidated Edison Inc

Utilities
3.39K
+ 144.09%
$88.0 - $110.59 $298K - $375K
5.74K $634K
KMB
Kimberly Clark Corp

Consumer Defensive
2.89K
+ 1065.68%
$124.46 - $147.4 $359K - $426K
3.16K $449K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
4.08K
+ 1462.37%
$96.88 - $148.78 $395K - $607K
4.36K $437K
PB
Prosperity Bancshares Inc

Financial Services
5.5K
New
$69.3 - $80.69 $381K - $444K
5.5K $392K
SPY
Spdr S&P 500 ETF Trust

ETFs
728
+ 102.25%
$551.42 - $612.93 $401K - $446K
1.44K $805K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.28K
+ 283.81%
$283.24 - $338.07 $363K - $433K
1.73K $510K
AON
Aon PLC

Financial Services
908
New
$348.44 - $409.32 $316K - $372K
908 $362K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
27.1K
+ 37.4%
$11.96 - $13.56 $324K - $367K
99.4K $1.28M
ADP
Automatic Data Processing Inc

Industrials
1.1K
+ 75.26%
$286.85 - $318.64 $315K - $350K
2.56K $781K
MSFT
Microsoft Corp

Technology
1.72K
+ 26.49%
$375.39 - $447.2 $647K - $771K
8.23K $3.09M
V
Visa Inc.

Financial Services
707
+ 26.74%
$306.92 - $362.71 $217K - $256K
3.35K $1.17M
LDOS
Leidos Holdings, Inc.

Technology
2.56K
+ 383.78%
$126.82 - $161.11 $324K - $412K
3.22K $434K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.37K
New
$208.48 - $244.03 $285K - $334K
1.37K $334K
NFLX
Netflix Inc

Communication Services
312
+ 41.05%
$828.4 - $1058.6 $258K - $330K
1.07K $999K
GS
Goldman Sachs Group Inc

Financial Services
578
New
$524.81 - $672.19 $303K - $389K
578 $315K
UPS
United Parcel Service Inc

Industrials
2.75K
New
$109.66 - $136.26 $302K - $375K
2.75K $302K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.44K
+ 109.3%
$42.5 - $46.71 $274K - $301K
12.3K $557K
KKR
Kkr & Co. Inc.

Financial Services
2.52K
New
$108.17 - $167.07 $273K - $422K
2.52K $291K
VST
Vistra Corp.

Utilities
2.45K
New
$108.49 - $191.89 $266K - $471K
2.45K $288K
CTA
Simplify Exch Traded Fds Simpl

ETFs
7.62K
+ 23.19%
$27.81 - $30.21 $212K - $230K
40.5K $1.2M
ZTS
Zoetis Inc.

Healthcare
1.67K
+ 83.4%
$156.48 - $175.67 $261K - $293K
3.67K $603K
HSY
Hershey CO

Consumer Defensive
1.61K
New
$144.74 - $186.36 $233K - $300K
1.61K $275K
TYD
Direxion Daily 7 10 Yr Tsy Bul

ETFs
9.85K
New
$22.46 - $25.73 $221K - $253K
9.85K $249K
RTX
Raytheon Technologies Corp

Industrials
1.8K
+ 285.26%
$114.1 - $135.66 $205K - $244K
2.43K $322K
SBUX
Starbucks Corp

Consumer Cyclical
2.22K
+ 110.72%
$91.75 - $115.81 $204K - $257K
4.23K $414K
AMP
Ameriprise Financial Inc

Financial Services
481
New
$472.29 - $575.13 $227K - $277K
481 $232K
BSM
Black Stone Minerals, L.P.

Energy
14.2K
New
$14.48 - $15.59 $206K - $222K
14.2K $217K
CQP
Cheniere Energy Partners, L.P.

Energy
3.25K
New
$55.42 - $67.71 $180K - $220K
3.25K $214K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.97K
+ 404.18%
$48.65 - $53.06 $193K - $211K
4.95K $257K
SPYG
Spdr Portfolio

ETFs
2.58K
+ 1928.36%
$80.05 - $92.39 $207K - $239K
2.72K $218K
META
Meta Platforms, Inc.

Communication Services
293
+ 65.26%
$576.36 - $736.67 $169K - $216K
742 $427K
JNJ
Johnson & Johnson

Healthcare
788
+ 56.41%
$142.06 - $167.7 $112K - $132K
2.19K $362K
FNMA
Federal National Mortgage Association Fannie Mae

Financial Services
25.2K
New
$3.44 - $7.7 $86.7K - $194K
25.2K $159K
ITA
Ishares Tr

ETFs
1.02K
New
$144.84 - $159.5 $147K - $162K
1.02K $155K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
17.4K
+ 704.93%
$8.58 - $8.9 $150K - $155K
19.9K $174K
SPGI
S&P Global Inc.

Financial Services
276
+ 27.14%
$478.26 - $543.77 $132K - $150K
1.29K $656K
PG
Procter & Gamble CO

Consumer Defensive
794
+ 28.3%
$158.56 - $176.26 $126K - $140K
3.6K $613K
TJX
Tjx Companies Inc

Consumer Cyclical
1.16K
+ 1615.28%
$112.81 - $126.16 $131K - $147K
1.24K $150K
PM
Philip Morris International Inc.

Consumer Defensive
193
+ 6.69%
$117.15 - $158.79 $22.6K - $30.6K
3.08K $488K
MO
Altria Group, Inc.

Consumer Defensive
1.55K
+ 27.19%
$50.81 - $60.02 $78.7K - $92.9K
7.24K $434K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
5.65K
+ 25.22%
$26.82 - $28.5 $152K - $161K
28.1K $765K
UNH
Unitedhealth Group Inc

Healthcare
241
+ 45.47%
$461.52 - $548.18 $111K - $132K
771 $403K
Activity Summary
Buys All Purchases 502 New Holdings 328 Increased Positions 174 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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