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
ADBE
Adobe Inc.

Technology
355
+ 24.81%
$340.0 - $420.68 $121K - $149K
1.79K $690K
QQQ
Invesco Qqq Trust, Series 1

ETFs
205
+ 68.56%
$416.06 - $551.64 $85.3K - $113K
504 $278K
GS
Goldman Sachs Group Inc

Financial Services
58
+ 10.03%
$462.22 - $707.75 $26.8K - $41K
636 $450K
HD
Home Depot, Inc.

Consumer Cyclical
360
+ 6.96%
$335.24 - $380.78 $121K - $137K
5.53K $2.03M
XLU
Utilities Sector Spdr

ETFs
1.61K
+ 488.79%
$73.09 - $82.77 $118K - $134K
1.94K $158K
SBUX
Starbucks Corp

Consumer Cyclical
1.69K
+ 40.02%
$79.69 - $99.41 $135K - $168K
5.92K $542K
RGTI
Rigetti Computing, Inc.

Technology
10K
+ 666.67%
$7.5 - $14.29 $75K - $143K
11.5K $136K
VOT
Vanguard Mid Cap Growth Index

ETFs
430
New
$216.28 - $284.39 $93K - $122K
430 $122K
MA
Mastercard Inc

Financial Services
170
+ 10.85%
$479.92 - $590.74 $81.6K - $100K
1.74K $976K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
10.1K
+ 12.7%
$10.82 - $12.71 $109K - $128K
89.7K $1.12M
WDAY
Workday, Inc.

Technology
294
+ 5.2%
$210.47 - $274.71 $61.9K - $80.8K
5.94K $1.43M
AMAT
Applied Materials Inc

Technology
573
+ 987.93%
$126.95 - $183.52 $72.7K - $105K
631 $115K
ABNB
Airbnb, Inc.

Consumer Cyclical
408
+ 11.35%
$105.69 - $140.64 $43.1K - $57.4K
4K $529K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
11.3K
+ 14.15%
$12.21 - $13.9 $138K - $157K
91.2K $1.19M
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
4.09K
New
$18.34 - $25.13 $74.9K - $103K
4.09K $94K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.8K
New
$39.43 - $49.34 $71K - $88.8K
1.8K $85K
STX
Seagate Technology Holdings PLC

Technology
489
+ 207.2%
$66.54 - $144.33 $32.5K - $70.6K
725 $104K
CSCO
Cisco Systems, Inc.

Technology
1.03K
+ 80.19%
$53.19 - $69.38 $54.9K - $71.6K
2.32K $160K
LNG
Cheniere Energy, Inc.

Energy
321
+ 227.66%
$197.25 - $244.33 $63.3K - $78.4K
462 $112K
ASML
Asml Holding Nv

Technology
71
+ 48.3%
$595.37 - $815.24 $42.3K - $57.9K
218 $174K
WRB
Berkley W R Corp

Financial Services
979
+ 45.3%
$64.28 - $75.17 $62.9K - $73.6K
3.14K $230K
CME
Cme Group Inc.

Financial Services
260
+ 53.06%
$252.37 - $290.71 $65.6K - $75.6K
750 $206K
TXT
Textron Inc

Industrials
819
+ 64.39%
$60.72 - $80.34 $49.7K - $65.8K
2.09K $167K
WBD
Warner Bros. Discovery, Inc.

Communication Services
6.53K
+ 831.3%
$7.69 - $11.46 $50.2K - $74.9K
7.32K $83K
T
At&T Inc.

Communication Services
2.47K
+ 75.98%
$26.33 - $28.94 $65.1K - $71.5K
5.72K $165K
COIN
Coinbase Global, Inc.

Technology
213
New
$151.47 - $375.07 $32.3K - $79.9K
213 $74K
DLTR
Dollar Tree, Inc.

Consumer Defensive
674
+ 208.02%
$67.22 - $100.51 $45.3K - $67.7K
998 $98K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.17K
+ 19.86%
$68.13 - $74.77 $79.8K - $87.6K
7.07K $514K
ADP
Automatic Data Processing Inc

Industrials
216
+ 8.45%
$276.76 - $326.81 $59.8K - $70.6K
2.77K $855K
TYD
Direxion Daily 7 10 Yr Tsy Bul

ETFs
2.87K
+ 29.14%
$23.64 - $26.56 $67.8K - $76.2K
12.7K $322K
C
Citigroup Inc

Financial Services
833
+ 824.75%
$58.13 - $85.12 $48.4K - $70.9K
934 $79K
NTRS
Northern Trust Corp

Financial Services
561
New
$84.45 - $126.79 $47.4K - $71.1K
561 $71K
AEE
Ameren Corp

Utilities
743
New
$94.23 - $101.68 $70K - $75.5K
743 $71K
FOXA
Fox Corp

Communication Services
1.27K
New
$47.21 - $57.04 $59.9K - $72.4K
1.27K $71K
VRSN
Verisign Inc

Technology
249
New
$234.49 - $288.8 $58.4K - $71.9K
249 $71K
JBL
Jabil Inc

Technology
328
New
$116.88 - $218.1 $38.3K - $71.5K
328 $71K
NEM
Newmont Corp

Basic Materials
1.21K
New
$44.18 - $59.46 $53.3K - $71.8K
1.21K $70K
CTVA
Corteva, Inc.

Basic Materials
951
New
$55.52 - $74.53 $52.8K - $70.9K
951 $70K
GL
Globe Life Inc.

Financial Services
571
New
$113.29 - $133.09 $64.7K - $76K
571 $70K
TTWO
Take Two Interactive Software Inc

Communication Services
292
New
$194.58 - $243.05 $56.8K - $71K
292 $70K
GILD
Gilead Sciences, Inc.

Healthcare
640
+ 48.05%
$96.91 - $113.0 $62K - $72.3K
1.97K $218K
DRI
Darden Restaurants Inc

Consumer Cyclical
319
New
$186.58 - $225.78 $59.5K - $72K
319 $69K
APLD
Applied Blockchain, Inc.

Financial Services
6.79K
New
$3.53 - $13.86 $24K - $94.1K
6.79K $68K
WFC
Wells Fargo & Company

Financial Services
801
+ 1013.92%
$60.98 - $80.12 $48.8K - $64.2K
880 $70K
MSCI
Msci Inc.

Financial Services
95
+ 12.18%
$506.56 - $576.74 $48.1K - $54.8K
875 $504K
OKTA
Okta, Inc.

Technology
1.29K
+ 10.13%
$91.24 - $127.3 $118K - $164K
14K $1.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
124
+ 1.22%
$90.56 - $109.49 $11.2K - $13.6K
10.3K $1.13M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.85K
+ 7.11%
$24.61 - $25.89 $45.5K - $47.9K
27.9K $717K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.97K
New
$24.38 - $30.18 $48.1K - $59.6K
1.97K $59K
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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