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
RNMBY
Rheinmetall Ag Unsponsored Adr

Industrials
134
New
$258.5 - $433.54 $34.6K - $58.1K
134 $56K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
8.21K
+ 11.64%
N/A
78.8K $539K
CHK
Chesapeake Energy Corp

Energy
634
New
N/A
634 $54K
KO
Coca Cola CO

Consumer Defensive
828
+ 11.37%
$68.37 - $73.9 $56.6K - $61.2K
8.11K $573K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
3.21K
+ 6.65%
$19.43 - $20.13 $62.3K - $64.5K
51.4K $1.02M
PAYC
Paycom Software, Inc.

Technology
146
+ 12.32%
$193.07 - $265.71 $28.2K - $38.8K
1.33K $307K
CSGP
Costar Group, Inc.

Real Estate
540
+ 20.71%
$72.62 - $83.22 $39.2K - $44.9K
3.15K $253K
ITW
Illinois Tool Works Inc

Industrials
190
+ 17.23%
$218.41 - $252.43 $41.5K - $48K
1.29K $319K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.96K
New
$17.76 - $22.1 $34.9K - $43.4K
1.96K $43K
PFE
Pfizer Inc

Healthcare
4.39K
+ 7.41%
$21.59 - $24.84 $94.8K - $109K
63.6K $1.54M
COF
Capital One Financial Corp

Financial Services
111
+ 21.51%
$150.57 - $212.76 $16.7K - $23.6K
627 $133K
ZTS
Zoetis Inc.

Healthcare
457
+ 12.46%
$144.41 - $170.3 $66K - $77.8K
4.13K $643K
VONG
Vanguard Russell 1000 Growth E

ETFs
351
+ 1671.43%
$82.51 - $109.2 $29K - $38.3K
372 $40K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
1.61K
+ 7.83%
$29.02 - $30.78 $46.8K - $49.6K
22.2K $673K
LOW
Lowes Companies Inc

Consumer Cyclical
220
+ 21.01%
$210.83 - $235.28 $46.4K - $51.8K
1.27K $281K
LLY
Eli Lilly & CO

Healthcare
108
+ 10.0%
$713.71 - $898.95 $77.1K - $97.1K
1.19K $926K
IQV
Iqvia Holdings Inc.

Healthcare
261
+ 73.94%
$137.0 - $174.37 $35.8K - $45.5K
614 $96K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
2.27K
+ 8.09%
$25.36 - $27.19 $57.6K - $61.7K
30.3K $799K
STZ
Constellation Brands, Inc.

Consumer Defensive
287
+ 49.57%
$160.0 - $195.62 $45.9K - $56.1K
866 $140K
V
Visa Inc.

Financial Services
41
+ 1.22%
$308.27 - $373.31 $12.6K - $15.3K
3.39K $1.2M
CRL
Charles River Laboratories International, Inc.

Healthcare
165
+ 49.85%
$99.75 - $151.89 $16.5K - $25.1K
496 $75K
O
Realty Income Corp

Real Estate
427
+ 5.97%
$52.27 - $58.52 $22.3K - $25K
7.58K $436K
SMR
Nuscale Power Corp

Industrials
200
+ 40.0%
$12.6 - $43.24 $2.52K - $8.65K
700 $27K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
236
+ 27.44%
$82.21 - $83.12 $19.4K - $19.6K
1.1K $90K
ACN
Accenture PLC

Technology
116
+ 8.54%
$279.23 - $323.21 $32.4K - $37.5K
1.47K $440K
MSTR
Microstrategy Inc

Technology
32
+ 1066.67%
$237.95 - $421.61 $7.61K - $13.5K
35 $14K
APH
Amphenol Corp

Technology
4
+ 1.1%
$59.09 - $98.75 $236 - $395
368 $36K
IT
Gartner Inc

Technology
50
+ 9.69%
$377.5 - $449.52 $18.9K - $22.5K
566 $228K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
100
+ 1.88%
$96.84 - $99.46 $9.68K - $9.95K
5.41K $536K
MRK
Merck & Co., Inc.

Healthcare
222
+ 35.18%
$73.47 - $87.12 $16.3K - $19.3K
853 $67K
AFL
Aflac Inc

Financial Services
496
+ 6.54%
$99.77 - $112.45 $49.5K - $55.8K
8.08K $852K
AON
Aon PLC

Financial Services
134
+ 14.76%
$335.85 - $398.81 $45K - $53.4K
1.04K $371K
NET
Cloudflare, Inc.

Technology
9
+ 15.0%
$97.08 - $195.83 $874 - $1.76K
69 $13K
EVVTY
Evolution Ab American Deposita

Consumer Cyclical
15
+ 1.6%
$66.94 - $86.96 $1K - $1.3K
955 $75K
SPG
Simon Property Group Inc

Real Estate
121
+ 4.24%
$140.37 - $171.44 $17K - $20.7K
2.98K $478K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
80
+ 16.16%
$45.11 - $52.34 $3.61K - $4.19K
575 $30K
AMD
Advanced Micro Devices Inc

Technology
8
+ 7.41%
$78.21 - $143.81 $626 - $1.15K
116 $16K
ASND
Ascendis Pharma A/S

Healthcare
25
New
$137.41 - $179.1 $3.44K - $4.48K
25 $4K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 50.0%
$451.58 - $565.94 $2.26K - $2.83K
15 $8K
EONGY
E.On Se Sponsored Adr (Germany

Utilities
259
New
$14.85 - $18.53 $3.85K - $4.8K
259 $4K
NOK
Nokia Corp

Technology
710
New
$4.65 - $5.43 $3.3K - $3.86K
710 $3K
DTEGY
Deutsche Telekom Ag Ads (1 Ord)

Communication Services
102
New
$34.49 - $38.92 $3.52K - $3.97K
102 $3K
RRC
Range Resources Corp

Energy
1
+ 0.03%
$32.1 - $43.23 $32.1 - $43.2
3.3K $134K
GKOS
Glaukos Corp

Healthcare
25
+ 50.0%
$82.27 - $103.29 $2.06K - $2.58K
75 $7K
UTG
Reaves Utility Income Fund

Financial Services
10
+ 1.72%
$29.08 - $36.18 $291 - $362
591 $21K
SWKS
Skyworks Solutions, Inc.

Technology
2
+ 1.31%
$49.2 - $74.95 $98.4 - $150
155 $11K
AVTR
Avantor, Inc.

Basic Materials
1.85K
+ 21.71%
$11.94 - $16.29 $22K - $30.1K
10.3K $139K
GTLB
Gitlab Inc.

Technology
50
+ 40.32%
$40.52 - $53.43 $2.03K - $2.67K
174 $7K
AVEM
American Centy ETF Tr Avantis

ETFs
11
+ 14.29%
$53.08 - $68.54 $584 - $754
88 $6K
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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