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
BE
Bloom Energy Corp

Industrials
1.95K
New
$19.66 - $29.81 $38.3K - $58.1K
1.95K $38K
EW
Edwards Lifesciences Corp

Healthcare
535
New
$67.95 - $76.19 $36.4K - $40.8K
535 $38K
AXP
American Express CO

Financial Services
225
+ 26.38%
$255.39 - $325.87 $57.5K - $73.3K
1.08K $290K
ITOT
Ishares Core S&P Total U.S. St

ETFs
301
New
$120.29 - $134.6 $36.2K - $40.5K
301 $36K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
217
+ 11.53%
$196.12 - $229.48 $42.6K - $49.8K
2.1K $424K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
264
+ 36.26%
$74.5 - $92.3 $19.7K - $24.4K
992 $90K
BAX
Baxter International Inc

Healthcare
355
+ 8.65%
$29.26 - $36.57 $10.4K - $13K
4.46K $152K
KMI
Kinder Morgan, Inc.

Energy
442
+ 2.65%
$26.1 - $31.22 $11.5K - $13.8K
17.1K $488K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
781
+ 3.94%
$30.14 - $32.16 $23.5K - $25.1K
20.6K $634K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
705
New
$40.34 - $45.45 $28.4K - $32K
705 $31K
EMB
Ishares Tr

ETFs
330
New
$88.64 - $92.03 $29.3K - $30.4K
330 $29K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
1.33K
+ 2.83%
$19.96 - $20.4 $26.5K - $27.1K
48.2K $966K
ROP
Roper Technologies Inc

Industrials
2
+ 0.51%
$502.71 - $593.81 $1.01K - $1.19K
396 $233K
MDT
Medtronic PLC

Healthcare
51
+ 2.04%
$79.84 - $94.5 $4.07K - $4.82K
2.56K $229K
UBER
Uber Technologies, Inc

Technology
381
+ 544.29%
$63.17 - $81.49 $24.1K - $31K
451 $32K
CSGP
Costar Group, Inc.

Real Estate
121
+ 4.87%
$69.29 - $80.37 $8.38K - $9.72K
2.61K $206K
APP
App Lovin Corp

Technology
103
New
$238.08 - $510.13 $24.5K - $52.5K
103 $27K
AVTR
Avantor, Inc.

Basic Materials
3.26K
+ 62.37%
$15.5 - $22.57 $50.6K - $73.7K
8.5K $137K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
498
New
$51.6 - $58.13 $25.7K - $28.9K
498 $26K
DFS
Discover Financial Services

Financial Services
150
New
$152.99 - $203.25 $22.9K - $30.5K
150 $25K
FMCC
Federal Home Loan Mortgage Corp

Financial Services
4.68K
New
$3.37 - $6.51 $15.8K - $30.4K
4.68K $25K
CRM
Salesforce, Inc.

Technology
608
+ 28.9%
$268.36 - $359.95 $163K - $219K
2.71K $727K
EFG
Msci Eafe Growth ETF

ETFs
175
+ 7.94%
$96.1 - $106.37 $16.8K - $18.6K
2.38K $237K
DLTR
Dollar Tree, Inc.

Consumer Defensive
324
New
$61.92 - $76.95 $20.1K - $24.9K
324 $24K
TT
Trane Technologies PLC

Industrials
99
+ 36.8%
$332.0 - $400.86 $32.9K - $39.7K
368 $123K
VB
Vanguard Small Cap ETF

ETFs
147
+ 31.08%
$217.89 - $252.64 $32K - $37.1K
620 $137K
PAYC
Paycom Software, Inc.

Technology
33
+ 2.86%
$199.42 - $225.82 $6.58K - $7.45K
1.19K $258K
ADYEY
Adyen N V (Netherlands)

Technology
1.5K
New
$14.24 - $19.23 $21.4K - $28.8K
1.5K $22K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
449
New
$50.48 - $51.04 $22.7K - $22.9K
449 $22K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
370
+ 4.78%
$37.07 - $40.63 $13.7K - $15K
8.12K $319K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
170
New
$126.11 - $135.06 $21.4K - $23K
170 $21K
CTRA
Coterra Energy Inc.

Energy
751
New
$25.51 - $29.83 $19.2K - $22.4K
751 $21K
IWY
Ishares Tr Russell 200 Growth

ETFs
100
New
$210.19 - $243.33 $21K - $24.3K
100 $21K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
528
New
$40.38 - $42.65 $21.3K - $22.5K
528 $21K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
139
+ 5.15%
$110.75 - $119.78 $15.4K - $16.6K
2.84K $328K
MSI
Motorola Solutions, Inc.

Technology
45
+ 346.15%
$411.73 - $482.1 $18.5K - $21.7K
58 $25K
FISV
Fiserv Inc

Technology
150
+ 23.11%
N/A
799 $100K
MRVL
Marvell Technology, Inc.

Technology
329
+ 865.79%
$61.57 - $126.06 $20.3K - $41.5K
367 $22K
CMC
Commercial Metals CO

Basic Materials
401
New
$43.22 - $53.05 $17.3K - $21.3K
401 $18K
UTG
Reaves Utility Income Fund

Financial Services
581
New
$31.08 - $34.42 $18.1K - $20K
581 $18K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
292
New
$59.78 - $60.03 $17.5K - $17.5K
292 $17K
ESS
Essex Property Trust, Inc.

Real Estate
61
+ 3.09%
N/A
2.04K $555K
CHD
Church & Dwight CO Inc

Consumer Defensive
38
+ 1.82%
$101.42 - $113.2 $3.85K - $4.3K
2.13K $234K
VAL
Valaris LTD

Energy
428
New
$32.85 - $49.52 $14.1K - $21.2K
428 $16K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
140
New
$108.02 - $120.45 $15.1K - $16.9K
140 $15K
SCHV
Schwab Strategic Tr Us Large C

ETFs
591
New
$25.77 - $27.6 $15.2K - $16.3K
591 $15K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
313
New
$47.59 - $48.35 $14.9K - $15.1K
313 $15K
CSCO
Cisco Systems, Inc.

Technology
200
+ 18.4%
$58.74 - $64.87 $11.7K - $13K
1.29K $79K
IWS
Ishares Russell Midcap Value E

ETFs
121
New
$122.59 - $135.24 $14.8K - $16.4K
121 $15K
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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