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
IONQ
Ion Q, Inc.

Technology
650
New
$18.27 - $51.07 $11.9K - $33.2K
650 $14K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
230
New
$62.72 - $71.92 $14.4K - $16.5K
230 $14K
VRNS
Varonis Systems Inc

Technology
350
New
$39.16 - $46.84 $13.7K - $16.4K
350 $14K
TRMK
Trustmark Corp

Financial Services
401
New
$32.92 - $38.83 $13.2K - $15.6K
401 $13K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
325
New
$34.94 - $44.24 $11.4K - $14.4K
325 $13K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
43
+ 2150.0%
$283.06 - $421.16 $12.2K - $18.1K
45 $12K
TXN
Texas Instruments Inc

Technology
63
+ 196.88%
N/A
95 $18K
BYDDY
Byd Company LTD Unsponsored Ad

Consumer Cyclical
125
New
$63.72 - $108.48 $7.97K - $13.6K
125 $12K
KURE
Kraneshares Tr Msci All China

ETFs
518
+ 23.36%
$13.2 - $15.82 $6.84K - $8.19K
2.74K $42K
GPC
Genuine Parts CO

Consumer Cyclical
100
New
$115.91 - $129.02 $11.6K - $12.9K
100 $11K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
128
+ 3.48%
$22.15 - $24.94 $2.84K - $3.19K
3.81K $94K
AMD
Advanced Micro Devices Inc

Technology
108
New
$96.63 - $129.55 $10.4K - $14K
108 $11K
AEP
American Electric Power CO Inc

Utilities
100
New
$90.32 - $109.27 $9.03K - $10.9K
100 $10K
FVD
First Tr Value Line Divid Inde

ETFs
237
New
$42.61 - $45.51 $10.1K - $10.8K
237 $10K
TMO
Thermo Fisher Scientific Inc.

Healthcare
61
+ 6.64%
$497.6 - $606.74 $30.4K - $37K
979 $487K
HYG
Ishares Tr

ETFs
121
+ 216.07%
$78.51 - $80.11 $9.5K - $9.69K
177 $13K
TSCO
Tractor Supply CO

Consumer Cyclical
175
New
$51.66 - $57.94 $9.04K - $10.1K
175 $9K
SWKS
Skyworks Solutions, Inc.

Technology
153
New
$64.12 - $93.96 $9.81K - $14.4K
153 $9K
VO
Vanguard Mid Cap ETF

ETFs
35
New
$251.87 - $277.95 $8.82K - $9.73K
35 $9K
BILL
Bill.Com Holdings, Inc.

Technology
200
New
$43.59 - $97.07 $8.72K - $19.4K
200 $9K
VCIT
Vanguard Intermediate Term Cor

ETFs
91
+ 284.38%
$79.17 - $82.04 $7.2K - $7.47K
123 $10K
TSEM
Tower Semiconductor LTD

Technology
225
New
$35.43 - $54.74 $7.97K - $12.3K
225 $8K
DECK
Deckers Outdoor Corp

Consumer Cyclical
75
New
$111.56 - $223.11 $8.37K - $16.7K
75 $8K
HCA
Hca Healthcare, Inc.

Healthcare
25
New
$296.7 - $345.55 $7.42K - $8.64K
25 $8K
TDW
Tidewater Inc

Energy
204
New
$39.93 - $57.69 $8.15K - $11.8K
204 $8K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
257
+ 26.09%
$62.43 - $84.12 $16K - $21.6K
1.24K $80K
C
Citigroup Inc

Financial Services
101
New
$67.23 - $84.63 $6.79K - $8.55K
101 $7K
SMR
Nuscale Power Corp

Industrials
500
New
$14.16 - $29.08 $7.08K - $14.5K
500 $7K
DUOL
Duolingo, Inc.

Technology
25
New
$272.49 - $441.39 $6.81K - $11K
25 $7K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
61
New
$123.87 - $158.75 $7.56K - $9.68K
61 $7K
QAI
Iq Hedge Multi Strategy Compos

ETFs
231
New
$31.16 - $32.27 $7.2K - $7.45K
231 $7K
CVS
Cvs Health Corp

Healthcare
101
New
$44.22 - $68.64 $4.47K - $6.93K
101 $6K
NET
Cloudflare, Inc.

Technology
60
New
$110.71 - $176.5 $6.64K - $10.6K
60 $6K
LEU
Centrus Energy Corp

Energy
100
New
$62.21 - $119.74 $6.22K - $12K
100 $6K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
485
+ 227.7%
$14.67 - $22.01 $7.11K - $10.7K
698 $10K
IWN
Ishares Russell2000 Val ETF

ETFs
36
New
$149.27 - $169.4 $5.37K - $6.1K
36 $5K
SONY
Sony Group Corp

Technology
220
New
$19.88 - $25.64 $4.37K - $5.64K
220 $5K
GTLB
Gitlab Inc.

Technology
124
New
$47.0 - $73.14 $5.83K - $9.07K
124 $5K
VNET
Vnet Group, Inc.

Technology
639
New
$4.95 - $14.68 $3.16K - $9.38K
639 $5K
IJS
Ishares S&P Smallcap 600 Value

ETFs
61
New
$96.3 - $112.23 $5.87K - $6.85K
61 $5K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
77
New
$64.47 - $70.13 $4.96K - $5.4K
77 $5K
WFC
Wells Fargo & Company

Financial Services
79
New
$66.78 - $81.42 $5.28K - $6.43K
79 $5K
XLF
Financial Sector Spdr

ETFs
81
+ 95.29%
$47.32 - $52.19 $3.83K - $4.23K
166 $8K
GKOS
Glaukos Corp

Healthcare
50
New
$96.6 - $161.22 $4.83K - $8.06K
50 $4K
AVEM
American Centy ETF Tr Avantis

ETFs
77
New
$57.11 - $62.4 $4.4K - $4.8K
77 $4K
IWM
Ishares Russell 2000 ETF

ETFs
15
+ 187.5%
$198.1 - $229.79 $2.97K - $3.45K
23 $4K
KC
Kingsoft Cloud Holdings LTD

Technology
233
New
$9.15 - $20.81 $2.13K - $4.85K
233 $3K
MMYT
Make My Trip LTD

Consumer Cyclical
41
New
N/A
41 $3K
AMAT
Applied Materials Inc

Technology
27
+ 87.1%
$145.06 - $195.51 $3.92K - $5.28K
58 $8K
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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