Org Wealth Partners, LLC Incresed Positions in Q4 2024

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPOT
Spotify Technology S.A.

Communication Services
8
+ 800.0%
$362.95 - $502.38 $2.9K - $4.02K
9 $4K
KLAC
Kla Corp

Technology
2
+ 100.0%
$614.46 - $829.55 $1.23K - $1.66K
4 $2K
NXPI
Nxp Semiconductors N.V.

Technology
119
+ 915.38%
$207.27 - $255.58 $24.7K - $30.4K
132 $27K
INTU
Intuit Inc

Technology
6
+ 85.71%
$602.01 - $706.25 $3.61K - $4.24K
13 $8K
JNK
Spdr Bloomberg High Yield Bond

ETFs
9
+ 18.75%
$94.77 - $97.36 $853 - $876
57 $5K
MRK
Merck & Co., Inc.

Healthcare
5
+ 9.8%
$96.31 - $114.76 $482 - $574
56 $5K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
31
+ 23.31%
$46.96 - $51.46 $1.46K - $1.6K
164 $7K
AVGO
Broadcom Inc.

Technology
7
+ 11.67%
$159.67 - $250.0 $1.12K - $1.75K
67 $15K
KCCA
Kraneshares California Carbon
38
+ 4.67%
N/A
852 $0
CCI
Crown Castle International Corp

Real Estate
43
+ 27.22%
$89.78 - $119.11 $3.86K - $5.12K
201 $18K
BALL
Ball Corp

Consumer Cyclical
1.07K
+ 298.88%
$54.84 - $67.94 $58.7K - $72.7K
1.43K $78K
KNSL
Kinsale Capital Group, Inc.

Financial Services
248
+ 450.91%
$424.05 - $524.22 $105K - $130K
303 $140K
VB
Vanguard Small Cap ETF

ETFs
357
+ 307.76%
$233.76 - $261.58 $83.5K - $93.4K
473 $113K
GPS
Gap Inc

Consumer Cyclical
128
+ 10.27%
N/A
1.37K $27K
RNR
Renaissancere Holdings LTD

Financial Services
141
+ 129.36%
$241.97 - $287.47 $34.1K - $40.5K
250 $62K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.05K
+ 1300.0%
$184.21 - $199.29 $378K - $409K
2.21K $408K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.4K
+ 1690.36%
$370.24 - $418.94 $519K - $588K
1.49K $596K
NICE
Nice Ltd.

Technology
252
+ 116.67%
$164.71 - $199.17 $41.5K - $50.2K
468 $79K
EFA
Ishares Tr Msci Eafe ETF

ETFs
24
+ 5.21%
$75.1 - $82.99 $1.8K - $1.99K
485 $36K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
113
+ 13.0%
$46.48 - $51.32 $5.25K - $5.8K
982 $47K
SCHW
Schwab Charles Corp

Financial Services
1.11K
+ 173.78%
$63.31 - $82.85 $70.1K - $91.7K
1.74K $129K
NEE
Nextera Energy Inc

Utilities
4.42K
+ 835.16%
$69.77 - $85.43 $308K - $377K
4.95K $354K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
82
+ 9.08%
$47.29 - $84.74 $3.88K - $6.95K
985 $73K
RTX
Raytheon Technologies Corp

Industrials
215
+ 51.68%
$114.45 - $127.21 $24.6K - $27.4K
631 $73K
LNG
Cheniere Energy, Inc.

Energy
1.5K
+ 511.99%
$181.07 - $225.92 $271K - $338K
1.79K $383K
ISRG
Intuitive Surgical Inc

Healthcare
58
+ 43.94%
$471.27 - $550.62 $27.3K - $31.9K
190 $99K
PLTR
Palantir Technologies Inc.

Technology
72
+ 4.12%
$36.46 - $82.38 $2.63K - $5.93K
1.82K $137K
TRV
Travelers Companies, Inc.

Financial Services
48
+ 16.44%
$225.97 - $266.66 $10.8K - $12.8K
340 $81K
BITO
Proshares Tr Bitcoin Strategy

ETFs
29
+ 0.8%
$16.99 - $27.42 $493 - $795
3.63K $82K
APH
Amphenol Corp

Technology
12
+ 0.96%
$62.07 - $75.35 $745 - $904
1.26K $87K
TNA
Direxion Daily Small Cap Bull

ETFs
496
+ 26.05%
$41.4 - $56.28 $20.5K - $27.9K
2.4K $100K
DPZ
Dominos Pizza Inc

Consumer Cyclical
46
+ 21.3%
$408.59 - $476.19 $18.8K - $21.9K
262 $109K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
84
+ 16.15%
$180.39 - $205.43 $15.2K - $17.3K
604 $114K
PWR
Quanta Services, Inc.

Industrials
230
+ 71.88%
$296.05 - $346.6 $68.1K - $79.7K
550 $173K
APD
Air Products & Chemicals, Inc.

Basic Materials
100
+ 28.49%
$285.5 - $335.62 $28.6K - $33.6K
451 $130K
OKE
Oneok Inc

Energy
792
+ 68.22%
$92.28 - $117.05 $73.1K - $92.7K
1.95K $196K
GILD
Gilead Sciences, Inc.

Healthcare
1.09K
+ 83.0%
$83.95 - $97.9 $91.4K - $107K
2.4K $221K
DERM
Journey Medical Corp

Healthcare
1.35K
+ 6.93%
$3.97 - $6.53 $5.37K - $8.83K
20.9K $84K
ROIV
Roivant Sciences Ltd.

Healthcare
8.42K
+ 85.69%
$11.16 - $12.71 $93.9K - $107K
18.2K $215K
PGR
Progressive Corp

Financial Services
15
+ 3.07%
$239.6 - $268.88 $3.59K - $4.03K
504 $120K
BEN
Franklin Resources Inc

Financial Services
3.75K
+ 59.48%
$19.35 - $22.76 $72.5K - $85.3K
10K $203K
FCX
Freeport Mcmoran Inc

Basic Materials
673
+ 26.02%
$38.08 - $50.82 $25.6K - $34.2K
3.26K $124K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.99K
+ 103.17%
$44.04 - $49.49 $132K - $148K
5.89K $259K
SPY
Spdr S&P 500 ETF Trust

ETFs
466
+ 189.43%
$567.81 - $607.81 $265K - $283K
712 $417K
WRB
Berkley W R Corp

Financial Services
437
+ 16.74%
$56.48 - $64.94 $24.7K - $28.4K
3.05K $178K
WST
West Pharmaceutical Services Inc

Healthcare
28
+ 5.02%
$285.69 - $344.0 $8K - $9.63K
586 $191K
PAYC
Paycom Software, Inc.

Technology
120
+ 11.63%
$159.94 - $240.25 $19.2K - $28.8K
1.15K $236K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.16K
+ 50.97%
$77.25 - $91.3 $89.4K - $106K
3.43K $292K
EFG
Msci Eafe Growth ETF

ETFs
540
+ 32.47%
$96.83 - $106.88 $52.3K - $57.7K
2.2K $213K
Activity Summary
Buys All Purchases 189 New Holdings 89 Increased Positions 100 Sells All Sells 164 Reductions 163 Sold out 1 Options Calls 0 Puts 0
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