Org Wealth Partners, LLC Incresed Positions in Q2 2025

Org Wealth Partners, LLC

  • $233 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.08K
+ 2.43%
$100.35 - $100.71 $108K - $108K
45.4K $4.57M
AMAT
Applied Materials Inc

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

Technology
294
+ 5.2%
$210.47 - $274.71 $61.9K - $80.8K
5.94K $1.43M
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
STX
Seagate Technology Holdings PLC

Technology
489
+ 207.2%
$66.54 - $144.33 $32.5K - $70.6K
725 $104K
LNG
Cheniere Energy, Inc.

Energy
321
+ 227.66%
$197.25 - $244.33 $63.3K - $78.4K
462 $112K
CME
Cme Group Inc.

Financial Services
260
+ 53.06%
$252.37 - $290.71 $65.6K - $75.6K
750 $206K
WRB
Berkley W R Corp

Financial Services
979
+ 45.3%
$64.28 - $75.17 $62.9K - $73.6K
3.14K $230K
ASML
Asml Holding Nv

Technology
71
+ 48.3%
$595.37 - $815.24 $42.3K - $57.9K
218 $174K
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
DLTR
Dollar Tree, Inc.

Consumer Defensive
674
+ 208.02%
$67.22 - $100.51 $45.3K - $67.7K
998 $98K
T
At&T Inc.

Communication Services
2.47K
+ 75.98%
$26.33 - $28.94 $65.1K - $71.5K
5.72K $165K
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
GILD
Gilead Sciences, Inc.

Healthcare
640
+ 48.05%
$96.91 - $113.0 $62K - $72.3K
1.97K $218K
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
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
8.21K
+ 11.64%
N/A
78.8K $539K
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
PFE
Pfizer Inc

Healthcare
4.39K
+ 7.41%
$21.59 - $24.84 $94.8K - $109K
63.6K $1.54M
AGNC
Agnc Investment Corp.

Real Estate
10K
+ 7.8%
$8.12 - $9.49 $81.2K - $94.9K
138K $1.27M
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
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
1.61K
+ 7.83%
$29.02 - $30.78 $46.8K - $49.6K
22.2K $673K
VONG
Vanguard Russell 1000 Growth E

ETFs
351
+ 1671.43%
$82.51 - $109.2 $29K - $38.3K
372 $40K
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
STZ
Constellation Brands, Inc.

Consumer Defensive
287
+ 49.57%
$160.0 - $195.62 $45.9K - $56.1K
866 $140K
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
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
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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