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
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
MRK
Merck & Co., Inc.

Healthcare
222
+ 35.18%
$73.47 - $87.12 $16.3K - $19.3K
853 $67K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
100
+ 1.88%
$96.84 - $99.46 $9.68K - $9.95K
5.41K $536K
AON
Aon PLC

Financial Services
134
+ 14.76%
$335.85 - $398.81 $45K - $53.4K
1.04K $371K
AFL
Aflac Inc

Financial Services
496
+ 6.54%
$99.77 - $112.45 $49.5K - $55.8K
8.08K $852K
NET
Cloudflare, Inc.

Technology
9
+ 15.0%
$97.08 - $195.83 $874 - $1.76K
69 $13K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
80
+ 16.16%
$45.11 - $52.34 $3.61K - $4.19K
575 $30K
SPG
Simon Property Group Inc

Real Estate
121
+ 4.24%
$140.37 - $171.44 $17K - $20.7K
2.98K $478K
AMD
Advanced Micro Devices Inc

Technology
8
+ 7.41%
$78.21 - $143.81 $626 - $1.15K
116 $16K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 50.0%
$451.58 - $565.94 $2.26K - $2.83K
15 $8K
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
RRC
Range Resources Corp

Energy
1
+ 0.03%
$32.1 - $43.23 $32.1 - $43.2
3.3K $134K
AVTR
Avantor, Inc.

Basic Materials
1.85K
+ 21.71%
$11.94 - $16.29 $22K - $30.1K
10.3K $139K
SWKS
Skyworks Solutions, Inc.

Technology
2
+ 1.31%
$49.2 - $74.95 $98.4 - $150
155 $11K
AVEM
American Centy ETF Tr Avantis

ETFs
11
+ 14.29%
$53.08 - $68.54 $584 - $754
88 $6K
GTLB
Gitlab Inc.

Technology
50
+ 40.32%
$40.52 - $53.43 $2.03K - $2.67K
174 $7K
DECK
Deckers Outdoor Corp

Consumer Cyclical
20
+ 26.67%
$100.44 - $129.37 $2.01K - $2.59K
95 $9K
AMT
American Tower Corp

Real Estate
2
+ 25.0%
$203.96 - $228.19 $408 - $456
10 $2K
VO
Vanguard Mid Cap ETF

ETFs
4
+ 11.43%
$228.54 - $279.83 $914 - $1.12K
39 $10K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 12.5%
N/A
18 $3K
SAP
Sap Se

Technology
1
+ 5.0%
$237.53 - $309.8 $238 - $310
21 $6K
Ishares Bitcoin ETF
287
+ 7.27%
N/A
4.23K $0
Yieldmax Coin Optn Inc
529
+ 352.67%
N/A
679 $0
Yieldmax Nvda Optn Inc
1
+ 0.19%
N/A
519 $0
Yieldmax Tsla Opt Incm
89
+ 2.85%
N/A
3.21K $0
Venture Global Inc
68.4K
+ 1139.4%
N/A
74.4K $0
Six Flags Entmt Corp
1K
+ 45.84%
N/A
3.19K $0
Kenvue Inc
1.2K
+ 6.55%
N/A
19.5K $0
Return Stacked Us Stk
779
+ 5.35%
N/A
15.3K $0
Yieldmax Univrs Fd Opt
271
+ 21.54%
N/A
1.53K $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
8
+ 17.78%
$225.56 - $335.19 $1.8K - $2.68K
53 $12K
ATO
Atmos Energy Corp

Utilities
15
+ 0.33%
$145.06 - $162.66 $2.18K - $2.44K
4.55K $700K
MMYT
Make My Trip LTD

Consumer Cyclical
2
+ 4.88%
N/A
43 $3K
Cambria Fixed Income
47.4K
+ 40.77%
N/A
164K $0
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
10
+ 16.39%
$102.31 - $124.7 $1.02K - $1.25K
71 $7K
Super Micro Computer Inc
20
+ 3.72%
N/A
558 $0
First Trust Cre Invsmnt
13
+ 1.1%
N/A
1.19K $0
Noble Corp PLC F
287
+ 36.24%
N/A
1.08K $0
MKC
Mccormick & CO Inc

Consumer Defensive
50
+ 7.01%
$71.11 - $82.25 $3.56K - $4.11K
763 $57K
PEP
Pepsico Inc

Consumer Defensive
7
+ 2.52%
$128.02 - $151.37 $896 - $1.06K
285 $37K
ERIE
Erie Indemnity CO

Financial Services
16
+ 11.19%
$340.45 - $423.93 $5.45K - $6.78K
159 $55K
VZ
Verizon Communications Inc

Communication Services
1.01K
+ 4.38%
$41.67 - $45.62 $41.9K - $45.9K
24K $1.04M
UNP
Union Pacific Corp

Industrials
5
+ 0.35%
$208.27 - $238.46 $1.04K - $1.19K
1.44K $331K
BAX
Baxter International Inc

Healthcare
140
+ 3.14%
$27.8 - $34.02 $3.89K - $4.76K
4.6K $139K
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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