Org Wealth Partners, LLC Incresed Positions in Q1 2025

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NXPI
Nxp Semiconductors N.V.

Technology
327
+ 247.73%
$189.99 - $245.86 $62.1K - $80.4K
459 $87K
MA
Mastercard Inc

Financial Services
47
+ 3.09%
$504.67 - $576.31 $23.7K - $27.1K
1.57K $858K
EXPD
Expeditors International Of Washington Inc

Industrials
353
+ 33.52%
$109.09 - $126.48 $38.5K - $44.6K
1.41K $169K
NICE
Nice Ltd.

Technology
384
+ 82.05%
$139.18 - $178.5 $53.4K - $68.5K
852 $131K
MRK
Merck & Co., Inc.

Healthcare
575
+ 1026.79%
$83.01 - $101.02 $47.7K - $58.1K
631 $56K
EFV
Msci Eafe Value ETF

ETFs
82
+ 1.16%
$51.88 - $60.73 $4.25K - $4.98K
7.14K $420K
GE
General Electric CO

Industrials
134
+ 23.02%
$168.59 - $212.13 $22.6K - $28.4K
716 $143K
SHEL
Shell PLC

Energy
273
+ 11.17%
$62.84 - $73.29 $17.2K - $20K
2.72K $199K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
86
+ 200.0%
$522.96 - $601.18 $45K - $51.7K
129 $68K
EVVTY
Evolution Ab American Deposita

Consumer Cyclical
602
+ 178.11%
$72.1 - $80.94 $43.4K - $48.7K
940 $69K
NTAP
Net App, Inc.

Technology
649
+ 112.87%
$87.84 - $126.3 $57K - $82K
1.22K $107K
LMT
Lockheed Martin Corp

Industrials
93
+ 122.37%
$423.19 - $506.29 $39.4K - $47.1K
169 $75K
AXP
American Express CO

Financial Services
225
+ 26.38%
$255.39 - $325.87 $57.5K - $73.3K
1.08K $290K
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
ROP
Roper Technologies Inc

Industrials
2
+ 0.51%
$502.71 - $593.81 $1.01K - $1.19K
396 $233K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
1.33K
+ 2.83%
$19.96 - $20.4 $26.5K - $27.1K
48.2K $966K
MDT
Medtronic PLC

Healthcare
51
+ 2.04%
$79.84 - $94.5 $4.07K - $4.82K
2.56K $229K
CSGP
Costar Group, Inc.

Real Estate
121
+ 4.87%
$69.29 - $80.37 $8.38K - $9.72K
2.61K $206K
UBER
Uber Technologies, Inc

Technology
381
+ 544.29%
$63.17 - $81.49 $24.1K - $31K
451 $32K
AVTR
Avantor, Inc.

Basic Materials
3.26K
+ 62.37%
$15.5 - $22.57 $50.6K - $73.7K
8.5K $137K
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
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
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
370
+ 4.78%
$37.07 - $40.63 $13.7K - $15K
8.12K $319K
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
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
CSCO
Cisco Systems, Inc.

Technology
200
+ 18.4%
$58.74 - $64.87 $11.7K - $13K
1.29K $79K
TXN
Texas Instruments Inc

Technology
63
+ 196.88%
N/A
95 $18K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
43
+ 2150.0%
$283.06 - $421.16 $12.2K - $18.1K
45 $12K
KURE
Kraneshares Tr Msci All China

ETFs
518
+ 23.36%
$13.2 - $15.82 $6.84K - $8.19K
2.74K $42K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
128
+ 3.48%
$22.15 - $24.94 $2.84K - $3.19K
3.81K $94K
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
VCIT
Vanguard Intermediate Term Cor

ETFs
91
+ 284.38%
$79.17 - $82.04 $7.2K - $7.47K
123 $10K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
257
+ 26.09%
$62.43 - $84.12 $16K - $21.6K
1.24K $80K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
485
+ 227.7%
$14.67 - $22.01 $7.11K - $10.7K
698 $10K
XLF
Financial Sector Spdr

ETFs
81
+ 95.29%
$47.32 - $52.19 $3.83K - $4.23K
166 $8K
BALL
Ball Corp

Consumer Cyclical
139
+ 9.73%
$49.04 - $56.53 $6.82K - $7.86K
1.57K $81K
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
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email