Org Wealth Partners, LLC Reduced Holdings in Q1 2025

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SYY
Sysco Corp

Consumer Defensive
-677
- 21.63%
$70.0 - $77.13 $47.4K - $52.2K
2.45K $184K
BEN
Franklin Resources Inc

Financial Services
-2.33K
- 23.18%
$18.92 - $22.24 $44.1K - $51.8K
7.72K $148K
PCAR
Paccar Inc

Industrials
-474
- 64.75%
$96.91 - $112.51 $45.9K - $53.3K
258 $25K
MET
Metlife Inc

Financial Services
-600
- 65.86%
$77.7 - $87.0 $46.6K - $52.2K
311 $24K
CDW
Cdw Corp

Technology
-279
- 70.1%
$160.26 - $206.13 $44.7K - $57.5K
119 $19K
KEY
Keycorp

Financial Services
-2.78K
- 65.99%
$15.15 - $18.3 $42.1K - $50.9K
1.43K $22K
MSTR
Microstrategy Inc

Technology
-172
- 98.29%
$239.27 - $396.5 $41.2K - $68.2K
3 $0
DVA
Davita Inc.

Healthcare
-331
- 65.81%
$140.0 - $177.35 $46.3K - $58.7K
172 $26K
FITB
Fifth Third Bancorp

Financial Services
-1.08K
- 61.95%
$37.48 - $44.96 $40.4K - $48.5K
662 $25K
HWM
Howmet Aerospace Inc.

Industrials
-483
- 62.48%
$110.79 - $139.39 $53.5K - $67.3K
290 $37K
HOOD
Robinhood Markets, Inc.

Technology
-1.25K
- 97.12%
$35.63 - $65.28 $44.5K - $81.5K
37 $1K
SCHW
Schwab Charles Corp

Financial Services
-669
- 38.36%
$71.24 - $83.64 $47.7K - $56K
1.08K $84K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-794
- 56.55%
$58.32 - $65.09 $46.3K - $51.7K
610 $36K
BA
Boeing CO

Industrials
-225
- 25.11%
$148.15 - $186.25 $33.3K - $41.9K
671 $114K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-62
- 17.17%
$468.34 - $539.52 $29K - $33.5K
299 $140K
IR
Ingersoll Rand Inc.

Industrials
-465
- 63.87%
$79.44 - $94.23 $36.9K - $43.8K
263 $21K
MSCI
Msci Inc.

Financial Services
-27
- 3.35%
$541.46 - $628.34 $14.6K - $17K
780 $441K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.24K
- 99.52%
$34.58 - $45.97 $42.8K - $56.9K
6 $0
HIG
Hartford Financial Services Group, Inc.

Financial Services
-411
- 64.02%
$106.31 - $123.73 $43.7K - $50.9K
231 $28K
BDX
Becton Dickinson & CO

Healthcare
-184
- 29.07%
$222.79 - $249.08 $41K - $45.8K
449 $102K
MU
Micron Technology Inc

Technology
-491
- 40.71%
$86.89 - $109.38 $42.7K - $53.7K
715 $62K
DDOG
Datadog, Inc.

Technology
-222
- 60.99%
$98.68 - $151.89 $21.9K - $33.7K
142 $14K
INDA
Ishares Msci India Index Fund

ETFs
-589
- 19.43%
$47.8 - $53.4 $28.2K - $31.5K
2.44K $125K
MLM
Martin Marietta Materials Inc

Basic Materials
-63
- 57.27%
$460.39 - $552.64 $29K - $34.8K
47 $22K
PGR
Progressive Corp

Financial Services
-197
- 39.09%
$235.61 - $291.22 $46.4K - $57.4K
307 $86K
PSTG
Pure Storage, Inc.

Technology
-538
- 91.5%
$44.27 - $72.37 $23.8K - $38.9K
50 $2K
STX
Seagate Technology Holdings PLC

Technology
-374
- 61.31%
$84.92 - $108.42 $31.8K - $40.5K
236 $20K
IBN
Icici Bank LTD

Financial Services
-944
- 56.83%
$27.55 - $31.67 $26K - $29.9K
717 $22K
IVW
Ishares S&P 500 Growth ETF

ETFs
-220
- 31.84%
$92.45 - $106.69 $20.3K - $23.5K
471 $43K
WRB
Berkley W R Corp

Financial Services
-886
- 29.08%
$56.7 - $71.27 $50.2K - $63.1K
2.16K $153K
PANW
Palo Alto Networks Inc

Technology
-109
- 78.99%
$167.82 - $208.28 $18.3K - $22.7K
29 $4K
GLD
Spdr Gold Trust

ETFs
-100
- 55.25%
$243.19 - $288.14 $24.3K - $28.8K
81 $23K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-55
- 1.51%
$17.57 - $25.81 $966 - $1.42K
3.58K $65K
LEN
Lennar Corp

Consumer Cyclical
-92
- 39.48%
$113.93 - $141.54 $10.5K - $13K
141 $16K
MUB
Ishares National Muni Bond ETF

ETFs
-7
- 0.06%
$104.71 - $107.69 $733 - $754
12.5K $1.32M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-184
- 17.62%
$81.83 - $82.73 $15.1K - $15.2K
860 $71K
MBB
Ishares Tr

ETFs
-538
- 3.13%
$90.37 - $94.08 $48.6K - $50.6K
16.7K $1.56M
CYBR
Cyber Ark Software Ltd.

Technology
-34
- 40.48%
$312.8 - $414.31 $10.6K - $14.1K
50 $16K
CI
Cigna Corp

Healthcare
-49
- 39.52%
$274.49 - $329.0 $13.5K - $16.1K
75 $24K
KBA
Kraneshares Bosera Msci China

ETFs
-429
- 33.54%
$22.16 - $24.73 $9.51K - $10.6K
850 $20K
FCX
Freeport Mcmoran Inc

Basic Materials
-154
- 4.73%
$34.5 - $43.01 $5.31K - $6.62K
3.11K $117K
MAS
Masco Corp

Industrials
-67
- 17.87%
$68.67 - $81.85 $4.6K - $5.48K
308 $21K
MPC
Marathon Petroleum Corp

Energy
-56
- 14.97%
$134.72 - $159.03 $7.54K - $8.91K
318 $46K
STLD
Steel Dynamics Inc

Basic Materials
-44
- 17.89%
N/A
202 $19K
PSX
Phillips 66

Energy
-54
- 23.48%
$113.93 - $131.55 $6.15K - $7.1K
176 $21K
NKE
Nike, Inc.

Consumer Cyclical
-33
- 68.75%
$63.29 - $81.72 $2.09K - $2.7K
15 $0
BMA
Macro Bank Inc.

Financial Services
-5
- 5.21%
$75.51 - $115.85 $378 - $579
91 $6K
KLAC
Kla Corp

Technology
-3
- 75.0%
$636.62 - $777.63 $1.91K - $2.33K
1 $0
AMT
American Tower Corp

Real Estate
-11
- 57.89%
$173.46 - $217.6 $1.91K - $2.39K
8 $1K
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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