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
NUE
Nucor Corp

Basic Materials
-39
- 4.57%
$114.48 - $142.52 $4.46K - $5.56K
814 $97K
GGAL
Grupo Financiero Galicia Sa

Financial Services
-8
- 4.97%
$54.11 - $72.22 $433 - $578
153 $8K
YPF
Ypf Sociedad Anonima

Energy
-9
- 4.39%
$31.56 - $46.03 $284 - $414
196 $6K
VONG
Vanguard Russell 1000 Growth E

ETFs
-1
- 4.55%
$92.71 - $107.38 $92.7 - $107
21 $1K
OMFS
Invesco Exchange Traded Self I

ETFs
-8
- 4.26%
$36.43 - $41.61 $291 - $333
180 $6K
PAM
Pampa Energy Inc.

Utilities
-6
- 6.67%
$73.44 - $94.88 $441 - $569
84 $6K
OMFL
Invesco Exchange Traded Self I

ETFs
-11
- 4.12%
$52.19 - $57.45 $574 - $632
256 $13K
Core Scientific Inc New Wt Exp Tranche 1
-7.9K
- 0.16%
N/A
4.81M $0
UBS
Ubs Group Ag

Financial Services
-11
- 6.08%
$30.28 - $35.78 $333 - $394
170 $5K
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
-2
- 5.71%
$96.69 - $129.67 $193 - $259
33 $3K
RELX
Relx PLC

Communication Services
-7
- 7.37%
$45.34 - $51.91 $317 - $363
88 $4K
Arista Networks Inc
-8
- 40.0%
N/A
12 $0
Blueprint Chesapk Mlt
-23.8K
- 48.92%
N/A
24.9K $0
Annaly Cap Mgmt Inc
-787K
- 99.79%
N/A
1.62K $0
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-22
- 7.36%
$14.13 - $16.72 $311 - $368
277 $4K
QFIN
360 Digi Tech, Inc.

Financial Services
-8
- 4.94%
$36.09 - $48.12 $289 - $385
154 $6K
ABB
Abb LTD

Industrials
-4
- 4.0%
N/A
96 $0
Grayscale Ethereum Tr Et
-8
- 5.59%
N/A
135 $0
IMFL
Invesco Ex Tr Self Indx Fd Tr
-12
- 4.29%
$23.3 - $25.76 $280 - $309
268 $6K
SAP
Sap Se

Technology
-1
- 4.76%
$241.4 - $293.69 $241 - $294
20 $5K
KT
Kt Corp

Communication Services
-13
- 5.46%
$15.57 - $18.63 $202 - $242
225 $3K
CMPGY
Compass Group PLC Sponsored Ad

Consumer Cyclical
-7
- 6.54%
$31.2 - $35.95 $218 - $252
100 $3K
CHKP
Check Point Software Technologies LTD

Technology
-2
- 11.11%
$179.88 - $231.31 $360 - $463
16 $3K
KCCA
Kraneshares California Carbon
-1
- 0.12%
N/A
851 $0
Core Scientific Inc
-275K
- 3.06%
N/A
8.71M $0
BCS
Barclays PLC

Financial Services
-19
- 5.57%
$12.69 - $16.25 $241 - $309
322 $4K
TIGR
Up Fintech Holding LTD

Financial Services
-32
- 5.02%
$5.76 - $9.69 $184 - $310
606 $5K
VRNA
Verona Pharma PLC

Healthcare
-8
- 6.11%
$44.81 - $69.63 $358 - $557
123 $7K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-44
- 9.32%
$9.49 - $14.83 $418 - $653
428 $5K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-43
- 8.88%
$11.66 - $14.98 $501 - $644
441 $6K
TCEHY
Tencent Holdings Limited Unspo

Communication Services
-4
- 5.48%
$46.89 - $69.79 $188 - $279
69 $4K
DVY
Ishares Tr

ETFs
-1
- 0.39%
$128.58 - $138.1 $129 - $138
254 $34K
SE
Sea LTD

Consumer Cyclical
-3
- 7.14%
$104.87 - $146.31 $315 - $439
39 $5K
ERJ
Embraer S.A.

Industrials
-8
- 4.37%
$37.11 - $56.4 $297 - $451
175 $8K
HMY
Harmony Gold Mining CO LTD

Basic Materials
-27
- 5.6%
$8.25 - $14.77 $223 - $399
455 $6K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-588
- 5.02%
$27.29 - $38.29 $16K - $22.5K
11.1K $388K
BRO
Brown & Brown, Inc.

Financial Services
-29
- 0.48%
$100.54 - $124.4 $2.92K - $3.61K
6.07K $755K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-404
- 1.47%
$442.66 - $534.52 $179K - $216K
27.2K $14.5M
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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