Org Wealth Partners, LLC Sells in Q1 2025

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-34K
- 47.53%
$44.72 - $46.25 $1.52M - $1.57M
37.6K $1.73M
IEF
Ishares Barclays

ETFs
-11.8K
- 33.02%
$91.17 - $95.39 $1.07M - $1.12M
23.9K $2.28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.02K
- 68.91%
$360.07 - $417.26 $369K - $427K
462 $166K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.38K
- 85.09%
$168.16 - $186.21 $400K - $443K
417 $71K
GWW
W.W. Grainger, Inc.

Industrials
-379
- 61.43%
$953.54 - $1132.42 $361K - $429K
238 $235K
SHW
Sherwin Williams CO

Basic Materials
-1.25K
- 51.61%
$330.16 - $365.55 $413K - $457K
1.17K $409K
DOV
Dover Corp

Industrials
-2.14K
- 68.16%
$174.65 - $206.43 $373K - $441K
998 $175K
CAT
Caterpillar Inc

Industrials
-940
- 38.45%
$326.75 - $407.63 $307K - $383K
1.51K $496K
PNR
Pentair PLC

Industrials
-3.24K
- 43.79%
$84.0 - $105.35 $272K - $342K
4.16K $364K
GD
General Dynamics Corp

Industrials
-1.46K
- 75.06%
$241.94 - $272.58 $353K - $398K
485 $132K
LNG
Cheniere Energy, Inc.

Energy
-1.65K
- 92.11%
$209.32 - $253.66 $345K - $418K
141 $32K
NOW
Service Now, Inc.

Technology
-209
- 30.33%
$783.83 - $1170.39 $164K - $245K
480 $382K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3.47K
- 40.21%
$97.38 - $104.52 $338K - $363K
5.16K $527K
TGT
Target Corp

Consumer Defensive
-2.41K
- 96.59%
$103.65 - $142.5 $250K - $343K
85 $8K
AOS
Smith A O Corp

Industrials
-4.41K
- 78.14%
$65.16 - $72.69 $287K - $321K
1.23K $80K
FAST
Fastenal CO

Industrials
-4.2K
- 78.29%
$71.11 - $79.98 $298K - $336K
1.16K $90K
SWK
Stanley Black & Decker, Inc.

Industrials
-2.83K
- 59.78%
$76.43 - $90.41 $216K - $255K
1.9K $146K
CL
Colgate Palmolive CO

Consumer Defensive
-2.54K
- 65.8%
$85.68 - $97.5 $217K - $247K
1.32K $123K
UNP
Union Pacific Corp

Industrials
-1.03K
- 41.82%
$225.21 - $254.42 $233K - $263K
1.44K $339K
PCT
Pure Cycle Technologies, Inc.

Industrials
-17.8K
- 67.98%
$6.92 - $10.9 $123K - $194K
8.39K $58K
ILMN
Illumina, Inc.

Healthcare
-254
- 8.38%
$79.34 - $144.22 $20.2K - $36.6K
2.78K $220K
PWR
Quanta Services, Inc.

Industrials
-457
- 83.09%
$236.71 - $358.03 $108K - $164K
93 $23K
WST
West Pharmaceutical Services Inc

Healthcare
-391
- 66.72%
$199.11 - $347.87 $77.9K - $136K
195 $43K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-753
- 21.97%
$65.15 - $91.81 $49.1K - $69.1K
2.67K $174K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-248
- 81.85%
$416.48 - $494.72 $103K - $123K
55 $26K
NVO
Novo Nordisk A S

Healthcare
-1.2K
- 79.6%
$69.3 - $90.95 $83.3K - $109K
308 $21K
ISRG
Intuitive Surgical Inc

Healthcare
-180
- 94.74%
$476.63 - $610.45 $85.8K - $110K
10 $4K
AIZ
Assurant, Inc.

Financial Services
-418
- 74.91%
$198.92 - $218.67 $83.1K - $91.4K
140 $29K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-453
- 75.0%
$175.5 - $209.86 $79.5K - $95.1K
151 $27K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-208
- 79.39%
$402.33 - $489.71 $83.7K - $102K
54 $24K
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
-5.66K
- 98.38%
$14.04 - $19.41 $79.5K - $110K
93 $1K
ABNB
Airbnb, Inc.

Consumer Cyclical
-289
- 7.44%
$119.38 - $161.42 $34.5K - $46.7K
3.6K $429K
NRG
Nrg Energy, Inc.

Utilities
-907
- 74.83%
$84.82 - $113.33 $76.9K - $103K
305 $29K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-204
- 4.59%
$126.86 - $146.45 $25.9K - $29.9K
4.25K $539K
CEG
Constellation Energy Corp

Utilities
-341
- 74.78%
$201.63 - $347.44 $68.8K - $118K
115 $23K
ETN
Eaton Corp PLC

Industrials
-191
- 53.2%
$271.83 - $371.23 $51.9K - $70.9K
168 $45K
GILD
Gilead Sciences, Inc.

Healthcare
-1.07K
- 44.52%
$89.14 - $117.41 $95.3K - $126K
1.33K $149K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.2K
- 9.75%
$60.46 - $64.42 $72.6K - $77.4K
11.1K $686K
CB
Chubb LTD

Financial Services
-495
- 15.84%
$257.71 - $301.99 $128K - $149K
2.63K $794K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.33K
- 24.9%
$49.25 - $50.66 $65.3K - $67.2K
4K $198K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-195
- 8.98%
$103.02 - $140.69 $20.1K - $27.4K
1.98K $208K
APH
Amphenol Corp

Technology
-898
- 71.16%
$61.62 - $78.55 $55.3K - $70.5K
364 $23K
WDC
Western Digital Corp

Technology
-927
- 70.17%
$40.43 - $72.03 $37.5K - $66.8K
394 $15K
LOW
Lowes Companies Inc

Consumer Cyclical
-200
- 16.04%
$222.66 - $268.42 $44.5K - $53.7K
1.05K $244K
PH
Parker Hannifin Corp

Industrials
-93
- 70.99%
$591.65 - $707.05 $55K - $65.8K
38 $23K
RL
Ralph Lauren Corp

Consumer Cyclical
-249
- 65.18%
$215.68 - $286.74 $53.7K - $71.4K
133 $29K
CLX
Clorox CO

Consumer Defensive
-238
- 16.02%
$141.76 - $162.89 $33.7K - $38.8K
1.25K $183K
IRM
Iron Mountain Inc

Real Estate
-501
- 65.15%
$82.79 - $111.31 $41.5K - $55.8K
268 $23K
ITW
Illinois Tool Works Inc

Industrials
-197
- 15.15%
$244.9 - $274.48 $48.2K - $54.1K
1.1K $273K
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