Org Wealth Partners, LLC Sells in Q2 2025

Org Wealth Partners, LLC

  • $233 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
-185
- 60.26%
$255.27 - $288.74 $47.2K - $53.4K
122 $32K
FANG
Diamondback Energy, Inc.

Energy
-208
- 18.57%
$119.25 - $161.49 $24.8K - $33.6K
912 $125K
LMT
Lockheed Martin Corp

Industrials
-115
- 68.05%
$430.82 - $486.45 $49.5K - $55.9K
54 $25K
PG
Procter & Gamble CO

Consumer Defensive
-51
- 1.42%
$157.66 - $172.39 $8.04K - $8.79K
3.55K $565K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-2.14K
- 56.02%
$22.56 - $29.85 $48.2K - $63.7K
1.68K $47K
TJX
Tjx Companies Inc

Consumer Cyclical
-396
- 32.06%
$119.13 - $135.03 $47.2K - $53.5K
839 $103K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-5.15K
- 25.85%
$8.43 - $8.77 $43.4K - $45.2K
14.8K $128K
SCHW
Schwab Charles Corp

Financial Services
-658
- 61.21%
$69.06 - $91.24 $45.4K - $60K
417 $38K
KKR
Kkr & Co. Inc.

Financial Services
-613
- 24.3%
$92.79 - $134.29 $56.9K - $82.3K
1.91K $254K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-2.56K
- 6.31%
$37.18 - $42.55 $95.1K - $109K
38K $1.62M
NICE
Nice Ltd.

Technology
-276
- 32.39%
$141.3 - $178.32 $39K - $49.2K
576 $97K
CHD
Church & Dwight CO Inc

Consumer Defensive
-21
- 0.99%
$91.57 - $110.76 $1.92K - $2.33K
2.11K $202K
MU
Micron Technology Inc

Technology
-460
- 64.34%
$64.72 - $127.91 $29.8K - $58.8K
255 $31K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-682
- 6.13%
$28.28 - $35.22 $19.3K - $24K
10.5K $358K
JNJ
Johnson & Johnson

Healthcare
-2
- 0.09%
$146.36 - $159.82 $293 - $320
2.18K $333K
IEMG
Ishares Inc

ETFs
-537
- 60.61%
N/A
349 $18K
BDX
Becton Dickinson & CO

Healthcare
-16
- 3.56%
$165.15 - $226.42 $2.64K - $3.62K
433 $74K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-243
- 13.11%
$91.43 - $91.74 $22.2K - $22.3K
1.61K $147K
FISV
Fiserv Inc

Technology
-168
- 21.03%
N/A
631 $79K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.34K
- 8.02%
$51.16 - $62.02 $68.4K - $82.9K
15.3K $951K
ROP
Roper Technologies Inc

Industrials
-17
- 4.29%
$519.19 - $590.78 $8.83K - $10K
379 $214K
MO
Altria Group, Inc.

Consumer Defensive
-45
- 0.62%
$55.56 - $60.91 $2.5K - $2.74K
7.2K $421K
AMCR
Amcor PLC

Consumer Cyclical
-932
- 9.99%
$8.57 - $9.81 $7.99K - $9.14K
8.39K $77K
IVW
Ishares S&P 500 Growth ETF

ETFs
-193
- 40.98%
$82.96 - $110.1 $16K - $21.2K
278 $30K
VGLT
Vanguard Long Term Treasury Et

ETFs
-188
- 15.35%
$53.66 - $58.71 $10.1K - $11K
1.04K $58K
MDT
Medtronic PLC

Healthcare
-60
- 2.35%
$80.68 - $88.86 $4.84K - $5.33K
2.5K $217K
EXPD
Expeditors International Of Washington Inc

Industrials
-30
- 2.13%
$102.84 - $122.24 $3.09K - $3.67K
1.38K $157K
SYY
Sysco Corp

Consumer Defensive
-132
- 5.38%
$68.0 - $75.91 $8.98K - $10K
2.32K $175K
CL
Colgate Palmolive CO

Consumer Defensive
-43
- 3.26%
$87.57 - $96.0 $3.77K - $4.13K
1.28K $115K
MBB
Ishares Tr

ETFs
-107
- 0.64%
$91.41 - $94.22 $9.78K - $10.1K
16.6K $1.55M
K
Kellogg CO

Consumer Defensive
-64
- 5.78%
$77.85 - $82.88 $4.98K - $5.3K
1.04K $83K
TRMK
Trustmark Corp

Financial Services
-261
- 65.09%
$30.79 - $36.78 $8.04K - $9.6K
140 $5K
ETR
Entergy Corp

Utilities
-50
- 4.67%
$79.01 - $86.61 $3.95K - $4.33K
1.02K $84K
NVO
Novo Nordisk A S

Healthcare
-83
- 26.95%
$58.08 - $81.05 $4.82K - $6.73K
225 $15K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-71
- 5.85%
$85.42 - $94.39 $6.06K - $6.7K
1.14K $107K
KURE
Kraneshares Tr Msci All China

ETFs
-473
- 17.29%
$13.39 - $17.98 $6.33K - $8.5K
2.26K $38K
NI
Nisource Inc.

Utilities
-104
- 4.57%
$37.11 - $40.64 $3.86K - $4.23K
2.17K $87K
WELL
Welltower Inc.

Real Estate
-30
- 5.01%
$136.49 - $155.22 $4.09K - $4.66K
569 $87K
CRM
Salesforce, Inc.

Technology
-58
- 2.14%
$236.26 - $291.15 $13.7K - $16.9K
2.65K $723K
FOX
Fox Corp Cl B (De)

Communication Services
-42
- 2.38%
$43.81 - $53.0 $1.84K - $2.23K
1.73K $89K
MMM
3 M CO

Industrials
-42
- 5.41%
$126.09 - $154.15 $5.3K - $6.47K
735 $111K
GPC
Genuine Parts CO

Consumer Cyclical
-30
- 30.0%
$105.54 - $129.09 $3.17K - $3.87K
70 $8K
KBA
Kraneshares Bosera Msci China

ETFs
-68
- 8.0%
$20.81 - $24.45 $1.42K - $1.66K
782 $18K
GD
General Dynamics Corp

Industrials
-38
- 7.84%
$247.68 - $291.66 $9.41K - $11.1K
447 $130K
WST
West Pharmaceutical Services Inc

Healthcare
-7
- 3.59%
$190.39 - $227.7 $1.33K - $1.59K
188 $41K
AOS
Smith A O Corp

Industrials
-40
- 3.24%
$59.63 - $70.52 $2.39K - $2.82K
1.19K $78K
TXN
Texas Instruments Inc

Technology
-12
- 12.63%
N/A
83 $16K
FDS
Factset Research Systems Inc

Financial Services
-1
- 0.76%
$398.85 - $473.32 $399 - $473
131 $58K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-198
- 28.37%
$12.82 - $18.15 $2.54K - $3.59K
500 $8K
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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