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
MSI
Motorola Solutions, Inc.

Technology
-3
- 5.17%
$394.72 - $440.39 $1.18K - $1.32K
55 $23K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-10
- 0.27%
$121.58 - $136.74 $1.22K - $1.37K
3.64K $494K
CDNS
Cadence Design Systems Inc

Technology
-7
- 33.33%
$231.64 - $323.08 $1.62K - $2.26K
14 $4K
BK
Bank Of New York Mellon Corp

Financial Services
-86
- 7.7%
$73.31 - $91.62 $6.3K - $7.88K
1.03K $93K
Linde PLC F
-24
- 4.38%
N/A
524 $0
PROSY
Prosus N V Adr(Nld)

Communication Services
-19
- 5.12%
$7.8 - $11.18 $148 - $212
352 $3K
Aegon LTD Adr Adr F
-31
- 6.07%
N/A
480 $0
KR
Kroger CO

Consumer Defensive
-78
- 5.74%
$64.62 - $74.0 $5.04K - $5.77K
1.28K $91K
FTNT
Fortinet, Inc.

Technology
-10
Closed
$84.71 - $108.69 $847 - $1.09K
0 $0
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 33.33%
$1794.73 - $2613.63 $1.79K - $2.61K
2 $5K
Arista Networks Inc
-12
Closed
N/A
0 $0
Blueprint Chesapk Mlt
-22.2K
- 89.12%
N/A
2.71K $0
Veralto Corp
-721
- 76.78%
N/A
218 $0
WMB
Williams Companies, Inc.

Energy
-80
- 4.39%
$54.33 - $62.87 $4.35K - $5.03K
1.74K $109K
Hines Global Income Trus
-97K
- 41.29%
N/A
138K $0
KLAC
Kla Corp

Technology
-1
Closed
$576.53 - $902.94 $577 - $903
0 $0
LDOS
Leidos Holdings, Inc.

Technology
-466
- 14.46%
$132.9 - $160.3 $61.9K - $74.7K
2.76K $434K
OGN
Organon & Co.

Healthcare
-12
- 28.57%
$8.04 - $14.72 $96.5 - $177
30 $0
Core Scientific Inc
-1.55M
- 17.79%
N/A
7.16M $0
Stepstone Private Market
-2.6K
- 8.1%
N/A
29.5K $0
KCCA
Kraneshares California Carbon
-2
- 0.24%
N/A
849 $0
Smurfit Westrock PLC F
-1.58K
- 76.84%
N/A
475 $0
VXF
Vanguard Extended Market ETF

ETFs
-56
- 10.18%
$150.43 - $192.71 $8.42K - $10.8K
494 $95K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-23
- 2.94%
$52.26 - $62.14 $1.2K - $1.43K
758 $47K
FFIV
F5, Inc.

Technology
-24
- 7.02%
$239.25 - $295.9 $5.74K - $7.1K
318 $93K
INTU
Intuit Inc

Technology
-1
- 7.69%
$544.07 - $787.63 $544 - $788
12 $9K
RTO
Rentokil Initial PLC

Industrials
-6
- 0.21%
$19.89 - $24.42 $119 - $147
2.8K $67K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-257
- 20.69%
$60.61 - $87.72 $15.6K - $22.5K
985 $83K
LEU
Centrus Energy Corp

Energy
-50
- 50.0%
$54.43 - $208.81 $2.72K - $10.4K
50 $9K
DOV
Dover Corp

Industrials
-18
- 1.8%
$151.14 - $186.7 $2.72K - $3.36K
980 $179K
NDSN
Nordson Corp

Industrials
-21
- 3.0%
$167.51 - $223.5 $3.52K - $4.69K
678 $145K
EBAY
Ebay Inc

Consumer Cyclical
-62
- 4.61%
$59.52 - $79.36 $3.69K - $4.92K
1.28K $95K
NUE
Nucor Corp

Basic Materials
-20
- 2.46%
$103.22 - $131.43 $2.06K - $2.63K
794 $102K
SPY
Spdr S&P 500 ETF Trust

ETFs
-129
- 8.96%
$496.48 - $617.85 $64K - $79.7K
1.31K $810K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-9
- 0.91%
$89.4 - $99.04 $805 - $891
983 $95K
BALL
Ball Corp

Consumer Cyclical
-3
- 0.19%
$44.94 - $56.99 $135 - $171
1.56K $87K
GLW
Corning Inc

Technology
-144
- 7.1%
$39.07 - $52.59 $5.63K - $7.57K
1.89K $99K
STT
State Street Corp

Financial Services
-85
- 8.16%
$75.33 - $106.34 $6.4K - $9.04K
957 $101K
APP
App Lovin Corp

Technology
-3
- 2.91%
$219.37 - $417.89 $658 - $1.25K
100 $35K
NDAQ
Nasdaq, Inc.

Financial Services
-91
- 7.56%
$66.4 - $89.42 $6.04K - $8.14K
1.11K $99K
UBER
Uber Technologies, Inc

Technology
-8
- 1.77%
$64.62 - $93.3 $517 - $746
443 $41K
MS
Morgan Stanley

Financial Services
-80
- 9.6%
$99.83 - $140.86 $7.99K - $11.3K
753 $106K
JCI
Johnson Controls International PLC

Industrials
-205
- 15.29%
$71.14 - $105.62 $14.6K - $21.7K
1.14K $119K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7
- 0.47%
$152.93 - $181.74 $1.07K - $1.27K
1.48K $268K
EFV
Msci Eafe Value ETF

ETFs
-225
- 3.15%
$52.4 - $64.65 $11.8K - $14.5K
6.92K $438K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-146
- 1.8%
$34.72 - $42.74 $5.07K - $6.24K
7.97K $340K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-43
- 4.86%
$456.74 - $568.03 $19.6K - $24.4K
841 $477K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10
- 2.16%
$320.42 - $421.7 $3.2K - $4.22K
452 $190K
EFG
Msci Eafe Growth ETF

ETFs
-22
- 0.93%
$89.8 - $112.0 $1.98K - $2.46K
2.36K $263K
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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