Org Wealth Partners, LLC Sells in Q4 2024

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
-57
- 6.9%
$101.62 - $128.14 $5.79K - $7.3K
769 $80K
DVA
Davita Inc.

Healthcare
-89
- 15.03%
$139.81 - $167.96 $12.4K - $14.9K
503 $75K
ALL
Allstate Corp

Financial Services
-83
- 17.01%
$181.25 - $208.2 $15K - $17.3K
405 $78K
RL
Ralph Lauren Corp

Consumer Cyclical
-87
- 18.55%
$192.23 - $233.41 $16.7K - $20.3K
382 $88K
FITB
Fifth Third Bancorp

Financial Services
-370
- 17.54%
$41.76 - $48.44 $15.5K - $17.9K
1.74K $73K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-115
- 15.19%
$107.06 - $123.74 $12.3K - $14.2K
642 $70K
STX
Seagate Technology Holdings PLC

Technology
-196
- 24.32%
$86.31 - $112.64 $16.9K - $22.1K
610 $52K
SOXX
Ishares Semiconductor ETF

ETFs
-44
- 11.73%
$211.27 - $239.8 $9.3K - $10.6K
331 $71K
IR
Ingersoll Rand Inc.

Industrials
-141
- 16.23%
$90.46 - $105.35 $12.8K - $14.9K
728 $65K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-230
- 24.01%
$77.43 - $89.47 $17.8K - $20.6K
728 $56K
MPC
Marathon Petroleum Corp

Energy
-95
- 20.26%
$131.65 - $174.84 $12.5K - $16.6K
374 $52K
PSX
Phillips 66

Energy
-339
- 59.58%
$110.35 - $138.93 $37.4K - $47.1K
230 $26K
WMG
Warner Music Group Corp.

Communication Services
-3
- 0.13%
$30.73 - $33.67 $92.2 - $101
2.33K $72K
EMLP
First Tr Exchange Traded Iv

ETFs
-245
- 11.42%
$33.69 - $38.24 $8.25K - $9.37K
1.9K $67K
PSLV
Sprott Physical Silver Trust

Financial Services
-5.63K
- 84.27%
$9.65 - $11.76 $54.4K - $66.3K
1.05K $10K
RTO
Rentokil Initial PLC

Industrials
-3
- 0.11%
$22.92 - $26.98 $68.8 - $80.9
2.71K $68K
XLK
Technology Sector Spdr

ETFs
-45
- 16.79%
$220.26 - $241.44 $9.91K - $10.9K
223 $51K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-21
- 3.27%
$91.29 - $91.8 $1.92K - $1.93K
621 $56K
KO
Coca Cola CO

Consumer Defensive
-115
- 14.37%
$61.74 - $71.71 $7.1K - $8.25K
685 $42K
KBA
Kraneshares Bosera Msci China

ETFs
-848
- 39.87%
$23.29 - $30.93 $19.7K - $26.2K
1.28K $29K
UPRO
Proshares Trust Proshares Ultr

ETFs
-381
- 60.38%
$82.66 - $99.48 $31.5K - $37.9K
250 $22K
LMT
Lockheed Martin Corp

Industrials
-16
- 17.39%
$479.66 - $614.62 $7.67K - $9.83K
76 $36K
KURE
Kraneshares Tr Msci All China

ETFs
-700
- 24.0%
$14.19 - $20.27 $9.93K - $14.2K
2.22K $31K
GLD
Spdr Gold Trust

ETFs
-10
- 5.24%
$236.59 - $257.5 $2.37K - $2.58K
181 $43K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-224
- 49.89%
$89.81 - $104.0 $20.1K - $23.3K
225 $20K
DDOG
Datadog, Inc.

Technology
-18
- 4.71%
$113.98 - $168.65 $2.05K - $3.04K
364 $52K
EVVTY
Evolution Ab American Deposita

Consumer Cyclical
-91
- 21.21%
$75.03 - $102.52 $6.83K - $9.33K
338 $25K
DVY
Ishares Tr

ETFs
-9
- 3.41%
$129.55 - $143.41 $1.17K - $1.29K
255 $33K
WSM
Williams Sonoma Inc

Consumer Cyclical
-26
- 11.82%
$129.13 - $198.21 $3.36K - $5.15K
194 $35K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-129
- 20.67%
$51.09 - $55.27 $6.59K - $7.13K
495 $25K
HOOD
Robinhood Markets, Inc.

Technology
-116
- 8.28%
$22.33 - $43.2 $2.59K - $5.01K
1.29K $47K
EME
Emcor Group, Inc.

Industrials
-6
- 7.89%
$427.96 - $526.95 $2.57K - $3.16K
70 $31K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-107
- 22.15%
$66.77 - $71.52 $7.14K - $7.65K
376 $25K
WAL
Western Alliance Bancorporation

Financial Services
-9
- 2.39%
$80.51 - $96.1 $725 - $865
367 $30K
COIN
Coinbase Global, Inc.

Technology
-7
- 3.87%
$163.17 - $343.62 $1.14K - $2.41K
174 $43K
CSL
Carlisle Companies Inc

Industrials
-3
- 4.23%
$368.67 - $480.91 $1.11K - $1.44K
68 $25K
AZEK
Azek CO Inc.

Industrials
-30
- 4.56%
$42.23 - $54.76 $1.27K - $1.64K
628 $29K
PSTG
Pure Storage, Inc.

Technology
-21
- 3.45%
$48.19 - $66.6 $1.01K - $1.4K
588 $36K
CNM
Core & Main, Inc.

Industrials
-34
- 4.94%
$41.91 - $55.78 $1.42K - $1.9K
654 $33K
Crane CO
-2
- 1.05%
N/A
188 $0
XLE
Energy Sector Spdr

ETFs
-47
- 14.2%
$83.32 - $97.27 $3.92K - $4.57K
284 $24K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-183
- 21.5%
$27.8 - $29.05 $5.09K - $5.32K
668 $18K
WMB
Williams Companies, Inc.

Energy
-61
- 11.49%
$46.37 - $59.74 $2.83K - $3.64K
470 $25K
VONG
Vanguard Russell 1000 Growth E

ETFs
-221
- 90.95%
$95.27 - $107.82 $21.1K - $23.8K
22 $2K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-176
- 21.15%
$24.94 - $26.14 $4.39K - $4.6K
656 $16K
CCJ
Cameco Corp

Energy
-49
- 10.99%
$48.64 - $61.14 $2.38K - $3K
397 $20K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-168
- 21.13%
$25.25 - $26.34 $4.24K - $4.43K
627 $15K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-142
- 21.26%
$26.05 - $29.17 $3.7K - $4.14K
526 $13K
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
-12
- 21.05%
$249.14 - $273.15 $2.99K - $3.28K
45 $11K
Activity Summary
Buys All Purchases 189 New Holdings 89 Increased Positions 100 Sells All Sells 164 Reductions 163 Sold out 1 Options Calls 0 Puts 0
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