Org Partners LLC Purchases in Q1 2025

Org Partners LLC

  • $338 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
79.8K
+ 84.98%
$48.65 - $53.06 $3.88M - $4.23M
174K $9.02M
VRIG
Invesco Actively Managed ETF F

ETFs
96.5K
New
$25.06 - $25.19 $2.42M - $2.43M
96.5K $2.42M
NOCT
Innovator Growth 100 Power Buf

ETFs
46.7K
New
$49.54 - $52.84 $2.31M - $2.47M
46.7K $2.32M
GLD
Spdr Gold Trust

ETFs
6.54K
+ 2310.6%
$243.19 - $288.14 $1.59M - $1.88M
6.82K $1.97M
RDVY
First Trust Rising Dividend Ac

ETFs
32.3K
+ 16.0%
$57.22 - $63.39 $1.85M - $2.05M
234K $13.7M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
30.5K
New
$46.83 - $56.05 $1.43M - $1.71M
30.5K $1.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.93K
+ 756.61%
$169.43 - $182.84 $1.51M - $1.63M
10.1K $1.75M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
32.9K
+ 131.09%
$40.34 - $45.45 $1.33M - $1.5M
58K $2.56M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
19.3K
+ 13226.71%
$68.32 - $75.06 $1.32M - $1.45M
19.5K $1.45M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
25.5K
+ 58.73%
$43.76 - $45.31 $1.12M - $1.16M
69K $3.1M
VOXCF
Vox Royalty Corp.
465K
+ 3.8%
N/A
12.7M $31.2M
AXON
Axon Enterprise, Inc.

Industrials
1.68K
New
$496.65 - $710.01 $833K - $1.19M
1.68K $882K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23K
+ 8.51%
$27.01 - $28.54 $622K - $658K
294K $8.22M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
8.17K
New
$92.03 - $93.95 $751K - $767K
8.17K $753K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.38K
New
N/A
8.38K $718K
VGSH
Vanguard

ETFs
11.3K
+ 110.24%
$58.07 - $58.69 $655K - $662K
21.5K $1.26M
VTI
Vanguard Total Stock Market Et

ETFs
2.74K
+ 46.01%
$271.18 - $303.12 $744K - $832K
8.71K $2.39M
VIG
Vanguard Dividend Appreciation

ETFs
3.57K
+ 87.77%
N/A
7.63K $1.39M
PAVE
Global X Fds Us Infrastructure

ETFs
16.8K
New
$37.31 - $43.82 $626K - $735K
16.8K $632K
TDY
Teledyne Technologies Inc

Technology
1.24K
New
$455.51 - $518.84 $563K - $641K
1.24K $614K
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.7K
+ 365.2%
$56.12 - $68.15 $488K - $593K
11.1K $751K
IGV
Ishares Expanded Tech Software

ETFs
6.48K
New
$88.3 - $107.83 $572K - $698K
6.48K $576K
FTV
Fortive Corp

Technology
7.64K
+ 127333.33%
$71.82 - $82.98 $549K - $634K
7.65K $559K
MNST
Monster Beverage Corp

Consumer Defensive
9.51K
+ 3037.06%
$46.16 - $58.58 $439K - $557K
9.82K $574K
NEAR
Blackrock Short Maturity Bond

ETFs
10.6K
New
$50.4 - $50.89 $532K - $538K
10.6K $537K
TJX
Tjx Companies Inc

Consumer Cyclical
4.29K
+ 175.68%
$112.81 - $126.16 $484K - $541K
6.73K $819K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
36.5K
+ 39.37%
$10.9 - $12.02 $397K - $438K
129K $1.52M
PLTR
Palantir Technologies Inc.

Technology
1.62K
+ 4.58%
$64.98 - $124.62 $105K - $202K
37K $3.12M
HAL
Halliburton CO

Energy
17.1K
+ 13675.2%
$24.15 - $29.9 $413K - $511K
17.2K $436K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
7.41K
+ 202.57%
$58.38 - $64.16 $432K - $475K
11.1K $655K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
15.7K
New
$26.06 - $28.54 $410K - $448K
15.7K $410K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.73K
+ 40694.74%
$49.78 - $53.19 $385K - $411K
7.75K $395K
GOLD
Barrick Gold Corp

Basic Materials
20K
+ 2800.42%
$15.45 - $19.56 $309K - $392K
20.7K $403K
CCJ
Cameco Corp

Energy
9.41K
+ 7236.92%
$40.64 - $56.86 $382K - $535K
9.54K $392K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
6.38K
+ 1203.77%
$51.39 - $57.43 $328K - $366K
6.91K $383K
RAAX
Vaneck ETF Trust Inflation All

ETFs
11.4K
+ 1140.2%
$28.3 - $30.43 $323K - $347K
12.4K $377K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
7.93K
New
$42.86 - $45.92 $340K - $364K
7.93K $344K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.2K
+ 72.46%
$24.91 - $29.02 $403K - $469K
38.5K $963K
MPLX
Mplx LP

Energy
5.98K
+ 365.85%
$47.88 - $54.65 $286K - $327K
7.61K $407K
JFR
Nuveen Floating Rate Income Fund

Financial Services
36.7K
New
$8.41 - $9.05 $308K - $332K
36.7K $310K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.17K
New
$67.08 - $76.14 $280K - $318K
4.17K $307K
STAA
Staar Surgical CO

Healthcare
16.7K
New
$15.35 - $24.99 $257K - $418K
16.7K $294K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
11K
New
$26.45 - $28.62 $290K - $314K
11K $290K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.85K
New
$73.27 - $96.21 $282K - $370K
3.85K $282K
AMD
Advanced Micro Devices Inc

Technology
2.96K
+ 189.93%
$96.63 - $129.55 $286K - $384K
4.52K $464K
UBER
Uber Technologies, Inc

Technology
3.62K
+ 525.58%
$63.17 - $81.49 $228K - $295K
4.3K $313K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
3.2K
New
$85.06 - $87.69 $272K - $281K
3.2K $272K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.44K
+ 24.65%
$78.0 - $84.37 $268K - $290K
17.4K $1.39M
KO
Coca Cola CO

Consumer Defensive
3.02K
+ 89.5%
$60.81 - $72.32 $184K - $218K
6.39K $457K
Activity Summary
Buys All Purchases 679 New Holdings 393 Increased Positions 286 Sells All Sells 423 Reductions 421 Sold out 2 Options Calls 0 Puts 0
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