Org Partners LLC Purchases in Q1 2025

Org Partners LLC

  • $338 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CTA
Simplify Exch Traded Fds Simpl

ETFs
7.56K
+ 64.09%
$27.81 - $30.21 $210K - $228K
19.3K $572K
ARCC
Ares Capital Corp

Financial Services
10.9K
New
$21.28 - $23.81 $232K - $259K
10.9K $241K
USFR
Wisdomtree Floating Rate Treas

ETFs
4.77K
+ 35.87%
$50.29 - $50.5 $240K - $241K
18.1K $908K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
4.72K
+ 135.91%
$48.29 - $51.95 $228K - $245K
8.19K $406K
BXSL
Blackstone Secured Lending Fund

Financial Services
6.76K
New
$31.3 - $34.5 $212K - $233K
6.76K $218K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.65K
+ 572.35%
$79.96 - $87.71 $212K - $232K
3.11K $255K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.88K
+ 1988.97%
$71.17 - $73.66 $205K - $212K
3.03K $222K
CBFV
Cb Financial Services, Inc.

Financial Services
7.42K
New
$26.73 - $31.25 $198K - $232K
7.42K $211K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.05K
+ 82.48%
$182.82 - $196.21 $192K - $206K
2.32K $437K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.15K
+ 242.26%
$62.72 - $71.92 $197K - $226K
4.45K $280K
FTHI
First Trust Exchange Traded Fd

ETFs
8K
New
$21.62 - $23.74 $173K - $190K
8K $174K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
6.68K
+ 50.4%
$26.82 - $28.5 $179K - $190K
19.9K $543K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.47K
+ 28.59%
$168.84 - $202.89 $248K - $298K
6.6K $1.16M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.63K
New
$96.18 - $109.82 $157K - $179K
1.63K $167K
ITA
Ishares Tr

ETFs
1.07K
+ 338.1%
$144.84 - $159.5 $154K - $170K
1.38K $211K
ABT
Abbott Laboratories

Healthcare
904
+ 41.58%
$111.1 - $140.22 $100K - $127K
3.08K $408K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
955
+ 13.6%
$196.12 - $229.48 $187K - $219K
7.98K $1.61M
KMB
Kimberly Clark Corp

Consumer Defensive
1.06K
+ 246.15%
$124.46 - $147.4 $131K - $156K
1.49K $211K
EQT
Eqt Corp

Energy
2.85K
New
$46.16 - $54.25 $131K - $154K
2.85K $152K
IWF
Ishares Russell 1000 Gr ETF

ETFs
555
+ 45.27%
$360.07 - $417.26 $200K - $232K
1.78K $643K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
6.13K
+ 79.82%
$24.88 - $26.85 $153K - $165K
13.8K $349K
IWM
Ishares Russell 2000 ETF

ETFs
800
+ 130.08%
$198.1 - $229.79 $158K - $184K
1.42K $282K
DHR
Danaher Corp

Healthcare
1.03K
+ 37.08%
$201.62 - $250.59 $207K - $257K
3.8K $778K
APD
Air Products & Chemicals, Inc.

Basic Materials
481
+ 205.56%
$283.24 - $338.07 $136K - $163K
715 $210K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.16K
+ 106.62%
$42.36 - $43.8 $134K - $138K
6.12K $265K
ESAB
Esab Corp

Industrials
1.18K
New
$115.08 - $131.54 $136K - $156K
1.18K $137K
SPYG
Spdr Portfolio

ETFs
1.93K
+ 65.12%
$80.05 - $92.39 $155K - $178K
4.9K $393K
XLP
Consumer Staples Sector Spdr

ETFs
1.66K
+ 24.08%
N/A
8.53K $648K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
4.5K
+ 300.0%
$27.95 - $30.87 $126K - $139K
6K $169K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.14K
+ 128.04%
$114.9 - $139.6 $131K - $159K
2.03K $237K
FLMI
Franklin Dynamic Municipal Bon

ETFs
5K
New
$24.22 - $24.86 $121K - $124K
5K $122K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.52K
+ 2205.8%
$77.7 - $78.94 $118K - $120K
1.59K $125K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
2.66K
+ 148.44%
$42.64 - $44.05 $114K - $117K
4.46K $195K
LNG
Cheniere Energy, Inc.

Energy
494
+ 1976.0%
$209.32 - $253.66 $103K - $125K
519 $120K
MWA
Mueller Water Products, Inc.

Industrials
4.5K
New
$21.65 - $28.24 $97.4K - $127K
4.5K $114K
VGT
Vanguard Information Technolog

ETFs
235
+ 139.88%
$542.38 - $646.34 $127K - $152K
403 $218K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
2.5K
New
$44.96 - $47.9 $112K - $120K
2.5K $113K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.65K
+ 2541.54%
$64.88 - $72.1 $107K - $119K
1.72K $112K
ED
Consolidated Edison Inc

Utilities
776
+ 81.94%
$88.0 - $110.59 $68.3K - $85.8K
1.72K $190K
VTV
Vanguard Value ETF

ETFs
500
+ 10.6%
$167.73 - $179.21 $83.9K - $89.6K
5.22K $901K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
2.31K
New
$44.11 - $47.04 $102K - $109K
2.31K $102K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.71K
+ 12.34%
$96.88 - $111.25 $166K - $191K
15.6K $1.56M
DECK
Deckers Outdoor Corp

Consumer Cyclical
950
+ 1583.33%
$111.56 - $223.11 $106K - $212K
1.01K $112K
CHKP
Check Point Software Technologies LTD

Technology
412
New
$179.88 - $231.31 $74.1K - $95.3K
412 $93K
T
At&T Inc.

Communication Services
760
+ 5.93%
$21.56 - $28.28 $16.4K - $21.5K
13.6K $384K
MKC
Mccormick & CO Inc

Consumer Defensive
1.01K
+ 337.0%
$71.24 - $84.73 $72K - $85.7K
1.31K $107K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.91K
+ 242.13%
$46.12 - $52.9 $88K - $101K
2.7K $125K
CI
Cigna Corp

Healthcare
10
+ 0.67%
$274.49 - $329.0 $2.74K - $3.29K
1.51K $497K
HOOD
Robinhood Markets, Inc.

Technology
1.99K
+ 5383.78%
$35.63 - $65.28 $71K - $130K
2.03K $84K
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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