Org Partners LLC Purchases in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
887
+ 1.0%
$124.26 - $134.12 $110K - $119K
89.3K $11.5M
OSCV
Opus Small Cap Value ETF

ETFs
12.3K
+ 6.13%
$36.89 - $40.88 $452K - $501K
212K $7.85M
OKTA
Okta, Inc.

Technology
4.22K
+ 74.33%
$71.81 - $86.11 $303K - $363K
9.9K $780K
USFR
Wisdomtree Floating Rate Treas

ETFs
6.98K
+ 110.57%
$50.23 - $50.46 $351K - $352K
13.3K $668K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
15.5K
New
$21.96 - $24.21 $340K - $375K
15.5K $344K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
29K
+ 5.76%
$45.07 - $47.1 $1.31M - $1.36M
532K $24M
FTCS
First Trust Capital Strength E

ETFs
3.75K
+ 535.71%
$87.62 - $94.03 $329K - $353K
4.45K $390K
EPD
Enterprise Products Partners L.P.

Energy
10.1K
+ 242.36%
$28.66 - $34.43 $289K - $347K
14.2K $446K
GOOGL
Alphabet Inc.

Communication Services
602
+ 6.68%
$161.86 - $196.66 $97.4K - $118K
9.62K $1.82M
SCHX
Schwab Strategic Tr Us Large C

ETFs
35.5K
+ 301.63%
$22.4 - $68.28 $795K - $2.42M
47.2K $1.09M
QJUN
First Tr ETF
10K
+ 400.0%
$26.78 - $28.75 $268K - $288K
12.5K $350K
CRM
Salesforce, Inc.

Technology
189
+ 5.4%
$270.87 - $367.87 $51.2K - $69.5K
3.69K $1.23M
GWW
W.W. Grainger, Inc.

Industrials
246
+ 89.45%
$1023.06 - $1220.93 $252K - $300K
521 $549K
ABBV
Abb Vie Inc.

Healthcare
2.54K
+ 26.51%
$164.99 - $203.87 $418K - $517K
12.1K $2.15M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.06K
New
$40.38 - $44.35 $245K - $269K
6.06K $247K
DRSK
ETF Ser Solutions Aptus Define

ETFs
37K
+ 4.17%
$27.43 - $28.44 $1.01M - $1.05M
924K $25.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
733
+ 11.04%
$278.19 - $315.36 $204K - $231K
7.37K $2.12M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
3.66K
New
$59.58 - $63.93 $218K - $234K
3.66K $223K
CME
Cme Group Inc.

Financial Services
925
+ 225.61%
$221.17 - $246.02 $205K - $228K
1.34K $310K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
495
+ 495.0%
$417.69 - $450.94 $207K - $223K
595 $253K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.17K
+ 7766.67%
$174.22 - $187.62 $203K - $219K
1.18K $206K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.77K
+ 14.66%
$103.6 - $112.52 $184K - $200K
13.9K $1.46M
XLK
Technology Sector Spdr

ETFs
775
+ 111.35%
$220.26 - $241.44 $171K - $187K
1.47K $342K
MDIV
First Trust Multi Asset Divers

ETFs
11K
New
$15.95 - $16.94 $175K - $186K
11K $177K
LLY
Eli Lilly & CO

Healthcare
397
+ 34.25%
$727.2 - $932.06 $289K - $370K
1.56K $1.2M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
3.47K
New
$48.43 - $52.86 $168K - $184K
3.47K $172K
META
Meta Platforms, Inc.

Communication Services
198
+ 7.38%
$554.08 - $632.68 $110K - $125K
2.88K $1.7M
PB
Prosperity Bancshares Inc

Financial Services
2K
+ 57.14%
$70.04 - $85.07 $140K - $170K
5.5K $414K
NEU
Newmarket Corp

Basic Materials
300
New
$519.96 - $563.85 $156K - $169K
300 $158K
ACN
Accenture PLC

Technology
442
+ 103.03%
$343.9 - $376.86 $152K - $167K
871 $306K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.34K
+ 244.0%
$113.79 - $124.5 $153K - $167K
1.89K $217K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.09K
+ 14.22%
$125.5 - $148.67 $137K - $162K
8.77K $1.16M
ETN
Eaton Corp PLC

Industrials
450
+ 90.73%
$326.96 - $377.52 $147K - $170K
946 $313K
KMI
Kinder Morgan, Inc.

Energy
4.62K
+ 119.38%
$22.59 - $28.54 $104K - $132K
8.49K $232K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
8.8K
New
$16.36 - $22.16 $144K - $195K
8.8K $146K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.05K
+ 202.5%
$35.45 - $40.33 $144K - $163K
6.05K $216K
INQQ
Exchange Traded Concepts Tr In

ETFs
9.6K
+ 15.57%
$15.6 - $17.3 $150K - $166K
71.2K $1.15M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2K
+ 33.28%
$65.67 - $69.79 $131K - $140K
8.02K $537K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
7.33K
+ 34.55%
$19.99 - $20.7 $146K - $152K
28.5K $570K
SNOW
Snowflake Inc.

Technology
190
+ 7.39%
$109.65 - $186.51 $20.8K - $35.4K
2.76K $426K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.96K
New
$42.79 - $44.9 $127K - $133K
2.96K $127K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.05K
+ 5.75%
$81.68 - $82.93 $167K - $170K
37.7K $3.09M
XLI
Industrial Sector Spdr

ETFs
950
+ 211.11%
$131.76 - $143.99 $125K - $137K
1.4K $184K
DLR
Digital Realty Trust, Inc.

Real Estate
483
+ 22.11%
$156.46 - $195.69 $75.6K - $94.5K
2.67K $473K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
7.47K
+ 16.59%
$20.92 - $23.57 $156K - $176K
52.5K $1.12M
BRSP
Bright Spire Capital, Inc.

Real Estate
21.1K
+ 221.93%
$5.25 - $6.43 $111K - $136K
30.6K $172K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
621
+ 1.92%
$22.72 - $28.29 $14.1K - $17.6K
33K $869K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.5K
New
$77.23 - $82.11 $116K - $123K
1.5K $116K
ET
Energy Transfer LP

Energy
715
+ 2.5%
$16.05 - $19.86 $11.5K - $14.2K
29.3K $574K
Activity Summary
Buys All Purchases 650 New Holdings 226 Increased Positions 424 Sells All Sells 245 Reductions 241 Sold out 4 Options Calls 0 Puts 0
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