Org Partners LLC Purchases in Q2 2025

Org Partners LLC

  • $397 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
6.81K
+ 36.94%
$55.56 - $60.91 $378K - $415K
25.3K $1.48M
GOOG
Alphabet Inc.

Communication Services
797
+ 7.77%
$146.58 - $180.01 $117K - $143K
11.1K $1.96M
BITO
Proshares Tr Bitcoin Strategy

ETFs
16.1K
+ 904.83%
$16.69 - $23.43 $269K - $377K
17.9K $384K
MBB
Ishares Tr

ETFs
3.75K
+ 779.42%
$91.41 - $94.22 $343K - $353K
4.23K $397K
GLD
Spdr Gold Trust

ETFs
765
+ 11.21%
$273.71 - $316.29 $209K - $242K
7.59K $2.31M
APH
Amphenol Corp

Technology
900
+ 12.14%
$59.09 - $98.75 $53.2K - $88.9K
8.32K $821K
NFLX
Netflix Inc

Communication Services
175
+ 72.92%
$855.86 - $1339.13 $150K - $234K
415 $555K
PANW
Palo Alto Networks Inc

Technology
1.2K
+ 55.6%
$152.44 - $204.64 $183K - $246K
3.36K $688K
IYW
Ishares Dj Us Tech ETF

ETFs
1.69K
+ 215.33%
$122.57 - $173.27 $207K - $292K
2.47K $427K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.72K
+ 14.8%
$43.28 - $50.37 $247K - $288K
44.3K $2.22M
JHMD
John Hancock ETF Tr Multifacto

ETFs
7.67K
New
$31.34 - $38.59 $240K - $296K
7.67K $293K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.49K
+ 23.05%
$68.13 - $74.77 $306K - $335K
23.9K $1.74M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.49K
New
$50.09 - $51.09 $275K - $281K
5.49K $280K
IAU
Ishares Gold Trust

ETFs
4.26K
+ 98.31%
$56.1 - $64.74 $239K - $276K
8.59K $535K
CGGO
Capital Group Global Growth Eq

ETFs
8.63K
+ 1739.72%
$25.31 - $32.17 $218K - $278K
9.13K $291K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
1.32K
+ 4.33%
$47.63 - $60.01 $62.9K - $79.2K
31.8K $1.89M
PAVE
Global X Fds Us Infrastructure

ETFs
3.85K
+ 22.93%
$33.78 - $43.68 $130K - $168K
20.6K $898K
WFC
Wells Fargo & Company

Financial Services
3.09K
+ 201.3%
$60.98 - $80.12 $188K - $247K
4.62K $370K
OUNZ
Van Eck Merk Gold Trust

ETFs
7.41K
+ 57.85%
$28.68 - $33.09 $212K - $245K
20.2K $644K
UBER
Uber Technologies, Inc

Technology
1.79K
+ 41.68%
$64.62 - $93.3 $116K - $167K
6.1K $568K
NOC
Northrop Grumman Corp

Industrials
541
+ 29.6%
$456.3 - $540.39 $247K - $292K
2.37K $1.18M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
906
+ 23.54%
$66.89 - $111.18 $60.6K - $101K
4.76K $528K
CGCP
Capital Group Core Plus Income

ETFs
10.9K
+ 491.7%
$21.92 - $22.56 $239K - $246K
13.1K $295K
IWF
Ishares Russell 1000 Gr ETF

ETFs
317
+ 17.8%
$320.42 - $421.7 $102K - $134K
2.1K $884K
HXL
Hexcel Corp

Industrials
4.15K
+ 1203.48%
$47.49 - $57.32 $197K - $238K
4.5K $254K
ABBV
Abb Vie Inc.

Healthcare
1.78K
+ 43.69%
$170.16 - $206.27 $302K - $366K
5.84K $1.08M
JPIE
J P Morgan Exchange Traded Fd
4.8K
New
$45.12 - $46.32 $217K - $222K
4.8K $222K
IESC
Ies Holdings, Inc.

Industrials
714
New
$160.58 - $296.23 $115K - $212K
714 $211K
PM
Philip Morris International Inc.

Consumer Defensive
468
+ 8.77%
$149.23 - $184.95 $69.8K - $86.6K
5.81K $1.06M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3.96K
+ 5.73%
$43.65 - $45.44 $173K - $180K
72.9K $3.31M
MUST
Columbia ETF Tr I Multi Sector

ETFs
10.4K
New
$19.47 - $20.4 $203K - $212K
10.4K $209K
BXSL
Blackstone Secured Lending Fund

Financial Services
6.96K
+ 102.94%
$26.88 - $32.74 $187K - $228K
13.7K $422K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
89
+ 2.98%
$141.37 - $228.57 $12.6K - $20.3K
3.07K $695K
V
Visa Inc.

Financial Services
532
+ 24.06%
$308.27 - $373.31 $164K - $199K
2.74K $973K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.83K
New
$49.73 - $51.44 $190K - $197K
3.83K $196K
RSG
Republic Services, Inc.

Industrials
784
+ 1187.88%
$227.2 - $258.07 $178K - $202K
850 $209K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.02K
+ 53.96%
$105.2 - $141.69 $107K - $145K
2.91K $412K
IWM
Ishares Russell 2000 ETF

ETFs
750
+ 53.0%
$174.82 - $215.79 $131K - $162K
2.17K $467K
XLP
Consumer Staples Sector Spdr

ETFs
2.3K
+ 26.96%
N/A
10.8K $823K
MA
Mastercard Inc

Financial Services
295
+ 73.2%
$479.92 - $590.74 $142K - $174K
698 $392K
VRIG
Invesco Actively Managed ETF F

ETFs
6.88K
+ 7.13%
$24.89 - $25.14 $171K - $173K
103K $2.59M
INTU
Intuit Inc

Technology
163
+ 69.36%
$544.07 - $787.63 $88.7K - $128K
398 $313K
SPGI
S&P Global Inc.

Financial Services
299
+ 48.23%
$438.31 - $527.29 $131K - $158K
919 $484K
EMB
Ishares Tr

ETFs
1.61K
+ 19.16%
$86.54 - $92.62 $140K - $149K
10K $929K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
422
+ 2.71%
$86.05 - $107.7 $36.3K - $45.4K
16K $1.72M
TFLO
Ishares Treasury Floating Rate

ETFs
3.27K
+ 5.7%
$50.47 - $50.66 $165K - $166K
60.6K $3.07M
ARCC
Ares Capital Corp

Financial Services
7.55K
+ 69.28%
$18.91 - $22.43 $143K - $169K
18.4K $405K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.65K
+ 59.64%
$42.51 - $43.7 $155K - $159K
9.77K $426K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.73K
+ 38.24%
$30.53 - $40.65 $83.3K - $111K
9.87K $401K
Activity Summary
Buys All Purchases 863 New Holdings 281 Increased Positions 582 Sells All Sells 289 Reductions 285 Sold out 4 Options Calls 0 Puts 0
Track This Portfolio

Track Org Partners LLC Portfolio

Follow Org Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email