Org Partners LLC Purchases in Q1 2025

Org Partners LLC

  • $338 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
429
+ 72.71%
$185.78 - $198.58 $79.7K - $85.2K
1.02K $194K
ES
Eversource Energy

Utilities
1.31K
New
$55.63 - $63.8 $73K - $83.7K
1.31K $81K
FDS
Factset Research Systems Inc

Financial Services
180
New
$427.5 - $476.51 $77K - $85.8K
180 $81K
XLE
Energy Sector Spdr

ETFs
730
+ 44.43%
$85.7 - $93.96 $62.6K - $68.6K
2.37K $221K
AMCR
Amcor PLC

Consumer Cyclical
8.25K
+ 1623.62%
$9.33 - $10.39 $77K - $85.7K
8.76K $84K
O
Realty Income Corp

Real Estate
1.24K
+ 67.16%
$51.67 - $58.49 $63.9K - $72.4K
3.08K $178K
BA
Boeing CO

Industrials
488
+ 119.9%
$148.15 - $186.25 $72.3K - $90.9K
895 $152K
ERIE
Erie Indemnity CO

Financial Services
189
+ 210.0%
$377.62 - $450.61 $71.4K - $85.2K
279 $116K
ADP
Automatic Data Processing Inc

Industrials
225
+ 27.99%
$286.85 - $318.64 $64.5K - $71.7K
1.03K $314K
CAH
Cardinal Health Inc

Healthcare
346
+ 22.24%
$118.02 - $137.77 $40.8K - $47.7K
1.9K $262K
XLI
Industrial Sector Spdr

ETFs
514
+ 36.71%
$128.78 - $141.67 $66.2K - $72.8K
1.91K $250K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
111
+ 108.82%
$402.49 - $513.76 $44.7K - $57K
213 $103K
IAU
Ishares Gold Trust

ETFs
387
+ 9.81%
$49.74 - $58.96 $19.2K - $22.8K
4.33K $255K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
989
New
$58.32 - $65.09 $57.7K - $64.4K
989 $59K
VHT
Vanguard Health Care ETF

ETFs
219
New
$254.06 - $273.83 $55.6K - $60K
219 $57K
HTGC
Hercules Capital, Inc.

Financial Services
3.18K
+ 37.1%
$18.01 - $22.0 $57.3K - $70K
11.8K $225K
GNR
Spdr S&P Global Natural Resour

ETFs
985
New
$50.12 - $54.48 $49.4K - $53.7K
985 $52K
GE
General Electric CO

Industrials
33
+ 2.48%
$168.59 - $212.13 $5.56K - $7K
1.36K $273K
C
Citigroup Inc

Financial Services
728
+ 228.21%
$67.23 - $84.63 $48.9K - $61.6K
1.05K $74K
AJG
Arthur J. Gallagher & Co.

Financial Services
142
+ 507.14%
$275.89 - $345.24 $39.2K - $49K
170 $58K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
115K
New
$0.45 - $0.72 $51.9K - $83.1K
115K $51K
ASTS
Ast Space Mobile, Inc.

Communication Services
2.18K
New
$17.72 - $33.8 $38.5K - $73.5K
2.18K $49K
DDOG
Datadog, Inc.

Technology
485
New
$98.68 - $151.89 $47.9K - $73.7K
485 $48K
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
978
+ 147.29%
N/A
1.64K $79K
BST
Black Rock Science & Technology Trust

Financial Services
1.4K
New
$32.99 - $38.94 $46.3K - $54.7K
1.4K $46K
NEE
Nextera Energy Inc

Utilities
684
+ 20.25%
$66.96 - $76.16 $45.8K - $52.1K
4.06K $287K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.49K
+ 4.1%
$26.64 - $27.14 $39.8K - $40.5K
37.9K $1.02M
BK
Bank Of New York Mellon Corp

Financial Services
506
New
$75.42 - $88.95 $38.2K - $45K
506 $42K
XLF
Financial Sector Spdr

ETFs
825
+ 86.21%
$47.32 - $52.19 $39K - $43.1K
1.78K $88K
MELI
Mercadolibre Inc

Consumer Cyclical
17
+ 48.57%
$1739.0 - $2260.0 $29.6K - $38.4K
52 $101K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
285
+ 950.0%
$80.53 - $147.57 $23K - $42.1K
315 $41K
BCE
Bce Inc

Communication Services
1.7K
+ 77.19%
$22.14 - $25.18 $37.5K - $42.7K
3.89K $89K
DASH
Door Dash, Inc.

Communication Services
202
+ 404.0%
$168.37 - $213.38 $34K - $43.1K
252 $46K
HIG
Hartford Financial Services Group, Inc.

Financial Services
200
+ 22.22%
$106.31 - $123.73 $21.3K - $24.7K
1.1K $136K
NET
Cloudflare, Inc.

Technology
323
+ 264.75%
$110.71 - $176.5 $35.8K - $57K
445 $50K
TTE
Total Energies Se

Energy
536
+ 15.48%
N/A
4K $274K
MCK
Mckesson Corp

Healthcare
12
+ 4.3%
$566.21 - $672.99 $6.79K - $8.08K
291 $195K
SBUX
Starbucks Corp

Consumer Cyclical
225
+ 12.07%
$91.75 - $115.81 $20.6K - $26.1K
2.09K $204K
SO
Southern CO

Utilities
152
+ 7.07%
$80.96 - $92.96 $12.3K - $14.1K
2.3K $211K
TD
Toronto Dominion Bank

Financial Services
568
New
$53.12 - $61.15 $30.2K - $34.7K
568 $34K
ACHR
Archer Aviation Inc.

Industrials
4.66K
New
$6.8 - $11.51 $31.7K - $53.6K
4.66K $33K
MMM
3 M CO

Industrials
182
+ 56.88%
$129.7 - $155.12 $23.6K - $28.2K
502 $73K
NTRA
Natera, Inc.

Healthcare
233
New
$132.63 - $177.0 $30.9K - $41.2K
233 $32K
WM
Waste Management Inc

Industrials
58
+ 9.32%
$200.54 - $233.78 $11.6K - $13.6K
680 $157K
CGCP
Capital Group Core Plus Income

ETFs
1.43K
+ 182.42%
$21.94 - $22.64 $31.4K - $32.4K
2.22K $49K
FEP
First Trust Europe Alphadex Fu

ETFs
800
New
$35.43 - $42.94 $28.3K - $34.4K
800 $32K
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.78K
New
$17.57 - $25.81 $31.3K - $45.9K
1.78K $32K
SNA
Snap On Inc

Industrials
95
+ 150.79%
$324.09 - $358.62 $30.8K - $34.1K
158 $53K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
709
+ 161.14%
N/A
1.15K $52K
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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