Org Partners LLC Purchases in Q2 2025

Org Partners LLC

  • $397 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JHMM
John Hancock Multifactor Mid C

ETFs
2.52K
+ 300.12%
$50.32 - $61.13 $127K - $154K
3.37K $205K
GE
General Electric CO

Industrials
290
+ 21.26%
$166.81 - $257.39 $48.4K - $74.6K
1.65K $425K
IBM
International Business Machines Corp

Technology
93
+ 3.46%
$221.03 - $294.78 $20.6K - $27.4K
2.78K $820K
FXH
First Tr Exchange Trd Fd Healt

ETFs
1.44K
New
$93.63 - $103.68 $135K - $149K
1.44K $149K
CEG
Constellation Energy Corp

Utilities
148
+ 18.23%
$170.96 - $322.76 $25.3K - $47.8K
960 $309K
GS
Goldman Sachs Group Inc

Financial Services
67
+ 11.09%
$462.22 - $707.75 $31K - $47.4K
671 $474K
IWD
Ishares Russell 1000 Val ETF

ETFs
662
+ 28.5%
$166.82 - $194.23 $110K - $129K
2.99K $579K
FDL
First Tr Morningstar Dividend

ETFs
5.13K
+ 10.48%
$38.19 - $43.19 $196K - $222K
54.1K $2.27M
ETN
Eaton Corp PLC

Industrials
168
+ 20.74%
$246.52 - $356.99 $41.4K - $60K
978 $349K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
789
+ 9.48%
$90.56 - $109.49 $71.5K - $86.4K
9.11K $995K
JHEM
John Hancock Exchange Traded

ETFs
4.06K
New
$23.58 - $29.25 $95.7K - $119K
4.06K $118K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.16K
+ 28.37%
$102.02 - $103.5 $119K - $120K
5.26K $541K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
2.67K
New
$33.7 - $43.1 $90.1K - $115K
2.67K $115K
BAC
Bank Of America Corp

Financial Services
956
+ 7.82%
$34.39 - $47.46 $32.9K - $45.4K
13.2K $623K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.01K
+ 24.14%
$65.84 - $80.81 $66.3K - $81.4K
5.18K $414K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.06K
+ 4.61%
$50.1 - $51.02 $103K - $105K
46.7K $2.38M
AXP
American Express CO

Financial Services
313
+ 948.48%
$231.39 - $318.98 $72.4K - $99.8K
346 $110K
CATY
Cathay General Bancorp

Financial Services
528
+ 1.74%
$37.32 - $45.67 $19.7K - $24.1K
30.8K $1.4M
SCHW
Schwab Charles Corp

Financial Services
862
+ 54.66%
$69.06 - $91.24 $59.5K - $78.6K
2.44K $222K
JHCB
John Hancock Corporate Bond Et
4.66K
New
$20.55 - $21.44 $95.7K - $99.8K
4.66K $99K
BKNG
Booking Holdings Inc.

Consumer Cyclical
16
+ 320.0%
$4164.15 - $5789.24 $66.6K - $92.6K
21 $121K
DTH
Wisdomtree Tr

ETFs
2K
New
$37.84 - $46.83 $75.7K - $93.7K
2K $92K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
271
+ 1.56%
$71.28 - $83.74 $19.3K - $22.7K
17.7K $1.48M
ASTS
Ast Space Mobile, Inc.

Communication Services
820
+ 37.7%
$20.07 - $51.83 $16.5K - $42.5K
3K $139K
VXF
Vanguard Extended Market ETF

ETFs
59
+ 1.61%
$150.43 - $192.71 $8.88K - $11.4K
3.73K $719K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
1.75K
New
$49.82 - $50.25 $87K - $87.8K
1.75K $87K
JNUG
Direxion Shs ETF Tr Daily Jr G

ETFs
1.01K
+ 405.2%
$47.18 - $88.62 $47.8K - $89.8K
1.26K $100K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
831
+ 12.13%
$96.84 - $99.46 $80.5K - $82.7K
7.68K $761K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
1.83K
+ 41.15%
$43.06 - $44.41 $79K - $81.4K
6.29K $279K
VST
Vistra Corp.

Utilities
216
+ 41.06%
$98.07 - $195.04 $21.2K - $42.1K
742 $143K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
246
+ 5.53%
$57.46 - $75.58 $14.1K - $18.6K
4.69K $354K
MELI
Mercadolibre Inc

Consumer Cyclical
15
+ 28.85%
$1794.73 - $2613.63 $26.9K - $39.2K
67 $175K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
543
+ 7.36%
$116.93 - $119.39 $63.5K - $64.8K
7.92K $943K
WM
Waste Management Inc

Industrials
318
+ 46.76%
$216.47 - $242.1 $68.8K - $77K
998 $228K
ISRG
Intuitive Surgical Inc

Healthcare
99
+ 27.73%
$451.58 - $565.94 $44.7K - $56K
456 $247K
COF
Capital One Financial Corp

Financial Services
327
New
$150.57 - $212.76 $49.2K - $69.6K
327 $69K
ITA
Ishares Tr

ETFs
95
+ 6.88%
$135.31 - $188.64 $12.9K - $17.9K
1.48K $278K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.09K
+ 14.05%
$45.11 - $52.34 $49.1K - $57K
8.84K $462K
ASML
Asml Holding Nv

Technology
59
+ 43.7%
$595.37 - $815.24 $35.1K - $48.1K
194 $155K
AON
Aon PLC

Financial Services
186
+ 3100.0%
$335.85 - $398.81 $62.5K - $74.2K
192 $68K
VEEV
Veeva Systems Inc

Healthcare
201
+ 176.32%
$209.39 - $289.94 $42.1K - $58.3K
315 $90K
ECL
Ecolab Inc.

Basic Materials
188
+ 22.51%
$225.65 - $270.95 $42.4K - $50.9K
1.02K $275K
FEP
First Trust Europe Alphadex Fu

ETFs
1.2K
+ 150.0%
$36.11 - $47.8 $43.3K - $57.4K
2K $95K
DIS
Walt Disney CO

Communication Services
169
+ 10.03%
$81.72 - $124.01 $13.8K - $21K
1.85K $229K
DE
Deere & CO

Industrials
77
+ 12.71%
$412.99 - $531.48 $31.8K - $40.9K
683 $347K
ABT
Abbott Laboratories

Healthcare
379
+ 12.31%
$123.95 - $138.08 $47K - $52.3K
3.46K $470K
BOND
Pimco Active Bond Exchange Tra

ETFs
668
+ 10.28%
$89.87 - $92.93 $60K - $62.1K
7.17K $660K
CAH
Cardinal Health Inc

Healthcare
11
+ 0.58%
$125.0 - $168.0 $1.38K - $1.85K
1.91K $321K
JHSC
John Hancock ETF Tr Multifacto

ETFs
1.51K
New
$32.47 - $39.09 $48.9K - $58.9K
1.51K $58K
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
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