Org Partners LLC Purchases in Q3 2025

Org Partners LLC

  • $450 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PNR
Pentair PLC

Industrials
834
+ 35.82%
$100.62 - $112.59 $83.9K - $93.9K
3.16K $350K
CGCP
Capital Group Core Plus Income

ETFs
4.73K
+ 36.03%
$22.27 - $22.95 $105K - $108K
17.8K $405K
UBER
Uber Technologies, Inc

Technology
781
+ 12.81%
$86.91 - $99.57 $67.9K - $77.8K
6.88K $673K
IAU
Ishares Gold Trust

ETFs
174
+ 2.03%
$61.62 - $72.77 $10.7K - $12.7K
8.76K $637K
HOOD
Robinhood Markets, Inc.

Technology
97
+ 5.45%
$91.27 - $143.18 $8.85K - $13.9K
1.88K $268K
GE
General Electric CO

Industrials
88
+ 5.32%
$244.75 - $305.63 $21.5K - $26.9K
1.74K $524K
PNC
Pnc Financial Services Group, Inc.

Financial Services
20
+ 0.31%
$185.88 - $207.44 $3.72K - $4.15K
6.47K $1.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
88
+ 13.37%
$404.94 - $499.99 $35.6K - $44K
746 $361K
BAC
Bank Of America Corp

Financial Services
738
+ 5.6%
$44.92 - $52.42 $33.2K - $38.7K
13.9K $718K
SHW
Sherwin Williams CO

Basic Materials
272
+ 162.87%
$330.88 - $375.23 $90K - $102K
439 $152K
EMR
Emerson Electric CO

Industrials
676
+ 65.19%
$128.6 - $149.63 $86.9K - $101K
1.71K $224K
BEN
Franklin Resources Inc

Financial Services
3.65K
+ 3446.23%
$23.13 - $26.03 $84.5K - $95.1K
3.76K $86K
EMB
Ishares Tr

ETFs
599
+ 5.97%
$91.52 - $95.59 $54.8K - $57.3K
10.6K $1.01M
VTV
Vanguard Value ETF

ETFs
158
+ 3.1%
$175.51 - $186.57 $27.7K - $29.5K
5.26K $980K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.45K
+ 26.41%
$50.85 - $51.35 $73.7K - $74.5K
6.94K $355K
GWW
W.W. Grainger, Inc.

Industrials
88
+ 69.29%
$932.44 - $1059.49 $82.1K - $93.2K
215 $204K
WMT
Walmart Inc.

Consumer Defensive
381
+ 6.53%
$94.4 - $104.27 $36K - $39.7K
6.22K $640K
QQQ
Invesco Qqq Trust, Series 1

ETFs
28
+ 2.63%
$546.99 - $602.2 $15.3K - $16.9K
1.09K $656K
LOW
Lowes Companies Inc

Consumer Cyclical
100
+ 7.31%
$215.01 - $273.02 $21.5K - $27.3K
1.47K $368K
JPIE
J P Morgan Exchange Traded Fd
1.37K
+ 28.43%
$46.01 - $46.55 $62.8K - $63.5K
6.17K $286K
JHMD
John Hancock ETF Tr Multifacto

ETFs
1.21K
+ 15.75%
$37.65 - $40.3 $45.5K - $48.7K
8.88K $355K
APP
App Lovin Corp

Technology
33
+ 31.13%
$335.1 - $718.54 $11.1K - $23.7K
139 $99K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
1.75K
+ 18.46%
$27.49 - $29.67 $48.1K - $51.9K
11.2K $322K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
637
New
$67.16 - $93.48 $42.8K - $59.5K
637 $59K
INSM
Insmed Inc

Healthcare
298
+ 104.56%
$96.14 - $147.2 $28.6K - $43.9K
583 $83K
SCHW
Schwab Charles Corp

Financial Services
444
+ 18.2%
$91.03 - $98.69 $40.4K - $43.8K
2.88K $275K
TJX
Tjx Companies Inc

Consumer Cyclical
91
+ 4.92%
$121.35 - $144.54 $11K - $13.2K
1.94K $280K
MA
Mastercard Inc

Financial Services
83
+ 11.89%
$550.18 - $598.96 $45.7K - $49.7K
781 $444K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
160
+ 0.22%
$44.82 - $46.28 $7.17K - $7.4K
73.1K $3.37M
JHML
John Hancock Multifactor Large

ETFs
188
+ 2.57%
$73.53 - $78.37 $13.8K - $14.7K
7.49K $587K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
501
+ 46.43%
$100.16 - $100.7 $50.2K - $50.5K
1.58K $159K
BE
Bloom Energy Corp

Industrials
585
New
$22.13 - $86.27 $12.9K - $50.5K
585 $49K
MPC
Marathon Petroleum Corp

Energy
28
+ 1.76%
$158.59 - $198.69 $4.44K - $5.56K
1.62K $311K
MP
Mp Materials Corp.

Basic Materials
459
+ 91.25%
$30.03 - $77.13 $13.8K - $35.4K
962 $64K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
259
+ 50.59%
$185.65 - $214.38 $48.1K - $55.5K
771 $154K
LTC
Ltc Properties Inc

Real Estate
350
+ 2.26%
$34.04 - $36.86 $11.9K - $12.9K
15.8K $583K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
412
+ 7.83%
$102.4 - $103.88 $42.2K - $42.8K
5.67K $586K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
94
+ 22.27%
$103.83 - $179.9 $9.76K - $16.9K
516 $92K
WTW
Willis Towers Watson PLC

Financial Services
5
+ 0.45%
$301.83 - $345.45 $1.51K - $1.73K
1.12K $387K
COPX
Global X Copper Miners ETF

ETFs
470
+ 42.53%
$42.75 - $59.81 $20.1K - $28.1K
1.58K $94K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
824
+ 10.59%
$50.81 - $51.07 $41.9K - $42.1K
8.61K $439K
BA
Boeing CO

Industrials
158
+ 16.39%
$209.79 - $237.38 $33.1K - $37.5K
1.12K $242K
GILD
Gilead Sciences, Inc.

Healthcare
299
+ 0.45%
$108.22 - $120.47 $32.4K - $36K
66.7K $7.4M
WSM
Williams Sonoma Inc

Consumer Cyclical
156
+ 52.17%
$163.62 - $210.2 $25.5K - $32.8K
455 $88K
BX
Blackstone Inc.

Financial Services
150
+ 23.62%
$152.77 - $188.68 $22.9K - $28.3K
785 $134K
MCK
Mckesson Corp

Healthcare
34
+ 10.63%
$659.01 - $772.54 $22.4K - $26.3K
354 $273K
MDT
Medtronic PLC

Healthcare
240
+ 11.93%
$87.67 - $95.74 $21K - $23K
2.25K $214K
VZ
Verizon Communications Inc

Communication Services
745
+ 8.97%
$40.84 - $45.06 $30.4K - $33.6K
9.05K $397K
INTC
Intel Corp

Technology
126
+ 4.32%
$19.31 - $35.5 $2.43K - $4.47K
3.04K $102K
Activity Summary
Buys All Purchases 828 New Holdings 194 Increased Positions 634 Sells All Sells 327 Reductions 324 Sold out 3 Options Calls 0 Puts 0
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