Org Partners LLC Incresed Positions in Q2 2025

Org Partners LLC

  • $397 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
80.1K
+ 443.66%
$50.28 - $50.47 $4.03M - $4.04M
98.2K $4.94M
NVDA
Nvidia Corp

Technology
5.27K
+ 11.33%
$94.31 - $157.99 $497K - $832K
51.8K $8.18M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
53.1K
+ 91.49%
$39.69 - $51.24 $2.11M - $2.72M
111K $5.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
52.8K
+ 931.93%
$43.53 - $54.46 $2.3M - $2.87M
58.4K $3.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.07K
+ 19.03%
$496.48 - $617.85 $1.52M - $1.89M
19.2K $11.9M
MSFT
Microsoft Corp

Technology
1.65K
+ 10.97%
$354.56 - $497.45 $584K - $819K
16.7K $8.29M
PHYS
Sprott Physical Gold Trust

Financial Services
69.4K
+ 58.99%
$22.82 - $26.29 $1.58M - $1.82M
187K $4.74M
NEAR
Blackrock Short Maturity Bond

ETFs
34.1K
+ 323.04%
$50.41 - $51.17 $1.72M - $1.75M
44.7K $2.28M
VEA
Vanguard Ftse Developed Market

ETFs
21.9K
+ 210.01%
$45.65 - $57.01 $1M - $1.25M
32.4K $1.85M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.54K
+ 163.8%
$82.96 - $110.1 $791K - $1.05M
15.4K $1.69M
NOCT
Innovator Growth 100 Power Buf

ETFs
15.9K
+ 34.16%
$46.13 - $54.5 $736K - $869K
62.6K $3.41M
EFV
Msci Eafe Value ETF

ETFs
16.5K
+ 180.11%
$52.4 - $64.65 $866K - $1.07M
25.7K $1.63M
AMZN
Amazon Com Inc

Consumer Cyclical
1.21K
+ 4.41%
$167.32 - $223.3 $203K - $271K
28.7K $6.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.2K
+ 26.8%
$498.8 - $620.9 $600K - $747K
5.69K $3.53M
NEM
Newmont Corp

Basic Materials
13.6K
+ 116.04%
$44.18 - $59.46 $602K - $811K
25.4K $1.48M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
18.3K
+ 18.67%
$45.12 - $46.23 $825K - $845K
116K $5.37M
META
Meta Platforms, Inc.

Communication Services
538
+ 21.18%
$484.66 - $738.09 $261K - $397K
3.08K $2.27M
IVE
Ishares S&P 500 Value ETF

ETFs
4.06K
+ 397.94%
$168.34 - $195.42 $683K - $792K
5.07K $991K
VGSH
Vanguard

ETFs
13.4K
+ 62.43%
$58.32 - $58.95 $783K - $791K
34.9K $2.05M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
8.13K
+ 99.52%
$88.49 - $92.4 $719K - $751K
16.3K $1.51M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.1K
+ 92.52%
$44.68 - $45.96 $675K - $694K
31.4K $1.44M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.05K
+ 30.16%
$152.93 - $181.74 $466K - $554K
13.2K $2.39M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.3K
+ 16.26%
$180.84 - $240.32 $235K - $312K
9.27K $2.23M
IEMG
Ishares Inc

ETFs
11.2K
+ 214.66%
N/A
16.5K $883K
AVGO
Broadcom Inc.

Technology
915
+ 30.46%
$146.29 - $275.65 $134K - $252K
3.92K $1.08M
RTX
Raytheon Technologies Corp

Industrials
3.8K
+ 916.63%
$113.75 - $148.48 $433K - $565K
4.22K $616K
FTNT
Fortinet, Inc.

Technology
4.89K
+ 1405.17%
$84.71 - $108.69 $414K - $531K
5.24K $553K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.51K
+ 298.48%
$97.29 - $105.63 $439K - $476K
6.02K $611K
COST
Costco Wholesale Corp

Consumer Defensive
295
+ 8.9%
$908.13 - $1056.85 $268K - $312K
3.61K $3.57M
LMT
Lockheed Martin Corp

Industrials
902
+ 152.11%
$430.82 - $486.45 $389K - $439K
1.5K $692K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
36
+ 0.49%
$456.74 - $568.03 $16.4K - $20.4K
7.43K $4.22M
IWB
Ishares Tr Russell 1000 ETF

ETFs
228
+ 2.24%
$272.36 - $339.57 $62.1K - $77.4K
10.4K $3.54M
EFG
Msci Eafe Growth ETF

ETFs
3.31K
+ 103.44%
$89.8 - $112.0 $297K - $371K
6.51K $729K
OEF
Ishares S&P 100 ETF

ETFs
1.5K
+ 511.22%
N/A
1.8K $478K
CRWD
Crowd Strike Holdings, Inc.

Technology
511
+ 63.16%
$321.63 - $509.31 $164K - $260K
1.32K $672K
AI
C3.Ai, Inc.

Technology
15K
+ 338.86%
$18.24 - $27.8 $274K - $418K
19.5K $478K
TSLA
Tesla, Inc.

Consumer Cyclical
260
+ 5.05%
$221.86 - $362.89 $57.7K - $94.4K
5.41K $1.72M
CGDV
Capital Group Divid Value ETF

ETFs
9.53K
+ 864.61%
$31.93 - $39.49 $304K - $376K
10.6K $419K
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
CGUS
Capital Group Core Equity ETF
8.13K
+ 799.51%
$29.93 - $36.93 $243K - $300K
9.15K $337K
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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