Org Partners LLC Incresed Positions in Q3 2025

Org Partners LLC

  • $450 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
5.24K
+ 27.34%
$617.65 - $666.84 $3.24M - $3.5M
24.4K $16.3M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
63.2K
+ 56.88%
$50.32 - $54.01 $3.18M - $3.41M
174K $9.41M
MSFT
Microsoft Corp

Technology
5.72K
+ 34.33%
$491.09 - $535.64 $2.81M - $3.06M
22.4K $11.6M
PCAR
Paccar Inc

Industrials
30.7K
+ 7030.05%
$92.91 - $102.86 $2.85M - $3.15M
31.1K $3.06M
FDD
First Trust Stoxx European Sel

ETFs
185K
+ 649.47%
$15.26 - $16.67 $2.82M - $3.09M
214K $3.45M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
45.9K
+ 78.53%
$54.35 - $59.32 $2.49M - $2.72M
104K $6.18M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.92K
+ 57.06%
$225.11 - $247.9 $2.23M - $2.46M
27.3K $6.75M
AAPL
Apple Inc.

Technology
1.3K
+ 3.24%
$202.38 - $256.87 $263K - $334K
41.4K $10.5M
NVDA
Nvidia Corp

Technology
3.55K
+ 6.86%
$153.3 - $186.58 $544K - $663K
55.3K $10.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
10.1K
+ 123.8%
$182.33 - $194.5 $1.84M - $1.96M
18.2K $3.55M
JNJ
Johnson & Johnson

Healthcare
7.35K
+ 226.14%
$155.17 - $185.42 $1.14M - $1.36M
10.6K $1.97M
VUG
Vanguard Growth ETF

ETFs
2.34K
+ 34.41%
$433.97 - $484.08 $1.02M - $1.13M
9.14K $4.38M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
23.9K
+ 973.28%
$49.43 - $54.52 $1.18M - $1.3M
26.4K $1.43M
COST
Costco Wholesale Corp

Consumer Defensive
1.66K
+ 46.07%
$915.95 - $994.57 $1.52M - $1.65M
5.27K $4.88M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
129K
+ 6132.19%
$9.61 - $10.31 $1.24M - $1.33M
131K $1.26M
MUB
Ishares National Muni Bond ETF

ETFs
9.95K
+ 39.36%
$103.24 - $106.68 $1.03M - $1.06M
35.2K $3.75M
USFR
Wisdomtree Floating Rate Treas

ETFs
18.7K
+ 19.0%
$50.23 - $50.48 $937K - $942K
117K $5.87M
GOOG
Alphabet Inc.

Communication Services
695
+ 6.29%
$175.16 - $255.24 $122K - $177K
11.7K $2.86M
TSLA
Tesla, Inc.

Consumer Cyclical
402
+ 7.44%
$293.94 - $444.72 $118K - $179K
5.81K $2.58M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.51K
+ 71.93%
$420.11 - $472.68 $634K - $713K
3.61K $1.69M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.63K
+ 27.59%
$181.56 - $190.33 $659K - $691K
16.8K $3.18M
CVX
Chevron Corp

Energy
4.31K
+ 47.03%
$145.57 - $161.83 $628K - $698K
13.5K $2.09M
OEF
Ishares S&P 100 ETF

ETFs
2.88K
+ 160.32%
N/A
4.68K $1.24M
IVE
Ishares S&P 500 Value ETF

ETFs
3.28K
+ 64.58%
$194.44 - $206.51 $637K - $677K
8.35K $1.72M
VTI
Vanguard Total Stock Market Et

ETFs
1.6K
+ 18.86%
$303.93 - $329.86 $487K - $528K
10.1K $3.31M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.43K
+ 28.82%
$108.97 - $121.65 $482K - $538K
19.8K $2.39M
KHC
Kraft Heinz CO

Consumer Defensive
25.5K
+ 4688.42%
$25.63 - $28.94 $654K - $738K
26K $678K
GOOGL
Alphabet Inc.

Communication Services
632
+ 8.63%
$174.36 - $254.72 $110K - $161K
7.96K $1.93M
SCCO
Southern Copper Corp

Basic Materials
4.69K
+ 7444.44%
$90.54 - $121.36 $425K - $569K
4.75K $576K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.4K
+ 80.5%
$192.76 - $203.86 $463K - $490K
5.39K $1.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
10.3K
+ 72.49%
$46.37 - $47.77 $480K - $494K
24.6K $1.17M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7.06K
+ 101.52%
$60.01 - $65.01 $424K - $459K
14K $910K
GIS
General Mills Inc

Consumer Defensive
9.61K
+ 1542.54%
$48.44 - $53.83 $466K - $517K
10.2K $515K
CLX
Clorox CO

Consumer Defensive
3.91K
+ 1156.8%
$117.67 - $131.43 $460K - $514K
4.25K $523K
PAVE
Global X Fds Us Infrastructure

ETFs
8.33K
+ 40.4%
$44.02 - $47.63 $367K - $397K
28.9K $1.38M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
14.6K
+ 132.81%
$29.46 - $31.08 $429K - $452K
25.5K $792K
EFV
Msci Eafe Value ETF

ETFs
4.98K
+ 19.36%
$62.79 - $68.42 $312K - $340K
30.7K $2.08M
IEMG
Ishares Inc

ETFs
8.27K
+ 50.2%
N/A
24.8K $1.33M
FDL
First Tr Morningstar Dividend

ETFs
8.29K
+ 15.32%
$41.96 - $44.59 $348K - $370K
62.4K $2.71M
ITA
Ishares Tr

ETFs
1.97K
+ 133.56%
$184.73 - $209.26 $364K - $412K
3.45K $720K
VOXCF
Vox Royalty Corp.
170K
+ 1.42%
N/A
12.1M $29.7M
AVGO
Broadcom Inc.

Technology
560
+ 14.29%
$264.74 - $369.57 $148K - $207K
4.48K $1.48M
DPZ
Dominos Pizza Inc

Consumer Cyclical
908
+ 1713.21%
$422.75 - $485.53 $384K - $441K
961 $414K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
19K
+ 35.21%
N/A
73K $1.48M
MMSI
Merit Medical Systems Inc

Healthcare
4.14K
+ 9857.14%
$80.06 - $96.01 $331K - $397K
4.18K $348K
CAG
Conagra Brands Inc.

Consumer Defensive
18.4K
+ 18623.23%
$18.04 - $21.14 $333K - $390K
18.5K $339K
MRK
Merck & Co., Inc.

Healthcare
3.73K
+ 186.18%
$77.6 - $87.37 $290K - $326K
5.74K $481K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12.5K
+ 14.46%
$22.64 - $23.22 $282K - $290K
98.7K $2.28M
VRIG
Invesco Actively Managed ETF F

ETFs
11.5K
+ 11.1%
$25.04 - $25.16 $287K - $288K
115K $2.88M
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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