Org Partners LLC Incresed Positions in Q3 2024

Org Partners LLC

  • $588 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
300
+ 25.53%
$30.61 - $34.92 $9.18K - $10.5K
1.48K $50K
CARR
Carrier Global Corp

Industrials
1
+ 0.13%
$61.9 - $80.88 $61.9 - $80.9
777 $62K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.14%
$117.9 - $128.2 $236 - $256
1.44K $184K
AEM
Agnico Eagle Mines LTD

Basic Materials
31
+ 3.88%
$65.04 - $84.24 $2.02K - $2.61K
829 $66K
IWM
Ishares Russell 2000 ETF

ETFs
14
+ 2.56%
$200.87 - $224.6 $2.81K - $3.14K
560 $123K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.12%
$186.75 - $211.16 $187 - $211
820 $169K
GOLD
Barrick Gold Corp

Basic Materials
127
+ 4.97%
$16.56 - $21.01 $2.1K - $2.67K
2.68K $53K
BP
Bp PLC

Energy
621
+ 32.48%
$30.78 - $37.05 $19.1K - $23K
2.53K $79K
CME
Cme Group Inc.

Financial Services
2
+ 0.49%
$193.43 - $220.62 $387 - $441
410 $90K
VGSH
Vanguard

ETFs
4
+ 0.04%
$57.74 - $59.13 $231 - $237
10.1K $598K
BNY
Blackrock New York Municipal Income Trust

Financial Services
189
+ 0.8%
$10.65 - $11.03 $2.01K - $2.08K
23.7K $261K
CMCSA
Comcast Corp

Communication Services
2
+ 0.06%
$37.33 - $41.78 $74.7 - $83.6
3.1K $129K
BROS
Dutch Bros Inc.

Consumer Cyclical
350
+ 87.5%
$29.1 - $42.81 $10.2K - $15K
750 $24K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
58
+ 3.77%
$132.24 - $158.02 $7.67K - $9.17K
1.6K $245K
VRT
Vertiv Holdings CO

Industrials
92
+ 25.14%
$86.66 - $86.66 $7.97K - $7.97K
458 $39K
LQD
Ishares Iboxx $ Investment Gra

ETFs
64
+ 25.3%
$106.11 - $113.72 $6.79K - $7.28K
317 $35K
GBIL
Goldman Sachs Access Treasury

ETFs
59
+ 0.98%
$99.7 - $100.3 $5.88K - $5.92K
6.06K $607K
PAYX
Paychex Inc

Industrials
25
+ 10.04%
$116.17 - $135.19 $2.9K - $3.38K
274 $36K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
80
+ 22.99%
$64.83 - $72.82 $5.19K - $5.83K
428 $30K
MDNA
Medicenna Therapeutics Corp.

Healthcare
25K
+ 25.0%
N/A
125K $38K
FTNT
Fortinet, Inc.

Technology
36
+ 17.82%
$55.39 - $77.55 $1.99K - $2.79K
238 $18K
PFG
Principal Financial Group Inc

Financial Services
3
+ 0.38%
$72.94 - $87.46 $219 - $262
790 $67K
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 0.54%
$221.96 - $243.27 $444 - $487
370 $88K
IWN
Ishares Russell2000 Val ETF

ETFs
36
+ 171.43%
$150.05 - $171.34 $5.4K - $6.17K
57 $9K
EC
Ecopetrol S.A.

Energy
865
+ 157.27%
$8.75 - $11.27 $7.57K - $9.75K
1.42K $12K
OLN
Olin Corp

Basic Materials
100
+ 125.0%
$40.38 - $50.21 $4.04K - $5.02K
180 $8K
TDW
Tidewater Inc

Energy
100
+ 117.65%
$69.32 - $106.47 $6.93K - $10.6K
185 $13K
NXE
Nex Gen Energy Ltd.

Energy
550
+ 220.0%
$5.31 - $7.53 $2.92K - $4.14K
800 $5K
POOL
Pool Corp

Industrials
1
+ 1.85%
$296.17 - $376.8 $296 - $377
55 $20K
MET
Metlife Inc

Financial Services
2
+ 0.63%
$67.96 - $82.48 $136 - $165
322 $26K
BTG
B2 Gold Corp

Basic Materials
1.21K
+ 202.0%
$2.47 - $3.36 $2.99K - $4.07K
1.81K $5K
LRGF
Ishares Tr

ETFs
1
+ 0.13%
$52.89 - $58.77 $52.9 - $58.8
766 $45K
SGPYY
Sage Group PLC New Unsponsored

Technology
55
+ 11.78%
$51.55 - $57.71 $2.84K - $3.17K
522 $28K
GPN
Global Payments Inc

Industrials
20
+ 51.28%
$92.66 - $112.97 $1.85K - $2.26K
59 $6K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.22%
$101.72 - $112.94 $102 - $113
460 $51K
LPI
Laredo Petroleum, Inc.

Energy
33
+ 11.58%
N/A
318 $15K
AOR
Ishares Tr Core Growth Allocat

ETFs
4
+ 0.55%
$55.15 - $59.31 $221 - $237
735 $43K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
12
+ 1.57%
$19.48 - $20.97 $234 - $252
774 $16K
AOA
Ishares Tr Core Aggressive All

ETFs
4
+ 1.84%
$72.11 - $79.05 $288 - $316
221 $17K
VT
Vanguard Total World Stk Index

ETFs
1
+ 1.04%
$107.72 - $119.96 $108 - $120
97 $11K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
9
+ 2.1%
$15.71 - $18.52 $141 - $167
438 $7K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2
+ 9.09%
$305.34 - $350.41 $611 - $701
24 $8K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3
+ 1.6%
$41.95 - $43.42 $126 - $130
190 $8K
NIO
Nio Inc.

Consumer Cyclical
60
+ 17.14%
$3.67 - $6.68 $220 - $401
410 $2K
SFOR
Zerify, Inc.

Technology
5.5K
+ 42.76%
N/A
18.4K $0
Polen Capital Global
2.25K
+ 9.97%
N/A
24.8K $0
Kraneshs Int And Call
4
+ 10.0%
N/A
44 $0
VUSB
Vanguard Bd Index Fds
122
+ 1.0%
N/A
12.3K $0
MSPRE
Morgan Stanley Dep Shs Rep 1/1
1.5K
+ 3191.49%
N/A
1.55K $0
Activity Summary
Buys All Purchases 338 New Holdings 157 Increased Positions 181 Sells All Sells 489 Reductions 481 Sold out 8 Options Calls 0 Puts 0
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