Org Partners LLC Incresed Positions in Q3 2025

Org Partners LLC

  • $450 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
1.75K
+ 18.46%
$27.49 - $29.67 $48.1K - $51.9K
11.2K $322K
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
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
TJX
Tjx Companies Inc

Consumer Cyclical
91
+ 4.92%
$121.35 - $144.54 $11K - $13.2K
1.94K $280K
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
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
LTC
Ltc Properties Inc

Real Estate
350
+ 2.26%
$34.04 - $36.86 $11.9K - $12.9K
15.8K $583K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
259
+ 50.59%
$185.65 - $214.38 $48.1K - $55.5K
771 $154K
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
COPX
Global X Copper Miners ETF

ETFs
470
+ 42.53%
$42.75 - $59.81 $20.1K - $28.1K
1.58K $94K
WTW
Willis Towers Watson PLC

Financial Services
5
+ 0.45%
$301.83 - $345.45 $1.51K - $1.73K
1.12K $387K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
824
+ 10.59%
$50.81 - $51.07 $41.9K - $42.1K
8.61K $439K
GILD
Gilead Sciences, Inc.

Healthcare
299
+ 0.45%
$108.22 - $120.47 $32.4K - $36K
66.7K $7.4M
BA
Boeing CO

Industrials
158
+ 16.39%
$209.79 - $237.38 $33.1K - $37.5K
1.12K $242K
BX
Blackstone Inc.

Financial Services
150
+ 23.62%
$152.77 - $188.68 $22.9K - $28.3K
785 $134K
WSM
Williams Sonoma Inc

Consumer Cyclical
156
+ 52.17%
$163.62 - $210.2 $25.5K - $32.8K
455 $88K
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
ETR
Entergy Corp

Utilities
250
+ 17.43%
$80.93 - $93.55 $20.2K - $23.4K
1.68K $156K
PLD
Prologis, Inc.

Real Estate
92
+ 3.32%
$104.08 - $115.35 $9.58K - $10.6K
2.87K $328K
INTC
Intel Corp

Technology
126
+ 4.32%
$19.31 - $35.5 $2.43K - $4.47K
3.04K $102K
MMM
3 M CO

Industrials
231
+ 55.4%
$144.41 - $160.2 $33.4K - $37K
648 $100K
ITOT
Ishares Core S&P Total U.S. St

ETFs
93
+ 4.24%
$135.0 - $146.02 $12.6K - $13.6K
2.29K $333K
VGSH
Vanguard

ETFs
566
+ 1.62%
$58.43 - $58.88 $33.1K - $33.3K
35.5K $2.09M
SYK
Stryker Corp

Healthcare
105
+ 86.78%
$368.57 - $403.53 $38.7K - $42.4K
226 $83K
NET
Cloudflare, Inc.

Technology
117
+ 23.49%
$181.39 - $228.28 $21.2K - $26.7K
615 $131K
QCOM
Qualcomm Inc

Technology
157
+ 14.2%
$145.84 - $173.55 $22.9K - $27.2K
1.26K $210K
TT
Trane Technologies PLC

Industrials
84
+ 47.19%
$398.96 - $472.54 $33.5K - $39.7K
262 $110K
CVNA
Carvana Co.

Consumer Cyclical
87
+ 8700.0%
$326.09 - $392.66 $28.4K - $34.2K
88 $33K
LEU
Centrus Energy Corp

Energy
63
+ 59.43%
$166.58 - $315.62 $10.5K - $19.9K
169 $52K
RKT
Rocket Companies, Inc.

Financial Services
1.41K
+ 150.75%
$13.31 - $21.16 $18.7K - $29.7K
2.34K $45K
ETN
Eaton Corp PLC

Industrials
41
+ 4.19%
$342.99 - $392.76 $14.1K - $16.1K
1.02K $381K
AXP
American Express CO

Financial Services
82
+ 23.7%
$294.27 - $342.31 $24.1K - $28.1K
428 $142K
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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