Org Partners LLC Incresed Positions in Q3 2025

Org Partners LLC

  • $450 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JHMM
John Hancock Multifactor Mid C

ETFs
83
+ 2.47%
$61.22 - $65.26 $5.08K - $5.42K
3.45K $223K
XEL
Xcel Energy Inc

Utilities
197
+ 168.38%
$67.56 - $80.65 $13.3K - $15.9K
314 $25K
JFR
Nuveen Floating Rate Income Fund

Financial Services
3.56K
+ 9.75%
$8.07 - $8.58 $28.7K - $30.5K
40K $327K
AVAV
Aero Vironment Inc

Industrials
48
+ 48.48%
$226.08 - $314.89 $10.9K - $15.1K
147 $46K
AJG
Arthur J. Gallagher & Co.

Financial Services
67
+ 27.8%
$284.17 - $319.49 $19K - $21.4K
308 $95K
DHI
Horton D R Inc

Consumer Cyclical
31
+ 10.37%
$129.82 - $184.04 $4.02K - $5.71K
330 $55K
CIEN
Ciena Corp

Technology
103
+ 278.38%
$77.75 - $145.67 $8.01K - $15K
140 $20K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
84
+ 1.09%
$97.75 - $100.75 $8.21K - $8.46K
7.76K $778K
SRE
Sempra Energy

Utilities
40
+ 4.47%
$74.14 - $89.98 $2.97K - $3.6K
934 $84K
O
Realty Income Corp

Real Estate
97
+ 2.82%
$56.13 - $60.79 $5.44K - $5.9K
3.54K $215K
BOND
Pimco Active Bond Exchange Tra

ETFs
83
+ 1.16%
$90.83 - $93.81 $7.54K - $7.79K
7.25K $676K
AEP
American Electric Power CO Inc

Utilities
51
+ 4.33%
$103.26 - $115.0 $5.27K - $5.87K
1.23K $138K
BDX
Becton Dickinson & CO

Healthcare
77
+ 148.08%
$172.41 - $199.66 $13.3K - $15.4K
129 $24K
CCJ
Cameco Corp

Energy
74
+ 7.46%
$70.47 - $86.89 $5.21K - $6.43K
1.07K $89K
GD
General Dynamics Corp

Industrials
22
+ 13.5%
$293.92 - $341.0 $6.47K - $7.5K
185 $63K
KWEB
Kraneshares Tr Csi China Inter

ETFs
180
+ 15.32%
$33.63 - $42.59 $6.05K - $7.67K
1.36K $56K
BR
Broadridge Financial Solutions, Inc.

Technology
66
+ 57.39%
$233.75 - $266.89 $15.4K - $17.6K
181 $43K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
90
+ 29.03%
$89.32 - $107.82 $8.04K - $9.7K
400 $43K
MSI
Motorola Solutions, Inc.

Technology
10
+ 3.14%
$408.73 - $490.3 $4.09K - $4.9K
328 $149K
TFLO
Ishares Treasury Floating Rate

ETFs
384
+ 0.63%
$50.45 - $50.65 $19.4K - $19.4K
60.9K $3.08M
JHEM
John Hancock Exchange Traded

ETFs
148
+ 3.65%
$29.05 - $31.71 $4.3K - $4.69K
4.21K $133K
PH
Parker Hannifin Corp

Industrials
8
+ 5.48%
$697.13 - $769.67 $5.58K - $6.16K
154 $116K
EQT
Eqt Corp

Energy
483
+ 15.94%
$49.19 - $59.19 $23.8K - $28.6K
3.51K $191K
MAR
Marriott International Inc

Consumer Cyclical
64
+ 45.07%
$255.35 - $282.87 $16.3K - $18.1K
206 $53K
ASTS
Ast Space Mobile, Inc.

Communication Services
155
+ 5.18%
$36.91 - $60.06 $5.72K - $9.31K
3.15K $154K
HII
Huntington Ingalls Industries, Inc.

Industrials
29
+ 17.9%
$246.31 - $287.91 $7.14K - $8.35K
191 $54K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
92
+ 5.02%
$68.24 - $73.73 $6.28K - $6.78K
1.92K $141K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
294
+ 80.11%
$36.33 - $46.04 $10.7K - $13.5K
661 $29K
VTR
Ventas, Inc.

Real Estate
197
+ 76.06%
$62.76 - $69.99 $12.4K - $13.8K
456 $31K
SCHP
Schwab Strategic Us Tips ETF

ETFs
377
+ 2.01%
$26.44 - $27.1 $9.97K - $10.2K
19.1K $514K
BNY
Blackrock New York Municipal Income Trust

Financial Services
269
+ 1.08%
$9.35 - $10.19 $2.52K - $2.74K
25.2K $254K
VONE
Vanguard Russell 1000 ETF

ETFs
34
+ 19.88%
$280.68 - $303.97 $9.54K - $10.3K
205 $61K
DVN
Devon Energy Corp

Energy
352
+ 65.67%
$31.75 - $36.99 $11.2K - $13K
888 $31K
NFG
National Fuel Gas CO

Energy
146
+ 208.57%
$82.19 - $93.72 $12K - $13.7K
216 $19K
TMUS
T Mobile Us, Inc.

Communication Services
53
+ 9.96%
$226.02 - $259.01 $12K - $13.7K
585 $140K
HP
Helmerich & Payne, Inc.

Energy
500
+ 112.36%
$15.35 - $22.65 $7.68K - $11.3K
945 $20K
HMY
Harmony Gold Mining CO LTD

Basic Materials
445
+ 32.25%
$12.61 - $18.25 $5.61K - $8.12K
1.83K $33K
FSLR
First Solar, Inc.

Technology
59
+ 983.33%
$160.84 - $223.53 $9.49K - $13.2K
65 $14K
NBIX
Neurocrine Biosciences Inc

Healthcare
91
+ 133.82%
$123.98 - $146.67 $11.3K - $13.3K
159 $22K
XLV
Select Sector Spdr Fund Health

ETFs
68
+ 7.3%
$129.01 - $139.72 $8.77K - $9.5K
1K $139K
LDOS
Leidos Holdings, Inc.

Technology
40
+ 21.98%
$159.2 - $188.96 $6.37K - $7.56K
222 $41K
NSC
Norfolk Southern Corp

Industrials
36
+ 75.0%
$259.49 - $300.41 $9.34K - $10.8K
84 $25K
ITT
Itt Inc.

Industrials
56
+ 49.12%
$155.93 - $182.88 $8.73K - $10.2K
170 $30K
DUK
Duke Energy Corp

Utilities
70
+ 10.37%
$116.31 - $125.93 $8.14K - $8.82K
745 $92K
SRUUF
Sprott Physical Uran (Canada)

Energy
600
+ 200.0%
$16.09 - $20.14 $9.65K - $12.1K
900 $18K
TRV
Travelers Companies, Inc.

Financial Services
15
+ 1.93%
$250.62 - $279.43 $3.76K - $4.19K
791 $220K
RBLX
Roblox Corp

Communication Services
6
+ 1.82%
$100.65 - $141.56 $604 - $849
335 $46K
IBKR
Interactive Brokers Group, Inc.

Financial Services
87
+ 18.16%
$56.32 - $68.81 $4.9K - $5.99K
566 $38K
BND
Vanguard Bd Index Fd Inc Total

ETFs
127
+ 4.17%
$72.57 - $74.72 $9.22K - $9.49K
3.18K $236K
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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