Org Partners LLC Incresed Positions in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
12
+ 2.68%
$31.92 - $36.14 $383 - $434
460 $14K
ENLC
En Link Midstream, LLC

Energy
17
+ 0.85%
$13.74 - $16.01 $234 - $272
2.02K $28K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
11
+ 1.42%
$19.47 - $20.95 $214 - $230
785 $15K
SNY
Sanofi

Healthcare
253
+ 17.72%
$45.89 - $57.31 $11.6K - $14.5K
1.68K $81K
MCD
Mcdonalds Corp

Consumer Cyclical
72
+ 4.81%
$288.47 - $316.54 $20.8K - $22.8K
1.57K $454K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
20
+ 0.49%
$100.24 - $101.35 $2K - $2.03K
4.11K $413K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
2
+ 2.35%
$64.29 - $75.41 $129 - $151
87 $5K
AOR
Ishares Tr Core Growth Allocat

ETFs
11
+ 1.5%
$57.32 - $59.66 $631 - $656
746 $42K
SCHV
Schwab Strategic Tr Us Large C

ETFs
612
+ 201.32%
$25.79 - $80.4 $15.8K - $49.2K
916 $23K
SAVE
Spirit Airlines, Inc.

Industrials
1K
+ 100.0%
$0.13 - $3.4 $130 - $3.4K
2K $1K
NNI
Nelnet Inc

Financial Services
1
+ 0.47%
$104.32 - $124.92 $104 - $125
213 $22K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.15K
+ 2.31%
$56.06 - $61.35 $64.4K - $70.4K
50.8K $2.87M
BSM
Black Stone Minerals, L.P.

Energy
338
+ 2.43%
$13.86 - $15.57 $4.68K - $5.26K
14.2K $207K
XLRE
Select Sector Spdr Tr Real Est

ETFs
6
+ 0.99%
$40.06 - $45.21 $240 - $271
610 $24K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
92
+ 1.39%
$15.05 - $16.03 $1.38K - $1.47K
6.7K $102K
VTWV
Vanguard Russell 2000 Value Et

ETFs
7
+ 0.63%
$143.69 - $159.92 $1.01K - $1.12K
1.13K $162K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
675
+ 3.96%
$8.51 - $9.15 $5.74K - $6.18K
17.7K $152K
SHEL
Shell PLC

Energy
2
+ 0.37%
$60.63 - $70.23 $121 - $140
536 $33K
D
Dominion Energy, Inc

Utilities
42
+ 3.83%
$52.63 - $60.92 $2.21K - $2.56K
1.14K $61K
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.48%
$87.85 - $98.6 $87.9 - $98.6
209 $18K
VGSH
Vanguard

ETFs
82
+ 0.81%
$58.02 - $58.88 $4.76K - $4.83K
10.2K $595K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
406
+ 91.03%
$18.41 - $40.87 $7.47K - $16.6K
852 $15K
IRDM
Iridium Communications Inc.

Communication Services
76
+ 1.95%
$27.32 - $33.54 $2.08K - $2.55K
3.97K $115K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
42
+ 0.29%
$8.36 - $8.71 $351 - $366
14.6K $122K
WPC
W. P. Carey Inc.

Real Estate
127
+ 8.89%
$53.44 - $61.33 $6.79K - $7.79K
1.56K $84K
SMMNY
Siemens Healthineers Ag Adr(Ge

Healthcare
5
+ 0.34%
$25.74 - $29.34 $129 - $147
1.48K $39K
KHC
Kraft Heinz CO

Consumer Defensive
64
+ 4.18%
$30.1 - $36.02 $1.93K - $2.31K
1.6K $48K
VLO
Valero Energy Corp

Energy
4
+ 0.73%
$118.59 - $144.02 $474 - $576
555 $68K
PFG
Principal Financial Group Inc

Financial Services
2
+ 0.25%
$74.91 - $91.26 $150 - $183
792 $61K
BOND
Pimco Active Bond Exchange Tra

ETFs
236
+ 3.63%
$90.42 - $94.5 $21.3K - $22.3K
6.73K $608K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
127
+ 7.29%
$114.08 - $125.68 $14.5K - $16K
1.87K $213K
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.05K
+ 100.0%
$24.19 - $50.58 $73.7K - $154K
6.09K $147K
UBER
Uber Technologies, Inc

Technology
37
+ 5.68%
$59.93 - $86.34 $2.22K - $3.19K
688 $41K
INTC
Intel Corp

Technology
190
+ 5.57%
$19.07 - $26.23 $3.62K - $4.98K
3.6K $72K
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.33K
+ 104.11%
$25.74 - $53.78 $214K - $448K
16.3K $421K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
206
+ 3.66%
$38.37 - $42.82 $7.9K - $8.82K
5.84K $224K
UNH
Unitedhealth Group Inc

Healthcare
273
+ 14.63%
$485.52 - $625.25 $133K - $171K
2.14K $1.08M
CARR
Carrier Global Corp

Industrials
2
+ 0.26%
$66.69 - $82.65 $133 - $165
779 $53K
AEP
American Electric Power CO Inc

Utilities
31
+ 2.06%
$90.91 - $102.21 $2.82K - $3.17K
1.54K $141K
BNY
Blackrock New York Municipal Income Trust

Financial Services
439
+ 1.85%
$10.13 - $11.07 $4.45K - $4.86K
24.2K $246K
ZTS
Zoetis Inc.

Healthcare
2
+ 0.39%
$162.24 - $194.42 $324 - $389
517 $84K
LCID
Lucid Group, Inc.

Consumer Cyclical
55
+ 0.17%
$2.01 - $3.44 $111 - $189
31.7K $95K
FANG
Diamondback Energy, Inc.

Energy
43
+ 1.64%
$153.06 - $199.5 $6.58K - $8.58K
2.67K $436K
PHM
Pultegroup Inc

Consumer Cyclical
13
+ 2.41%
$108.86 - $149.04 $1.42K - $1.94K
552 $60K
DHI
Horton D R Inc

Consumer Cyclical
1
+ 0.27%
$137.24 - $194.56 $137 - $195
378 $52K
NUE
Nucor Corp

Basic Materials
7
+ 1.08%
$115.78 - $167.74 $810 - $1.17K
656 $76K
FCX
Freeport Mcmoran Inc

Basic Materials
1
+ 0.05%
$38.08 - $50.82 $38.1 - $50.8
1.94K $73K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
49
+ 0.66%
$115.08 - $119.55 $5.64K - $5.86K
7.48K $864K
LRLCY
L'Oreal CO Adr

Consumer Defensive
32
+ 2.08%
$67.63 - $86.97 $2.16K - $2.78K
1.57K $110K
Activity Summary
Buys All Purchases 650 New Holdings 226 Increased Positions 424 Sells All Sells 245 Reductions 241 Sold out 4 Options Calls 0 Puts 0
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