Org Partners LLC Incresed Positions in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
12
+ 0.91%
$159.95 - $194.23 $1.92K - $2.33K
1.33K $221K
XLU
Utilities Sector Spdr

ETFs
19
+ 0.33%
$74.89 - $82.93 $1.42K - $1.58K
5.77K $436K
MU
Micron Technology Inc

Technology
18
+ 1.16%
$84.16 - $113.41 $1.51K - $2.04K
1.57K $131K
UPS
United Parcel Service Inc

Industrials
3
+ 0.09%
$122.65 - $138.35 $368 - $415
3.39K $427K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
226
+ 1.75%
$96.64 - $101.23 $21.8K - $22.9K
13.2K $1.27M
PFE
Pfizer Inc

Healthcare
2.97K
+ 6.19%
$24.8 - $30.19 $73.6K - $89.6K
50.9K $1.35M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
61
+ 1.24%
$131.66 - $144.0 $8.03K - $8.78K
5K $660K
LDOS
Leidos Holdings, Inc.

Technology
8
+ 0.31%
$143.17 - $201.39 $1.15K - $1.61K
2.61K $376K
MPC
Marathon Petroleum Corp

Energy
7
+ 0.28%
$131.65 - $174.84 $922 - $1.22K
2.48K $345K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.08%
$143.34 - $165.86 $430 - $498
3.65K $528K
MUB
Ishares National Muni Bond ETF

ETFs
53
+ 0.14%
$105.78 - $108.7 $5.61K - $5.76K
38.4K $4.09M
CI
Cigna Corp

Healthcare
1
+ 0.07%
$265.59 - $358.58 $266 - $359
1.5K $414K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.91K
+ 51.75%
$22.63 - $47.53 $134K - $281K
17.3K $393K
NEM
Newmont Corp

Basic Materials
4.95K
+ 22.81%
$37.0 - $58.68 $183K - $290K
26.6K $991K
SCCO
Southern Copper Corp

Basic Materials
411
+ 3.74%
$91.13 - $117.95 $37.5K - $48.5K
11.4K $1.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
180K
+ 199.41%
$26.93 - $84.95 $4.86M - $15.3M
271K $7.4M
XOM
Exxon Mobil Corp

Energy
1.03K
+ 2.59%
$105.51 - $125.37 $109K - $130K
41K $4.41M
LMT
Lockheed Martin Corp

Industrials
34
+ 1.13%
$479.66 - $614.62 $16.3K - $20.9K
3.03K $1.47M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.77K
+ 3.6%
$58.88 - $64.8 $163K - $179K
79.6K $4.69M
EFV
Msci Eafe Value ETF

ETFs
5.45K
+ 3.6%
$51.78 - $57.15 $282K - $312K
157K $8.23M
EFG
Msci Eafe Growth ETF

ETFs
3.62K
+ 4.64%
$96.83 - $106.88 $350K - $386K
81.5K $7.89M
AMGN
Amgen Inc

Healthcare
41
+ 0.46%
$258.78 - $328.31 $10.6K - $13.5K
8.98K $2.34M
VEA
Vanguard Ftse Developed Market

ETFs
15.9K
+ 5.39%
$47.57 - $52.44 $754K - $831K
310K $14.8M
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
Track This Portfolio

Track Org Partners LLC Portfolio

Follow Org Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email