Org Partners LLC New Holdings in Q3 2024

Org Partners LLC

  • $588 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FV
First Trust Dorsey Wright Focu

ETFs
60.7K
New
$51.35 - $59.82 $3.12M - $3.63M
60.7K $3.54M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
49.3K
New
$39.15 - $46.02 $1.93M - $2.27M
49.3K $2.25M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
116K
New
$5.44 - $5.91 $630K - $684K
116K $670K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
8K
New
$75.88 - $83.21 $607K - $666K
8K $665K
LTC
Ltc Properties Inc

Real Estate
15.3K
New
$34.07 - $38.15 $520K - $582K
15.3K $559K
OHI
Omega Healthcare Investors Inc

Real Estate
12.3K
New
$33.55 - $41.29 $413K - $508K
12.3K $500K
SCHO
Schwab Short Term Us Treasury

ETFs
9.71K
New
$47.93 - $49.06 $466K - $477K
9.71K $475K
FDL
First Tr Morningstar Dividend

ETFs
11K
New
$37.66 - $42.06 $416K - $464K
11K $462K
USFR
Wisdomtree Floating Rate Treas

ETFs
6.31K
New
$50.2 - $50.48 $317K - $319K
6.31K $316K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.25K
New
$46.17 - $51.13 $242K - $268K
5.25K $268K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.19K
New
$51.02 - $52.74 $112K - $116K
2.19K $115K
DCOMP
Dime Cmnty Bancshares Inc New

Financial Services
3.9K
New
$16.72 - $21.14 $65.2K - $82.4K
3.9K $79K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2K
New
$32.65 - $36.69 $65.3K - $73.4K
2K $72K
QJUN
First Tr ETF
2.5K
New
$24.85 - $27.22 $62.1K - $68.1K
2.5K $67K
FTCS
First Trust Capital Strength E

ETFs
700
New
$83.58 - $90.94 $58.5K - $63.7K
700 $63K
IWR
Ishares Russell Mid Cap ETF

ETFs
655
New
$79.92 - $88.19 $52.3K - $57.8K
655 $57K
BRSP
Bright Spire Capital, Inc.

Real Estate
9.51K
New
$5.12 - $6.64 $48.7K - $63.2K
9.51K $53K
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.3K
New
$39.31 - $41.32 $51.1K - $53.7K
1.3K $53K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
1.02K
New
$44.56 - $50.18 $45.5K - $51.2K
1.02K $50K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1K
New
$31.97 - $37.3 $32K - $37.3K
1K $35K
EPI
Wisdomtree Tr India Earnings F

ETFs
700
New
$47.41 - $50.82 $33.2K - $35.6K
700 $35K
VOE
Vanguard Mid Cap Value Index F

ETFs
210
New
$149.02 - $167.67 $31.3K - $35.2K
210 $35K
FXI
Ishares Tr

ETFs
1K
New
$24.78 - $32.17 $24.8K - $32.2K
1K $31K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
4.67K
New
$6.3 - $6.99 $29.4K - $32.7K
4.67K $30K
IAG
Iamgold Corp

Basic Materials
5.63K
New
$3.58 - $5.52 $20.1K - $31K
5.63K $29K
XSW
Spdr S&P Software & Services E

ETFs
165
New
$142.84 - $160.77 $23.6K - $26.5K
165 $26K
XLRE
Select Sector Spdr Tr Real Est

ETFs
604
New
$38.04 - $45.36 $23K - $27.4K
604 $26K
IBBQ
Invesco ETF Tr Invesco Nasdaq

ETFs
1.07K
New
$22.3 - $24.66 $23.8K - $26.3K
1.07K $25K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
724
New
$31.05 - $34.29 $22.5K - $24.8K
724 $24K
GFI
Gold Fields LTD

Basic Materials
1.53K
New
$13.34 - $17.2 $20.4K - $26.3K
1.53K $23K
ADYEY
Adyen N V (Netherlands)

Technology
1.5K
New
$11.23 - $15.63 $16.8K - $23.4K
1.5K $23K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.19K
New
$15.15 - $19.2 $18K - $22.8K
1.19K $22K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1K
New
$18.36 - $19.08 $18.4K - $19.1K
1K $19K
CRGY
Crescent Energy CO

Energy
1.54K
New
$10.19 - $12.5 $15.7K - $19.3K
1.54K $16K
FBNC
First Bancorp

Financial Services
400
New
$31.65 - $44.54 $12.7K - $17.8K
400 $16K
DFAX
Dimensional ETF Tr
459
New
$24.29 - $27.25 $11.1K - $12.5K
459 $12K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
471
New
$24.38 - $25.2 $11.5K - $11.9K
471 $11K
TBX
Proshares Tr Short 7 10 Yr Tre

ETFs
355
New
$28.13 - $29.78 $9.99K - $10.6K
355 $10K
NOV
Nov Inc.

Energy
650
New
$15.85 - $20.82 $10.3K - $13.5K
650 $10K
HCA
Hca Healthcare, Inc.

Healthcare
25
New
$315.12 - $406.43 $7.88K - $10.2K
25 $10K
DECK
Deckers Outdoor Corp

Consumer Cyclical
60
New
$150.73 - $974.56 $9.04K - $58.5K
60 $9K
VVV
Valvoline Inc

Energy
225
New
$38.64 - $47.6 $8.69K - $10.7K
225 $9K
BYDDY
Byd Company LTD Unsponsored Ad

Consumer Cyclical
125
New
$53.77 - $70.96 $6.72K - $8.87K
125 $8K
WY
Weyerhaeuser CO

Real Estate
250
New
$27.05 - $33.84 $6.76K - $8.46K
250 $8K
DNN
Denison Mines Corp.

Energy
4.8K
New
$1.44 - $2.28 $6.91K - $10.9K
4.8K $8K
M
Macy'S, Inc.

Consumer Cyclical
500
New
$14.31 - $19.64 $7.16K - $9.82K
500 $7K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
314
New
$23.58 - $25.5 $7.4K - $8.01K
314 $7K
GTLB
Gitlab Inc.

Technology
124
New
$40.84 - $56.2 $5.06K - $6.97K
124 $6K
DEO
Diageo PLC

Consumer Defensive
40
New
$120.02 - $140.77 $4.8K - $5.63K
40 $5K
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
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