Org Partners LLC Reduced Holdings in Q3 2025

Org Partners LLC

  • $450 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-39.8K
- 82.92%
$49.09 - $50.58 $1.95M - $2.01M
8.19K $413K
NOCT
Innovator Growth 100 Power Buf

ETFs
-34.6K
- 55.21%
$54.27 - $56.81 $1.88M - $1.96M
28.1K $1.59M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-19.4K
- 81.02%
$72.01 - $74.44 $1.4M - $1.44M
4.55K $333K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-20.3K
- 12.14%
$46.51 - $50.07 $944K - $1.02M
147K $6.89M
GLD
Spdr Gold Trust

ETFs
-4.63K
- 61.0%
$300.96 - $355.47 $1.39M - $1.65M
2.96K $1.05M
VEA
Vanguard Ftse Developed Market

ETFs
-21.1K
- 65.21%
$56.02 - $60.3 $1.18M - $1.27M
11.3K $674K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-21K
- 45.1%
$50.82 - $51.09 $1.07M - $1.07M
25.6K $1.31M
FV
First Trust Dorsey Wright Focu

ETFs
-22.6K
- 16.1%
$59.23 - $62.14 $1.34M - $1.4M
118K $7.28M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-19.5K
- 98.7%
$48.5 - $50.19 $948K - $981K
258 $12K
XLP
Consumer Staples Sector Spdr

ETFs
-10.5K
- 97.28%
N/A
295 $22K
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.16K
- 97.12%
$282.75 - $294.19 $609K - $634K
64 $18K
FTNT
Fortinet, Inc.

Technology
-4.93K
- 94.06%
$74.39 - $107.65 $367K - $530K
311 $26K
OMFL
Invesco Exchange Traded Self I

ETFs
-9.63K
- 34.48%
$57.41 - $60.45 $553K - $582K
18.3K $1.1M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-26K
- 98.28%
$19.49 - $19.61 $506K - $510K
454 $8K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-24.4K
- 97.46%
$20.66 - $20.74 $504K - $506K
637 $13K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-24.9K
- 98.47%
$19.61 - $19.79 $488K - $492K
387 $7K
RTX
Raytheon Technologies Corp

Industrials
-3.2K
- 75.82%
$144.19 - $167.33 $461K - $535K
1.02K $170K
LMT
Lockheed Martin Corp

Industrials
-922
- 61.67%
$410.74 - $499.21 $379K - $460K
573 $286K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.34K
- 94.69%
$171.38 - $197.01 $401K - $461K
131 $25K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.59K
- 58.47%
$85.01 - $90.35 $390K - $415K
3.26K $291K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
-31.3K
- 27.64%
$11.75 - $12.05 $368K - $377K
82K $970K
EFG
Msci Eafe Growth ETF

ETFs
-3.33K
- 51.09%
$106.99 - $114.46 $356K - $381K
3.18K $362K
AXON
Axon Enterprise, Inc.

Industrials
-227
- 13.89%
$698.02 - $870.97 $158K - $198K
1.41K $1.01M
XLU
Utilities Sector Spdr

ETFs
-4.07K
- 79.94%
$81.14 - $87.32 $330K - $355K
1.02K $89K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.47K
- 23.57%
$91.44 - $91.77 $317K - $318K
11.2K $1.03M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.72K
- 19.35%
$62.09 - $66.51 $355K - $380K
23.8K $1.56M
HXL
Hexcel Corp

Industrials
-4.31K
- 95.86%
$57.15 - $64.88 $246K - $280K
186 $11K
ARCC
Ares Capital Corp

Financial Services
-9.38K
- 50.85%
$20.41 - $23.25 $191K - $218K
9.07K $185K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-4.82K
- 15.17%
$57.5 - $61.94 $277K - $299K
27K $1.67M
PANW
Palo Alto Networks Inc

Technology
-1.02K
- 30.29%
$167.06 - $208.19 $170K - $212K
2.35K $477K
FTV
Fortive Corp

Technology
-3.27K
- 74.08%
$46.55 - $53.34 $152K - $174K
1.14K $55K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.88K
- 4.19%
$45.6 - $46.92 $222K - $229K
111K $5.2M
DHR
Danaher Corp

Healthcare
-828
- 26.74%
$181.46 - $212.2 $150K - $176K
2.27K $449K
WFC
Wells Fargo & Company

Financial Services
-1.82K
- 39.49%
$77.05 - $85.16 $141K - $155K
2.8K $234K
CRWD
Crowd Strike Holdings, Inc.

Technology
-184
- 13.94%
$412.46 - $514.1 $75.9K - $94.6K
1.14K $557K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
-3.37K
- 18.4%
$43.8 - $46.03 $148K - $155K
15K $688K
CRM
Salesforce, Inc.

Technology
-313
- 37.76%
$231.66 - $273.65 $72.5K - $85.7K
516 $122K
CB
Chubb LTD

Financial Services
-342
- 38.38%
$265.99 - $289.59 $91K - $99K
549 $154K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-971
- 95.67%
$95.32 - $123.91 $92.6K - $120K
44 $4K
APD
Air Products & Chemicals, Inc.

Basic Materials
-303
- 34.04%
$265.78 - $299.3 $80.5K - $90.7K
587 $160K
ESS
Essex Property Trust, Inc.

Real Estate
-313
- 46.51%
N/A
360 $98K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-1.8K
- 48.76%
$48.07 - $51.26 $86.7K - $92.5K
1.9K $96K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
-1.6K
- 91.59%
$50.05 - $50.36 $80.1K - $80.6K
147 $7K
SPGI
S&P Global Inc.

Financial Services
-87
- 9.47%
$484.94 - $564.15 $42.2K - $49.1K
832 $404K
TDY
Teledyne Technologies Inc

Technology
-203
- 36.71%
$509.51 - $586.04 $103K - $119K
350 $205K
ISRG
Intuitive Surgical Inc

Healthcare
-76
- 16.67%
$433.66 - $544.47 $33K - $41.4K
380 $169K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-2.95K
- 30.89%
$29.18 - $31.13 $86.1K - $91.8K
6.6K $205K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.87K
- 5.95%
$45.26 - $46.63 $84.7K - $87.2K
29.6K $1.37M
KO
Coca Cola CO

Consumer Defensive
-593
- 8.56%
$65.67 - $71.67 $38.9K - $42.5K
6.33K $419K
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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