Org Partners LLC Reduced Holdings in Q3 2025

Org Partners LLC

  • $450 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MNST
Monster Beverage Corp

Consumer Defensive
-1.35K
- 23.43%
$58.65 - $67.31 $79.1K - $90.7K
4.41K $296K
NEE
Nextera Energy Inc

Utilities
-1.1K
- 24.41%
$69.77 - $77.54 $77K - $85.5K
3.42K $257K
RDVY
First Trust Rising Dividend Ac

ETFs
-15.4K
- 7.09%
$62.38 - $67.29 $959K - $1.03M
202K $13.6M
UNH
Unitedhealth Group Inc

Healthcare
-270
- 22.78%
$237.77 - $353.61 $64.2K - $95.5K
915 $315K
BCE
Bce Inc

Communication Services
-2.49K
- 65.76%
$22.63 - $25.74 $56.4K - $64.2K
1.3K $30K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-69
- 2.39%
$38.58 - $58.24 $2.66K - $4.02K
2.82K $110K
ACN
Accenture PLC

Technology
-50
- 6.63%
$232.56 - $304.78 $11.6K - $15.2K
704 $173K
IEF
Ishares Barclays

ETFs
-697
- 3.0%
$93.91 - $97.26 $65.5K - $67.8K
22.5K $2.17M
ESAB
Esab Corp

Industrials
-333
- 28.15%
$108.14 - $134.17 $36K - $44.7K
850 $94K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-838
- 46.87%
$96.73 - $137.09 $81.1K - $115K
950 $125K
IBM
International Business Machines Corp

Technology
-25
- 0.9%
$234.77 - $292.47 $5.87K - $7.31K
2.76K $778K
EPI
Wisdomtree Tr India Earnings F

ETFs
-836
- 70.79%
$43.79 - $47.63 $36.6K - $39.8K
345 $15K
JNUG
Direxion Shs ETF Tr Daily Jr G

ETFs
-886
- 70.15%
$70.63 - $163.01 $62.6K - $144K
377 $61K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-152
- 32.83%
$196.15 - $217.83 $29.8K - $33.1K
311 $62K
LLY
Eli Lilly & CO

Healthcare
-21
- 1.58%
$625.65 - $812.69 $13.1K - $17.1K
1.31K $998K
DE
Deere & CO

Industrials
-6
- 0.88%
$457.26 - $524.37 $2.74K - $3.15K
677 $309K
OKTA
Okta, Inc.

Technology
-333
- 70.25%
$88.51 - $101.1 $29.5K - $33.7K
141 $12K
ABT
Abbott Laboratories

Healthcare
-189
- 5.47%
$120.51 - $136.62 $22.8K - $25.8K
3.27K $437K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-1.71K
- 7.56%
$19.68 - $19.97 $33.7K - $34.2K
20.9K $415K
PAYX
Paychex Inc

Industrials
-200
- 55.25%
$126.69 - $147.99 $25.3K - $29.6K
162 $20K
SHV
Ishares Tr

ETFs
-279
- 4.22%
$110.06 - $110.49 $30.7K - $30.8K
6.34K $700K
BRSP
Bright Spire Capital, Inc.

Real Estate
-7K
- 35.06%
$4.91 - $5.94 $34.4K - $41.6K
13K $70K
TTE
Total Energies Se

Energy
-440
- 11.9%
N/A
3.26K $223K
DCOMP
Dime Cmnty Bancshares Inc New

Financial Services
-1.5K
- 21.74%
$18.64 - $20.52 $28K - $30.8K
5.4K $103K
NU
Nu Holdings Ltd.

Financial Services
-2.14K
- 91.83%
$11.92 - $16.3 $25.4K - $34.8K
190 $3K
CDW
Cdw Corp

Technology
-149
- 94.9%
$156.97 - $182.84 $23.4K - $27.2K
8 $1K
CAH
Cardinal Health Inc

Healthcare
-39
- 2.04%
$146.04 - $167.63 $5.7K - $6.54K
1.87K $294K
CL
Colgate Palmolive CO

Consumer Defensive
-27
- 1.25%
$79.36 - $93.33 $2.14K - $2.52K
2.13K $169K
FISV
Fiserv Inc

Technology
-196
- 46.01%
N/A
230 $28K
DOV
Dover Corp

Industrials
-120
- 44.94%
$165.59 - $190.9 $19.9K - $22.9K
147 $24K
ADP
Automatic Data Processing Inc

Industrials
-26
- 2.63%
$288.69 - $310.94 $7.51K - $8.08K
964 $282K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-522
- 11.66%
$148.97 - $165.88 $77.8K - $86.6K
3.96K $650K
CHWY
Chewy, Inc.

Consumer Cyclical
-500
- 99.8%
$34.27 - $42.33 $17.1K - $21.2K
1 $0
CMCSA
Comcast Corp

Communication Services
-275
- 10.04%
$31.41 - $36.33 $8.64K - $9.99K
2.46K $77K
WM
Waste Management Inc

Industrials
-52
- 5.21%
$213.88 - $237.1 $11.1K - $12.3K
946 $208K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-151
- 6.86%
$60.9 - $70.75 $9.2K - $10.7K
2.05K $128K
SNWGF
Snowline Gold Corp Com Shs (Ca
-3.98K
- 61.85%
$5.86 - $7.99 $23.3K - $31.8K
2.46K $19K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-537
- 5.5%
$43.1 - $44.6 $23.1K - $24K
9.23K $408K
IR
Ingersoll Rand Inc.

Industrials
-199
- 80.89%
$74.98 - $89.02 $14.9K - $17.7K
47 $3K
NTAP
Net App, Inc.

Technology
-148
- 78.72%
$101.1 - $126.36 $15K - $18.7K
40 $4K
CARR
Carrier Global Corp

Industrials
-93
- 12.33%
$58.75 - $80.73 $5.46K - $7.51K
661 $39K
PGR
Progressive Corp

Financial Services
-38
- 13.33%
$238.61 - $264.3 $9.07K - $10K
247 $60K
IGV
Ishares Expanded Tech Software

ETFs
-325
- 8.5%
$105.96 - $117.79 $34.4K - $38.3K
3.5K $402K
IRM
Iron Mountain Inc

Real Estate
-134
- 11.24%
$89.46 - $104.46 $12K - $14K
1.06K $107K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-175
- 61.4%
$82.96 - $95.7 $14.5K - $16.7K
110 $9K
AON
Aon PLC

Financial Services
-42
- 21.88%
$350.91 - $375.27 $14.7K - $15.8K
150 $53K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-439
- 11.44%
$53.48 - $56.56 $23.5K - $24.8K
3.4K $192K
EA
Electronic Arts Inc.

Communication Services
-127
- 50.6%
$147.79 - $202.05 $18.8K - $25.7K
124 $25K
SBUX
Starbucks Corp

Consumer Cyclical
-32
- 1.79%
$81.9 - $96.86 $2.62K - $3.1K
1.75K $148K
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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