Org Partners LLC Sells in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-740
- 14.12%
$129.96 - $144.97 $96.2K - $107K
4.5K $627K
EMR
Emerson Electric CO

Industrials
-684
- 41.25%
$108.13 - $134.33 $74K - $91.9K
974 $120K
AEM
Agnico Eagle Mines LTD

Basic Materials
-755
- 91.07%
$75.99 - $88.85 $57.4K - $67.1K
74 $5K
EIX
Edison International

Utilities
-250
- 4.52%
$77.93 - $88.36 $19.5K - $22.1K
5.29K $422K
PEP
Pepsico Inc

Consumer Defensive
-82
- 3.29%
$151.29 - $176.1 $12.4K - $14.4K
2.41K $366K
SHW
Sherwin Williams CO

Basic Materials
-29
- 2.58%
$338.75 - $399.71 $9.82K - $11.6K
1.09K $371K
XLV
Select Sector Spdr Fund Health

ETFs
-262
- 22.72%
$136.28 - $154.74 $35.7K - $40.5K
891 $122K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-500
- 94.34%
$82.28 - $117.52 $41.1K - $58.8K
30 $2K
BNDX
Vanguard Total International B

ETFs
-924
- 14.92%
$48.91 - $50.61 $45.2K - $46.8K
5.27K $258K
AZN
Astrazeneca PLC

Healthcare
-560
- 45.9%
$63.2 - $79.58 $35.4K - $44.6K
660 $43K
XLE
Energy Sector Spdr

ETFs
-541
- 24.77%
$83.32 - $97.27 $45.1K - $52.6K
1.64K $140K
AOS
Smith A O Corp

Industrials
-38
- 1.72%
$68.02 - $88.94 $2.58K - $3.38K
2.17K $147K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-630
- 85.14%
$76.21 - $82.24 $48K - $51.8K
110 $8K
LTC
Ltc Properties Inc

Real Estate
-459
- 3.01%
$34.42 - $39.44 $15.8K - $18.1K
14.8K $511K
COP
Conocophillips

Energy
-85
- 1.38%
$95.12 - $114.72 $8.09K - $9.75K
6.05K $600K
NKE
Nike, Inc.

Consumer Cyclical
-1
- 0.03%
$73.36 - $89.13 $73.4 - $89.1
3.62K $273K
CHE
Chemed Corp

Healthcare
-15
- 3.1%
$517.44 - $613.19 $7.76K - $9.2K
469 $248K
GOLD
Barrick Gold Corp

Basic Materials
-1.97K
- 73.32%
$15.23 - $21.19 $29.9K - $41.6K
715 $11K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.07K
- 13.55%
$49.03 - $53.35 $52.4K - $57K
6.81K $349K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-815
- 28.35%
$43.6 - $47.2 $35.5K - $38.5K
2.06K $89K
ROP
Roper Technologies Inc

Industrials
-17
- 2.13%
$519.85 - $575.95 $8.84K - $9.79K
782 $406K
KO
Coca Cola CO

Consumer Defensive
-67
- 1.95%
$61.74 - $71.71 $4.14K - $4.8K
3.37K $209K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-305
- 1.74%
$51.58 - $52.91 $15.7K - $16.1K
17.2K $890K
OHI
Omega Healthcare Investors Inc

Real Estate
-43
- 0.35%
$37.51 - $42.56 $1.61K - $1.83K
12.3K $463K
EL
Estee Lauder Companies Inc

Consumer Defensive
-297
- 59.76%
$62.74 - $97.24 $18.6K - $28.9K
200 $14K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-1K
- 98.04%
$29.11 - $38.87 $29.1K - $38.9K
20 $0
VGIT
Vanguard Intermediate Term Tre

ETFs
-338
- 5.51%
$57.78 - $60.4 $19.5K - $20.4K
5.8K $336K
AFL
Aflac Inc

Financial Services
-100
- 3.74%
$100.37 - $115.27 $10K - $11.5K
2.57K $266K
TGT
Target Corp

Consumer Defensive
-48
- 3.82%
$121.59 - $160.69 $5.84K - $7.71K
1.21K $163K
ELV
Elevance Health, Inc.

Healthcare
-37
- 31.09%
$365.96 - $514.62 $13.5K - $19K
82 $30K
GD
General Dynamics Corp

Industrials
-18
- 2.66%
$260.28 - $314.03 $4.69K - $5.65K
659 $173K
BCE
Bce Inc

Communication Services
-142
- 6.07%
$22.53 - $34.84 $3.2K - $4.95K
2.2K $50K
IVW
Ishares S&P 500 Growth ETF

ETFs
-610
- 10.75%
$94.43 - $105.47 $57.6K - $64.3K
5.06K $514K
CL
Colgate Palmolive CO

Consumer Defensive
-1
- 0.05%
$90.22 - $102.31 $90.2 - $102
2.14K $194K
MDT
Medtronic PLC

Healthcare
-66
- 3.0%
$79.61 - $92.24 $5.25K - $6.09K
2.13K $170K
PGR
Progressive Corp

Financial Services
-18
- 1.1%
$239.6 - $268.88 $4.31K - $4.84K
1.62K $388K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-383
- 0.84%
$50.73 - $51.08 $19.4K - $19.6K
45.2K $2.3M
SBGSY
Schneider Electric Se Unsponso

Industrials
-144
- 2.45%
$49.64 - $53.44 $7.15K - $7.7K
5.74K $285K
FNV
Franco Nevada Corp

Basic Materials
-184
- 36.15%
$113.26 - $137.22 $20.8K - $25.2K
325 $38K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-56
- 1.9%
$34.66 - $42.95 $1.94K - $2.41K
2.89K $102K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-349
- 2.57%
$27.51 - $29.16 $9.6K - $10.2K
13.3K $372K
ECL
Ecolab Inc.

Basic Materials
-24
- 2.68%
$234.32 - $261.43 $5.62K - $6.27K
873 $204K
ICLR
Icon PLC

Healthcare
-43
- 23.24%
$187.22 - $297.57 $8.05K - $12.8K
142 $29K
IQV
Iqvia Holdings Inc.

Healthcare
-7
- 1.35%
$190.97 - $236.63 $1.34K - $1.66K
513 $100K
DVN
Devon Energy Corp

Energy
-406
- 26.48%
$30.52 - $42.96 $12.4K - $17.4K
1.13K $36K
IVE
Ishares S&P 500 Value ETF

ETFs
-92
- 13.49%
$189.5 - $206.17 $17.4K - $19K
590 $112K
GFI
Gold Fields LTD

Basic Materials
-1.31K
- 85.29%
$13.16 - $18.91 $17.2K - $24.7K
225 $2K
SLB
Schlumberger Limited

Energy
-479
- 78.91%
$36.83 - $45.59 $17.6K - $21.8K
128 $4K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-2.42K
- 1.99%
$52.0 - $55.66 $126K - $135K
120K $6.39M
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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