Org Wealth Partners, LLC Purchases in Q1 2025

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
105K
+ 68146.75%
$50.39 - $50.66 $5.29M - $5.32M
105K $5.32M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
43.4K
+ 4924.83%
$100.34 - $100.68 $4.36M - $4.37M
44.3K $4.46M
WMT
Walmart Inc.

Consumer Defensive
34.6K
+ 260.64%
$84.5 - $105.05 $2.93M - $3.64M
47.9K $4.21M
XOM
Exxon Mobil Corp

Energy
21.7K
+ 65.23%
$105.44 - $118.93 $2.28M - $2.57M
54.8K $6.52M
PLTR
Palantir Technologies Inc.

Technology
31.9K
+ 1756.88%
$64.98 - $124.62 $2.08M - $3.98M
33.8K $2.85M
JPM
Jpmorgan Chase & CO

Financial Services
8.88K
+ 425.29%
$225.19 - $279.95 $2M - $2.49M
11K $2.69M
ABBV
Abb Vie Inc.

Healthcare
8.02K
+ 54.13%
$169.2 - $216.66 $1.36M - $1.74M
22.8K $4.78M
IBM
International Business Machines Corp

Technology
7.89K
+ 251.95%
$217.4 - $264.74 $1.72M - $2.09M
11K $2.74M
NVDA
Nvidia Corp

Technology
22.1K
+ 93.3%
$106.98 - $149.43 $2.36M - $3.3M
45.8K $4.96M
COST
Costco Wholesale Corp

Consumer Defensive
1.76K
+ 1080.98%
$890.62 - $1076.86 $1.57M - $1.9M
1.93K $1.82M
AAPL
Apple Inc.

Technology
8.94K
+ 56.96%
$209.68 - $247.1 $1.87M - $2.21M
24.6K $5.47M
HD
Home Depot, Inc.

Consumer Cyclical
4.25K
+ 458.53%
$347.25 - $424.87 $1.47M - $1.8M
5.17K $1.9M
HON
Honeywell International Inc

Industrials
7.17K
New
$202.75 - $226.52 $1.45M - $1.62M
7.17K $1.52M
AMZN
Amazon Com Inc

Consumer Cyclical
10.3K
+ 62.87%
$190.26 - $242.06 $1.96M - $2.49M
26.7K $5.07M
PFE
Pfizer Inc

Healthcare
57.1K
+ 2701.61%
$25.01 - $27.13 $1.43M - $1.55M
59.2K $1.5M
PHYS
Sprott Physical Gold Trust

Financial Services
59.7K
+ 5735.58%
$20.25 - $24.06 $1.21M - $1.44M
60.7K $1.46M
AMGN
Amgen Inc

Healthcare
4.28K
+ 348.74%
$258.59 - $327.36 $1.11M - $1.4M
5.51K $1.72M
OKTA
Okta, Inc.

Technology
12.7K
New
$78.83 - $116.72 $1M - $1.49M
12.7K $1.34M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
44.6K
New
$24.39 - $35.22 $1.09M - $1.57M
44.6K $1.32M
ABT
Abbott Laboratories

Healthcare
3.37K
+ 7.88%
$111.1 - $140.22 $375K - $473K
46.2K $6.12M
SCCO
Southern Copper Corp

Basic Materials
13.4K
New
$85.92 - $101.48 $1.15M - $1.36M
13.4K $1.25M
SHOP
Shopify Inc.

Technology
13.7K
+ 214.46%
$90.59 - $129.31 $1.25M - $1.78M
20.2K $1.92M
EOG
Eog Resources Inc

Energy
9.54K
+ 7171.43%
$120.54 - $138.05 $1.15M - $1.32M
9.67K $1.24M
URI
United Rentals, Inc.

Industrials
1.96K
+ 5289.19%
$594.17 - $789.56 $1.16M - $1.55M
1.99K $1.25M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
9.27K
New
$120.5 - $145.97 $1.12M - $1.35M
9.27K $1.22M
AGNC
Agnc Investment Corp.

Real Estate
121K
+ 1590.78%
$9.12 - $10.54 $1.1M - $1.27M
128K $1.23M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
79.9K
New
$13.05 - $13.97 $1.04M - $1.12M
79.9K $1.09M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.96K
+ 21107.14%
$308.86 - $455.36 $913K - $1.35M
2.97K $1.05M
VZ
Verizon Communications Inc

Communication Services
23K
New
$37.81 - $46.49 $869K - $1.07M
23K $1.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.6K
+ 14922.52%
$57.21 - $65.8 $948K - $1.09M
16.7K $972K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
73.3K
+ 1173.12%
$12.04 - $13.32 $883K - $977K
79.6K $999K
CVX
Chevron Corp

Energy
5.28K
+ 438.26%
$146.71 - $167.97 $775K - $887K
6.49K $1.09M
WDAY
Workday, Inc.

Technology
4.05K
+ 252.02%
$233.53 - $277.82 $945K - $1.12M
5.65K $1.32M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.5K
New
$56.17 - $59.71 $873K - $928K
15.5K $887K
SNOW
Snowflake Inc.

Technology
6.01K
New
$146.16 - $192.78 $878K - $1.16M
6.01K $877K
IVV
Ishares Core S&P 500 ETF

ETFs
1.5K
New
$554.06 - $615.85 $829K - $921K
1.5K $840K
NTNX
Nutanix, Inc.

Technology
11.6K
+ 2535.75%
$61.28 - $77.44 $709K - $895K
12K $839K
TSLA
Tesla, Inc.

Consumer Cyclical
3.7K
+ 336.31%
$222.15 - $428.22 $821K - $1.58M
4.8K $1.24M
QCOM
Qualcomm Inc

Technology
4.95K
+ 119.43%
$151.94 - $175.86 $753K - $871K
9.1K $1.4M
COP
Conocophillips

Energy
5.92K
+ 853.31%
$88.6 - $105.85 $525K - $627K
6.62K $694K
SOXX
Ishares Semiconductor ETF

ETFs
3.15K
+ 950.15%
$188.17 - $235.81 $592K - $742K
3.48K $654K
IEFA
Ishares Tr

ETFs
7.72K
New
$69.57 - $78.65 $537K - $607K
7.72K $583K
EPD
Enterprise Products Partners L.P.

Energy
11.7K
+ 21.82%
$31.75 - $34.14 $372K - $400K
65.3K $2.23M
EQT
Eqt Corp

Energy
10.3K
New
$46.16 - $54.25 $474K - $558K
10.3K $549K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.67K
+ 125.55%
$102.49 - $119.96 $581K - $680K
10.2K $1.06M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.31K
New
$95.85 - $99.25 $509K - $527K
5.31K $525K
OKE
Oneok Inc

Energy
5.27K
+ 269.59%
$89.57 - $109.85 $472K - $578K
7.22K $716K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.55K
+ 3377.14%
$128.74 - $138.67 $457K - $492K
3.65K $495K
CAH
Cardinal Health Inc

Healthcare
2.86K
+ 65.89%
$118.02 - $137.77 $338K - $394K
7.2K $992K
Activity Summary
Buys All Purchases 502 New Holdings 328 Increased Positions 174 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth 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 Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email