Org Wealth Partners, LLC Purchases in Q4 2024

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
22
New
$664750.0 - $724132.5 $14.6M - $15.9M
22 $15M
O
Realty Income Corp

Real Estate
5.77K
New
$51.76 - $64.71 $299K - $373K
5.77K $308K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.33K
New
$49.79 - $51.14 $265K - $272K
5.33K $266K
DC
Dakota Gold Corp.

Basic Materials
91.6K
New
$2.08 - $2.51 $191K - $230K
91.6K $200K
ODV
Osisko Development Corp.

Basic Materials
116K
New
$1.41 - $2.67 $163K - $309K
116K $187K
CSGP
Costar Group, Inc.

Real Estate
2.49K
New
$69.7 - $81.97 $173K - $204K
2.49K $178K
VUG
Vanguard Growth ETF

ETFs
348
New
$378.79 - $428.11 $132K - $149K
348 $142K
ZVIA
Zevia Pbc

Consumer Defensive
30.7K
New
$1.03 - $4.19 $31.6K - $129K
30.7K $128K
CEIX
Consol Energy Inc.

Energy
963
New
$101.36 - $133.33 $97.6K - $128K
963 $102K
OSCR
Oscar Health, Inc.

Healthcare
7.43K
New
$13.38 - $20.63 $99.5K - $153K
7.43K $99K
VOE
Vanguard Mid Cap Value Index F

ETFs
527
New
$160.89 - $176.18 $84.8K - $92.8K
527 $85K
PH
Parker Hannifin Corp

Industrials
131
New
$621.74 - $709.46 $81.4K - $92.9K
131 $83K
ACWI
Ishares Msci Acwi ETF

ETFs
703
New
$117.05 - $123.03 $82.3K - $86.5K
703 $82K
DELL
Dell Technologies Inc.

Technology
709
New
$111.96 - $144.21 $79.4K - $102K
709 $81K
AIG
American International Group, Inc.

Financial Services
1.06K
New
$70.0 - $79.22 $74.1K - $83.8K
1.06K $77K
PCAR
Paccar Inc

Industrials
732
New
$97.92 - $118.41 $71.7K - $86.7K
732 $76K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
6.25K
New
$11.91 - $14.14 $74.4K - $88.4K
6.25K $76K
MET
Metlife Inc

Financial Services
911
New
$78.15 - $88.25 $71.2K - $80.4K
911 $74K
CDW
Cdw Corp

Technology
398
New
$171.49 - $225.64 $68.3K - $89.8K
398 $69K
IGIC
International General Insurance Holdings Ltd.

Financial Services
2.54K
New
$18.49 - $26.6 $46.9K - $67.4K
2.54K $60K
MLM
Martin Marietta Materials Inc

Basic Materials
110
New
$516.5 - $619.58 $56.8K - $68.2K
110 $56K
CRL
Charles River Laboratories International, Inc.

Healthcare
301
New
$178.58 - $220.69 $53.8K - $66.4K
301 $55K
MSTR
Microstrategy Inc

Technology
175
New
$162.69 - $473.83 $28.5K - $82.9K
175 $50K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
174
New
$173.13 - $258.09 $30.1K - $44.9K
174 $40K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
279
New
$107.0 - $142.46 $29.9K - $39.7K
279 $36K
DASH
Door Dash, Inc.

Communication Services
212
New
$141.93 - $180.48 $30.1K - $38.3K
212 $35K
CI
Cigna Corp

Healthcare
124
New
$265.59 - $358.58 $32.9K - $44.5K
124 $34K
CVNA
Carvana Co.

Consumer Cyclical
169
New
$175.8 - $260.8 $29.7K - $44.1K
169 $34K
ESAB
Esab Corp

Industrials
287
New
$102.05 - $135.08 $29.3K - $38.8K
287 $34K
TPG
Tpg Inc.

Financial Services
531
New
$58.29 - $71.51 $31K - $38K
531 $33K
APG
A Pi Group Corp

Industrials
932
New
$31.48 - $39.26 $29.3K - $36.6K
932 $33K
VNO
Vornado Realty Trust

Real Estate
753
New
$38.63 - $45.76 $29.1K - $34.5K
753 $31K
INFA
Informatica Inc.

Technology
1.22K
New
$23.96 - $27.39 $29.2K - $33.3K
1.22K $31K
LEN
Lennar Corp

Consumer Cyclical
233
New
$136.2 - $188.96 $31.7K - $44K
233 $31K
AWI
Armstrong World Industries Inc

Industrials
223
New
$133.26 - $162.01 $29.7K - $36.1K
223 $31K
PR
Permian Resources Corporation

Energy
2.13K
New
$13.41 - $16.21 $28.6K - $34.6K
2.13K $30K
LYFT
Lyft, Inc.

Technology
2.39K
New
$12.36 - $18.59 $29.6K - $44.5K
2.39K $30K
ITT
Itt Inc.

Industrials
207
New
$140.12 - $159.62 $29K - $33K
207 $29K
X
United States Steel Corp

Basic Materials
869
New
$30.14 - $42.31 $26.2K - $36.8K
869 $29K
AYI
Acuity Brands Inc

Industrials
98
New
$292.13 - $333.45 $28.6K - $32.7K
98 $28K
MAS
Masco Corp

Industrials
375
New
$72.52 - $85.73 $27.2K - $32.1K
375 $27K
URI
United Rentals, Inc.

Industrials
37
New
$704.44 - $880.32 $26.1K - $32.6K
37 $26K
ATI
Allegheny Technologies Inc

Industrials
460
New
$52.71 - $65.96 $24.2K - $30.3K
460 $25K
PSN
Parsons Corp

Industrials
280
New
$92.25 - $113.31 $25.8K - $31.7K
280 $25K
STLD
Steel Dynamics Inc

Basic Materials
246
New
N/A
246 $24K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
43
New
$563.99 - $620.12 $24.3K - $26.7K
43 $24K
ONTO
Onto Innovation Inc.

Technology
142
New
$158.54 - $225.02 $22.5K - $32K
142 $23K
BLD
Top Build Corp

Industrials
57
New
$308.96 - $414.77 $17.6K - $23.6K
57 $17K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
92
New
$81.34 - $96.75 $7.48K - $8.9K
92 $7K
Activity Summary
Buys All Purchases 189 New Holdings 89 Increased Positions 100 Sells All Sells 164 Reductions 163 Sold out 1 Options Calls 0 Puts 0
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