Org Wealth Partners, LLC Purchases in Q3 2024

Org Wealth Partners, LLC

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Core Scientific Inc
8.96M
New
N/A
8.96M $106B
Core Scientific Inc New Wt Exp Tranche 1
5.08M
New
N/A
5.08M $34.2B
AGNC
Agnc Investment Corp.

Real Estate
1.67M
New
$9.48 - $10.66 $15.8M - $17.8M
1.67M $17.5B
1/100 Berkshire Htwy A
2.2K
New
N/A
2.2K $15.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
27.7K
New
$405.19 - $478.57 $11.2M - $13.2M
27.7K $12.7B
ET
Energy Transfer LP

Energy
344K
New
$15.43 - $16.44 $5.31M - $5.65M
344K $5.52B
ABT
Abbott Laboratories

Healthcare
41K
New
$100.07 - $118.13 $4.1M - $4.84M
41K $4.67B
XOM
Exxon Mobil Corp

Energy
36.1K
New
$109.72 - $119.0 $3.96M - $4.3M
36.1K $4.23B
AAPL
Apple Inc.

Technology
15.3K
New
$207.23 - $234.82 $3.17M - $3.59M
15.3K $3.57B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
35.2K
New
$100.3 - $100.74 $3.53M - $3.55M
35.2K $3.55B
AMZN
Amazon Com Inc

Consumer Cyclical
17.2K
New
$161.02 - $200.0 $2.76M - $3.43M
17.2K $3.2B
NVDA
Nvidia Corp

Technology
23.2K
New
$98.91 - $134.91 $2.29M - $3.12M
23.2K $2.81B
MSFT
Microsoft Corp

Technology
6.16K
New
$395.15 - $467.56 $2.43M - $2.88M
6.16K $2.65B
ABBV
Abb Vie Inc.

Healthcare
13K
New
$163.84 - $199.33 $2.13M - $2.59M
13K $2.57B
Hines Global Income Trus
240K
New
N/A
240K $2.41B
GOOG
Alphabet Inc.

Communication Services
11.9K
New
$149.54 - $192.66 $1.78M - $2.29M
11.9K $1.99B
EPD
Enterprise Products Partners L.P.

Energy
58.6K
New
$27.88 - $30.0 $1.63M - $1.76M
58.6K $1.71B
Dir Daily 20 Year Trsry
29K
New
N/A
29K $1.67B
MBB
Ishares Tr

ETFs
17.4K
New
$90.85 - $96.66 $1.58M - $1.68M
17.4K $1.66B
Blueprint Chesapk Mlt
48.9K
New
N/A
48.9K $1.21B
LLY
Eli Lilly & CO

Healthcare
1.34K
New
$772.14 - $960.02 $1.03M - $1.29M
1.34K $1.19B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
11K
New
$72.18 - $107.33 $794K - $1.18M
11K $1.17B
WMT
Walmart Inc.

Consumer Defensive
14.3K
New
$66.91 - $81.4 $955K - $1.16M
14.3K $1.15B
MUB
Ishares National Muni Bond ETF

ETFs
10.6K
New
$106.13 - $108.7 $1.12M - $1.15M
10.6K $1.15B
SHW
Sherwin Williams CO

Basic Materials
2.49K
New
$294.65 - $384.0 $734K - $956K
2.49K $951M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
45K
New
$20.0 - $20.91 $901K - $942K
45K $929M
AFL
Aflac Inc

Financial Services
7.71K
New
$88.52 - $111.8 $683K - $862K
7.71K $862M
CAT
Caterpillar Inc

Industrials
2.19K
New
$316.8 - $391.12 $693K - $855K
2.19K $856M
CTA
Simplify Exch Traded Fds Simpl

ETFs
32.1K
New
$25.73 - $27.07 $827K - $870K
32.1K $835M
DGRO
Ishares Core Dividend Growth E

ETFs
13.3K
New
$57.47 - $62.76 $765K - $836K
13.3K $835M
ADP
Automatic Data Processing Inc

Industrials
2.95K
New
$233.44 - $279.45 $688K - $823K
2.95K $816M
PG
Procter & Gamble CO

Consumer Defensive
4.71K
New
$160.76 - $177.82 $757K - $837K
4.71K $815M
CB
Chubb LTD

Financial Services
2.79K
New
$252.51 - $292.2 $704K - $815K
2.79K $804M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
7.34K
New
$95.1 - $106.76 $698K - $783K
7.34K $783M
KWEB
Kraneshares Tr Csi China Inter

ETFs
22.4K
New
$24.73 - $34.02 $555K - $763K
22.4K $763M
IBM
International Business Machines Corp

Technology
3.38K
New
$175.1 - $223.38 $591K - $754K
3.38K $747M
QCOM
Qualcomm Inc

Technology
4.36K
New
$156.12 - $209.64 $681K - $914K
4.36K $741M
CTAS
Cintas Corp

Industrials
3.58K
New
$201.38 - $819.83 $720K - $2.93M
3.58K $736M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.97K
New
$162.64 - $179.3 $645K - $711K
3.97K $711M
ADBE
Adobe Inc.

Technology
1.37K
New
$508.13 - $586.55 $694K - $801K
1.37K $707M
GD
General Dynamics Corp

Industrials
2.32K
New
$279.51 - $308.09 $649K - $715K
2.32K $702M
NOW
Service Now, Inc.

Technology
780
New
$730.87 - $937.36 $570K - $731K
780 $698M
PNR
Pentair PLC

Industrials
7.12K
New
$74.39 - $97.79 $529K - $696K
7.12K $696M
CINF
Cincinnati Financial Corp

Financial Services
5.1K
New
$115.7 - $138.2 $590K - $705K
5.1K $694M
MA
Mastercard Inc

Financial Services
1.4K
New
$429.6 - $500.99 $603K - $703K
1.4K $694M
ECL
Ecolab Inc.

Basic Materials
2.66K
New
$228.86 - $255.76 $608K - $680K
2.66K $679M
BRO
Brown & Brown, Inc.

Financial Services
6.5K
New
$89.11 - $105.82 $579K - $688K
6.5K $674M
V
Visa Inc.

Financial Services
2.41K
New
$253.74 - $291.56 $611K - $702K
2.41K $662M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
22.5K
New
$28.82 - $30.15 $650K - $680K
22.5K $659M
Activity Summary
Buys All Purchases 481 New Holdings 481 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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