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
AVGO
Broadcom Inc.

Technology
812
+ 1211.94%
$167.43 - $244.7 $136K - $199K
879 $147K
RRC
Range Resources Corp

Energy
3.29K
New
$35.22 - $41.29 $116K - $136K
3.29K $131K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
791
+ 3766.67%
$165.25 - $224.62 $131K - $178K
812 $134K
CME
Cme Group Inc.

Financial Services
490
New
$225.82 - $266.54 $111K - $131K
490 $129K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
5.75K
+ 28.37%
$24.88 - $26.85 $143K - $154K
26K $657K
FIS
Fidelity National Information Services, Inc.

Technology
1.77K
+ 140.63%
$68.12 - $83.42 $121K - $148K
3.03K $226K
CINF
Cincinnati Financial Corp

Financial Services
683
+ 14.13%
$133.67 - $147.81 $91.3K - $101K
5.52K $814K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.23K
+ 198.55%
$91.45 - $91.75 $113K - $113K
1.85K $170K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.21K
New
$87.68 - $94.52 $106K - $115K
1.21K $113K
NEE
Nextera Energy Inc

Utilities
1.64K
+ 33.19%
$66.96 - $76.16 $110K - $125K
6.59K $467K
MPLX
Mplx LP

Energy
1.46K
+ 27.09%
$47.88 - $54.65 $69.9K - $79.8K
6.85K $366K
JCI
Johnson Controls International PLC

Industrials
1.34K
New
$76.12 - $90.6 $102K - $121K
1.34K $107K
STZ
Constellation Brands, Inc.

Consumer Defensive
579
New
$161.05 - $222.93 $93.2K - $129K
579 $106K
O
Realty Income Corp

Real Estate
1.38K
+ 23.9%
$51.67 - $58.49 $71.3K - $80.7K
7.15K $414K
FANG
Diamondback Energy, Inc.

Energy
663
+ 145.08%
$139.9 - $180.18 $92.8K - $119K
1.12K $179K
TPL
Texas Pacific Land Corp

Energy
40
+ 16.74%
$1180.08 - $1431.01 $47.2K - $57.2K
279 $369K
AUB
Atlantic Union Bankshares Corp

Financial Services
3.31K
New
$30.68 - $39.07 $102K - $129K
3.31K $103K
DELL
Dell Technologies Inc.

Technology
1.3K
+ 182.79%
$90.34 - $124.66 $117K - $162K
2.01K $182K
PR
Permian Resources Corporation

Energy
7.34K
+ 344.02%
$12.33 - $16.0 $90.5K - $117K
9.47K $131K
MMM
3 M CO

Industrials
656
+ 542.15%
$129.7 - $155.12 $85.1K - $102K
777 $114K
ASML
Asml Holding Nv

Technology
147
New
$662.63 - $776.99 $97.4K - $114K
147 $97K
MS
Morgan Stanley

Financial Services
803
+ 2676.67%
$111.68 - $141.08 $89.7K - $113K
833 $97K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
934
New
$80.4 - $103.55 $75.1K - $96.7K
934 $94K
GNRC
Generac Holdings Inc.

Industrials
736
New
$126.65 - $164.06 $93.2K - $121K
736 $93K
FOX
Fox Corp Cl B (De)

Communication Services
1.77K
New
$45.64 - $54.23 $80.6K - $95.8K
1.77K $93K
IP
International Paper CO

Consumer Cyclical
1.75K
New
$49.38 - $60.09 $86.2K - $105K
1.75K $93K
STT
State Street Corp

Financial Services
1.04K
New
$84.47 - $102.23 $88K - $107K
1.04K $93K
BK
Bank Of New York Mellon Corp

Financial Services
1.12K
New
$75.42 - $88.95 $84.2K - $99.4K
1.12K $93K
TER
Teradyne, Inc

Technology
1.13K
New
$82.6 - $140.0 $93.1K - $158K
1.13K $93K
MTB
M&T Bank Corp

Financial Services
522
New
$170.47 - $201.98 $89K - $105K
522 $93K
CTAS
Cintas Corp

Industrials
76
+ 2.26%
$182.09 - $208.14 $13.8K - $15.8K
3.45K $708K
TRMB
Trimble Inc.

Technology
1.42K
New
$65.52 - $77.49 $92.7K - $110K
1.42K $92K
BAC
Bank Of America Corp

Financial Services
2.22K
New
$39.61 - $47.74 $88K - $106K
2.22K $92K
TMUS
T Mobile Us, Inc.

Communication Services
348
New
$211.3 - $272.83 $73.5K - $94.9K
348 $92K
ZBRA
Zebra Technologies Corp

Technology
326
New
$271.72 - $421.11 $88.6K - $137K
326 $92K
SNY
Sanofi

Healthcare
1.67K
New
$48.15 - $59.42 $80.3K - $99.1K
1.67K $92K
COF
Capital One Financial Corp

Financial Services
516
New
$163.87 - $209.82 $84.6K - $108K
516 $92K
GLW
Corning Inc

Technology
2.03K
New
$44.91 - $54.25 $91.1K - $110K
2.03K $92K
RJF
Raymond James Financial Inc

Financial Services
663
New
$137.62 - $172.64 $91.2K - $114K
663 $92K
NDAQ
Nasdaq, Inc.

Financial Services
1.2K
New
$72.17 - $83.76 $86.8K - $101K
1.2K $91K
NI
Nisource Inc.

Utilities
2.28K
New
$35.57 - $41.23 $81K - $93.9K
2.28K $91K
KR
Kroger CO

Consumer Defensive
1.36K
New
$58.36 - $67.72 $79.3K - $92K
1.36K $91K
TXT
Textron Inc

Industrials
1.27K
New
$70.19 - $81.2 $89.3K - $103K
1.27K $91K
FFIV
F5, Inc.

Technology
342
New
$251.75 - $310.6 $86.1K - $106K
342 $91K
EBAY
Ebay Inc

Consumer Cyclical
1.35K
New
$61.61 - $70.93 $82.9K - $95.5K
1.35K $91K
WELL
Welltower Inc.

Real Estate
599
New
$124.05 - $156.86 $74.3K - $94K
599 $91K
BX
Blackstone Inc.

Financial Services
657
+ 1460.0%
$136.53 - $186.74 $89.7K - $123K
702 $98K
ETR
Entergy Corp

Utilities
1.07K
New
$75.26 - $87.89 $80.6K - $94.1K
1.07K $91K
BKR
Baker Hughes CO

Energy
2.09K
New
$41.16 - $48.85 $85.9K - $102K
2.09K $91K
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
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