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
ATO
Atmos Energy Corp

Utilities
1.97K
New
$114.08 - $138.75 $225K - $274K
1.97K $274M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.48K
New
$162.83 - $179.16 $241K - $266K
1.48K $266M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.05K
New
$112.99 - $126.45 $232K - $259K
2.05K $258M
META
Meta Platforms, Inc.

Communication Services
447
New
$453.41 - $572.44 $203K - $256K
447 $256M
SYY
Sysco Corp

Consumer Defensive
3.21K
New
$69.16 - $78.98 $222K - $254K
3.21K $251M
ED
Consolidated Edison Inc

Utilities
2.41K
New
$88.42 - $104.97 $213K - $253K
2.41K $251M
CLX
Clorox CO

Consumer Defensive
1.54K
New
$131.73 - $166.97 $203K - $257K
1.54K $251M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.06K
New
$36.02 - $41.68 $218K - $253K
6.06K $250M
SWK
Stanley Black & Decker, Inc.

Industrials
2.26K
New
$77.75 - $110.17 $176K - $249K
2.26K $249M
AXP
American Express CO

Financial Services
909
New
$225.92 - $271.17 $205K - $246K
909 $247M
ROP
Roper Technologies Inc

Industrials
434
New
$515.25 - $576.55 $224K - $250K
434 $242M
BDX
Becton Dickinson & CO

Healthcare
996
New
$221.47 - $242.41 $221K - $241K
996 $240M
MPLX
Mplx LP

Energy
5.39K
New
$40.44 - $45.07 $218K - $243K
5.39K $240M
EXPD
Expeditors International Of Washington Inc

Industrials
1.82K
New
$116.1 - $131.42 $211K - $239K
1.82K $239M
ILMN
Illumina, Inc.

Healthcare
1.8K
New
$105.28 - $135.9 $190K - $245K
1.8K $235M
MDT
Medtronic PLC

Healthcare
2.59K
New
$76.84 - $91.03 $199K - $236K
2.59K $234M
OMFS
Invesco Exchange Traded Self I

ETFs
5.87K
New
$35.01 - $39.74 $206K - $233K
5.87K $232M
SPGI
S&P Global Inc.

Financial Services
447
New
$446.32 - $527.38 $200K - $236K
447 $231M
JNJ
Johnson & Johnson

Healthcare
1.4K
New
$145.48 - $167.38 $203K - $234K
1.4K $226M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.13K
New
$98.01 - $106.59 $208K - $227K
2.13K $223M
IMFL
Invesco Ex Tr Self Indx Fd Tr
8.67K
New
$23.68 - $26.26 $205K - $228K
8.67K $221M
NDSN
Nordson Corp

Industrials
821
New
$225.0 - $262.63 $185K - $216K
821 $216M
TPL
Texas Pacific Land Corp

Energy
239
New
$724.86 - $952.13 $173K - $228K
239 $211M
FIS
Fidelity National Information Services, Inc.

Technology
2.35K
New
$72.8 - $85.04 $171K - $200K
2.35K $197M
SBUX
Starbucks Corp

Consumer Cyclical
2.01K
New
$72.51 - $98.6 $145K - $198K
2.01K $195M
PCT
Pure Cycle Technologies, Inc.

Industrials
20.5K
New
$4.69 - $10.17 $96.2K - $209K
20.5K $195M
PANW
Palo Alto Networks Inc

Technology
562
New
$294.18 - $368.01 $165K - $207K
562 $192M
CVX
Chevron Corp

Energy
1.23K
New
$137.88 - $161.97 $170K - $200K
1.23K $182M
QQQ
Invesco Qqq Trust, Series 1

ETFs
370
New
$434.77 - $502.96 $161K - $186K
370 $181M
EFG
Msci Eafe Growth ETF

ETFs
1.66K
New
$96.84 - $108.77 $161K - $181K
1.66K $179M
INDA
Ishares Msci India Index Fund

ETFs
3.03K
New
$54.86 - $59.22 $166K - $179K
3.03K $177M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.27K
New
$57.22 - $80.08 $130K - $182K
2.27K $177M
PAYC
Paycom Software, Inc.

Technology
1.03K
New
$140.16 - $173.86 $145K - $179K
1.03K $172M
BAX
Baxter International Inc

Healthcare
4.48K
New
$32.85 - $40.26 $147K - $180K
4.48K $170M
WST
West Pharmaceutical Services Inc

Healthcare
558
New
$277.16 - $333.3 $155K - $186K
558 $167M
NUE
Nucor Corp

Basic Materials
1.11K
New
$137.77 - $166.14 $153K - $184K
1.11K $167M
SII
Sprott Inc.

Financial Services
3.73K
New
$38.73 - $46.3 $144K - $173K
3.73K $161M
SHEL
Shell PLC

Energy
2.45K
New
$65.65 - $73.28 $161K - $179K
2.45K $161M
COST
Costco Wholesale Corp

Consumer Defensive
176
New
$801.83 - $917.05 $141K - $161K
176 $156M
VEA
Vanguard Ftse Developed Market

ETFs
2.93K
New
$47.6 - $53.31 $139K - $156K
2.93K $154M
WRB
Berkley W R Corp

Financial Services
2.61K
New
$51.54 - $79.62 $135K - $208K
2.61K $148M
CEG
Constellation Energy Corp

Utilities
556
New
$167.08 - $262.86 $92.9K - $146K
556 $145M
FISV
Fiserv Inc

Technology
790
New
N/A
790 $142M
SPY
Spdr S&P 500 ETF Trust

ETFs
246
New
$517.38 - $573.86 $127K - $141K
246 $141M
BA
Boeing CO

Industrials
927
New
$152.04 - $190.6 $141K - $177K
927 $141M
ETN
Eaton Corp PLC

Industrials
423
New
$272.52 - $333.02 $115K - $141K
423 $140M
AVTR
Avantor, Inc.

Basic Materials
5.37K
New
$20.58 - $27.7 $110K - $149K
5.37K $139M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.9K
New
$41.9 - $48.26 $121K - $140K
2.9K $139M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.4K
New
$49.83 - $62.75 $120K - $151K
2.4K $138M
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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