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
K
Kellogg CO

Consumer Defensive
1.11K
New
$81.06 - $82.9 $89.8K - $91.9K
1.11K $91K
SLV
I Shares Silver Trust

ETFs
2.89K
New
$26.93 - $31.32 $77.9K - $90.6K
2.89K $89K
GM
General Motors CO

Consumer Cyclical
1.91K
New
$45.22 - $54.92 $86.3K - $105K
1.91K $89K
HPE
Hewlett Packard Enterprise CO

Technology
5.93K
+ 597.98%
$14.77 - $24.42 $87.6K - $145K
6.92K $106K
WMB
Williams Companies, Inc.

Energy
1.35K
+ 288.09%
$54.02 - $61.09 $73.1K - $82.7K
1.82K $109K
SBGSY
Schneider Electric Se Unsponso

Industrials
1.79K
New
$45.92 - $56.77 $82.3K - $102K
1.79K $82K
EMR
Emerson Electric CO

Industrials
818
+ 126.43%
$108.64 - $131.17 $88.9K - $107K
1.47K $160K
LRLCY
L'Oreal CO Adr

Consumer Defensive
1.06K
New
$67.11 - $80.24 $71.3K - $85.2K
1.06K $78K
AAGIY
Aia Group LTD Sponsored Adr Ho

Financial Services
2.52K
New
$26.53 - $33.08 $66.9K - $83.4K
2.52K $76K
ATO
Atmos Energy Corp

Utilities
51
+ 1.14%
$136.51 - $154.58 $6.96K - $7.88K
4.53K $700K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.02K
+ 4486.67%
$36.63 - $37.45 $74K - $75.6K
2.06K $75K
KEYS
Keysight Technologies, Inc.

Technology
484
New
$148.16 - $185.11 $71.7K - $89.6K
484 $72K
ADBE
Adobe Inc.

Technology
359
+ 33.49%
$377.84 - $464.11 $136K - $167K
1.43K $548K
CNC
Centene Corp

Healthcare
1.2K
New
$55.93 - $65.89 $67.1K - $79.1K
1.2K $72K
DLR
Digital Realty Trust, Inc.

Real Estate
487
New
$142.1 - $183.56 $69.2K - $89.4K
487 $69K
ORCL
Oracle Corp

Technology
1.2K
+ 32.05%
$139.81 - $186.47 $168K - $224K
4.95K $691K
AFL
Aflac Inc

Financial Services
77
+ 1.03%
$100.99 - $111.19 $7.78K - $8.56K
7.58K $843K
ES
Eversource Energy

Utilities
950
+ 66.53%
$55.63 - $63.8 $52.8K - $60.6K
2.38K $147K
VUG
Vanguard Growth ETF

ETFs
205
+ 58.91%
$369.1 - $427.61 $75.7K - $87.7K
553 $205K
ECL
Ecolab Inc.

Basic Materials
54
+ 2.12%
$229.72 - $269.82 $12.4K - $14.6K
2.6K $658K
IQV
Iqvia Holdings Inc.

Healthcare
353
New
$176.3 - $209.96 $62.2K - $74.1K
353 $62K
AMCR
Amcor PLC

Consumer Cyclical
6.21K
+ 199.39%
$9.33 - $10.39 $57.9K - $64.5K
9.33K $90K
NXPI
Nxp Semiconductors N.V.

Technology
327
+ 247.73%
$189.99 - $245.86 $62.1K - $80.4K
459 $87K
FDS
Factset Research Systems Inc

Financial Services
132
New
$427.5 - $476.51 $56.4K - $62.9K
132 $60K
ERIE
Erie Indemnity CO

Financial Services
143
New
$377.62 - $450.61 $54K - $64.4K
143 $59K
MKC
Mccormick & CO Inc

Consumer Defensive
713
New
$71.24 - $84.73 $50.8K - $60.4K
713 $58K
MA
Mastercard Inc

Financial Services
47
+ 3.09%
$504.67 - $576.31 $23.7K - $27.1K
1.57K $858K
DUK
Duke Energy Corp

Utilities
443
New
$105.87 - $121.97 $46.9K - $54K
443 $54K
EXPD
Expeditors International Of Washington Inc

Industrials
353
+ 33.52%
$109.09 - $126.48 $38.5K - $44.6K
1.41K $169K
NICE
Nice Ltd.

Technology
384
+ 82.05%
$139.18 - $178.5 $53.4K - $68.5K
852 $131K
MRK
Merck & Co., Inc.

Healthcare
575
+ 1026.79%
$83.01 - $101.02 $47.7K - $58.1K
631 $56K
EFV
Msci Eafe Value ETF

ETFs
82
+ 1.16%
$51.88 - $60.73 $4.25K - $4.98K
7.14K $420K
AEM
Agnico Eagle Mines LTD

Basic Materials
456
New
$79.66 - $108.41 $36.3K - $49.4K
456 $49K
BIT
Black Rock Multi Sector Income Trust

Financial Services
3.34K
New
$14.43 - $14.85 $48.2K - $49.6K
3.34K $48K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
718
New
$65.27 - $71.18 $46.9K - $51.1K
718 $47K
IEMG
Ishares Inc

ETFs
886
New
N/A
886 $47K
TM
Toyota Motor Corp

Consumer Cyclical
267
New
$176.53 - $195.35 $47.1K - $52.2K
267 $47K
PWV
Invesco Exchange Traded Fd Tr

ETFs
781
New
$56.58 - $60.89 $44.2K - $47.6K
781 $46K
SHEL
Shell PLC

Energy
273
+ 11.17%
$62.84 - $73.29 $17.2K - $20K
2.72K $199K
GE
General Electric CO

Industrials
134
+ 23.02%
$168.59 - $212.13 $22.6K - $28.4K
716 $143K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
86
+ 200.0%
$522.96 - $601.18 $45K - $51.7K
129 $68K
EVVTY
Evolution Ab American Deposita

Consumer Cyclical
602
+ 178.11%
$72.1 - $80.94 $43.4K - $48.7K
940 $69K
STE
Steris PLC

Healthcare
190
New
$202.46 - $232.74 $38.5K - $44.2K
190 $43K
SU
Suncor Energy Inc

Energy
1.12K
New
$34.27 - $40.63 $38.4K - $45.5K
1.12K $43K
LHX
L3 Harris Technologies, Inc.

Industrials
202
New
$194.65 - $222.86 $39.3K - $45K
202 $42K
NDSN
Nordson Corp

Industrials
220
+ 45.93%
$200.12 - $224.07 $44K - $49.3K
699 $141K
NTAP
Net App, Inc.

Technology
649
+ 112.87%
$87.84 - $126.3 $57K - $82K
1.22K $107K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
430
New
$91.76 - $103.26 $39.5K - $44.4K
430 $39K
LMT
Lockheed Martin Corp

Industrials
93
+ 122.37%
$423.19 - $506.29 $39.4K - $47.1K
169 $75K
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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