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
PSO
Pearson PLC

Communication Services
225
New
$15.45 - $17.75 $3.48K - $3.99K
225 $3K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
15
New
$254.58 - $302.92 $3.82K - $4.54K
15 $3K
XLI
Industrial Sector Spdr

ETFs
25
+ 53.19%
$128.78 - $141.67 $3.22K - $3.54K
72 $9K
WMG
Warner Music Group Corp.

Communication Services
84
+ 3.61%
$29.3 - $36.3 $2.46K - $3.05K
2.41K $75K
SYK
Stryker Corp

Healthcare
9
New
$355.18 - $399.9 $3.2K - $3.6K
9 $3K
BALL
Ball Corp

Consumer Cyclical
139
+ 9.73%
$49.04 - $56.53 $6.82K - $7.86K
1.57K $81K
CDNS
Cadence Design Systems Inc

Technology
8
+ 61.54%
$233.96 - $324.52 $1.87K - $2.6K
21 $5K
SOUN
Soundhound Ai, Inc.

Technology
250
New
$8.12 - $20.62 $2.03K - $5.16K
250 $2K
LUV
Southwest Airlines CO

Industrials
75
New
$28.18 - $34.84 $2.11K - $2.61K
75 $2K
APA
Apa Corp

Energy
105
New
$18.54 - $25.45 $1.95K - $2.67K
105 $2K
PEP
Pepsico Inc

Consumer Defensive
18
+ 6.92%
$142.64 - $156.42 $2.57K - $2.82K
278 $41K
VIG
Vanguard Dividend Appreciation

ETFs
16
New
N/A
16 $2K
ZG
Zillow Group, Inc.

Communication Services
29
New
$66.41 - $85.29 $1.93K - $2.47K
29 $1K
DXCM
Dexcom Inc

Healthcare
15
New
$67.74 - $90.75 $1.02K - $1.36K
15 $1K
RBLX
Roblox Corp

Communication Services
25
New
$53.77 - $75.47 $1.34K - $1.89K
25 $1K
AGRO
Adecoagro S.A.

Consumer Defensive
100
New
$9.42 - $11.4 $942 - $1.14K
100 $1K
NIO
Nio Inc.

Consumer Cyclical
410
New
$3.75 - $5.22 $1.54K - $2.14K
410 $1K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
42
New
$40.55 - $48.43 $1.7K - $2.03K
42 $1K
ROKU
Roku, Inc

Communication Services
6
New
$67.36 - $99.07 $404 - $594
6 $0
DIS
Walt Disney CO

Communication Services
10
New
$96.87 - $114.0 $969 - $1.14K
10 $0
TLRY
Tilray Brands, Inc.

Healthcare
50
New
$0.59 - $1.46 $29.5 - $73
50 $0
American Funds Europacif
305
New
N/A
305 $0
DDD
3 D Systems Corp

Technology
157
New
$2.12 - $4.72 $333 - $741
157 $0
RIG
Transocean Ltd.

Energy
100
New
$2.67 - $4.28 $267 - $428
100 $0
Goldman Sachs Large Cap
1.08K
New
N/A
1.08K $0
Vanguard High Yield Corp
9.07K
New
N/A
9.07K $0
DNN
Denison Mines Corp.

Energy
400
New
$1.3 - $2.1 $520 - $840
400 $0
Lord Abbett High Yield I
307
New
N/A
307 $0
RECAF
Reconnaissance Energy Africa L
700
New
$0.32 - $0.87 $224 - $609
700 $0
Holbrook Income I
748
New
N/A
748 $0
PRLB
Proto Labs Inc

Industrials
18
New
$35.04 - $45.03 $631 - $811
18 $0
American Battery Technol
5
New
N/A
5 $0
Pgim Total Return Bond Z
3.79K
New
N/A
3.79K $0
MJNA
Medical Marijuana, Inc. Common
15K
New
N/A
15K $0
Pgim Core Bond R6
733
New
N/A
733 $0
Cambria Fixed Income
116K
New
N/A
116K $0
American Funds American
307
New
N/A
307 $0
Dfa Us Large Cap Growth
294
New
N/A
294 $0
Guggenheim Total Return
618
New
N/A
618 $0
Vanguard Dividend Growth
1.88K
New
N/A
1.88K $0
Jpmorgan High Yield I
575
New
N/A
575 $0
Stepstone Private Market
32.1K
New
N/A
32.1K $0
American Funds Capital W
18
New
N/A
18 $0
Ge Vernova Inc
12
New
N/A
12 $0
Organigram Hldgs Inc F
25
New
N/A
25 $0
QRVO
Qorvo, Inc.

Technology
7
New
$69.12 - $90.57 $484 - $634
7 $0
Invesco Unit Trusts
25
New
N/A
25 $0
Us Treasury 6 Month Bill
454
New
N/A
454 $0
Dodge & Cox Stock I
112
New
N/A
112 $0
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
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email