Org Wealth Partners, LLC Incresed Positions in Q3 2025

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.85K
+ 17.27%
$202.38 - $256.87 $982K - $1.25M
32.9K $8.39M
NVDA
Nvidia Corp

Technology
5.35K
+ 10.84%
$153.3 - $186.58 $820K - $997K
54.6K $10.2M
IONQ
Ion Q, Inc.

Technology
30.1K
+ 4625.08%
$36.79 - $75.14 $1.11M - $2.26M
30.7K $1.89M
ABBV
Abb Vie Inc.

Healthcare
2.71K
+ 13.98%
$184.85 - $231.54 $501K - $627K
22.1K $5.11M
MSFT
Microsoft Corp

Technology
2.54K
+ 30.2%
$491.09 - $535.64 $1.25M - $1.36M
10.9K $5.67M
GOOGL
Alphabet Inc.

Communication Services
4.13K
+ 67.79%
$174.36 - $254.72 $720K - $1.05M
10.2K $2.48M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
12.3K
+ 465.11%
$101.12 - $106.18 $1.24M - $1.3M
14.9K $1.54M
AVGO
Broadcom Inc.

Technology
3.41K
+ 236.12%
$264.74 - $369.57 $903K - $1.26M
4.86K $1.6M
RGTI
Rigetti Computing, Inc.

Technology
28.1K
+ 244.26%
$11.33 - $32.1 $318K - $902K
39.6K $1.18M
TSLA
Tesla, Inc.

Consumer Cyclical
264
+ 3.76%
$293.94 - $444.72 $77.6K - $117K
7.29K $3.24M
JPM
Jpmorgan Chase & CO

Financial Services
1.83K
+ 16.81%
$282.78 - $316.06 $518K - $579K
12.7K $4.01M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.73K
+ 382.74%
$420.11 - $472.68 $727K - $818K
2.18K $1.02M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
150
+ 1.37%
$103.83 - $179.9 $15.6K - $27K
11.1K $1.99M
EQT
Eqt Corp

Energy
13.3K
+ 71.35%
$49.19 - $59.19 $654K - $787K
31.9K $1.74M
HD
Home Depot, Inc.

Consumer Cyclical
1.08K
+ 19.49%
$357.4 - $423.42 $385K - $456K
6.61K $2.68M
URI
United Rentals, Inc.

Industrials
141
+ 5.8%
$774.14 - $975.23 $109K - $138K
2.57K $2.46M
JNJ
Johnson & Johnson

Healthcare
2.86K
+ 131.15%
$155.17 - $185.42 $444K - $531K
5.05K $935K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
51.9K
+ 38.14%
$12.11 - $12.64 $628K - $656K
188K $2.32M
WMT
Walmart Inc.

Consumer Defensive
4.98K
+ 33.98%
$94.4 - $104.27 $470K - $520K
19.7K $2.03M
XOM
Exxon Mobil Corp

Energy
2.92K
+ 5.74%
$105.83 - $117.22 $309K - $342K
53.8K $6.07M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.87K
+ 688.49%
$182.33 - $194.5 $523K - $558K
3.29K $639K
ORCL
Oracle Corp

Technology
583
+ 10.12%
$218.96 - $328.33 $128K - $191K
6.34K $1.78M
TXN
Texas Instruments Inc

Technology
2.6K
+ 3137.35%
N/A
2.69K $522K
CVX
Chevron Corp

Energy
2.86K
+ 71.26%
$145.57 - $161.83 $417K - $463K
6.88K $1.07M
AMZN
Amazon Com Inc

Consumer Cyclical
2.19K
+ 8.54%
$211.65 - $238.24 $463K - $521K
27.8K $6.11M
AXP
American Express CO

Financial Services
1.41K
+ 134.22%
$294.27 - $342.31 $416K - $483K
2.46K $818K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
13.5K
+ 60.7%
$30.14 - $32.18 $406K - $434K
35.7K $1.15M
LMT
Lockheed Martin Corp

Industrials
869
+ 1609.26%
$410.74 - $499.21 $357K - $434K
923 $460K
V
Visa Inc.

Financial Services
1.25K
+ 36.88%
$332.09 - $358.86 $415K - $449K
4.64K $1.59M
NVO
Novo Nordisk A S

Healthcare
6.8K
+ 3022.22%
$45.38 - $71.7 $309K - $488K
7.03K $389K
SCCO
Southern Copper Corp

Basic Materials
405
+ 2.67%
$90.54 - $121.36 $36.7K - $49.2K
15.6K $1.89M
SNPS
Synopsys Inc

Technology
710
+ 14200.0%
$387.78 - $645.35 $275K - $458K
715 $352K
DIS
Walt Disney CO

Communication Services
2.75K
+ 27470.0%
$112.25 - $124.0 $308K - $341K
2.76K $315K
PHYS
Sprott Physical Gold Trust

Financial Services
261
+ 0.38%
$25.02 - $29.62 $6.53K - $7.73K
69.3K $2.05M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.33K
+ 25.97%
$62.54 - $68.42 $208K - $228K
16.2K $1.09M
ES
Eversource Energy

Utilities
2.86K
+ 37.96%
$62.86 - $71.14 $180K - $204K
10.4K $740K
ITW
Illinois Tool Works Inc

Industrials
927
+ 71.69%
$252.31 - $269.41 $234K - $250K
2.22K $578K
IEFA
Ishares Tr

ETFs
1.81K
+ 8.24%
$81.7 - $87.53 $148K - $159K
23.8K $2.08M
VUG
Vanguard Growth ETF

ETFs
477
+ 335.92%
$433.97 - $484.08 $207K - $231K
619 $296K
FAST
Fastenal CO

Industrials
3.22K
+ 30.14%
$42.47 - $50.39 $137K - $162K
13.9K $681K
APD
Air Products & Chemicals, Inc.

Basic Materials
853
+ 95.41%
$265.78 - $299.3 $227K - $255K
1.75K $476K
UBER
Uber Technologies, Inc

Technology
2.25K
+ 506.77%
$86.91 - $99.57 $195K - $224K
2.69K $263K
COST
Costco Wholesale Corp

Consumer Defensive
367
+ 19.34%
$915.95 - $994.57 $336K - $365K
2.27K $2.1M
O
Realty Income Corp

Real Estate
3.18K
+ 41.99%
$56.13 - $60.79 $179K - $193K
10.8K $653K
ASML
Asml Holding Nv

Technology
181
+ 83.03%
$689.63 - $968.09 $125K - $175K
399 $386K
VIG
Vanguard Dividend Appreciation

ETFs
1.15K
+ 6372.22%
N/A
1.17K $212K
EMR
Emerson Electric CO

Industrials
1.65K
+ 50.05%
$128.6 - $149.63 $212K - $247K
4.94K $648K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
932
+ 9.05%
$108.46 - $120.63 $101K - $112K
11.2K $1.33M
WBD
Warner Bros. Discovery, Inc.

Communication Services
7.17K
+ 97.91%
$10.78 - $19.82 $77.3K - $142K
14.5K $282K
Activity Summary
Buys All Purchases 274 New Holdings 61 Increased Positions 213 Sells All Sells 103 Reductions 102 Sold out 1 Options Calls 0 Puts 0
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