Org Wealth Partners, LLC Incresed Positions in Q1 2025

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
105K
+ 68146.75%
$50.39 - $50.66 $5.29M - $5.32M
105K $5.32M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
43.4K
+ 4924.83%
$100.34 - $100.68 $4.36M - $4.37M
44.3K $4.46M
WMT
Walmart Inc.

Consumer Defensive
34.6K
+ 260.64%
$84.5 - $105.05 $2.93M - $3.64M
47.9K $4.21M
XOM
Exxon Mobil Corp

Energy
21.7K
+ 65.23%
$105.44 - $118.93 $2.28M - $2.57M
54.8K $6.52M
PLTR
Palantir Technologies Inc.

Technology
31.9K
+ 1756.88%
$64.98 - $124.62 $2.08M - $3.98M
33.8K $2.85M
JPM
Jpmorgan Chase & CO

Financial Services
8.88K
+ 425.29%
$225.19 - $279.95 $2M - $2.49M
11K $2.69M
ABBV
Abb Vie Inc.

Healthcare
8.02K
+ 54.13%
$169.2 - $216.66 $1.36M - $1.74M
22.8K $4.78M
IBM
International Business Machines Corp

Technology
7.89K
+ 251.95%
$217.4 - $264.74 $1.72M - $2.09M
11K $2.74M
NVDA
Nvidia Corp

Technology
22.1K
+ 93.3%
$106.98 - $149.43 $2.36M - $3.3M
45.8K $4.96M
COST
Costco Wholesale Corp

Consumer Defensive
1.76K
+ 1080.98%
$890.62 - $1076.86 $1.57M - $1.9M
1.93K $1.82M
HD
Home Depot, Inc.

Consumer Cyclical
4.25K
+ 458.53%
$347.25 - $424.87 $1.47M - $1.8M
5.17K $1.9M
AMZN
Amazon Com Inc

Consumer Cyclical
10.3K
+ 62.87%
$190.26 - $242.06 $1.96M - $2.49M
26.7K $5.07M
PFE
Pfizer Inc

Healthcare
57.1K
+ 2701.61%
$25.01 - $27.13 $1.43M - $1.55M
59.2K $1.5M
PHYS
Sprott Physical Gold Trust

Financial Services
59.7K
+ 5735.58%
$20.25 - $24.06 $1.21M - $1.44M
60.7K $1.46M
AMGN
Amgen Inc

Healthcare
4.28K
+ 348.74%
$258.59 - $327.36 $1.11M - $1.4M
5.51K $1.72M
ABT
Abbott Laboratories

Healthcare
3.37K
+ 7.88%
$111.1 - $140.22 $375K - $473K
46.2K $6.12M
SHOP
Shopify Inc.

Technology
13.7K
+ 214.46%
$90.59 - $129.31 $1.25M - $1.78M
20.2K $1.92M
EOG
Eog Resources Inc

Energy
9.54K
+ 7171.43%
$120.54 - $138.05 $1.15M - $1.32M
9.67K $1.24M
URI
United Rentals, Inc.

Industrials
1.96K
+ 5289.19%
$594.17 - $789.56 $1.16M - $1.55M
1.99K $1.25M
AGNC
Agnc Investment Corp.

Real Estate
121K
+ 1590.78%
$9.12 - $10.54 $1.1M - $1.27M
128K $1.23M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.96K
+ 21107.14%
$308.86 - $455.36 $913K - $1.35M
2.97K $1.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.6K
+ 14922.52%
$57.21 - $65.8 $948K - $1.09M
16.7K $972K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
73.3K
+ 1173.12%
$12.04 - $13.32 $883K - $977K
79.6K $999K
CVX
Chevron Corp

Energy
5.28K
+ 438.26%
$146.71 - $167.97 $775K - $887K
6.49K $1.09M
WDAY
Workday, Inc.

Technology
4.05K
+ 252.02%
$233.53 - $277.82 $945K - $1.12M
5.65K $1.32M
NTNX
Nutanix, Inc.

Technology
11.6K
+ 2535.75%
$61.28 - $77.44 $709K - $895K
12K $839K
TSLA
Tesla, Inc.

Consumer Cyclical
3.7K
+ 336.31%
$222.15 - $428.22 $821K - $1.58M
4.8K $1.24M
QCOM
Qualcomm Inc

Technology
4.95K
+ 119.43%
$151.94 - $175.86 $753K - $871K
9.1K $1.4M
COP
Conocophillips

Energy
5.92K
+ 853.31%
$88.6 - $105.85 $525K - $627K
6.62K $694K
SOXX
Ishares Semiconductor ETF

ETFs
3.15K
+ 950.15%
$188.17 - $235.81 $592K - $742K
3.48K $654K
EPD
Enterprise Products Partners L.P.

Energy
11.7K
+ 21.82%
$31.75 - $34.14 $372K - $400K
65.3K $2.23M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.67K
+ 125.55%
$102.49 - $119.96 $581K - $680K
10.2K $1.06M
OKE
Oneok Inc

Energy
5.27K
+ 269.59%
$89.57 - $109.85 $472K - $578K
7.22K $716K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.55K
+ 3377.14%
$128.74 - $138.67 $457K - $492K
3.65K $495K
CAH
Cardinal Health Inc

Healthcare
2.86K
+ 65.89%
$118.02 - $137.77 $338K - $394K
7.2K $992K
KO
Coca Cola CO

Consumer Defensive
6.6K
+ 962.92%
$60.81 - $72.32 $401K - $477K
7.28K $521K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
68.1K
+ 2713.48%
N/A
70.6K $483K
ET
Energy Transfer LP

Energy
43.5K
+ 11.9%
$17.26 - $21.08 $750K - $916K
409K $7.6M
MCD
Mcdonalds Corp

Consumer Cyclical
1.29K
+ 78.93%
$279.74 - $321.29 $361K - $414K
2.92K $912K
ED
Consolidated Edison Inc

Utilities
3.39K
+ 144.09%
$88.0 - $110.59 $298K - $375K
5.74K $634K
KMB
Kimberly Clark Corp

Consumer Defensive
2.89K
+ 1065.68%
$124.46 - $147.4 $359K - $426K
3.16K $449K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
4.08K
+ 1462.37%
$96.88 - $148.78 $395K - $607K
4.36K $437K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
770
+ 675.44%
$507.05 - $563.67 $390K - $434K
884 $454K
SPY
Spdr S&P 500 ETF Trust

ETFs
728
+ 102.25%
$551.42 - $612.93 $401K - $446K
1.44K $805K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.28K
+ 283.81%
$283.24 - $338.07 $363K - $433K
1.73K $510K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
27.1K
+ 37.4%
$11.96 - $13.56 $324K - $367K
99.4K $1.28M
ADP
Automatic Data Processing Inc

Industrials
1.1K
+ 75.26%
$286.85 - $318.64 $315K - $350K
2.56K $781K
MSFT
Microsoft Corp

Technology
1.72K
+ 26.49%
$375.39 - $447.2 $647K - $771K
8.23K $3.09M
LDOS
Leidos Holdings, Inc.

Technology
2.56K
+ 383.78%
$126.82 - $161.11 $324K - $412K
3.22K $434K
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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