Org Wealth Partners, LLC Incresed Positions in Q4 2024

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PCT
Pure Cycle Technologies, Inc.

Industrials
5.7K
+ 27.77%
$8.81 - $14.3 $50.2K - $81.5K
26.2K $268K
SPGI
S&P Global Inc.

Financial Services
570
+ 127.52%
$480.36 - $529.17 $274K - $302K
1.02K $506K
ILMN
Illumina, Inc.

Healthcare
1.23K
+ 68.05%
$128.99 - $155.15 $158K - $190K
3.03K $404K
SWK
Stanley Black & Decker, Inc.

Industrials
2.46K
+ 108.75%
$79.07 - $109.36 $195K - $269K
4.73K $379K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.69K
+ 27.81%
$38.37 - $42.82 $64.7K - $72.2K
7.75K $297K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.45%
$554.08 - $632.68 $1.11K - $1.27K
449 $264K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
648
+ 31.59%
$114.08 - $125.68 $73.9K - $81.4K
2.7K $308K
ATO
Atmos Energy Corp

Utilities
2.51K
+ 127.0%
$136.41 - $151.43 $342K - $380K
4.48K $624K
IEF
Ishares Barclays

ETFs
32.8K
+ 1162.62%
$92.08 - $98.18 $3.02M - $3.22M
35.7K $3.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
510
+ 37.17%
$201.32 - $217.44 $103K - $111K
1.88K $389K
ITW
Illinois Tool Works Inc

Industrials
148
+ 12.85%
$253.56 - $278.5 $37.5K - $41.2K
1.3K $329K
EFV
Msci Eafe Value ETF

ETFs
1.8K
+ 34.11%
$51.78 - $57.15 $92.9K - $103K
7.06K $370K
Annaly Cap Mgmt Inc Com New
773K
+ 5113.52%
N/A
788K $0
TOL
Toll Brothers, Inc.

Consumer Cyclical
201
+ 10.2%
$123.8 - $167.8 $24.9K - $33.7K
2.17K $273K
PM
Philip Morris International Inc.

Consumer Defensive
312
+ 12.12%
$118.38 - $133.06 $36.9K - $41.5K
2.89K $347K
KMI
Kinder Morgan, Inc.

Energy
1.1K
+ 7.06%
$22.59 - $28.54 $24.8K - $31.4K
16.7K $456K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.17K
+ 42.85%
$125.36 - $147.37 $146K - $172K
3.88K $510K
AMGN
Amgen Inc

Healthcare
118
+ 10.64%
$258.78 - $328.31 $30.5K - $38.7K
1.23K $319K
WDAY
Workday, Inc.

Technology
135
+ 9.18%
$233.85 - $279.91 $31.6K - $37.8K
1.61K $414K
VTI
Vanguard Total Stock Market Et

ETFs
63
+ 4.41%
$280.04 - $302.45 $17.6K - $19.1K
1.49K $432K
MCD
Mcdonalds Corp

Consumer Cyclical
258
+ 18.76%
$288.47 - $316.54 $74.4K - $81.7K
1.63K $473K
MSCI
Msci Inc.

Financial Services
66
+ 8.91%
$569.09 - $635.99 $37.6K - $42K
807 $484K
ACN
Accenture PLC

Technology
104
+ 8.41%
$343.9 - $376.86 $35.8K - $39.2K
1.34K $471K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
31.9K
+ 78.87%
$11.18 - $13.68 $357K - $436K
72.4K $919K
GOOGL
Alphabet Inc.

Communication Services
2.48K
+ 88.63%
$161.86 - $196.66 $401K - $487K
5.27K $998K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
545
+ 13.74%
$113.92 - $127.38 $62.1K - $69.4K
4.51K $519K
SHOP
Shopify Inc.

Technology
548
+ 9.35%
$78.14 - $119.49 $42.8K - $65.5K
6.41K $681K
NFLX
Netflix Inc

Communication Services
42
+ 5.85%
$687.65 - $936.56 $28.9K - $39.3K
760 $677K
ORCL
Oracle Corp

Technology
678
+ 22.09%
$165.41 - $192.43 $112K - $130K
3.75K $624K
UNP
Union Pacific Corp

Industrials
29
+ 1.19%
$223.15 - $249.32 $6.47K - $7.23K
2.47K $563K
V
Visa Inc.

Financial Services
236
+ 9.8%
$273.87 - $320.91 $64.6K - $75.7K
2.64K $835K
MA
Mastercard Inc

Financial Services
116
+ 8.26%
$491.3 - $536.15 $57K - $62.2K
1.52K $800K
PNR
Pentair PLC

Industrials
288
+ 4.05%
$95.0 - $109.21 $27.4K - $31.5K
7.41K $745K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.3K
+ 17.7%
$99.2 - $108.47 $129K - $141K
8.64K $859K
CB
Chubb LTD

Financial Services
337
+ 12.09%
$271.57 - $301.89 $91.5K - $102K
3.13K $863K
CTA
Simplify Exch Traded Fds Simpl

ETFs
711
+ 2.21%
$25.8 - $28.97 $18.3K - $20.6K
32.8K $915K
CAT
Caterpillar Inc

Industrials
258
+ 11.8%
$360.37 - $416.88 $93K - $108K
2.45K $886K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
1.84K
+ 4.08%
$19.99 - $20.7 $36.7K - $38K
46.9K $937K
MUB
Ishares National Muni Bond ETF

ETFs
1.91K
+ 18.06%
$105.78 - $108.7 $202K - $208K
12.5K $1.33M
LLY
Eli Lilly & CO

Healthcare
291
+ 21.73%
$727.2 - $932.06 $212K - $271K
1.63K $1.26M
GOOG
Alphabet Inc.

Communication Services
264
+ 2.22%
$163.08 - $198.16 $43.1K - $52.3K
12.2K $2.32M
Hines Global Income Trus
2.58K
+ 1.07%
N/A
243K $0
ABBV
Abb Vie Inc.

Healthcare
1.81K
+ 13.94%
$164.99 - $203.87 $299K - $369K
14.8K $2.63M
MSFT
Microsoft Corp

Technology
347
+ 5.63%
$406.35 - $454.46 $141K - $158K
6.51K $2.74M
NVDA
Nvidia Corp

Technology
516
+ 2.23%
$117.0 - $148.88 $60.4K - $76.8K
23.7K $3.18M
AAPL
Apple Inc.

Technology
393
+ 2.57%
$221.69 - $259.02 $87.1K - $102K
15.7K $3.93M
ABT
Abbott Laboratories

Healthcare
1.83K
+ 4.46%
$111.93 - $119.39 $205K - $218K
42.8K $4.84M
ET
Energy Transfer LP

Energy
21.4K
+ 6.22%
$16.05 - $19.86 $343K - $425K
365K $7.16M
Core Scientific Inc New Com
26.6K
+ 0.3%
N/A
8.99M $0
Activity Summary
Buys All Purchases 189 New Holdings 89 Increased Positions 100 Sells All Sells 164 Reductions 163 Sold out 1 Options Calls 0 Puts 0
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