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
V
Visa Inc.

Financial Services
707
+ 26.74%
$306.92 - $362.71 $217K - $256K
3.35K $1.17M
NFLX
Netflix Inc

Communication Services
312
+ 41.05%
$828.4 - $1058.6 $258K - $330K
1.07K $999K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.44K
+ 109.3%
$42.5 - $46.71 $274K - $301K
12.3K $557K
CTA
Simplify Exch Traded Fds Simpl

ETFs
7.62K
+ 23.19%
$27.81 - $30.21 $212K - $230K
40.5K $1.2M
ZTS
Zoetis Inc.

Healthcare
1.67K
+ 83.4%
$156.48 - $175.67 $261K - $293K
3.67K $603K
RTX
Raytheon Technologies Corp

Industrials
1.8K
+ 285.26%
$114.1 - $135.66 $205K - $244K
2.43K $322K
SBUX
Starbucks Corp

Consumer Cyclical
2.22K
+ 110.72%
$91.75 - $115.81 $204K - $257K
4.23K $414K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.97K
+ 404.18%
$48.65 - $53.06 $193K - $211K
4.95K $257K
SPYG
Spdr Portfolio

ETFs
2.58K
+ 1928.36%
$80.05 - $92.39 $207K - $239K
2.72K $218K
META
Meta Platforms, Inc.

Communication Services
293
+ 65.26%
$576.36 - $736.67 $169K - $216K
742 $427K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
17.4K
+ 704.93%
$8.58 - $8.9 $150K - $155K
19.9K $174K
SPGI
S&P Global Inc.

Financial Services
276
+ 27.14%
$478.26 - $543.77 $132K - $150K
1.29K $656K
PG
Procter & Gamble CO

Consumer Defensive
794
+ 28.3%
$158.56 - $176.26 $126K - $140K
3.6K $613K
TJX
Tjx Companies Inc

Consumer Cyclical
1.16K
+ 1615.28%
$112.81 - $126.16 $131K - $147K
1.24K $150K
PM
Philip Morris International Inc.

Consumer Defensive
193
+ 6.69%
$117.15 - $158.79 $22.6K - $30.6K
3.08K $488K
MO
Altria Group, Inc.

Consumer Defensive
1.55K
+ 27.19%
$50.81 - $60.02 $78.7K - $92.9K
7.24K $434K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
5.65K
+ 25.22%
$26.82 - $28.5 $152K - $161K
28.1K $765K
UNH
Unitedhealth Group Inc

Healthcare
241
+ 45.47%
$461.52 - $548.18 $111K - $132K
771 $403K
AVGO
Broadcom Inc.

Technology
812
+ 1211.94%
$167.43 - $244.7 $136K - $199K
879 $147K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
791
+ 3766.67%
$165.25 - $224.62 $131K - $178K
812 $134K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
5.75K
+ 28.37%
$24.88 - $26.85 $143K - $154K
26K $657K
FIS
Fidelity National Information Services, Inc.

Technology
1.77K
+ 140.63%
$68.12 - $83.42 $121K - $148K
3.03K $226K
CINF
Cincinnati Financial Corp

Financial Services
683
+ 14.13%
$133.67 - $147.81 $91.3K - $101K
5.52K $814K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.23K
+ 198.55%
$91.45 - $91.75 $113K - $113K
1.85K $170K
NEE
Nextera Energy Inc

Utilities
1.64K
+ 33.19%
$66.96 - $76.16 $110K - $125K
6.59K $467K
ALL
Allstate Corp

Financial Services
499
+ 123.21%
$180.99 - $210.18 $90.3K - $105K
904 $187K
MPLX
Mplx LP

Energy
1.46K
+ 27.09%
$47.88 - $54.65 $69.9K - $79.8K
6.85K $366K
O
Realty Income Corp

Real Estate
1.38K
+ 23.9%
$51.67 - $58.49 $71.3K - $80.7K
7.15K $414K
TPL
Texas Pacific Land Corp

Energy
40
+ 16.74%
$1180.08 - $1431.01 $47.2K - $57.2K
279 $369K
FANG
Diamondback Energy, Inc.

Energy
663
+ 145.08%
$139.9 - $180.18 $92.8K - $119K
1.12K $179K
DELL
Dell Technologies Inc.

Technology
1.3K
+ 182.79%
$90.34 - $124.66 $117K - $162K
2.01K $182K
PR
Permian Resources Corporation

Energy
7.34K
+ 344.02%
$12.33 - $16.0 $90.5K - $117K
9.47K $131K
MMM
3 M CO

Industrials
656
+ 542.15%
$129.7 - $155.12 $85.1K - $102K
777 $114K
MS
Morgan Stanley

Financial Services
803
+ 2676.67%
$111.68 - $141.08 $89.7K - $113K
833 $97K
CTAS
Cintas Corp

Industrials
76
+ 2.26%
$182.09 - $208.14 $13.8K - $15.8K
3.45K $708K
BX
Blackstone Inc.

Financial Services
657
+ 1460.0%
$136.53 - $186.74 $89.7K - $123K
702 $98K
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
EMR
Emerson Electric CO

Industrials
818
+ 126.43%
$108.64 - $131.17 $88.9K - $107K
1.47K $160K
ATO
Atmos Energy Corp

Utilities
51
+ 1.14%
$136.51 - $154.58 $6.96K - $7.88K
4.53K $700K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
953
+ 423.56%
$81.1 - $94.7 $77.3K - $90.2K
1.18K $95K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.02K
+ 4486.67%
$36.63 - $37.45 $74K - $75.6K
2.06K $75K
ADBE
Adobe Inc.

Technology
359
+ 33.49%
$377.84 - $464.11 $136K - $167K
1.43K $548K
AFL
Aflac Inc

Financial Services
77
+ 1.03%
$100.99 - $111.19 $7.78K - $8.56K
7.58K $843K
ORCL
Oracle Corp

Technology
1.2K
+ 32.05%
$139.81 - $186.47 $168K - $224K
4.95K $691K
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
AMCR
Amcor PLC

Consumer Cyclical
6.21K
+ 199.39%
$9.33 - $10.39 $57.9K - $64.5K
9.33K $90K
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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