Org Wealth Partners, LLC New Holdings in Q2 2025

Org Wealth Partners, LLC

  • $233 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12.8K
New
$50.08 - $63.14 $643K - $810K
12.8K $810K
IDXX
Idexx Laboratories Inc

Healthcare
504
New
$361.04 - $536.34 $182K - $270K
504 $270K
VEA
Vanguard Ftse Developed Market

ETFs
3.82K
New
$45.65 - $57.01 $174K - $218K
3.82K $217K
DHI
Horton D R Inc

Consumer Cyclical
1.63K
New
$115.1 - $129.63 $187K - $211K
1.63K $209K
DE
Deere & CO

Industrials
303
New
$412.99 - $531.48 $125K - $161K
303 $154K
VOT
Vanguard Mid Cap Growth Index

ETFs
430
New
$216.28 - $284.39 $93K - $122K
430 $122K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
4.09K
New
$18.34 - $25.13 $74.9K - $103K
4.09K $94K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.8K
New
$39.43 - $49.34 $71K - $88.8K
1.8K $85K
COIN
Coinbase Global, Inc.

Technology
213
New
$151.47 - $375.07 $32.3K - $79.9K
213 $74K
NTRS
Northern Trust Corp

Financial Services
561
New
$84.45 - $126.79 $47.4K - $71.1K
561 $71K
VRSN
Verisign Inc

Technology
249
New
$234.49 - $288.8 $58.4K - $71.9K
249 $71K
JBL
Jabil Inc

Technology
328
New
$116.88 - $218.1 $38.3K - $71.5K
328 $71K
AEE
Ameren Corp

Utilities
743
New
$94.23 - $101.68 $70K - $75.5K
743 $71K
NEM
Newmont Corp

Basic Materials
1.21K
New
$44.18 - $59.46 $53.3K - $71.8K
1.21K $70K
GL
Globe Life Inc.

Financial Services
571
New
$113.29 - $133.09 $64.7K - $76K
571 $70K
CTVA
Corteva, Inc.

Basic Materials
951
New
$55.52 - $74.53 $52.8K - $70.9K
951 $70K
TTWO
Take Two Interactive Software Inc

Communication Services
292
New
$194.58 - $243.05 $56.8K - $71K
292 $70K
DRI
Darden Restaurants Inc

Consumer Cyclical
319
New
$186.58 - $225.78 $59.5K - $72K
319 $69K
APLD
Applied Blockchain, Inc.

Financial Services
6.79K
New
$3.53 - $13.86 $24K - $94.1K
6.79K $68K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.97K
New
$24.38 - $30.18 $48.1K - $59.6K
1.97K $59K
RNMBY
Rheinmetall Ag Unsponsored Adr

Industrials
134
New
$258.5 - $433.54 $34.6K - $58.1K
134 $56K
CHK
Chesapeake Energy Corp

Energy
634
New
N/A
634 $54K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.96K
New
$17.76 - $22.1 $34.9K - $43.4K
1.96K $43K
ASND
Ascendis Pharma A/S

Healthcare
25
New
$137.41 - $179.1 $3.44K - $4.48K
25 $4K
EONGY
E.On Se Sponsored Adr (Germany

Utilities
259
New
$14.85 - $18.53 $3.85K - $4.8K
259 $4K
NOK
Nokia Corp

Technology
710
New
$4.65 - $5.43 $3.3K - $3.86K
710 $3K
DTEGY
Deutsche Telekom Ag Ads (1 Ord)

Communication Services
102
New
$34.49 - $38.92 $3.52K - $3.97K
102 $3K
ENTG
Entegris Inc

Technology
29
New
$62.92 - $86.2 $1.82K - $2.5K
29 $2K
TRGP
Targa Resources Corp.

Energy
15
New
$157.32 - $205.72 $2.36K - $3.09K
15 $2K
WM
Waste Management Inc

Industrials
11
New
$216.47 - $242.1 $2.38K - $2.66K
11 $2K
SNPS
Synopsys Inc

Technology
5
New
$380.9 - $517.66 $1.9K - $2.59K
5 $2K
TOMDF
Todos Medical Ltd.

Healthcare
15K
New
$0.0 - $0.0 $0 - $0
15K $0
Puration Inc
15
New
N/A
15 $0
Global 1 Inv Hldgs Xxx
15K
New
N/A
15K $0
MCOA
Marijuana CO Of America, Inc.

Healthcare
400K
New
$0.0 - $0.0 $0 - $0
400K $0
Weed Growth Fund Inc
239
New
N/A
239 $0
Cannabis Science Inc Xxx
25.3K
New
N/A
25.3K $0
Eagle Mountain Corporxxx
44
New
N/A
44 $0
Smartdisk Corp
200
New
N/A
200 $0
Fs Specialty Lending Fun
2.64K
New
N/A
2.64K $0
Vapor Group Inc
5K
New
N/A
5K $0
Alternative Energy Partn
2M
New
N/A
2M $0
Rogue One Inc
250
New
N/A
250 $0
TAUG
Tauriga Sciences, Inc.

Healthcare
334
New
N/A
334 $0
New Source Energ 11 Xxx
500
New
N/A
500 $0
Creative Edge Nutrition
25K
New
N/A
25K $0
Vape Hldgs Inc Xxx
7.5K
New
N/A
7.5K $0
Organigram Global Inc F
25
New
N/A
25 $0
QQQM
Invesco Exchange Traded Fd Tr

ETFs
0
New
$171.4 - $227.1 $0 - $0
0 $0
Activity Summary
Buys All Purchases 227 New Holdings 68 Increased Positions 159 Sells All Sells 167 Reductions 164 Sold out 3 Options Calls 0 Puts 0
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