Org Wealth Partners, LLC New Holdings in Q1 2025

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
40.6K
New
$39.61 - $42.65 $1.61M - $1.73M
40.6K $1.65M
HON
Honeywell International Inc

Industrials
7.17K
New
$202.75 - $226.52 $1.45M - $1.62M
7.17K $1.52M
OKTA
Okta, Inc.

Technology
12.7K
New
$78.83 - $116.72 $1M - $1.49M
12.7K $1.34M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
44.6K
New
$24.39 - $35.22 $1.09M - $1.57M
44.6K $1.32M
SCCO
Southern Copper Corp

Basic Materials
13.4K
New
$85.92 - $101.48 $1.15M - $1.36M
13.4K $1.25M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
9.27K
New
$120.5 - $145.97 $1.12M - $1.35M
9.27K $1.22M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
79.9K
New
$13.05 - $13.97 $1.04M - $1.12M
79.9K $1.09M
VZ
Verizon Communications Inc

Communication Services
23K
New
$37.81 - $46.49 $869K - $1.07M
23K $1.04M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.5K
New
$56.17 - $59.71 $873K - $928K
15.5K $887K
SNOW
Snowflake Inc.

Technology
6.01K
New
$146.16 - $192.78 $878K - $1.16M
6.01K $877K
IEFA
Ishares Tr

ETFs
7.72K
New
$69.57 - $78.65 $537K - $607K
7.72K $583K
EQT
Eqt Corp

Energy
10.3K
New
$46.16 - $54.25 $474K - $558K
10.3K $549K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.31K
New
$95.85 - $99.25 $509K - $527K
5.31K $525K
SPG
Simon Property Group Inc

Real Estate
2.85K
New
$159.48 - $187.78 $455K - $536K
2.85K $473K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.9K
New
$68.32 - $75.06 $403K - $443K
5.9K $440K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
4.28K
New
$96.18 - $109.82 $412K - $470K
4.28K $438K
PB
Prosperity Bancshares Inc

Financial Services
5.5K
New
$69.3 - $80.69 $381K - $444K
5.5K $392K
AON
Aon PLC

Financial Services
908
New
$348.44 - $409.32 $316K - $372K
908 $362K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.37K
New
$208.48 - $244.03 $285K - $334K
1.37K $334K
GS
Goldman Sachs Group Inc

Financial Services
578
New
$524.81 - $672.19 $303K - $389K
578 $315K
UPS
United Parcel Service Inc

Industrials
2.75K
New
$109.66 - $136.26 $302K - $375K
2.75K $302K
KKR
Kkr & Co. Inc.

Financial Services
2.52K
New
$108.17 - $167.07 $273K - $422K
2.52K $291K
VST
Vistra Corp.

Utilities
2.45K
New
$108.49 - $191.89 $266K - $471K
2.45K $288K
HSY
Hershey CO

Consumer Defensive
1.61K
New
$144.74 - $186.36 $233K - $300K
1.61K $275K
TYD
Direxion Daily 7 10 Yr Tsy Bul

ETFs
9.85K
New
$22.46 - $25.73 $221K - $253K
9.85K $249K
AMP
Ameriprise Financial Inc

Financial Services
481
New
$472.29 - $575.13 $227K - $277K
481 $232K
BSM
Black Stone Minerals, L.P.

Energy
14.2K
New
$14.48 - $15.59 $206K - $222K
14.2K $217K
CQP
Cheniere Energy Partners, L.P.

Energy
3.25K
New
$55.42 - $67.71 $180K - $220K
3.25K $214K
FNMA
Federal National Mortgage Association Fannie Mae

Financial Services
25.2K
New
$3.44 - $7.7 $86.7K - $194K
25.2K $159K
ITA
Ishares Tr

ETFs
1.02K
New
$144.84 - $159.5 $147K - $162K
1.02K $155K
RRC
Range Resources Corp

Energy
3.29K
New
$35.22 - $41.29 $116K - $136K
3.29K $131K
CME
Cme Group Inc.

Financial Services
490
New
$225.82 - $266.54 $111K - $131K
490 $129K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.21K
New
$87.68 - $94.52 $106K - $115K
1.21K $113K
JCI
Johnson Controls International PLC

Industrials
1.34K
New
$76.12 - $90.6 $102K - $121K
1.34K $107K
STZ
Constellation Brands, Inc.

Consumer Defensive
579
New
$161.05 - $222.93 $93.2K - $129K
579 $106K
AUB
Atlantic Union Bankshares Corp

Financial Services
3.31K
New
$30.68 - $39.07 $102K - $129K
3.31K $103K
ASML
Asml Holding Nv

Technology
147
New
$662.63 - $776.99 $97.4K - $114K
147 $97K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
934
New
$80.4 - $103.55 $75.1K - $96.7K
934 $94K
TER
Teradyne, Inc

Technology
1.13K
New
$82.6 - $140.0 $93.1K - $158K
1.13K $93K
IP
International Paper CO

Consumer Cyclical
1.75K
New
$49.38 - $60.09 $86.2K - $105K
1.75K $93K
STT
State Street Corp

Financial Services
1.04K
New
$84.47 - $102.23 $88K - $107K
1.04K $93K
BK
Bank Of New York Mellon Corp

Financial Services
1.12K
New
$75.42 - $88.95 $84.2K - $99.4K
1.12K $93K
GNRC
Generac Holdings Inc.

Industrials
736
New
$126.65 - $164.06 $93.2K - $121K
736 $93K
MTB
M&T Bank Corp

Financial Services
522
New
$170.47 - $201.98 $89K - $105K
522 $93K
FOX
Fox Corp Cl B (De)

Communication Services
1.77K
New
$45.64 - $54.23 $80.6K - $95.8K
1.77K $93K
GLW
Corning Inc

Technology
2.03K
New
$44.91 - $54.25 $91.1K - $110K
2.03K $92K
SNY
Sanofi

Healthcare
1.67K
New
$48.15 - $59.42 $80.3K - $99.1K
1.67K $92K
TRMB
Trimble Inc.

Technology
1.42K
New
$65.52 - $77.49 $92.7K - $110K
1.42K $92K
RJF
Raymond James Financial Inc

Financial Services
663
New
$137.62 - $172.64 $91.2K - $114K
663 $92K
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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