Org Wealth Partners, LLC New Holdings in Q3 2025

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
12.6K
New
$67.52 - $76.75 $852K - $968K
12.6K $944K
AZO
Autozone Inc

Consumer Cyclical
67
New
$3649.42 - $4354.54 $245K - $292K
67 $287K
KLAC
Kla Corp

Technology
266
New
$843.9 - $1078.6 $224K - $287K
266 $286K
NVS
Novartis Ag

Healthcare
1.82K
New
$113.5 - $129.73 $206K - $236K
1.82K $232K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.13K
New
$187.97 - $199.47 $212K - $225K
1.13K $225K
BSX
Boston Scientific Corp

Healthcare
2.12K
New
$97.03 - $108.14 $206K - $230K
2.12K $207K
ACA
Arcosa, Inc.

Industrials
1.85K
New
$83.66 - $100.23 $155K - $186K
1.85K $173K
TRN
Trinity Industries Inc

Industrials
5.56K
New
$23.3 - $29.03 $130K - $161K
5.56K $155K
FNV
Franco Nevada Corp

Basic Materials
557
New
$154.4 - $222.91 $86K - $124K
557 $124K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
3.62K
New
N/A
3.62K $113K
YUM
Yum Brands Inc

Consumer Cyclical
442
New
$139.5 - $153.94 $61.7K - $68K
442 $67K
TTE
Total Energies Se

Energy
978
New
N/A
978 $67K
NNN
National Retail Properties, Inc.

Real Estate
1.19K
New
$40.68 - $44.1 $48.2K - $52.3K
1.19K $50K
BIIB
Biogen Inc.

Healthcare
349
New
$122.68 - $148.84 $42.8K - $51.9K
349 $48K
MAR
Marriott International Inc

Consumer Cyclical
169
New
$255.35 - $282.87 $43.2K - $47.8K
169 $44K
AZN
Astrazeneca PLC

Healthcare
561
New
$68.72 - $82.11 $38.6K - $46.1K
561 $43K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
639
New
$50.7 - $54.86 $32.4K - $35.1K
639 $34K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
747
New
$33.95 - $36.33 $25.4K - $27.1K
747 $26K
RPD
Rapid7, Inc.

Technology
1K
New
$17.88 - $25.59 $17.9K - $25.6K
1K $18K
TWLO
Twilio Inc

Communication Services
150
New
$92.44 - $132.7 $13.9K - $19.9K
150 $15K
VEU
Vanguard Ftse All World Ex Us

ETFs
151
New
$66.38 - $71.68 $10K - $10.8K
151 $10K
GFI
Gold Fields LTD

Basic Materials
210
New
$23.36 - $42.3 $4.91K - $8.88K
210 $8K
RSG
Republic Services, Inc.

Industrials
37
New
$225.33 - $246.01 $8.34K - $9.1K
37 $8K
ACWI
Ishares Msci Acwi ETF

ETFs
55
New
$128.32 - $138.41 $7.06K - $7.61K
55 $7K
SBSW
Sibanye Stillwater LTD

Basic Materials
561
New
$7.27 - $11.24 $4.08K - $6.31K
561 $6K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
258
New
$25.09 - $30.99 $6.47K - $8K
258 $6K
ABC
Amerisourcebergen Corp

Healthcare
35
New
N/A
35 $6K
BVN
Buenaventura Mining CO Inc

Basic Materials
251
New
$16.23 - $24.33 $4.07K - $6.11K
251 $6K
MGK
Vanguard Mega Cap Growth ETF

ETFs
14
New
$362.31 - $405.74 $5.07K - $5.68K
14 $5K
VIV
Telefonica Brasil S.A.

Communication Services
368
New
$10.79 - $12.8 $3.97K - $4.71K
368 $4K
GRFS
Grifols Sa

Healthcare
471
New
$8.87 - $10.85 $4.18K - $5.11K
471 $4K
KEP
Korea Electric Power Corp

Utilities
344
New
$12.94 - $14.82 $4.45K - $5.1K
344 $4K
RYCEY
Rolls Royce Hldngs PLC Spons A
308
New
$12.8 - $16.2 $3.94K - $4.99K
308 $4K
PAC
Pacific Airport Group

Industrials
17
New
$218.82 - $256.99 $3.72K - $4.37K
17 $4K
SGAPY
Singapore Telecommunications Limited

Communication Services
154
New
$30.25 - $34.31 $4.66K - $5.28K
154 $4K
CX
Cemex Sab De Cv

Basic Materials
497
New
$7.1 - $9.55 $3.53K - $4.75K
497 $4K
RYAAY
Ryanair Holdings PLC

Industrials
80
New
$55.19 - $66.72 $4.42K - $5.34K
80 $4K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
26
New
$36.04 - $38.78 $937 - $1.01K
26 $1K
Yieldmax Ai Tech Pf Op
30
New
N/A
30 $0
First Trust Portfolios
25
New
N/A
25 $0
LUG.TO
Lundin Gold Inc.

Basic Materials
952
New
N/A
952 $0
Invesco Unit Trusts
25
New
N/A
25 $0
Invesco Capital Mark
25
New
N/A
25 $0
Strategy Inc 8 Pfd
938
New
N/A
938 $0
Invesco Capital Market
25
New
N/A
25 $0
Walgreens Boots Alliance
372
New
N/A
372 $0
Armour Residential Reit Inc Com Par $0 001
315K
New
N/A
315K $0
Karman Hldgs Inc Com
1.61K
New
N/A
1.61K $0
Viper Energy Inc New
2.02K
New
N/A
2.02K $0
Activity Summary
Buys All Purchases 274 New Holdings 61 Increased Positions 213 Sells All Sells 103 Reductions 102 Sold out 1 Options Calls 0 Puts 0
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