Org Wealth Partners, LLC New Holdings in Q3 2024

Org Wealth Partners, LLC

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
20.7K
New
$28.67 - $32.82 $593K - $679K
20.7K $654M
GWW
W.W. Grainger, Inc.

Industrials
623
New
$896.19 - $1044.18 $558K - $651K
623 $648M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
23K
New
$26.82 - $30.58 $618K - $704K
23K $648M
Linde PLC F
1.33K
New
N/A
1.33K $633M
AOS
Smith A O Corp

Industrials
6.99K
New
$76.95 - $91.98 $538K - $643K
6.99K $628M
DOV
Dover Corp

Industrials
3.25K
New
$172.5 - $193.03 $560K - $627K
3.25K $623M
ESS
Essex Property Trust, Inc.

Real Estate
2.05K
New
$272.82 - $272.82 $559K - $559K
2.05K $606M
FSTR
Foster L B CO

Industrials
29.5K
New
$16.08 - $24.01 $475K - $709K
29.5K $604M
UNP
Union Pacific Corp

Industrials
2.44K
New
$221.78 - $256.09 $541K - $625K
2.44K $602M
TMO
Thermo Fisher Scientific Inc.

Healthcare
967
New
$531.86 - $624.21 $514K - $604K
967 $598M
CRM
Salesforce, Inc.

Technology
2.11K
New
$238.42 - $276.53 $503K - $584K
2.11K $578M
ORCL
Oracle Corp

Technology
3.07K
New
$125.9 - $170.35 $386K - $523K
3.07K $523M
NFLX
Netflix Inc

Communication Services
718
New
$598.55 - $722.26 $430K - $519K
718 $509M
CAH
Cardinal Health Inc

Healthcare
4.42K
New
$93.74 - $114.66 $415K - $507K
4.42K $489M
SHOP
Shopify Inc.

Technology
5.86K
New
$52.26 - $80.75 $306K - $473K
5.86K $470M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.97K
New
$105.53 - $118.34 $419K - $469K
3.97K $464M
GOOGL
Alphabet Inc.

Communication Services
2.8K
New
$148.65 - $191.18 $416K - $535K
2.8K $464M
JPM
Jpmorgan Chase & CO

Financial Services
2.16K
New
$194.9 - $224.8 $420K - $484K
2.16K $455M
UNH
Unitedhealth Group Inc

Healthcare
776
New
$488.01 - $604.18 $379K - $469K
776 $454M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
40.5K
New
$9.89 - $11.43 $400K - $462K
40.5K $445M
EMR
Emerson Electric CO

Industrials
4.05K
New
$98.19 - $118.87 $398K - $482K
4.05K $443M
ACN
Accenture PLC

Technology
1.24K
New
$295.44 - $355.81 $365K - $440K
1.24K $437M
OMFL
Invesco Exchange Traded Self I

ETFs
8.24K
New
$47.65 - $52.99 $392K - $436K
8.24K $436M
MSCI
Msci Inc.

Financial Services
741
New
$479.31 - $584.91 $355K - $433K
741 $432M
CL
Colgate Palmolive CO

Consumer Defensive
4.08K
New
$95.54 - $108.77 $390K - $444K
4.08K $424M
MCD
Mcdonalds Corp

Consumer Cyclical
1.38K
New
$245.82 - $304.51 $338K - $419K
1.38K $419M
FAST
Fastenal CO

Industrials
5.81K
New
$62.09 - $71.83 $361K - $417K
5.81K $415M
ZTS
Zoetis Inc.

Healthcare
2.09K
New
$172.58 - $196.48 $360K - $410K
2.09K $408M
VTI
Vanguard Total Stock Market Et

ETFs
1.43K
New
$255.18 - $283.2 $364K - $404K
1.43K $404M
HD
Home Depot, Inc.

Consumer Cyclical
986
New
$333.64 - $405.2 $329K - $400K
986 $400M
TGT
Target Corp

Consumer Defensive
2.51K
New
$133.47 - $159.25 $336K - $400K
2.51K $392M
WDAY
Workday, Inc.

Technology
1.47K
New
$207.75 - $264.68 $305K - $389K
1.47K $359M
AMGN
Amgen Inc

Healthcare
1.11K
New
$309.38 - $337.38 $343K - $374K
1.11K $357M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.72K
New
$113.01 - $154.34 $307K - $420K
2.72K $345M
LOW
Lowes Companies Inc

Consumer Cyclical
1.27K
New
$213.3 - $270.78 $271K - $344K
1.27K $344M
KMI
Kinder Morgan, Inc.

Energy
15.6K
New
$19.72 - $22.22 $307K - $346K
15.6K $344M
IT
Gartner Inc

Technology
639
New
$441.32 - $516.47 $282K - $330K
639 $324M
NVO
Novo Nordisk A S

Healthcare
2.63K
New
$119.07 - $145.42 $313K - $383K
2.63K $313M
PM
Philip Morris International Inc.

Consumer Defensive
2.58K
New
$101.25 - $127.45 $261K - $328K
2.58K $313M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.97K
New
$109.16 - $155.35 $215K - $306K
1.97K $305M
Annaly Cap Mgmt Inc
15.1K
New
N/A
15.1K $303M
EFV
Msci Eafe Value ETF

ETFs
5.26K
New
$51.72 - $57.96 $272K - $305K
5.26K $303M
ITW
Illinois Tool Works Inc

Industrials
1.15K
New
$233.14 - $263.97 $269K - $304K
1.15K $303M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
550
New
$475.2 - $527.7 $261K - $290K
550 $290M
MO
Altria Group, Inc.

Consumer Defensive
5.68K
New
$45.95 - $54.71 $261K - $311K
5.68K $290M
TSLA
Tesla, Inc.

Consumer Cyclical
1.1K
New
$191.76 - $263.26 $212K - $291K
1.1K $289M
SUB
Ishares Short Term National Mu

ETFs
2.67K
New
$104.3 - $106.3 $278K - $283K
2.67K $283M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.37K
New
$175.46 - $203.3 $241K - $279K
1.37K $278M
IEF
Ishares Barclays

ETFs
2.83K
New
$92.67 - $99.14 $262K - $280K
2.83K $277M
Activity Summary
Buys All Purchases 481 New Holdings 481 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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