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
BAC
Bank Of America Corp

Financial Services
2.22K
New
$39.61 - $47.74 $88K - $106K
2.22K $92K
TMUS
T Mobile Us, Inc.

Communication Services
348
New
$211.3 - $272.83 $73.5K - $94.9K
348 $92K
COF
Capital One Financial Corp

Financial Services
516
New
$163.87 - $209.82 $84.6K - $108K
516 $92K
ZBRA
Zebra Technologies Corp

Technology
326
New
$271.72 - $421.11 $88.6K - $137K
326 $92K
NDAQ
Nasdaq, Inc.

Financial Services
1.2K
New
$72.17 - $83.76 $86.8K - $101K
1.2K $91K
FFIV
F5, Inc.

Technology
342
New
$251.75 - $310.6 $86.1K - $106K
342 $91K
EBAY
Ebay Inc

Consumer Cyclical
1.35K
New
$61.61 - $70.93 $82.9K - $95.5K
1.35K $91K
WELL
Welltower Inc.

Real Estate
599
New
$124.05 - $156.86 $74.3K - $94K
599 $91K
NI
Nisource Inc.

Utilities
2.28K
New
$35.57 - $41.23 $81K - $93.9K
2.28K $91K
BKR
Baker Hughes CO

Energy
2.09K
New
$41.16 - $48.85 $85.9K - $102K
2.09K $91K
KR
Kroger CO

Consumer Defensive
1.36K
New
$58.36 - $67.72 $79.3K - $92K
1.36K $91K
TXT
Textron Inc

Industrials
1.27K
New
$70.19 - $81.2 $89.3K - $103K
1.27K $91K
K
Kellogg CO

Consumer Defensive
1.11K
New
$81.06 - $82.9 $89.8K - $91.9K
1.11K $91K
GM
General Motors CO

Consumer Cyclical
1.91K
New
$45.22 - $54.92 $86.3K - $105K
1.91K $89K
SLV
I Shares Silver Trust

ETFs
2.89K
New
$26.93 - $31.32 $77.9K - $90.6K
2.89K $89K
SBGSY
Schneider Electric Se Unsponso

Industrials
1.79K
New
$45.92 - $56.77 $82.3K - $102K
1.79K $82K
LRLCY
L'Oreal CO Adr

Consumer Defensive
1.06K
New
$67.11 - $80.24 $71.3K - $85.2K
1.06K $78K
AAGIY
Aia Group LTD Sponsored Adr Ho

Financial Services
2.52K
New
$26.53 - $33.08 $66.9K - $83.4K
2.52K $76K
CNC
Centene Corp

Healthcare
1.2K
New
$55.93 - $65.89 $67.1K - $79.1K
1.2K $72K
KEYS
Keysight Technologies, Inc.

Technology
484
New
$148.16 - $185.11 $71.7K - $89.6K
484 $72K
DLR
Digital Realty Trust, Inc.

Real Estate
487
New
$142.1 - $183.56 $69.2K - $89.4K
487 $69K
IQV
Iqvia Holdings Inc.

Healthcare
353
New
$176.3 - $209.96 $62.2K - $74.1K
353 $62K
FDS
Factset Research Systems Inc

Financial Services
132
New
$427.5 - $476.51 $56.4K - $62.9K
132 $60K
ERIE
Erie Indemnity CO

Financial Services
143
New
$377.62 - $450.61 $54K - $64.4K
143 $59K
MKC
Mccormick & CO Inc

Consumer Defensive
713
New
$71.24 - $84.73 $50.8K - $60.4K
713 $58K
DUK
Duke Energy Corp

Utilities
443
New
$105.87 - $121.97 $46.9K - $54K
443 $54K
AEM
Agnico Eagle Mines LTD

Basic Materials
456
New
$79.66 - $108.41 $36.3K - $49.4K
456 $49K
BIT
Black Rock Multi Sector Income Trust

Financial Services
3.34K
New
$14.43 - $14.85 $48.2K - $49.6K
3.34K $48K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
718
New
$65.27 - $71.18 $46.9K - $51.1K
718 $47K
TM
Toyota Motor Corp

Consumer Cyclical
267
New
$176.53 - $195.35 $47.1K - $52.2K
267 $47K
IEMG
Ishares Inc

ETFs
886
New
N/A
886 $47K
PWV
Invesco Exchange Traded Fd Tr

ETFs
781
New
$56.58 - $60.89 $44.2K - $47.6K
781 $46K
STE
Steris PLC

Healthcare
190
New
$202.46 - $232.74 $38.5K - $44.2K
190 $43K
SU
Suncor Energy Inc

Energy
1.12K
New
$34.27 - $40.63 $38.4K - $45.5K
1.12K $43K
LHX
L3 Harris Technologies, Inc.

Industrials
202
New
$194.65 - $222.86 $39.3K - $45K
202 $42K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
430
New
$91.76 - $103.26 $39.5K - $44.4K
430 $39K
BE
Bloom Energy Corp

Industrials
1.95K
New
$19.66 - $29.81 $38.3K - $58.1K
1.95K $38K
EW
Edwards Lifesciences Corp

Healthcare
535
New
$67.95 - $76.19 $36.4K - $40.8K
535 $38K
ITOT
Ishares Core S&P Total U.S. St

ETFs
301
New
$120.29 - $134.6 $36.2K - $40.5K
301 $36K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
705
New
$40.34 - $45.45 $28.4K - $32K
705 $31K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
602
New
$47.79 - $59.89 $28.8K - $36.1K
602 $30K
EMB
Ishares Tr

ETFs
330
New
$88.64 - $92.03 $29.3K - $30.4K
330 $29K
APP
App Lovin Corp

Technology
103
New
$238.08 - $510.13 $24.5K - $52.5K
103 $27K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
498
New
$51.6 - $58.13 $25.7K - $28.9K
498 $26K
DFS
Discover Financial Services

Financial Services
150
New
$152.99 - $203.25 $22.9K - $30.5K
150 $25K
FMCC
Federal Home Loan Mortgage Corp

Financial Services
4.68K
New
$3.37 - $6.51 $15.8K - $30.4K
4.68K $25K
DLTR
Dollar Tree, Inc.

Consumer Defensive
324
New
$61.92 - $76.95 $20.1K - $24.9K
324 $24K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
449
New
$50.48 - $51.04 $22.7K - $22.9K
449 $22K
ADYEY
Adyen N V (Netherlands)

Technology
1.5K
New
$14.24 - $19.23 $21.4K - $28.8K
1.5K $22K
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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