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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
170
New
$126.11 - $135.06 $21.4K - $23K
170 $21K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
528
New
$40.38 - $42.65 $21.3K - $22.5K
528 $21K
CTRA
Coterra Energy Inc.

Energy
751
New
$25.51 - $29.83 $19.2K - $22.4K
751 $21K
IWY
Ishares Tr Russell 200 Growth

ETFs
100
New
$210.19 - $243.33 $21K - $24.3K
100 $21K
CMC
Commercial Metals CO

Basic Materials
401
New
$43.22 - $53.05 $17.3K - $21.3K
401 $18K
UTG
Reaves Utility Income Fund

Financial Services
581
New
$31.08 - $34.42 $18.1K - $20K
581 $18K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
292
New
$59.78 - $60.03 $17.5K - $17.5K
292 $17K
VAL
Valaris LTD

Energy
428
New
$32.85 - $49.52 $14.1K - $21.2K
428 $16K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
140
New
$108.02 - $120.45 $15.1K - $16.9K
140 $15K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
313
New
$47.59 - $48.35 $14.9K - $15.1K
313 $15K
IWS
Ishares Russell Midcap Value E

ETFs
121
New
$122.59 - $135.24 $14.8K - $16.4K
121 $15K
IONQ
Ion Q, Inc.

Technology
650
New
$18.27 - $51.07 $11.9K - $33.2K
650 $14K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
230
New
$62.72 - $71.92 $14.4K - $16.5K
230 $14K
VRNS
Varonis Systems Inc

Technology
350
New
$39.16 - $46.84 $13.7K - $16.4K
350 $14K
TRMK
Trustmark Corp

Financial Services
401
New
$32.92 - $38.83 $13.2K - $15.6K
401 $13K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
325
New
$34.94 - $44.24 $11.4K - $14.4K
325 $13K
BYDDY
Byd Company LTD Unsponsored Ad

Consumer Cyclical
125
New
$63.72 - $108.48 $7.97K - $13.6K
125 $12K
AMD
Advanced Micro Devices Inc

Technology
108
New
$96.63 - $129.55 $10.4K - $14K
108 $11K
RGTI
Rigetti Computing, Inc.

Technology
1.5K
New
$6.05 - $19.51 $9.08K - $29.3K
1.5K $11K
GPC
Genuine Parts CO

Consumer Cyclical
100
New
$115.91 - $129.02 $11.6K - $12.9K
100 $11K
FVD
First Tr Value Line Divid Inde

ETFs
237
New
$42.61 - $45.51 $10.1K - $10.8K
237 $10K
AEP
American Electric Power CO Inc

Utilities
100
New
$90.32 - $109.27 $9.03K - $10.9K
100 $10K
TSCO
Tractor Supply CO

Consumer Cyclical
175
New
$51.66 - $57.94 $9.04K - $10.1K
175 $9K
BILL
Bill.Com Holdings, Inc.

Technology
200
New
$43.59 - $97.07 $8.72K - $19.4K
200 $9K
VO
Vanguard Mid Cap ETF

ETFs
35
New
$251.87 - $277.95 $8.82K - $9.73K
35 $9K
SWKS
Skyworks Solutions, Inc.

Technology
153
New
$64.12 - $93.96 $9.81K - $14.4K
153 $9K
DECK
Deckers Outdoor Corp

Consumer Cyclical
75
New
$111.56 - $223.11 $8.37K - $16.7K
75 $8K
TDW
Tidewater Inc

Energy
204
New
$39.93 - $57.69 $8.15K - $11.8K
204 $8K
TSEM
Tower Semiconductor LTD

Technology
225
New
$35.43 - $54.74 $7.97K - $12.3K
225 $8K
HCA
Hca Healthcare, Inc.

Healthcare
25
New
$296.7 - $345.55 $7.42K - $8.64K
25 $8K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
61
New
$123.87 - $158.75 $7.56K - $9.68K
61 $7K
QAI
Iq Hedge Multi Strategy Compos

ETFs
231
New
$31.16 - $32.27 $7.2K - $7.45K
231 $7K
SMR
Nuscale Power Corp

Industrials
500
New
$14.16 - $29.08 $7.08K - $14.5K
500 $7K
C
Citigroup Inc

Financial Services
101
New
$67.23 - $84.63 $6.79K - $8.55K
101 $7K
DUOL
Duolingo, Inc.

Technology
25
New
$272.49 - $441.39 $6.81K - $11K
25 $7K
NET
Cloudflare, Inc.

Technology
60
New
$110.71 - $176.5 $6.64K - $10.6K
60 $6K
LEU
Centrus Energy Corp

Energy
100
New
$62.21 - $119.74 $6.22K - $12K
100 $6K
CVS
Cvs Health Corp

Healthcare
101
New
$44.22 - $68.64 $4.47K - $6.93K
101 $6K
GTLB
Gitlab Inc.

Technology
124
New
$47.0 - $73.14 $5.83K - $9.07K
124 $5K
SONY
Sony Group Corp

Technology
220
New
$19.88 - $25.64 $4.37K - $5.64K
220 $5K
IWN
Ishares Russell2000 Val ETF

ETFs
36
New
$149.27 - $169.4 $5.37K - $6.1K
36 $5K
WFC
Wells Fargo & Company

Financial Services
79
New
$66.78 - $81.42 $5.28K - $6.43K
79 $5K
VNET
Vnet Group, Inc.

Technology
639
New
$4.95 - $14.68 $3.16K - $9.38K
639 $5K
IJS
Ishares S&P Smallcap 600 Value

ETFs
61
New
$96.3 - $112.23 $5.87K - $6.85K
61 $5K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
77
New
$64.47 - $70.13 $4.96K - $5.4K
77 $5K
AVEM
American Centy ETF Tr Avantis

ETFs
77
New
$57.11 - $62.4 $4.4K - $4.8K
77 $4K
GKOS
Glaukos Corp

Healthcare
50
New
$96.6 - $161.22 $4.83K - $8.06K
50 $4K
KC
Kingsoft Cloud Holdings LTD

Technology
233
New
$9.15 - $20.81 $2.13K - $4.85K
233 $3K
SYK
Stryker Corp

Healthcare
9
New
$355.18 - $399.9 $3.2K - $3.6K
9 $3K
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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