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
PSO
Pearson PLC

Communication Services
225
New
$15.45 - $17.75 $3.48K - $3.99K
225 $3K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
15
New
$254.58 - $302.92 $3.82K - $4.54K
15 $3K
MMYT
Make My Trip LTD

Consumer Cyclical
41
New
N/A
41 $3K
VIG
Vanguard Dividend Appreciation

ETFs
16
New
N/A
16 $2K
APA
Apa Corp

Energy
105
New
$18.54 - $25.45 $1.95K - $2.67K
105 $2K
LUV
Southwest Airlines CO

Industrials
75
New
$28.18 - $34.84 $2.11K - $2.61K
75 $2K
SOUN
Soundhound Ai, Inc.

Technology
250
New
$8.12 - $20.62 $2.03K - $5.16K
250 $2K
DXCM
Dexcom Inc

Healthcare
15
New
$67.74 - $90.75 $1.02K - $1.36K
15 $1K
AGRO
Adecoagro S.A.

Consumer Defensive
100
New
$9.42 - $11.4 $942 - $1.14K
100 $1K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
42
New
$40.55 - $48.43 $1.7K - $2.03K
42 $1K
ZG
Zillow Group, Inc.

Communication Services
29
New
$66.41 - $85.29 $1.93K - $2.47K
29 $1K
NIO
Nio Inc.

Consumer Cyclical
410
New
$3.75 - $5.22 $1.54K - $2.14K
410 $1K
American Funds Washingto
8.86K
New
N/A
8.86K $0
Us Treasury 6 Month Bill
454
New
N/A
454 $0
American Funds New Persp
63
New
N/A
63 $0
Victory Cornerstone Mode
822
New
N/A
822 $0
Invesco Global Real Esta
299
New
N/A
299 $0
STEM
Stem, Inc.

Technology
150
New
$0.35 - $1.22 $52.5 - $183
150 $0
QS
Quantum Scape Corp

Consumer Cyclical
40
New
$4.15 - $6.58 $166 - $263
40 $0
Apollo Diversified Credi
53
New
N/A
53 $0
PTON
Peloton Interactive, Inc.

Consumer Cyclical
19
New
$5.62 - $10.15 $107 - $193
19 $0
QRVO
Qorvo, Inc.

Technology
7
New
$69.12 - $90.57 $484 - $634
7 $0
Organigram Hldgs Inc F
25
New
N/A
25 $0
EXAS
Exact Sciences Corp

Healthcare
8
New
$43.04 - $58.51 $344 - $468
8 $0
Carillon Scout Mid Cap I
24.6K
New
N/A
24.6K $0
Yieldmax Tsla Opt Incm
3.13K
New
N/A
3.13K $0
Yieldmax Univrs Fd Opt
1.26K
New
N/A
1.26K $0
PACB
Pacific Biosciences Of California, Inc.

Healthcare
100
New
$1.14 - $2.1 $114 - $210
100 $0
Dodge & Cox Stock I
112
New
N/A
112 $0
Meridian Growth Investor
482
New
N/A
482 $0
Invesco Global Core Equi
1.37K
New
N/A
1.37K $0
Polen Growth Institution
6.68K
New
N/A
6.68K $0
Calvert International Eq
17K
New
N/A
17K $0
DKNG
Draft Kings Inc.

Consumer Cyclical
25
New
$33.21 - $53.49 $830 - $1.34K
25 $0
Goldman Sachs Large Cap
1.08K
New
N/A
1.08K $0
American Funds Fundament
10.2K
New
N/A
10.2K $0
T. Rowe Price Growth Sto
288
New
N/A
288 $0
Holbrook Income I
748
New
N/A
748 $0
Vanguard Dividend Growth
1.88K
New
N/A
1.88K $0
American Funds American
307
New
N/A
307 $0
Pimco Low Duration I2
957
New
N/A
957 $0
Yieldmax Ultra Opt Inc
40
New
N/A
40 $0
ROKU
Roku, Inc

Communication Services
6
New
$67.36 - $99.07 $404 - $594
6 $0
American Funds Europacif
305
New
N/A
305 $0
Arm Hldgs PLC Equity A F
188
New
N/A
188 $0
Virtus Alphasimplex Mana
920
New
N/A
920 $0
Matthews China Small Com
4.76K
New
N/A
4.76K $0
Jhancock Regional Bank A
68
New
N/A
68 $0
Vanguard Mid Cap Index A
81
New
N/A
81 $0
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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