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
MU
Micron Technology Inc

Technology
1.31K
New
$86.27 - $136.82 $113K - $180K
1.31K $136M
REET
Ishares Global Reit ETF

ETFs
5.05K
New
$23.07 - $27.17 $117K - $137K
5.05K $135M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.61K
New
$81.31 - $83.29 $131K - $134K
1.61K $133M
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
3.1K
New
$36.5 - $42.83 $113K - $133K
3.1K $130M
TT
Trane Technologies PLC

Industrials
334
New
$314.21 - $388.71 $105K - $130K
334 $130M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.89K
New
$38.04 - $45.36 $110K - $131K
2.89K $129M
FCX
Freeport Mcmoran Inc

Basic Materials
2.59K
New
$39.52 - $51.92 $102K - $134K
2.59K $129M
XLV
Select Sector Spdr Fund Health

ETFs
838
New
$143.3 - $157.24 $120K - $132K
838 $129M
NRG
Nrg Energy, Inc.

Utilities
1.4K
New
$68.89 - $91.22 $96.7K - $128K
1.4K $128M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.08K
New
$56.52 - $63.23 $117K - $131K
2.08K $128M
HWM
Howmet Aerospace Inc.

Industrials
1.24K
New
$77.3 - $100.22 $96.2K - $125K
1.24K $125M
PGR
Progressive Corp

Financial Services
489
New
$209.46 - $259.24 $102K - $127K
489 $124M
AIZ
Assurant, Inc.

Financial Services
621
New
$161.28 - $199.95 $100K - $124K
621 $123M
GE
General Electric CO

Industrials
654
New
$156.66 - $189.66 $102K - $124K
654 $123M
LDOS
Leidos Holdings, Inc.

Technology
748
New
$142.66 - $163.02 $107K - $122K
748 $122M
KEY
Keycorp

Financial Services
7.16K
New
$13.95 - $17.34 $99.9K - $124K
7.16K $120M
Sagimet Biosciences Inc
42.9K
New
N/A
42.9K $119M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
943
New
$97.96 - $124.99 $92.4K - $118K
943 $117M
PFE
Pfizer Inc

Healthcare
3.96K
New
$27.7 - $31.39 $110K - $124K
3.96K $115M
ROIV
Roivant Sciences Ltd.

Healthcare
9.82K
New
$10.17 - $12.5 $99.9K - $123K
9.82K $113M
WDC
Western Digital Corp

Technology
1.64K
New
$56.25 - $80.24 $92.4K - $132K
1.64K $112M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
5.25K
New
$18.12 - $21.31 $95.1K - $112K
5.25K $112M
DERM
Journey Medical Corp

Healthcare
19.5K
New
$4.22 - $5.91 $82.4K - $115K
19.5K $110M
GILD
Gilead Sciences, Inc.

Healthcare
1.31K
New
$66.59 - $83.99 $87.4K - $110K
1.31K $110M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.66K
New
$58.35 - $66.29 $96.6K - $110K
1.66K $110M
GRMN
Garmin LTD

Technology
623
New
$161.1 - $183.29 $100K - $114K
623 $110M
NTAP
Net App, Inc.

Technology
881
New
$114.18 - $134.62 $101K - $119K
881 $109M
ICF
Ishares Tr

ETFs
1.64K
New
$56.77 - $67.33 $92.9K - $110K
1.64K $108M
OKE
Oneok Inc

Energy
1.16K
New
$78.62 - $95.27 $91.3K - $111K
1.16K $106M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
2.9K
New
$24.49 - $38.1 $70.9K - $110K
2.9K $105M
VXF
Vanguard Extended Market ETF

ETFs
575
New
$163.98 - $182.92 $94.3K - $105K
575 $105M
APD
Air Products & Chemicals, Inc.

Basic Materials
351
New
$247.34 - $300.11 $86.8K - $105K
351 $105M
ES
Eversource Energy

Utilities
1.47K
New
$56.52 - $68.38 $83.3K - $101K
1.47K $100M
ONON
On Holding Ag

Consumer Cyclical
1.99K
New
$36.63 - $51.57 $72.9K - $103K
1.99K $99.8M
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
7.42K
New
$11.88 - $14.22 $88.2K - $106K
7.42K $98.9M
IRM
Iron Mountain Inc

Real Estate
826
New
$89.69 - $119.32 $74.1K - $98.6K
826 $98.2M
DVA
Davita Inc.

Healthcare
592
New
$133.98 - $165.19 $79.3K - $97.8K
592 $97M
PWR
Quanta Services, Inc.

Industrials
320
New
$239.58 - $298.23 $76.7K - $95.4K
320 $95.4M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
520
New
$150.01 - $182.29 $78K - $94.8K
520 $94.5M
DPZ
Dominos Pizza Inc

Consumer Cyclical
216
New
$402.52 - $505.35 $86.9K - $109K
216 $92.9M
PKG
Packaging Corp Of America

Consumer Cyclical
430
New
$176.32 - $215.7 $75.8K - $92.8K
430 $92.6M
ALL
Allstate Corp

Financial Services
488
New
$158.43 - $192.86 $77.3K - $94.1K
488 $92.5M
RL
Ralph Lauren Corp

Consumer Cyclical
469
New
$158.53 - $197.61 $74.4K - $92.7K
469 $90.9M
FITB
Fifth Third Bancorp

Financial Services
2.11K
New
$36.01 - $43.64 $76K - $92.1K
2.11K $90.4M
BSX
Boston Scientific Corp

Healthcare
1.07K
New
$72.96 - $84.0 $77.7K - $89.5K
1.07K $89.2M
HIG
Hartford Financial Services Group, Inc.

Financial Services
757
New
$98.71 - $117.61 $74.7K - $89K
757 $89M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
9.43K
New
$7.28 - $11.9 $68.7K - $112K
9.43K $88.6M
IP
International Paper CO

Consumer Cyclical
1.81K
New
$42.55 - $49.98 $77.1K - $90.5K
1.81K $88.5M
FSLR
First Solar, Inc.

Technology
354
New
$205.36 - $255.78 $72.7K - $90.5K
354 $88.3M
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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