Org Wealth Partners, LLC Reduced Holdings in Q2 2025

Org Wealth Partners, LLC

  • $233 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
-33.3K
- 69.41%
$81.79 - $99.98 $2.72M - $3.33M
14.7K $1.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-863
- 3.18%
$483.48 - $539.8 $417K - $466K
26.3K $12.8M
ABBV
Abb Vie Inc.

Healthcare
-3.45K
- 15.11%
$170.16 - $206.27 $587K - $711K
19.4K $3.6M
XOM
Exxon Mobil Corp

Energy
-3.95K
- 7.2%
$99.93 - $119.04 $395K - $470K
50.9K $5.49M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-14.6K
- 13.9%
$50.36 - $50.68 $736K - $741K
90.5K $4.59M
MUB
Ishares National Muni Bond ETF

ETFs
-6.79K
- 54.39%
$102.31 - $105.8 $695K - $719K
5.7K $595K
SOXX
Ishares Semiconductor ETF

ETFs
-3.14K
- 90.45%
$154.86 - $239.07 $487K - $752K
332 $79K
CVX
Chevron Corp

Energy
-2.47K
- 38.08%
$133.73 - $168.51 $330K - $416K
4.02K $575K
CB
Chubb LTD

Financial Services
-1.59K
- 60.61%
$274.32 - $302.46 $437K - $482K
1.04K $300K
ABT
Abbott Laboratories

Healthcare
-4.39K
- 9.5%
$123.95 - $138.08 $544K - $605K
41.8K $5.68M
KMB
Kimberly Clark Corp

Consumer Defensive
-2.46K
- 77.9%
$126.84 - $145.22 $312K - $357K
698 $89K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-3.46K
- 80.74%
$86.97 - $102.82 $301K - $356K
825 $79K
NEE
Nextera Energy Inc

Utilities
-4.91K
- 74.49%
$64.11 - $75.0 $315K - $368K
1.68K $116K
ESS
Essex Property Trust, Inc.

Real Estate
-1.15K
- 56.55%
N/A
885 $241K
QCOM
Qualcomm Inc

Technology
-2.22K
- 24.36%
$124.66 - $159.48 $276K - $354K
6.89K $1.1M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.52K
- 48.88%
$90.85 - $102.31 $229K - $258K
2.64K $265K
APD
Air Products & Chemicals, Inc.

Basic Materials
-837
- 48.35%
$248.61 - $294.96 $208K - $247K
894 $252K
ET
Energy Transfer LP

Energy
-3.43K
- 0.84%
$15.65 - $18.93 $53.6K - $64.9K
405K $7.35M
IEF
Ishares Barclays

ETFs
-2.51K
- 10.52%
$93.15 - $96.56 $234K - $243K
21.4K $2.05M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.77K
- 24.26%
$51.14 - $57.0 $193K - $215K
11.8K $669K
OKE
Oneok Inc

Energy
-684
- 9.48%
$78.71 - $100.37 $53.8K - $68.7K
6.53K $533K
VUG
Vanguard Growth ETF

ETFs
-411
- 74.32%
$329.49 - $438.4 $135K - $180K
142 $62K
COP
Conocophillips

Energy
-339
- 5.12%
$82.66 - $106.1 $28K - $36K
6.28K $563K
IBB
Ishares Biotechnology ETF

ETFs
-869
- 89.13%
$112.02 - $129.0 $97.3K - $112K
106 $13K
FIS
Fidelity National Information Services, Inc.

Technology
-1.58K
- 52.18%
$68.14 - $82.13 $108K - $130K
1.45K $118K
ALL
Allstate Corp

Financial Services
-482
- 53.32%
$180.53 - $212.64 $87K - $102K
422 $84K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.01K
- 24.42%
$39.89 - $49.46 $120K - $149K
9.32K $460K
TT
Trane Technologies PLC

Industrials
-296
- 80.43%
$315.21 - $437.41 $93.3K - $129K
72 $31K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.11K
- 94.06%
$69.8 - $85.28 $77.3K - $94.5K
70 $5K
HSY
Hershey CO

Consumer Defensive
-487
- 30.21%
$151.29 - $173.13 $73.7K - $84.3K
1.13K $186K
SLV
I Shares Silver Trust

ETFs
-2.82K
- 97.58%
$27.08 - $33.74 $76.5K - $95.3K
70 $2K
SPGI
S&P Global Inc.

Financial Services
-184
- 14.23%
$438.31 - $527.29 $80.6K - $97K
1.11K $584K
IP
International Paper CO

Consumer Cyclical
-1.29K
- 73.81%
$43.89 - $54.46 $56.5K - $70.1K
457 $21K
MTB
M&T Bank Corp

Financial Services
-405
- 77.59%
$156.58 - $193.99 $63.4K - $78.6K
117 $22K
RJF
Raymond James Financial Inc

Financial Services
-521
- 78.58%
$123.65 - $153.88 $64.4K - $80.2K
142 $21K
GNRC
Generac Holdings Inc.

Industrials
-569
- 77.31%
$101.92 - $143.21 $58K - $81.5K
167 $23K
TMUS
T Mobile Us, Inc.

Communication Services
-253
- 72.7%
$220.99 - $268.54 $55.9K - $67.9K
95 $22K
ZBRA
Zebra Technologies Corp

Technology
-254
- 77.91%
$213.54 - $309.26 $54.2K - $78.6K
72 $22K
BKR
Baker Hughes CO

Energy
-1.52K
- 72.59%
$35.0 - $44.92 $53K - $68.1K
572 $21K
TER
Teradyne, Inc

Technology
-856
- 75.95%
$67.96 - $91.05 $58.2K - $77.9K
271 $24K
BX
Blackstone Inc.

Financial Services
-506
- 72.08%
$120.07 - $151.11 $60.8K - $76.5K
196 $29K
CINF
Cincinnati Financial Corp

Financial Services
-512
- 9.28%
$126.6 - $151.6 $64.8K - $77.6K
5.01K $745K
BAC
Bank Of America Corp

Financial Services
-1.73K
- 77.81%
$34.39 - $47.46 $59.5K - $82.1K
493 $23K
TRMB
Trimble Inc.

Technology
-1.11K
- 78.37%
$55.12 - $75.98 $61.1K - $84.3K
306 $23K
GM
General Motors CO

Consumer Cyclical
-1.48K
- 77.37%
$42.48 - $50.46 $62.7K - $74.5K
432 $21K
NXPI
Nxp Semiconductors N.V.

Technology
-351
- 76.47%
$153.5 - $218.72 $53.9K - $76.8K
108 $23K
NTAP
Net App, Inc.

Technology
-813
- 66.42%
$76.1 - $106.55 $61.9K - $86.6K
411 $43K
HPE
Hewlett Packard Enterprise CO

Technology
-4.71K
- 68.04%
$12.51 - $20.45 $58.9K - $96.3K
2.21K $45K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.1K
- 40.95%
$57.41 - $74.81 $62.9K - $81.9K
1.58K $117K
Activity Summary
Buys All Purchases 227 New Holdings 68 Increased Positions 159 Sells All Sells 167 Reductions 164 Sold out 3 Options Calls 0 Puts 0
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