Org Wealth Partners, LLC Reduced Holdings in Q3 2025

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGNC
Agnc Investment Corp.

Real Estate
-135K
- 97.74%
$9.2 - $10.37 $1.24M - $1.4M
3.13K $30K
WDAY
Workday, Inc.

Technology
-4.9K
- 82.37%
$213.69 - $247.69 $1.05M - $1.21M
1.05K $252K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-6.18K
- 87.45%
$72.01 - $74.44 $445K - $460K
887 $65K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.05K
- 95.73%
$404.94 - $499.99 $427K - $527K
47 $22K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.85K
- 8.47%
$100.37 - $100.74 $386K - $387K
41.6K $4.18M
NFLX
Netflix Inc

Communication Services
-178
- 14.7%
$1147.87 - $1297.18 $204K - $231K
1.03K $1.24M
COP
Conocophillips

Energy
-3.91K
- 62.26%
$91.0 - $98.99 $356K - $387K
2.37K $224K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.42K
- 7.1%
$50.47 - $50.74 $324K - $326K
84.1K $4.26M
ADBE
Adobe Inc.

Technology
-635
- 35.55%
$333.65 - $392.1 $212K - $249K
1.15K $406K
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.81K
- 45.12%
$118.3 - $142.16 $214K - $257K
2.2K $266K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.98K
- 13.81%
$45.6 - $46.92 $273K - $281K
37.3K $1.74M
GWW
W.W. Grainger, Inc.

Industrials
-181
- 33.03%
$932.44 - $1059.49 $169K - $192K
367 $349K
IT
Gartner Inc

Technology
-467
- 82.51%
$225.98 - $406.7 $106K - $190K
99 $26K
BEN
Franklin Resources Inc

Financial Services
-7.02K
- 30.8%
$23.13 - $26.03 $162K - $183K
15.8K $364K
CQP
Cheniere Energy Partners, L.P.

Energy
-2.59K
- 18.44%
$51.57 - $57.73 $133K - $149K
11.4K $615K
MUB
Ishares National Muni Bond ETF

ETFs
-1.66K
- 29.14%
$103.24 - $106.68 $171K - $177K
4.04K $429K
ZTS
Zoetis Inc.

Healthcare
-831
- 20.15%
$141.13 - $159.19 $117K - $132K
3.29K $481K
SYY
Sysco Corp

Consumer Defensive
-2.09K
- 90.0%
$76.33 - $82.51 $159K - $172K
232 $19K
DOV
Dover Corp

Industrials
-834
- 85.1%
$165.59 - $190.9 $138K - $159K
146 $24K
EXPD
Expeditors International Of Washington Inc

Industrials
-1.22K
- 88.66%
$111.37 - $124.95 $136K - $152K
156 $19K
CRM
Salesforce, Inc.

Technology
-180
- 6.78%
$231.66 - $273.65 $41.7K - $49.3K
2.47K $586K
BRO
Brown & Brown, Inc.

Financial Services
-239
- 3.91%
$90.88 - $108.93 $21.7K - $26K
5.87K $550K
NDSN
Nordson Corp

Industrials
-592
- 87.32%
$209.25 - $227.98 $124K - $135K
86 $19K
CLX
Clorox CO

Consumer Defensive
-1.05K
- 84.29%
$117.67 - $131.43 $123K - $137K
195 $24K
AMAT
Applied Materials Inc

Technology
-630
- 99.84%
$156.25 - $204.95 $98.4K - $129K
1 $0
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.08K
- 51.45%
$85.84 - $99.09 $93.1K - $107K
1.02K $89K
CTAS
Cintas Corp

Industrials
-251
- 7.41%
$199.29 - $226.27 $50K - $56.8K
3.14K $643K
SWK
Stanley Black & Decker, Inc.

Industrials
-1.65K
- 86.34%
$66.98 - $79.52 $110K - $131K
261 $19K
GD
General Dynamics Corp

Industrials
-387
- 86.58%
$293.92 - $341.0 $114K - $132K
60 $20K
VOT
Vanguard Mid Cap Growth Index

ETFs
-340
- 79.07%
$282.75 - $294.19 $96.1K - $100K
90 $26K
OKE
Oneok Inc

Energy
-530
- 8.11%
$71.36 - $83.47 $37.8K - $44.2K
6K $438K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-40
- 0.92%
$118.35 - $142.11 $4.73K - $5.68K
4.32K $537K
LOW
Lowes Companies Inc

Consumer Cyclical
-494
- 38.99%
$215.01 - $273.02 $106K - $135K
773 $194K
NUE
Nucor Corp

Basic Materials
-662
- 83.38%
$133.3 - $150.33 $88.2K - $99.5K
132 $17K
SHW
Sherwin Williams CO

Basic Materials
-233
- 10.89%
$330.88 - $375.23 $77.1K - $87.4K
1.91K $659K
DELL
Dell Technologies Inc.

Technology
-744
- 39.91%
$120.96 - $141.77 $90K - $105K
1.12K $158K
VEA
Vanguard Ftse Developed Market

ETFs
-1.35K
- 35.22%
$56.02 - $60.3 $75.4K - $81.2K
2.48K $148K
PG
Procter & Gamble CO

Consumer Defensive
-289
- 8.14%
$150.47 - $161.22 $43.5K - $46.6K
3.26K $500K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-145
- 28.77%
$546.99 - $602.2 $79.3K - $87.3K
359 $215K
DE
Deere & CO

Industrials
-100
- 33.0%
$457.26 - $524.37 $45.7K - $52.4K
203 $92K
WRB
Berkley W R Corp

Financial Services
-907
- 28.89%
$67.78 - $76.62 $61.5K - $69.5K
2.23K $171K
AOS
Smith A O Corp

Industrials
-931
- 77.97%
$67.24 - $74.3 $62.6K - $69.2K
263 $19K
SPGI
S&P Global Inc.

Financial Services
-24
- 2.16%
$484.94 - $564.15 $11.6K - $13.5K
1.09K $528K
BDX
Becton Dickinson & CO

Healthcare
-336
- 77.6%
$172.41 - $199.66 $57.9K - $67.1K
97 $18K
AON
Aon PLC

Financial Services
-147
- 14.11%
$350.91 - $375.27 $51.6K - $55.2K
895 $319K
MBB
Ishares Tr

ETFs
-675
- 4.08%
$92.46 - $95.73 $62.4K - $64.6K
15.9K $1.51M
CINF
Cincinnati Financial Corp

Financial Services
-539
- 10.77%
$145.8 - $158.1 $78.6K - $85.2K
4.47K $706K
KKR
Kkr & Co. Inc.

Financial Services
-219
- 11.47%
$129.95 - $152.16 $28.5K - $33.3K
1.69K $219K
CB
Chubb LTD

Financial Services
-85
- 8.2%
$265.99 - $289.59 $22.6K - $24.6K
951 $268K
Activity Summary
Buys All Purchases 274 New Holdings 61 Increased Positions 213 Sells All Sells 103 Reductions 102 Sold out 1 Options Calls 0 Puts 0
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