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
PYPL
Pay Pal Holdings, Inc.

Financial Services
-302
- 19.13%
$65.64 - $78.22 $19.8K - $23.6K
1.28K $85K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-149
- 98.68%
$185.65 - $214.38 $27.7K - $31.9K
2 $0
MU
Micron Technology Inc

Technology
-245
- 96.08%
$104.88 - $168.89 $25.7K - $41.4K
10 $1K
ALL
Allstate Corp

Financial Services
-147
- 34.83%
$192.0 - $214.65 $28.2K - $31.6K
275 $59K
ETN
Eaton Corp PLC

Industrials
-73
- 43.45%
$342.99 - $392.76 $25K - $28.7K
95 $35K
TER
Teradyne, Inc

Technology
-257
- 94.83%
$90.15 - $137.64 $23.2K - $35.4K
14 $1K
PNR
Pentair PLC

Industrials
-686
- 10.26%
$100.62 - $112.59 $69K - $77.2K
6K $664K
WST
West Pharmaceutical Services Inc

Healthcare
-110
- 58.51%
$210.08 - $279.1 $23.1K - $30.7K
78 $20K
PGR
Progressive Corp

Financial Services
-74
- 60.66%
$238.61 - $264.3 $17.7K - $19.6K
48 $11K
SNOW
Snowflake Inc.

Technology
-137
- 2.01%
$191.73 - $241.0 $26.3K - $33K
6.67K $1.5M
WDC
Western Digital Corp

Technology
-343
- 87.06%
$63.84 - $120.06 $21.9K - $41.2K
51 $6K
CL
Colgate Palmolive CO

Consumer Defensive
-59
- 4.63%
$79.36 - $93.33 $4.68K - $5.51K
1.22K $97K
BIT
Black Rock Multi Sector Income Trust

Financial Services
-350
- 10.47%
$13.31 - $14.89 $4.66K - $5.21K
2.99K $40K
BX
Blackstone Inc.

Financial Services
-70
- 35.71%
$152.77 - $188.68 $10.7K - $13.2K
126 $21K
GPC
Genuine Parts CO

Consumer Cyclical
-20
- 28.57%
$122.23 - $142.77 $2.44K - $2.86K
50 $6K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-18
- 1.12%
$91.44 - $91.77 $1.65K - $1.65K
1.59K $146K
Simplify Mbs ETF
-60
- 17.39%
N/A
285 $0
Core Scientific Inc New Wt Exp Tranche 1
-250K
- 5.2%
N/A
4.56M $0
Blueprint Chesapk Mlt
-1.04K
- 38.21%
N/A
1.67K $0
ECL
Ecolab Inc.

Basic Materials
-40
- 1.54%
$259.39 - $285.47 $10.4K - $11.4K
2.56K $699K
KCCA
Kraneshares California Carbon
-2
- 0.24%
N/A
847 $0
Hines Global Income Trus
-53.7K
- 38.97%
N/A
84.2K $0
Sandisk Corp
-113
- 86.92%
N/A
17 $0
BCS
Barclays PLC

Financial Services
-12
- 3.73%
$17.88 - $21.05 $215 - $253
310 $6K
TIGR
Up Fintech Holding LTD

Financial Services
-18
- 2.97%
$9.12 - $12.99 $164 - $234
588 $6K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-20
- 2.64%
$61.22 - $65.41 $1.22K - $1.31K
738 $48K
KBA
Kraneshares Bosera Msci China

ETFs
-102
- 13.04%
$24.26 - $30.07 $2.47K - $3.07K
680 $20K
BA
Boeing CO

Industrials
-10
- 1.49%
$209.79 - $237.38 $2.1K - $2.37K
660 $142K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-12
- 2.8%
$14.73 - $19.31 $177 - $232
416 $8K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-9
- 2.36%
$51.78 - $57.89 $466 - $521
372 $21K
KURE
Kraneshares Tr Msci All China

ETFs
-328
- 14.5%
$17.01 - $21.84 $5.58K - $7.16K
1.93K $40K
VB
Vanguard Small Cap ETF

ETFs
-22
- 3.55%
$237.58 - $259.17 $5.23K - $5.7K
598 $152K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-73
- 4.06%
$46.69 - $59.27 $3.41K - $4.33K
1.73K $91K
ATO
Atmos Energy Corp

Utilities
-391
- 8.6%
$151.51 - $170.75 $59.2K - $66.8K
4.16K $709K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-11
- 0.04%
$26.05 - $27.27 $287 - $300
30.3K $816K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-703
- 2.52%
$25.43 - $27.31 $17.9K - $19.2K
27.2K $742K
AFL
Aflac Inc

Financial Services
-216
- 2.67%
$98.09 - $111.7 $21.2K - $24.1K
7.86K $878K
LDOS
Leidos Holdings, Inc.

Technology
-316
- 11.47%
$159.2 - $188.96 $50.3K - $59.7K
2.44K $461K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-306
- 0.34%
$12.9 - $13.59 $3.95K - $4.16K
90.9K $1.22M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-30
- 1.22%
$236.25 - $257.69 $7.09K - $7.73K
2.44K $624K
QCOM
Qualcomm Inc

Technology
-55
- 0.8%
$145.84 - $173.55 $8.02K - $9.55K
6.83K $1.14M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-451
- 4.31%
$33.63 - $42.59 $15.2K - $19.2K
10K $420K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-307
- 0.81%
$42.39 - $44.63 $13K - $13.7K
37.7K $1.68M
IVV
Ishares Core S&P 500 ETF

ETFs
-4
- 0.27%
$620.67 - $670.08 $2.48K - $2.68K
1.46K $975K
SPG
Simon Property Group Inc

Real Estate
-36
- 1.21%
$159.93 - $187.67 $5.76K - $6.76K
2.94K $551K
PFE
Pfizer Inc

Healthcare
-14
- 0.02%
$23.29 - $25.88 $326 - $362
63.6K $1.62M
CAT
Caterpillar Inc

Industrials
-127
- 4.57%
$390.92 - $477.15 $49.6K - $60.6K
2.65K $1.27M
SHOP
Shopify Inc.

Technology
-1.09K
- 5.1%
$112.11 - $157.12 $122K - $171K
20.3K $3.01M
GOOG
Alphabet Inc.

Communication Services
-476
- 2.99%
$175.16 - $255.24 $83.4K - $121K
15.4K $3.76M
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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