Org Wealth Partners, LLC Sells in Q4 2024

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Core Scientific Inc New Wt Exp Tranche 1
-268K
- 5.28%
N/A
4.81M $0
AGNC
Agnc Investment Corp.

Real Estate
-1.66M
- 99.55%
$9.21 - $10.59 $15.3M - $17.6M
7.58K $69K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-108
- 0.39%
$442.29 - $483.08 $47.8K - $52.2K
27.6K $12.5M
XOM
Exxon Mobil Corp

Energy
-2.9K
- 8.04%
$105.51 - $125.37 $306K - $364K
33.2K $3.57M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-34.3K
- 97.5%
$100.16 - $100.7 $3.44M - $3.46M
882 $88K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.02K
- 4.05%
$45.07 - $47.1 $136K - $142K
71.6K $3.24M
AMZN
Amazon Com Inc

Consumer Cyclical
-795
- 4.63%
$180.88 - $232.93 $144K - $185K
16.4K $3.59M
EPD
Enterprise Products Partners L.P.

Energy
-5.01K
- 8.54%
$28.66 - $34.43 $144K - $172K
53.6K $1.68M
Dir Daily 20 Year Trsry
-28.9K
- 99.89%
N/A
31 $0
MBB
Ishares Tr

ETFs
-169
- 0.97%
$91.26 - $95.82 $15.4K - $16.2K
17.2K $1.58M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-19
- 0.17%
$82.28 - $117.52 $1.56K - $2.23K
11K $931K
WMT
Walmart Inc.

Consumer Defensive
-987
- 6.91%
$79.1 - $95.7 $78.1K - $94.5K
13.3K $1.2M
SHW
Sherwin Williams CO

Basic Materials
-66
- 2.65%
$338.75 - $399.71 $22.4K - $26.4K
2.42K $823K
AFL
Aflac Inc

Financial Services
-204
- 2.65%
$100.37 - $115.27 $20.5K - $23.5K
7.51K $776K
DGRO
Ishares Core Dividend Growth E

ETFs
-1K
- 7.52%
$60.73 - $64.94 $60.8K - $65K
12.3K $755K
ADP
Automatic Data Processing Inc

Industrials
-1.49K
- 50.48%
$280.08 - $307.97 $416K - $458K
1.46K $427K
PG
Procter & Gamble CO

Consumer Defensive
-1.9K
- 40.37%
$161.05 - $179.7 $306K - $341K
2.81K $470K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-10.7K
- 47.76%
$29.11 - $38.87 $312K - $417K
11.7K $342K
IBM
International Business Machines Corp

Technology
-245
- 7.25%
$204.9 - $238.04 $50.2K - $58.3K
3.13K $688K
QCOM
Qualcomm Inc

Technology
-212
- 4.86%
$150.4 - $178.04 $31.9K - $37.7K
4.15K $637K
CTAS
Cintas Corp

Industrials
-205
- 5.73%
$182.7 - $226.47 $37.5K - $46.4K
3.37K $615K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.17K
- 29.5%
$176.42 - $186.91 $206K - $219K
2.8K $497K
ADBE
Adobe Inc.

Technology
-294
- 21.52%
$437.39 - $552.96 $129K - $163K
1.07K $476K
GD
General Dynamics Corp

Industrials
-377
- 16.24%
$260.28 - $314.03 $98.1K - $118K
1.95K $512K
NOW
Service Now, Inc.

Technology
-91
- 11.67%
$867.18 - $1148.42 $78.9K - $105K
689 $730K
CINF
Cincinnati Financial Corp

Financial Services
-264
- 5.18%
$132.86 - $160.16 $35.1K - $42.3K
4.83K $694K
ECL
Ecolab Inc.

Basic Materials
-113
- 4.25%
$234.32 - $261.43 $26.5K - $29.5K
2.54K $596K
BRO
Brown & Brown, Inc.

Financial Services
-404
- 6.21%
$100.93 - $113.42 $40.8K - $45.8K
6.1K $622K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-128
- 0.57%
$27.51 - $29.16 $3.52K - $3.73K
22.4K $629K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
-883
- 4.27%
$29.74 - $31.85 $26.3K - $28.1K
19.8K $602K
GWW
W.W. Grainger, Inc.

Industrials
-6
- 0.96%
$1023.06 - $1220.93 $6.14K - $7.33K
617 $650K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-2.75K
- 11.94%
$26.01 - $28.19 $71.5K - $77.5K
20.3K $530K
Linde PLC New Shs Isin#Ie000 S9 Ys762
-841
- 63.42%
N/A
485 $0
AOS
Smith A O Corp

Industrials
-1.34K
- 19.22%
$68.02 - $88.94 $91.4K - $119K
5.65K $385K
DOV
Dover Corp

Industrials
-115
- 3.54%
$184.72 - $206.51 $21.2K - $23.7K
3.13K $587K
ESS
Essex Property Trust, Inc.

Real Estate
-74
- 3.61%
N/A
1.98K $539K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-49
- 5.07%
$501.29 - $612.85 $24.6K - $30K
918 $477K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-22
- 0.49%
$129.96 - $144.97 $2.86K - $3.19K
4.45K $619K
CRM
Salesforce, Inc.

Technology
-7
- 0.33%
$270.87 - $367.87 $1.9K - $2.58K
2.1K $703K
CAH
Cardinal Health Inc

Healthcare
-81
- 1.83%
$107.89 - $125.33 $8.74K - $10.2K
4.34K $513K
JPM
Jpmorgan Chase & CO

Financial Services
-67
- 3.11%
$205.18 - $250.29 $13.7K - $16.8K
2.09K $500K
UNH
Unitedhealth Group Inc

Healthcare
-246
- 31.7%
$485.52 - $625.25 $119K - $154K
530 $268K
EMR
Emerson Electric CO

Industrials
-3.4K
- 84.03%
$108.13 - $134.33 $368K - $457K
647 $80K
OMFL
Invesco Exchange Traded Self I

ETFs
-7.97K
- 96.76%
$52.49 - $56.58 $418K - $451K
267 $14K
CL
Colgate Palmolive CO

Consumer Defensive
-227
- 5.56%
$90.22 - $102.31 $20.5K - $23.2K
3.85K $350K
FAST
Fastenal CO

Industrials
-450
- 7.75%
$69.99 - $84.35 $31.5K - $38K
5.36K $385K
ZTS
Zoetis Inc.

Healthcare
-87
- 4.17%
$162.24 - $194.42 $14.1K - $16.9K
2K $325K
HD
Home Depot, Inc.

Consumer Cyclical
-60
- 6.09%
$385.02 - $431.37 $23.1K - $25.9K
926 $360K
TGT
Target Corp

Consumer Defensive
-21
- 0.84%
$121.59 - $160.69 $2.55K - $3.37K
2.49K $337K
Activity Summary
Buys All Purchases 189 New Holdings 89 Increased Positions 100 Sells All Sells 164 Reductions 163 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email