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
LOW
Lowes Companies Inc

Consumer Cyclical
-23
- 1.81%
$244.52 - $284.07 $5.62K - $6.53K
1.25K $307K
IT
Gartner Inc

Technology
-129
- 20.19%
$481.22 - $551.8 $62.1K - $71.2K
510 $247K
NVO
Novo Nordisk A S

Healthcare
-1.12K
- 42.63%
$85.0 - $120.04 $95.4K - $135K
1.51K $129K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-436
- 79.27%
$521.84 - $558.82 $228K - $244K
114 $61K
TSLA
Tesla, Inc.

Consumer Cyclical
-5
- 0.45%
$213.65 - $479.86 $1.07K - $2.4K
1.1K $443K
SUB
Ishares Short Term National Mu

ETFs
-2.64K
- 99.14%
$104.94 - $106.2 $277K - $281K
23 $2K
SYY
Sysco Corp

Consumer Defensive
-84
- 2.61%
$73.63 - $81.77 $6.18K - $6.87K
3.13K $239K
ED
Consolidated Edison Inc

Utilities
-55
- 2.29%
$88.87 - $107.38 $4.89K - $5.91K
2.35K $209K
CLX
Clorox CO

Consumer Defensive
-52
- 3.38%
$156.51 - $169.74 $8.14K - $8.83K
1.49K $241K
AXP
American Express CO

Financial Services
-56
- 6.16%
$267.35 - $305.57 $15K - $17.1K
853 $253K
ROP
Roper Technologies Inc

Industrials
-40
- 9.22%
$519.85 - $575.95 $20.8K - $23K
394 $204K
BDX
Becton Dickinson & CO

Healthcare
-363
- 36.45%
$220.02 - $243.75 $79.9K - $88.5K
633 $143K
EXPD
Expeditors International Of Washington Inc

Industrials
-768
- 42.17%
$110.5 - $128.26 $84.9K - $98.5K
1.05K $116K
MDT
Medtronic PLC

Healthcare
-88
- 3.39%
$79.61 - $92.24 $7.01K - $8.12K
2.51K $200K
OMFS
Invesco Exchange Traded Self I

ETFs
-5.69K
- 96.8%
$38.83 - $43.9 $221K - $250K
188 $7K
CHD
Church & Dwight CO Inc

Consumer Defensive
-35
- 1.65%
$99.11 - $112.25 $3.47K - $3.93K
2.09K $218K
IMFL
Invesco Ex Tr Self Indx Fd Tr
-8.39K
- 96.77%
$23.48 - $25.49 $197K - $214K
280 $6K
NDSN
Nordson Corp

Industrials
-342
- 41.66%
$208.83 - $264.36 $71.4K - $90.4K
479 $100K
FIS
Fidelity National Information Services, Inc.

Technology
-1.09K
- 46.43%
$80.14 - $90.95 $87.5K - $99.3K
1.26K $101K
PANW
Palo Alto Networks Inc

Technology
-424
- 75.44%
$181.96 - $405.9 $77.2K - $172K
138 $25K
CVX
Chevron Corp

Energy
-27
- 2.19%
$141.15 - $162.53 $3.81K - $4.39K
1.21K $174K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9
- 2.43%
$481.22 - $538.17 $4.33K - $4.84K
361 $184K
BAX
Baxter International Inc

Healthcare
-378
- 8.43%
$28.63 - $37.84 $10.8K - $14.3K
4.11K $119K
NUE
Nucor Corp

Basic Materials
-255
- 23.01%
$115.78 - $167.74 $29.5K - $42.8K
853 $99K
SII
Sprott Inc.

Financial Services
-3.73K
Closed
$41.42 - $47.55 $154K - $177K
0 $0
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 7.39%
$873.59 - $994.69 $11.4K - $12.9K
163 $149K
CEG
Constellation Energy Corp

Utilities
-100
- 17.99%
$224.28 - $285.52 $22.4K - $28.6K
456 $102K
FISV
Fiserv Inc

Technology
-141
- 17.85%
N/A
649 $81K
BA
Boeing CO

Industrials
-31
- 3.34%
$138.14 - $180.72 $4.28K - $5.6K
896 $158K
ETN
Eaton Corp PLC

Industrials
-64
- 15.13%
$326.96 - $377.52 $20.9K - $24.2K
359 $119K
AVTR
Avantor, Inc.

Basic Materials
-133
- 2.48%
$19.72 - $25.54 $2.62K - $3.4K
5.23K $110K
MU
Micron Technology Inc

Technology
-106
- 8.08%
$84.16 - $113.41 $8.92K - $12K
1.21K $101K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-561
- 34.95%
$81.68 - $82.93 $45.8K - $46.5K
1.04K $85K
TT
Trane Technologies PLC

Industrials
-65
- 19.46%
$369.35 - $419.14 $24K - $27.2K
269 $99K
NRG
Nrg Energy, Inc.

Utilities
-191
- 13.61%
$85.3 - $101.61 $16.3K - $19.4K
1.21K $109K
VGLT
Vanguard Long Term Treasury Et

ETFs
-850
- 40.96%
$55.1 - $61.74 $46.8K - $52.5K
1.23K $67K
HWM
Howmet Aerospace Inc.

Industrials
-471
- 37.86%
$99.72 - $120.09 $47K - $56.6K
773 $84K
AIZ
Assurant, Inc.

Financial Services
-63
- 10.14%
$186.6 - $228.68 $11.8K - $14.4K
558 $118K
GE
General Electric CO

Industrials
-72
- 11.01%
$159.95 - $194.23 $11.5K - $14K
582 $97K
LDOS
Leidos Holdings, Inc.

Technology
-82
- 10.96%
$143.17 - $201.39 $11.7K - $16.5K
666 $95K
KEY
Keycorp

Financial Services
-2.95K
- 41.18%
$16.21 - $19.97 $47.8K - $58.9K
4.21K $72K
Sagimet Biosciences Inc
-21.4K
- 50.0%
N/A
21.4K $0
PFE
Pfizer Inc

Healthcare
-1.85K
- 46.63%
$24.8 - $30.19 $45.8K - $55.8K
2.11K $56K
WDC
Western Digital Corp

Technology
-321
- 19.55%
$59.62 - $73.43 $19.1K - $23.6K
1.32K $78K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-1.57K
- 29.86%
$19.11 - $24.18 $30K - $37.9K
3.68K $83K
NTAP
Net App, Inc.

Technology
-306
- 34.73%
$115.31 - $131.11 $35.3K - $40.1K
575 $66K
VXF
Vanguard Extended Market ETF

ETFs
-25
- 4.35%
$179.17 - $207.15 $4.48K - $5.18K
550 $104K
ES
Eversource Energy

Utilities
-45
- 3.05%
$55.9 - $67.73 $2.52K - $3.05K
1.43K $82K
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
-1.67K
- 22.47%
$12.87 - $15.57 $21.5K - $26K
5.75K $84K
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
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