Org Partners LLC Incresed Positions in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
30K
+ 139.64%
$567.81 - $607.81 $17M - $18.2M
51.5K $30.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
225K
+ 464.44%
$50.37 - $50.6 $11.3M - $11.4M
273K $13.8M
RDVY
First Trust Rising Dividend Ac

ETFs
146K
+ 259.3%
$58.65 - $64.37 $8.56M - $9.39M
202K $12M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
37.6K
+ 184.33%
$198.04 - $221.51 $7.45M - $8.33M
58K $12.2M
FV
First Trust Dorsey Wright Focu

ETFs
125K
+ 206.62%
$57.47 - $62.82 $7.21M - $7.88M
186K $11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
65.4K
+ 103.42%
$61.68 - $67.87 $4.04M - $4.44M
129K $8.02M
TSLA
Tesla, Inc.

Consumer Cyclical
628
+ 2.34%
$213.65 - $479.86 $134K - $301K
27.4K $11.1M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
79.5K
+ 161.27%
$44.2 - $49.46 $3.51M - $3.93M
129K $5.89M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
65.8K
+ 234.07%
$46.48 - $51.32 $3.06M - $3.38M
93.9K $4.52M
MSFT
Microsoft Corp

Technology
6.82K
+ 55.66%
$406.35 - $454.46 $2.77M - $3.1M
19.1K $8.04M
NVDA
Nvidia Corp

Technology
13.7K
+ 23.45%
$117.0 - $148.88 $1.6M - $2.04M
72K $9.66M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
30.6K
+ 1175.38%
$73.49 - $86.09 $2.25M - $2.63M
33.2K $2.55M
IEF
Ishares Barclays

ETFs
21.1K
+ 127.91%
$92.08 - $98.18 $1.94M - $2.07M
37.6K $3.48M
IVV
Ishares Core S&P 500 ETF

ETFs
2.29K
+ 8.97%
$570.51 - $610.59 $1.31M - $1.4M
27.8K $16.4M
FDL
First Tr Morningstar Dividend

ETFs
38K
+ 344.24%
$39.59 - $43.95 $1.5M - $1.67M
49K $1.97M
AAPL
Apple Inc.

Technology
2.85K
+ 6.4%
$221.69 - $259.02 $631K - $737K
47.3K $11.9M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
128K
+ 3697.69%
$10.71 - $11.38 $1.37M - $1.46M
132K $1.45M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
12.6K
+ 24.47%
$100.16 - $100.7 $1.27M - $1.27M
64.2K $6.44M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28.1K
+ 1504.39%
$44.04 - $49.49 $1.24M - $1.39M
30K $1.32M
COST
Costco Wholesale Corp

Consumer Defensive
1.11K
+ 48.03%
$873.59 - $994.69 $968K - $1.1M
3.42K $3.13M
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.1K
+ 325.58%
$87.1 - $98.49 $1.06M - $1.19M
15.9K $1.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
752
+ 1.45%
$521.84 - $558.82 $392K - $420K
52.7K $28.4M
IRM
Iron Mountain Inc

Real Estate
10K
+ 178.58%
$101.62 - $128.14 $1.02M - $1.28M
15.6K $1.64M
VUG
Vanguard Growth ETF

ETFs
1.61K
+ 19.96%
$378.79 - $428.11 $608K - $687K
9.65K $3.96M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
13K
+ 1.89%
$39.5 - $41.38 $512K - $536K
699K $28.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.27K
+ 495.36%
$178.39 - $215.0 $762K - $918K
5.13K $989K
JPM
Jpmorgan Chase & CO

Financial Services
1.93K
+ 16.28%
$205.18 - $250.29 $396K - $483K
13.8K $3.3M
OMFL
Invesco Exchange Traded Self I

ETFs
13.1K
+ 21.73%
$52.49 - $56.58 $687K - $740K
73.3K $3.97M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.22K
+ 811.68%
$275.15 - $388.2 $612K - $863K
2.5K $854K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.67K
+ 109.36%
$201.32 - $217.44 $738K - $798K
7.02K $1.45M
GOOG
Alphabet Inc.

Communication Services
970
+ 4.72%
$163.08 - $198.16 $158K - $192K
21.5K $4.1M
VIG
Vanguard Dividend Appreciation

ETFs
3.56K
+ 701.78%
N/A
4.07K $740K
BDX
Becton Dickinson & CO

Healthcare
2.8K
+ 689.41%
$220.02 - $243.75 $616K - $682K
3.21K $727K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.67K
+ 8.75%
$442.29 - $483.08 $737K - $805K
20.7K $9.39M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5.8K
+ 14497.5%
$101.77 - $113.02 $590K - $655K
5.84K $616K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
22.6K
+ 163.32%
$26.55 - $27.32 $600K - $618K
36.4K $973K
GILD
Gilead Sciences, Inc.

Healthcare
225
+ 0.34%
$83.95 - $97.9 $18.9K - $22K
66.3K $6.13M
DHR
Danaher Corp

Healthcare
2.56K
+ 1212.8%
$226.16 - $274.52 $579K - $702K
2.77K $635K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
8.79K
+ 3.3%
$45.72 - $48.37 $402K - $425K
275K $12.9M
V
Visa Inc.

Financial Services
1.18K
+ 28.56%
$273.87 - $320.91 $323K - $378K
5.31K $1.68M
SCHG
Schwab Strategic Tr Us Large C

ETFs
21.1K
+ 1690.45%
$25.93 - $105.3 $546K - $2.22M
22.3K $621K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
9.63K
+ 183.5%
$50.53 - $55.55 $487K - $535K
14.9K $758K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.95K
+ 74.34%
$80.93 - $85.66 $481K - $509K
13.9K $1.13M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
6.29K
+ 3.96%
$76.72 - $82.83 $482K - $521K
165K $12.7M
IEMG
Ishares Inc

ETFs
7.86K
+ 5.17%
N/A
160K $8.57M
CTRE
Care Trust Reit, Inc.

Real Estate
15.5K
+ 221057.14%
$26.8 - $32.79 $415K - $507K
15.5K $418K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
24.1K
+ 2031.79%
$16.73 - $19.67 $403K - $474K
25.3K $437K
ITOT
Ishares Core S&P Total U.S. St

ETFs
887
+ 1.0%
$124.26 - $134.12 $110K - $119K
89.3K $11.5M
OSCV
Opus Small Cap Value ETF

ETFs
12.3K
+ 6.13%
$36.89 - $40.88 $452K - $501K
212K $7.85M
Activity Summary
Buys All Purchases 650 New Holdings 226 Increased Positions 424 Sells All Sells 245 Reductions 241 Sold out 4 Options Calls 0 Puts 0
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