Org Partners LLC Incresed Positions in Q1 2025

Org Partners LLC

  • $338 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
79.8K
+ 84.98%
$48.65 - $53.06 $3.88M - $4.23M
174K $9.02M
GLD
Spdr Gold Trust

ETFs
6.54K
+ 2310.6%
$243.19 - $288.14 $1.59M - $1.88M
6.82K $1.97M
RDVY
First Trust Rising Dividend Ac

ETFs
32.3K
+ 16.0%
$57.22 - $63.39 $1.85M - $2.05M
234K $13.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.93K
+ 756.61%
$169.43 - $182.84 $1.51M - $1.63M
10.1K $1.75M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
32.9K
+ 131.09%
$40.34 - $45.45 $1.33M - $1.5M
58K $2.56M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
19.3K
+ 13226.71%
$68.32 - $75.06 $1.32M - $1.45M
19.5K $1.45M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
25.5K
+ 58.73%
$43.76 - $45.31 $1.12M - $1.16M
69K $3.1M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
23.7K
+ 159.41%
$48.02 - $53.02 $1.14M - $1.26M
38.6K $1.91M
VOXCF
Vox Royalty Corp.
465K
+ 3.8%
N/A
12.7M $31.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23K
+ 8.51%
$27.01 - $28.54 $622K - $658K
294K $8.22M
VTI
Vanguard Total Stock Market Et

ETFs
2.74K
+ 46.01%
$271.18 - $303.12 $744K - $832K
8.71K $2.39M
VIG
Vanguard Dividend Appreciation

ETFs
3.57K
+ 87.77%
N/A
7.63K $1.39M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.7K
+ 365.2%
$56.12 - $68.15 $488K - $593K
11.1K $751K
FTV
Fortive Corp

Technology
7.64K
+ 127333.33%
$71.82 - $82.98 $549K - $634K
7.65K $559K
MNST
Monster Beverage Corp

Consumer Defensive
9.51K
+ 3037.06%
$46.16 - $58.58 $439K - $557K
9.82K $574K
TJX
Tjx Companies Inc

Consumer Cyclical
4.29K
+ 175.68%
$112.81 - $126.16 $484K - $541K
6.73K $819K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
36.5K
+ 39.37%
$10.9 - $12.02 $397K - $438K
129K $1.52M
PLTR
Palantir Technologies Inc.

Technology
1.62K
+ 4.58%
$64.98 - $124.62 $105K - $202K
37K $3.12M
HAL
Halliburton CO

Energy
17.1K
+ 13675.2%
$24.15 - $29.9 $413K - $511K
17.2K $436K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
7.41K
+ 202.57%
$58.38 - $64.16 $432K - $475K
11.1K $655K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.73K
+ 40694.74%
$49.78 - $53.19 $385K - $411K
7.75K $395K
GOLD
Barrick Gold Corp

Basic Materials
20K
+ 2800.42%
$15.45 - $19.56 $309K - $392K
20.7K $403K
CCJ
Cameco Corp

Energy
9.41K
+ 7236.92%
$40.64 - $56.86 $382K - $535K
9.54K $392K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
6.38K
+ 1203.77%
$51.39 - $57.43 $328K - $366K
6.91K $383K
RAAX
Vaneck ETF Trust Inflation All

ETFs
11.4K
+ 1140.2%
$28.3 - $30.43 $323K - $347K
12.4K $377K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.2K
+ 72.46%
$24.91 - $29.02 $403K - $469K
38.5K $963K
MPLX
Mplx LP

Energy
5.98K
+ 365.85%
$47.88 - $54.65 $286K - $327K
7.61K $407K
AMD
Advanced Micro Devices Inc

Technology
2.96K
+ 189.93%
$96.63 - $129.55 $286K - $384K
4.52K $464K
UBER
Uber Technologies, Inc

Technology
3.62K
+ 525.58%
$63.17 - $81.49 $228K - $295K
4.3K $313K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.44K
+ 24.65%
$78.0 - $84.37 $268K - $290K
17.4K $1.39M
KO
Coca Cola CO

Consumer Defensive
3.02K
+ 89.5%
$60.81 - $72.32 $184K - $218K
6.39K $457K
CTA
Simplify Exch Traded Fds Simpl

ETFs
7.56K
+ 64.09%
$27.81 - $30.21 $210K - $228K
19.3K $572K
USFR
Wisdomtree Floating Rate Treas

ETFs
4.77K
+ 35.87%
$50.29 - $50.5 $240K - $241K
18.1K $908K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
4.72K
+ 135.91%
$48.29 - $51.95 $228K - $245K
8.19K $406K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.65K
+ 572.35%
$79.96 - $87.71 $212K - $232K
3.11K $255K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.88K
+ 1988.97%
$71.17 - $73.66 $205K - $212K
3.03K $222K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.05K
+ 82.48%
$182.82 - $196.21 $192K - $206K
2.32K $437K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.15K
+ 242.26%
$62.72 - $71.92 $197K - $226K
4.45K $280K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.14K
+ 35.55%
$19.43 - $19.62 $178K - $179K
34.9K $683K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
6.68K
+ 50.4%
$26.82 - $28.5 $179K - $190K
19.9K $543K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.47K
+ 28.59%
$168.84 - $202.89 $248K - $298K
6.6K $1.16M
ITA
Ishares Tr

ETFs
1.07K
+ 338.1%
$144.84 - $159.5 $154K - $170K
1.38K $211K
ABT
Abbott Laboratories

Healthcare
904
+ 41.58%
$111.1 - $140.22 $100K - $127K
3.08K $408K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
955
+ 13.6%
$196.12 - $229.48 $187K - $219K
7.98K $1.61M
KMB
Kimberly Clark Corp

Consumer Defensive
1.06K
+ 246.15%
$124.46 - $147.4 $131K - $156K
1.49K $211K
IWF
Ishares Russell 1000 Gr ETF

ETFs
555
+ 45.27%
$360.07 - $417.26 $200K - $232K
1.78K $643K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
6.13K
+ 79.82%
$24.88 - $26.85 $153K - $165K
13.8K $349K
IWM
Ishares Russell 2000 ETF

ETFs
800
+ 130.08%
$198.1 - $229.79 $158K - $184K
1.42K $282K
APD
Air Products & Chemicals, Inc.

Basic Materials
481
+ 205.56%
$283.24 - $338.07 $136K - $163K
715 $210K
Activity Summary
Buys All Purchases 679 New Holdings 393 Increased Positions 286 Sells All Sells 423 Reductions 421 Sold out 2 Options Calls 0 Puts 0
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