Org Partners LLC Incresed Positions in Q4 2025

Org Partners LLC

  • $474 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
3.55K
+ 14.54%
$653.02 - $687.39 $2.32M - $2.44M
28K $18.6M
USFR
Wisdomtree Floating Rate Treas

ETFs
37.2K
+ 31.82%
$50.24 - $50.4 $1.87M - $1.87M
154K $7.75M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.74K
+ 24.69%
$242.67 - $261.79 $1.64M - $1.76M
34K $8.53M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
27.1K
+ 25.94%
$57.9 - $61.26 $1.57M - $1.66M
131K $7.88M
IVE
Ishares S&P 500 Value ETF

ETFs
6.8K
+ 81.43%
$202.52 - $212.07 $1.38M - $1.44M
15.2K $3.18M
FDD
First Trust Stoxx European Sel

ETFs
72.5K
+ 33.92%
$15.77 - $16.62 $1.14M - $1.2M
286K $4.73M
TLT
Ishares Barclays 20+ Year Trea

ETFs
13.9K
+ 425.65%
$88.67 - $92.06 $1.23M - $1.28M
17.1K $1.52M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
20.9K
+ 11.99%
$52.81 - $55.35 $1.1M - $1.16M
195K $10.6M
BBUS
J P Morgan Exchg Traded Fd

ETFs
9.54K
+ 38.93%
$118.35 - $124.49 $1.13M - $1.19M
34.1K $4.14M
VZ
Verizon Communications Inc

Communication Services
26.5K
+ 292.99%
$38.4 - $43.83 $1.02M - $1.16M
35.6K $1.46M
CGUS
Capital Group Core Equity ETF
24K
+ 167.17%
$38.81 - $40.67 $930K - $975K
38.3K $1.52M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.78K
+ 26.19%
$191.01 - $199.18 $913K - $952K
23K $4.48M
GILD
Gilead Sciences, Inc.

Healthcare
20
+ 0.03%
$110.56 - $125.2 $2.21K - $2.5K
66.7K $8.28M
AAPL
Apple Inc.

Technology
1.23K
+ 2.97%
$245.27 - $275.25 $301K - $338K
42.7K $11.4M
CPB
Campbell Soup CO

Consumer Defensive
25.2K
+ 1570.44%
$29.79 - $31.99 $752K - $807K
26.8K $839K
VGSH
Vanguard

ETFs
13.2K
+ 37.24%
$58.64 - $58.96 $775K - $779K
48.7K $2.86M
IEMG
Ishares Inc

ETFs
14.3K
+ 57.93%
N/A
39.1K $2.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
12.9K
+ 628.29%
$55.57 - $63.17 $716K - $814K
14.9K $829K
ABT
Abbott Laboratories

Healthcare
5.41K
+ 165.58%
$123.62 - $134.59 $669K - $728K
8.68K $1.13M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
50.1K
+ 2273.26%
$11.56 - $13.47 $579K - $675K
52.3K $685K
EOG
Eog Resources Inc

Energy
5.92K
+ 1210.84%
$105.0 - $111.92 $622K - $663K
6.41K $707K
NOW
Service Now, Inc.

Technology
754
+ 392.71%
$835.79 - $946.29 $630K - $714K
946 $790K
IVV
Ishares Core S&P 500 ETF

ETFs
806
+ 9.99%
$656.2 - $690.71 $529K - $557K
8.88K $5.99M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.62K
+ 23.34%
$118.29 - $126.28 $546K - $583K
24.4K $2.95M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7.92K
+ 56.54%
$63.98 - $67.45 $507K - $534K
21.9K $1.46M
GOOG
Alphabet Inc.

Communication Services
165
+ 1.4%
$237.49 - $291.74 $39.2K - $48.1K
11.9K $3.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
869
+ 5.59%
$475.68 - $513.11 $413K - $446K
16.4K $8.36M
CGGO
Capital Group Global Growth Eq

ETFs
15.6K
+ 107.58%
$33.63 - $35.51 $525K - $555K
30.1K $1.03M
MPC
Marathon Petroleum Corp

Energy
2.58K
+ 160.0%
$180.89 - $200.13 $467K - $517K
4.2K $839K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.08K
+ 29.94%
$459.47 - $491.71 $496K - $531K
4.69K $2.21M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.45K
+ 45.42%
$199.44 - $208.01 $488K - $509K
7.84K $1.6M
CVX
Chevron Corp

Energy
3.04K
+ 22.53%
$148.9 - $157.72 $452K - $479K
16.5K $2.56M
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
6.55K
+ 26188.0%
$63.56 - $79.72 $416K - $522K
6.57K $461K
OEF
Ishares S&P 100 ETF

ETFs
1.59K
+ 33.97%
N/A
6.27K $1.67M
CVS
Cvs Health Corp

Healthcare
5.14K
+ 714.46%
$76.69 - $83.04 $394K - $427K
5.86K $459K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
4.91K
+ 19.38%
$69.23 - $72.65 $340K - $357K
30.2K $2.17M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.84K
+ 243.1%
$100.33 - $100.69 $385K - $387K
5.42K $544K
VTI
Vanguard Total Stock Market Et

ETFs
1.07K
+ 10.55%
$321.8 - $337.95 $343K - $360K
11.2K $3.68M
VRIG
Invesco Actively Managed ETF F

ETFs
14.5K
+ 12.6%
$25.05 - $25.16 $362K - $364K
129K $3.25M
LLY
Eli Lilly & CO

Healthcare
26
+ 1.99%
$799.57 - $1025.28 $20.8K - $26.7K
1.34K $1.36M
AMD
Advanced Micro Devices Inc

Technology
20
+ 0.47%
$164.01 - $264.33 $3.28K - $5.29K
4.31K $1.04M
AMGN
Amgen Inc

Healthcare
31
+ 0.58%
$290.13 - $341.71 $8.99K - $10.6K
5.4K $1.84M
GOOGL
Alphabet Inc.

Communication Services
208
+ 2.61%
$236.57 - $291.31 $49.2K - $60.6K
8.16K $2.26M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.29K
+ 76.82%
$50.33 - $50.81 $317K - $320K
14.5K $732K
XLK
Technology Sector Spdr

ETFs
1.05K
+ 100.0%
$278.39 - $304.13 $293K - $320K
2.11K $606K
UNH
Unitedhealth Group Inc

Healthcare
1.03K
+ 112.13%
$320.52 - $369.92 $329K - $380K
1.94K $622K
EFV
Msci Eafe Value ETF

ETFs
3.29K
+ 10.74%
$66.73 - $70.99 $220K - $234K
34K $2.39M
JNJ
Johnson & Johnson

Healthcare
728
+ 6.86%
$185.98 - $199.58 $135K - $145K
11.3K $2.26M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.58K
+ 16.22%
$245.79 - $258.02 $389K - $409K
11.3K $2.79M
Activity Summary
Buys All Purchases 888 New Holdings 253 Increased Positions 635 Sells All Sells 353 Reductions 353 Sold out 0 Options Calls 0 Puts 0
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