Org Partners LLC Incresed Positions in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
455
+ 55.62%
$183.23 - $199.79 $83.4K - $90.9K
1.27K $235K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.08K
+ 201.86%
$75.1 - $82.99 $81.4K - $90K
1.62K $122K
SPG
Simon Property Group Inc

Real Estate
391
+ 12.98%
$167.23 - $183.84 $65.4K - $71.9K
3.4K $586K
UNP
Union Pacific Corp

Industrials
556
+ 20.14%
$223.15 - $249.32 $124K - $139K
3.32K $756K
DCOMP
Dime Cmnty Bancshares Inc New

Financial Services
4.25K
+ 108.97%
$18.65 - $20.73 $79.3K - $88.1K
8.15K $156K
SPGI
S&P Global Inc.

Financial Services
177
+ 26.54%
$480.36 - $529.17 $85K - $93.7K
844 $420K
HIG
Hartford Financial Services Group, Inc.

Financial Services
700
+ 350.0%
$107.06 - $123.74 $74.9K - $86.6K
900 $98K
BAC
Bank Of America Corp

Financial Services
500
+ 4.18%
$39.22 - $47.77 $19.6K - $23.9K
12.5K $548K
ADBE
Adobe Inc.

Technology
201
+ 64.42%
$437.39 - $552.96 $87.9K - $111K
513 $228K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
786
+ 5.09%
$91.29 - $91.8 $71.8K - $72.2K
16.2K $1.48M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
343
+ 25.15%
$209.89 - $233.24 $72K - $80K
1.71K $362K
MO
Altria Group, Inc.

Consumer Defensive
627
+ 3.25%
$49.06 - $57.74 $30.8K - $36.2K
19.9K $1.04M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
542
+ 89.59%
$100.22 - $100.73 $54.3K - $54.6K
1.15K $115K
INTU
Intuit Inc

Technology
85
+ 61.15%
$602.01 - $706.25 $51.2K - $60K
224 $140K
AMAT
Applied Materials Inc

Technology
353
+ 392.22%
$161.44 - $213.89 $57K - $75.5K
443 $72K
VOE
Vanguard Mid Cap Value Index F

ETFs
337
+ 160.48%
$160.89 - $176.18 $54.2K - $59.4K
547 $88K
T
At&T Inc.

Communication Services
1.96K
+ 17.99%
$21.22 - $23.88 $41.5K - $46.7K
12.8K $292K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
611
+ 55.09%
$99.04 - $109.59 $60.5K - $67K
1.72K $171K
CMCSA
Comcast Corp

Communication Services
1.67K
+ 53.94%
$37.39 - $45.14 $62.5K - $75.5K
4.77K $179K
DVY
Ishares Tr

ETFs
375
+ 331.86%
$129.55 - $143.41 $48.6K - $53.8K
488 $64K
FELE
Franklin Electric CO Inc

Industrials
500
+ 150.15%
$95.71 - $110.4 $47.9K - $55.2K
833 $81K
OKE
Oneok Inc

Energy
37
+ 0.81%
$92.28 - $117.05 $3.41K - $4.33K
4.63K $464K
NOW
Service Now, Inc.

Technology
21
+ 15.22%
$867.18 - $1148.42 $18.2K - $24.1K
159 $168K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.5K
+ 1655.63%
$17.65 - $18.18 $44.1K - $45.5K
2.65K $46K
NVO
Novo Nordisk A S

Healthcare
647
+ 181.74%
$85.0 - $120.04 $55K - $77.7K
1K $86K
VRT
Vertiv Holdings CO

Industrials
498
+ 108.73%
N/A
956 $82K
FNDA
Schwab Fundamental U S Small C

ETFs
4.33K
+ 146.05%
$29.26 - $59.11 $127K - $256K
7.29K $216K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
202
+ 112.85%
$180.39 - $205.43 $36.4K - $41.5K
381 $72K
SCHO
Schwab Short Term Us Treasury

ETFs
11.7K
+ 119.94%
$24.06 - $48.88 $280K - $569K
21.4K $513K
VVV
Valvoline Inc

Energy
1.05K
+ 466.67%
$36.18 - $43.41 $38K - $45.6K
1.28K $46K
LOW
Lowes Companies Inc

Consumer Cyclical
295
+ 19.31%
$244.52 - $284.07 $72.1K - $83.8K
1.82K $449K
BX
Blackstone Inc.

Financial Services
195
+ 232.14%
$148.45 - $199.05 $28.9K - $38.8K
279 $48K
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.5K
+ 6.43%
$17.14 - $18.44 $25.7K - $27.7K
24.8K $439K
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.49%
$370.24 - $418.94 $2.22K - $2.51K
1.23K $492K
WMB
Williams Companies, Inc.

Energy
13
+ 0.32%
$46.37 - $59.74 $603 - $777
4.08K $220K
UTG
Reaves Utility Income Fund

Financial Services
1.3K
+ 21.08%
$30.81 - $34.99 $40.1K - $45.5K
7.47K $236K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
1.68K
+ 7.17%
$40.59 - $43.47 $68.2K - $73.1K
25.1K $1.02M
VB
Vanguard Small Cap ETF

ETFs
122
+ 9.67%
$233.76 - $261.58 $28.5K - $31.9K
1.38K $332K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
300
+ 17.65%
$104.54 - $137.94 $31.4K - $41.4K
2K $243K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.21%
$473.15 - $574.01 $473 - $574
481 $256K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.93K
+ 3.76%
$22.39 - $23.45 $65.6K - $68.7K
80.9K $1.86M
LNT
Alliant Energy Corp

Utilities
517
+ 517.0%
$56.24 - $63.63 $29.1K - $32.9K
617 $36K
DUK
Duke Energy Corp

Utilities
334
+ 37.11%
$105.76 - $120.76 $35.3K - $40.3K
1.23K $132K
ROST
Ross Stores, Inc.

Consumer Cyclical
191
+ 434.09%
$138.59 - $156.61 $26.5K - $29.9K
235 $35K
SWK
Stanley Black & Decker, Inc.

Industrials
776
+ 68.92%
$79.07 - $109.36 $61.4K - $84.9K
1.9K $152K
SLV
I Shares Silver Trust

ETFs
1.32K
+ 36.74%
$26.33 - $31.74 $34.6K - $41.7K
4.89K $128K
RTX
Raytheon Technologies Corp

Industrials
317
+ 16.83%
$114.45 - $127.21 $36.3K - $40.3K
2.2K $254K
CSGP
Costar Group, Inc.

Real Estate
353
+ 534.85%
$69.7 - $81.97 $24.6K - $28.9K
419 $29K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
43
+ 50.0%
$563.99 - $620.12 $24.3K - $26.7K
129 $73K
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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