Org Partners LLC Incresed Positions in Q4 2025

Org Partners LLC

  • $474 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37
+ 0.5%
$600.51 - $631.95 $22.2K - $23.4K
7.36K $4.55M
MRK
Merck & Co., Inc.

Healthcare
87
+ 1.52%
$82.49 - $92.93 $7.18K - $8.08K
5.82K $540K
PEP
Pepsico Inc

Consumer Defensive
320
+ 22.18%
$138.84 - $153.71 $44.4K - $49.2K
1.76K $260K
DHR
Danaher Corp

Healthcare
29
+ 1.28%
$202.46 - $223.01 $5.87K - $6.47K
2.3K $506K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.15K
+ 13.37%
$50.85 - $51.0 $58.5K - $58.7K
9.76K $496K
VEU
Vanguard Ftse All World Ex Us

ETFs
756
+ 945.0%
$70.2 - $73.89 $53.1K - $55.9K
836 $61K
IAU
Ishares Gold Trust

ETFs
243
+ 2.77%
$72.65 - $82.5 $17.7K - $20K
9.01K $693K
SCCO
Southern Copper Corp

Basic Materials
60
+ 1.26%
$122.64 - $141.68 $7.36K - $8.5K
4.81K $629K
FEP
First Trust Europe Alphadex Fu

ETFs
1K
+ 50.0%
$50.31 - $51.92 $50.3K - $51.9K
3K $154K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
562
+ 88.23%
$90.08 - $108.94 $50.6K - $61.2K
1.2K $110K
MLM
Martin Marietta Materials Inc

Basic Materials
85
+ 274.19%
$596.44 - $656.85 $50.7K - $55.8K
116 $69K
NVDA
Nvidia Corp

Technology
263
+ 0.48%
$179.83 - $207.04 $47.3K - $54.5K
55.6K $10.4M
ASTS
Ast Space Mobile, Inc.

Communication Services
133
+ 4.22%
$56.94 - $99.21 $7.57K - $13.2K
3.28K $203K
GLW
Corning Inc

Technology
604
+ 70.48%
$82.06 - $90.29 $49.6K - $54.5K
1.46K $119K
QQQ
Invesco Qqq Trust, Series 1

ETFs
74
+ 6.77%
$589.5 - $635.77 $43.6K - $47K
1.17K $704K
VRT
Vertiv Holdings CO

Industrials
539
+ 32.22%
N/A
2.21K $191K
CRM
Salesforce, Inc.

Technology
196
+ 37.98%
$235.69 - $263.41 $46.2K - $51.6K
712 $168K
SLB
Schlumberger Limited

Energy
1.18K
+ 338.97%
$31.72 - $37.61 $37.5K - $44.5K
1.53K $56K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1K
+ 41.32%
$46.23 - $49.22 $46.2K - $49.2K
3.42K $160K
EQT
Eqt Corp

Energy
416
+ 11.84%
$51.8 - $60.84 $21.5K - $25.3K
3.93K $235K
NEE
Nextera Energy Inc

Utilities
100
+ 2.93%
$78.18 - $86.03 $7.82K - $8.6K
3.52K $301K
INSM
Insmed Inc

Healthcare
74
+ 12.69%
$147.28 - $194.39 $10.9K - $14.4K
657 $126K
VIG
Vanguard Dividend Appreciation

ETFs
239
+ 3.54%
N/A
6.98K $1.27M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
778
+ 11.21%
$51.27 - $51.8 $39.9K - $40.3K
7.72K $398K
CSCO
Cisco Systems, Inc.

Technology
304
+ 14.74%
$67.46 - $78.0 $20.5K - $23.7K
2.37K $184K
PPA
Invesco Exchange Traded Fd Tr

ETFs
390
+ 10.31%
$150.5 - $159.55 $58.7K - $62.2K
4.17K $629K
TEQI
T Rowe Price Exchange Traded F

Technology
985
+ 10.72%
$42.88 - $44.46 $42.2K - $43.8K
10.2K $443K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
553
+ 11.48%
$128.96 - $165.33 $71.3K - $91.4K
5.37K $692K
BAC
Bank Of America Corp

Financial Services
789
+ 5.67%
$48.65 - $54.11 $38.4K - $42.7K
14.7K $757K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.7K
+ 16.86%
$23.37 - $23.7 $39.6K - $40.2K
11.7K $274K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
66
+ 153.49%
$577.77 - $604.78 $38.1K - $39.9K
109 $63K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
265
+ 5.21%
$82.92 - $88.2 $22K - $23.4K
5.35K $468K
JPIE
J P Morgan Exchange Traded Fd
792
+ 12.84%
$46.18 - $46.47 $36.6K - $36.8K
6.96K $321K
NVS
Novartis Ag

Healthcare
261
+ 124.29%
$121.8 - $132.39 $31.8K - $34.6K
471 $61K
TSN
Tyson Foods, Inc.

Consumer Defensive
655
+ 2519.23%
$50.72 - $55.51 $33.2K - $36.4K
681 $36K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
160
+ 20.75%
$191.03 - $210.0 $30.6K - $33.6K
931 $189K
XLV
Select Sector Spdr Fund Health

ETFs
145
+ 14.5%
$141.95 - $152.82 $20.6K - $22.2K
1.15K $173K
MBB
Ishares Tr

ETFs
356
+ 8.72%
$94.9 - $96.23 $33.8K - $34.3K
4.44K $421K
ITOT
Ishares Core S&P Total U.S. St

ETFs
212
+ 9.27%
$142.79 - $150.05 $30.3K - $31.8K
2.5K $365K
HCA
Hca Healthcare, Inc.

Healthcare
46
+ 23.47%
$410.68 - $476.61 $18.9K - $21.9K
242 $114K
ENB
Enbridge Inc

Energy
648
+ 325.63%
$46.39 - $50.07 $30.1K - $32.4K
847 $40K
PLD
Prologis, Inc.

Real Estate
39
+ 1.36%
$111.23 - $127.18 $4.34K - $4.96K
2.91K $358K
LYB
Lyondell Basell Industries N.V.

Basic Materials
624
+ 960.0%
$42.38 - $49.47 $26.4K - $30.9K
689 $31K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
442
+ 17.55%
$46.44 - $50.36 $20.5K - $22.3K
2.96K $146K
ESAB
Esab Corp

Industrials
233
+ 27.41%
$111.41 - $123.35 $26K - $28.7K
1.08K $121K
BNDX
Vanguard Total International B

ETFs
548
+ 11.7%
$49.3 - $49.91 $27K - $27.4K
5.23K $258K
NTRA
Natera, Inc.

Healthcare
27
+ 5.96%
$160.21 - $209.5 $4.33K - $5.66K
480 $98K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
31
+ 81.58%
$557.73 - $694.99 $17.3K - $21.5K
69 $47K
OTIS
Otis Worldwide Corp

Industrials
285
+ 202.13%
$88.77 - $93.38 $25.3K - $26.6K
426 $37K
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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