Org Partners LLC Incresed Positions in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MAR
Marriott International Inc

Consumer Cyclical
84
+ 158.49%
$246.06 - $292.59 $20.7K - $24.6K
137 $38K
KMB
Kimberly Clark Corp

Consumer Defensive
199
+ 86.52%
$130.37 - $146.09 $25.9K - $29.1K
429 $56K
HD
Home Depot, Inc.

Consumer Cyclical
259
+ 5.45%
$385.02 - $431.37 $99.7K - $112K
5.01K $1.95M
MKC
Mccormick & CO Inc

Consumer Defensive
297
+ 9900.0%
$73.97 - $84.09 $22K - $25K
300 $22K
PANW
Palo Alto Networks Inc

Technology
1.01K
+ 99.8%
$181.96 - $405.9 $184K - $410K
2.02K $368K
SNA
Snap On Inc

Industrials
60
+ 2000.0%
$285.44 - $371.35 $17.1K - $22.3K
63 $21K
PG
Procter & Gamble CO

Consumer Defensive
300
+ 5.64%
$161.05 - $179.7 $48.3K - $53.9K
5.62K $941K
COF
Capital One Financial Corp

Financial Services
105
+ 218.75%
$145.19 - $192.01 $15.2K - $20.2K
153 $27K
AXP
American Express CO

Financial Services
42
+ 15.27%
$267.35 - $305.57 $11.2K - $12.8K
317 $94K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
296
+ 39.26%
$66.67 - $74.08 $19.7K - $21.9K
1.05K $71K
CCL
Carnival Corp

Consumer Cyclical
200
+ 9.52%
$17.34 - $26.8 $3.47K - $5.36K
2.3K $57K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
71
+ 12.59%
$47.29 - $84.74 $3.36K - $6.02K
635 $47K
MRVL
Marvell Technology, Inc.

Technology
149
+ 175.29%
$70.31 - $124.78 $10.5K - $18.6K
234 $25K
IWS
Ishares Russell Midcap Value E

ETFs
206
+ 8.56%
$128.08 - $140.32 $26.4K - $28.9K
2.61K $337K
KEY
Keycorp

Financial Services
1K
+ 74.13%
$16.21 - $19.97 $16.2K - $20K
2.35K $40K
AAGIY
Aia Group LTD Sponsored Adr Ho

Financial Services
965
+ 62.06%
$27.83 - $38.42 $26.9K - $37.1K
2.52K $72K
BA
Boeing CO

Industrials
49
+ 13.69%
$138.14 - $180.72 $6.77K - $8.86K
407 $72K
WFC
Wells Fargo & Company

Financial Services
6
+ 0.48%
$54.98 - $77.35 $330 - $464
1.27K $88K
MDLZ
Mondelez International, Inc.

Consumer Defensive
661
+ 38.41%
$59.25 - $72.99 $39.2K - $48.2K
2.38K $142K
IWP
Ishares Russell Mid Cap Growth

ETFs
66
+ 8.03%
$116.4 - $138.52 $7.68K - $9.14K
888 $112K
MDNA
Medicenna Therapeutics Corp.

Healthcare
50K
+ 40.0%
N/A
175K $54K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
51
+ 118.6%
$229.83 - $258.46 $11.7K - $13.2K
94 $23K
PEAK
Healthpeak Properties, Inc.

Real Estate
748
+ 213.71%
N/A
1.1K $20K
EW
Edwards Lifesciences Corp

Healthcare
54
+ 4.72%
$64.54 - $75.92 $3.49K - $4.1K
1.2K $88K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
423
+ 19.42%
$36.54 - $37.53 $15.5K - $15.9K
2.6K $95K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
1.23K
+ 153.88%
$10.56 - $11.31 $13K - $13.9K
2.03K $21K
IWM
Ishares Russell 2000 ETF

ETFs
55
+ 9.82%
$216.13 - $242.4 $11.9K - $13.3K
615 $135K
MPLX
Mplx LP

Energy
130
+ 8.64%
$43.77 - $51.66 $5.69K - $6.72K
1.63K $78K
VBK
Vanguard Small Cap Growth ETF

ETFs
26
+ 7.49%
$264.18 - $304.19 $6.87K - $7.91K
373 $104K
MMM
3 M CO

Industrials
98
+ 44.14%
$124.74 - $137.12 $12.2K - $13.4K
320 $41K
VONE
Vanguard Russell 1000 ETF

ETFs
6
+ 0.45%
$257.18 - $277.76 $1.54K - $1.67K
1.35K $361K
VTV
Vanguard Value ETF

ETFs
203
+ 4.5%
$168.32 - $181.87 $34.2K - $36.9K
4.72K $798K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
96
+ 6.68%
$126.68 - $134.74 $12.2K - $12.9K
1.53K $195K
ABC
Amerisourcebergen Corp

Healthcare
63
+ 17.36%
N/A
426 $78K
XLC
Select Sector Spdr Tr Communic

ETFs
2
+ 0.13%
$89.66 - $102.16 $179 - $204
1.55K $150K
BTI
British American Tobacco P.L.C.

Consumer Defensive
299
+ 35.09%
$34.25 - $37.94 $10.2K - $11.3K
1.15K $41K
BND
Vanguard Bd Index Fd Inc Total

ETFs
133
+ 1108.33%
$71.75 - $75.11 $9.54K - $9.99K
145 $10K
TXN
Texas Instruments Inc

Technology
48
+ 2.59%
N/A
1.9K $370K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
60
+ 4.84%
$58.39 - $67.04 $3.5K - $4.02K
1.3K $82K
GLOB
Globant S.A.

Technology
23
+ 11.98%
$193.45 - $236.83 $4.45K - $5.45K
215 $46K
ROK
Rockwell Automation, Inc

Industrials
16
+ 8.16%
$264.65 - $302.92 $4.23K - $4.85K
212 $60K
WBD
Warner Bros. Discovery, Inc.

Communication Services
456
+ 32.62%
$7.33 - $12.37 $3.34K - $5.64K
1.85K $19K
PEG
Public Service Enterprise Group Inc

Utilities
100
+ 129.87%
$81.87 - $94.51 $8.19K - $9.45K
177 $14K
ETR
Entergy Corp

Utilities
419
+ 98.13%
$73.19 - $156.4 $30.7K - $65.5K
846 $64K
WST
West Pharmaceutical Services Inc

Healthcare
4
+ 1.53%
$285.69 - $344.0 $1.14K - $1.38K
265 $86K
SWKS
Skyworks Solutions, Inc.

Technology
100
+ 188.68%
$83.18 - $99.15 $8.32K - $9.92K
153 $13K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
200
+ 99.5%
$40.0 - $52.93 $8K - $10.6K
401 $16K
SAP
Sap Se

Technology
3
+ 0.74%
$218.13 - $255.54 $654 - $767
409 $100K
SBUX
Starbucks Corp

Consumer Cyclical
202
+ 12.15%
$87.44 - $102.5 $17.7K - $20.7K
1.86K $169K
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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