Org Partners LLC Reduced Holdings in Q4 2025

Org Partners LLC

  • $474 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FV
First Trust Dorsey Wright Focu

ETFs
-25.7K
- 21.84%
$60.63 - $62.78 $1.56M - $1.61M
91.9K $5.59M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
-129K
- 98.32%
$9.36 - $9.82 $1.21M - $1.27M
2.21K $21K
PHYS
Sprott Physical Gold Trust

Financial Services
-48.5K
- 27.04%
$29.62 - $33.31 $1.44M - $1.61M
131K $4.07M
NEAR
Blackrock Short Maturity Bond

ETFs
-22.3K
- 69.94%
$51.08 - $51.37 $1.14M - $1.15M
9.59K $490K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.82K
- 31.36%
$401.99 - $468.37 $732K - $853K
3.99K $1.63M
VOXCF
Vox Royalty Corp.
-373K
- 3.08%
N/A
11.8M $28.8M
NEM
Newmont Corp

Basic Materials
-11.2K
- 47.91%
$78.63 - $98.27 $880K - $1.1M
12.2K $1.06M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.46K
- 26.57%
$185.12 - $192.11 $826K - $857K
12.3K $2.31M
PLTR
Palantir Technologies Inc.

Technology
-3.34K
- 11.85%
$172.14 - $207.18 $575K - $692K
24.8K $4.32M
KHC
Kraft Heinz CO

Consumer Defensive
-23.4K
- 89.77%
$23.72 - $26.28 $555K - $615K
2.67K $66K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-10.2K
- 24.42%
$50.22 - $52.54 $511K - $534K
31.5K $1.6M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-12.3K
- 8.35%
$44.68 - $47.47 $548K - $582K
135K $6.32M
BITO
Proshares Tr Bitcoin Strategy

ETFs
-26.4K
- 87.59%
$14.75 - $20.75 $390K - $548K
3.74K $55K
COST
Costco Wholesale Corp

Consumer Defensive
-488
- 9.25%
$910.94 - $954.99 $445K - $466K
4.79K $4.37M
XOM
Exxon Mobil Corp

Energy
-5.24K
- 22.09%
$110.64 - $119.78 $580K - $628K
18.5K $2.17M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-5.53K
- 30.8%
$87.0 - $90.6 $481K - $501K
12.4K $1.1M
CLX
Clorox CO

Consumer Defensive
-3.8K
- 89.55%
$103.68 - $123.19 $394K - $469K
444 $46K
OMFL
Invesco Exchange Traded Self I

ETFs
-7.63K
- 41.68%
$59.09 - $61.05 $451K - $466K
10.7K $636K
META
Meta Platforms, Inc.

Communication Services
-64
- 1.94%
$609.01 - $751.67 $39K - $48.1K
3.24K $1.97M
RDVY
First Trust Rising Dividend Ac

ETFs
-5.43K
- 2.7%
$65.02 - $68.31 $353K - $371K
196K $13.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.19K
- 25.96%
$63.25 - $66.24 $391K - $410K
17.7K $1.13M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-933
- 97.09%
$398.46 - $431.24 $372K - $402K
28 $11K
BXSL
Blackstone Secured Lending Fund

Financial Services
-15.2K
- 92.64%
$25.02 - $27.16 $379K - $412K
1.2K $32K
AXON
Axon Enterprise, Inc.

Industrials
-227
- 16.13%
$554.37 - $759.44 $126K - $172K
1.18K $654K
KMB
Kimberly Clark Corp

Consumer Defensive
-2.61K
- 66.97%
$100.05 - $123.23 $262K - $322K
1.29K $134K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.09K
- 34.57%
$100.37 - $100.72 $310K - $311K
5.84K $587K
CAG
Conagra Brands Inc.

Consumer Defensive
-14.9K
- 80.52%
$16.7 - $19.3 $249K - $288K
3.61K $62K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.51K
- 22.38%
$91.46 - $91.76 $230K - $231K
8.72K $798K
HOOD
Robinhood Markets, Inc.

Technology
-1.49K
- 79.26%
$121.53 - $152.46 $181K - $227K
389 $47K
JHML
John Hancock Multifactor Large

ETFs
-2.58K
- 34.49%
$76.59 - $80.09 $198K - $207K
4.91K $385K
VPN
Global X Fds Data Ctr Reits &

ETFs
-12.6K
- 17.89%
N/A
57.6K $917K
EFG
Msci Eafe Growth ETF

ETFs
-1.61K
- 50.66%
$112.91 - $117.61 $182K - $190K
1.57K $180K
ORCL
Oracle Corp

Technology
-44
- 1.6%
$217.57 - $313.0 $9.57K - $13.8K
2.71K $595K
ARCC
Ares Capital Corp

Financial Services
-8.11K
- 89.44%
$18.9 - $20.61 $153K - $167K
957 $19K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.97K
- 39.63%
$74.62 - $78.21 $147K - $154K
3K $224K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-208
- 3.22%
$178.37 - $198.46 $37.1K - $41.3K
6.26K $1.15M
SPGI
S&P Global Inc.

Financial Services
-284
- 34.13%
$472.05 - $502.96 $134K - $143K
548 $267K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.55K
- 2.29%
$46.57 - $47.16 $119K - $120K
109K $5.07M
FDL
First Tr Morningstar Dividend

ETFs
-3.25K
- 5.2%
$42.27 - $43.9 $137K - $143K
59.2K $2.58M
RSG
Republic Services, Inc.

Industrials
-516
- 57.4%
$204.12 - $227.29 $105K - $117K
383 $80K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.16K
- 15.02%
$102.37 - $105.36 $119K - $122K
6.56K $674K
CTAS
Cintas Corp

Industrials
-488
- 43.49%
$182.04 - $203.64 $88.8K - $99.4K
634 $118K
PG
Procter & Gamble CO

Consumer Defensive
-466
- 9.19%
$145.5 - $153.18 $67.8K - $71.4K
4.61K $671K
O
Realty Income Corp

Real Estate
-1.61K
- 45.59%
$56.12 - $60.64 $90.5K - $97.8K
1.93K $109K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-2.75K
- 90.16%
$36.47 - $38.19 $100K - $105K
300 $11K
ETN
Eaton Corp PLC

Industrials
-220
- 21.59%
$352.39 - $387.75 $77.5K - $85.3K
799 $281K
SHW
Sherwin Williams CO

Basic Materials
-278
- 63.33%
$330.74 - $354.45 $91.9K - $98.5K
161 $53K
MWA
Mueller Water Products, Inc.

Industrials
-3.75K
- 99.97%
$23.1 - $26.06 $86.6K - $97.7K
1 $0
BRO
Brown & Brown, Inc.

Financial Services
-826
- 40.35%
$76.42 - $95.96 $63.1K - $79.3K
1.22K $98K
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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