Org Wealth Partners, LLC Purchases in Q3 2025

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
181
+ 83.03%
$689.63 - $968.09 $125K - $175K
399 $386K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
932
+ 9.05%
$108.46 - $120.63 $101K - $112K
11.2K $1.33M
EMR
Emerson Electric CO

Industrials
1.65K
+ 50.05%
$128.6 - $149.63 $212K - $247K
4.94K $648K
VIG
Vanguard Dividend Appreciation

ETFs
1.15K
+ 6372.22%
N/A
1.17K $212K
BSX
Boston Scientific Corp

Healthcare
2.12K
New
$97.03 - $108.14 $206K - $230K
2.12K $207K
WBD
Warner Bros. Discovery, Inc.

Communication Services
7.17K
+ 97.91%
$10.78 - $19.82 $77.3K - $142K
14.5K $282K
MRK
Merck & Co., Inc.

Healthcare
2.32K
+ 271.4%
$77.6 - $87.37 $180K - $202K
3.17K $265K
ABT
Abbott Laboratories

Healthcare
2.07K
+ 4.95%
$120.51 - $136.62 $249K - $283K
43.8K $5.87M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.13K
+ 136.36%
$96.73 - $137.09 $109K - $154K
1.95K $258K
SAP
Sap Se

Technology
666
+ 3171.43%
$252.42 - $311.93 $168K - $208K
687 $183K
INTU
Intuit Inc

Technology
248
+ 2066.67%
$646.03 - $807.39 $160K - $200K
260 $177K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
642
+ 15.14%
$148.97 - $165.88 $95.6K - $106K
4.88K $803K
MS
Morgan Stanley

Financial Services
927
+ 123.11%
$139.09 - $161.16 $129K - $149K
1.68K $267K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
1.3K
+ 1829.58%
$105.8 - $123.14 $137K - $160K
1.37K $167K
IDXX
Idexx Laboratories Inc

Healthcare
170
+ 33.73%
$514.61 - $682.78 $87.5K - $116K
674 $430K
DGRO
Ishares Core Dividend Growth E

ETFs
1.6K
+ 14.35%
$64.12 - $68.08 $102K - $109K
12.7K $865K
TRN
Trinity Industries Inc

Industrials
5.56K
New
$23.3 - $29.03 $130K - $161K
5.56K $155K
GS
Goldman Sachs Group Inc

Financial Services
122
+ 19.18%
$696.56 - $806.32 $85K - $98.4K
758 $603K
CTA
Simplify Exch Traded Fds Simpl

ETFs
3.47K
+ 8.15%
$26.46 - $28.43 $91.8K - $98.6K
46K $1.29M
RTX
Raytheon Technologies Corp

Industrials
444
+ 13.77%
$144.19 - $167.33 $64K - $74.3K
3.67K $613K
MCD
Mcdonalds Corp

Consumer Cyclical
348
+ 11.48%
$291.67 - $316.99 $102K - $110K
3.38K $1.03M
STX
Seagate Technology Holdings PLC

Technology
309
+ 42.62%
$142.01 - $236.06 $43.9K - $72.9K
1.03K $244K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.75K
+ 18.76%
$49.43 - $54.52 $86.4K - $95.3K
11.1K $599K
NEM
Newmont Corp

Basic Materials
1.26K
+ 104.14%
$57.35 - $85.25 $72.1K - $107K
2.46K $207K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
239
+ 18.44%
$224.68 - $282.71 $53.7K - $67.6K
1.54K $428K
GLW
Corning Inc

Technology
905
+ 48.01%
$51.6 - $82.03 $46.7K - $74.2K
2.79K $228K
SPY
Spdr S&P 500 ETF Trust

ETFs
100
+ 7.63%
$617.65 - $666.84 $61.8K - $66.7K
1.41K $939K
NEE
Nextera Energy Inc

Utilities
1.54K
+ 91.49%
$69.77 - $77.54 $107K - $119K
3.22K $243K
FNV
Franco Nevada Corp

Basic Materials
557
New
$154.4 - $222.91 $86K - $124K
557 $124K
MO
Altria Group, Inc.

Consumer Defensive
1.02K
+ 14.21%
$57.75 - $67.68 $59.1K - $69.2K
8.22K $543K
UNP
Union Pacific Corp

Industrials
439
+ 30.44%
$214.91 - $237.16 $94.3K - $104K
1.88K $444K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
3.62K
New
N/A
3.62K $113K
LLY
Eli Lilly & CO

Healthcare
174
+ 14.65%
$625.65 - $812.69 $109K - $141K
1.36K $1.04M
C
Citigroup Inc

Financial Services
931
+ 99.68%
$85.57 - $103.49 $79.7K - $96.3K
1.87K $189K
FOXA
Fox Corp

Communication Services
1.58K
+ 124.82%
$53.87 - $63.06 $85.3K - $99.9K
2.85K $179K
TTWO
Take Two Interactive Software Inc

Communication Services
394
+ 134.93%
$217.37 - $259.96 $85.6K - $102K
686 $177K
COIN
Coinbase Global, Inc.

Technology
320
+ 150.23%
$297.99 - $419.78 $95.4K - $134K
533 $179K
GL
Globe Life Inc.

Financial Services
636
+ 111.38%
$117.6 - $146.55 $74.8K - $93.2K
1.21K $172K
TYD
Direxion Daily 7 10 Yr Tsy Bul

ETFs
3.76K
+ 29.54%
$24.04 - $26.72 $90.3K - $100K
16.5K $423K
TOL
Toll Brothers, Inc.

Consumer Cyclical
182
+ 5.91%
$113.78 - $148.0 $20.7K - $26.9K
3.26K $450K
CME
Cme Group Inc.

Financial Services
380
+ 50.67%
$258.83 - $287.1 $98.4K - $109K
1.13K $305K
NTRS
Northern Trust Corp

Financial Services
706
+ 125.85%
$123.6 - $134.6 $87.3K - $95K
1.27K $170K
DHI
Horton D R Inc

Consumer Cyclical
188
+ 11.57%
$129.82 - $184.04 $24.4K - $34.6K
1.81K $307K
AEE
Ameren Corp

Utilities
877
+ 118.03%
$95.0 - $104.38 $83.3K - $91.5K
1.62K $169K
WFC
Wells Fargo & Company

Financial Services
1.11K
+ 126.36%
$77.05 - $85.16 $85.7K - $94.7K
1.99K $166K
VLO
Valero Energy Corp

Energy
532
New
$131.77 - $175.63 $70.1K - $93.4K
532 $90K
VRSN
Verisign Inc

Technology
326
+ 130.92%
$263.02 - $305.98 $85.7K - $99.7K
575 $160K
NKE
Nike, Inc.

Consumer Cyclical
1.27K
+ 42233.33%
$69.24 - $79.24 $87.7K - $100K
1.27K $88K
T
At&T Inc.

Communication Services
3.15K
+ 55.08%
$26.94 - $29.62 $84.9K - $93.4K
8.88K $250K
Activity Summary
Buys All Purchases 274 New Holdings 61 Increased Positions 213 Sells All Sells 103 Reductions 102 Sold out 1 Options Calls 0 Puts 0
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